Events and Webcasts
Access webinar video archives (requires website log-in)_____________________________________________________________________________________________________ SalesDoc Architect Interactive Webinar (Weekly Recurring) for Prospective ClientsDates/Times:
During this interactive webinar, Brian Cors will show you how to enhance your sales efforts and boost profits by using CorsPro’s SalesDoc Architect configuration, pricing and document automation software. We encourage each company to invite all employees who might have an interest in (and make the decision to purchase) a software solution like SalesDoc Architect. Our interactive demos can be very helpful as your company evaluates SalesDoc Architect since we often have multiple attendees at various stages of the decision process, including those who are already in trial and want tips to maximize the power of SDA. Our participants learn a lot from each other! _____________________________________________________________________________________________________ Client End-User Training: Get the Most out of SalesDoc Architect (Weekly Recurring)Dates/Times:
New users – especially from companies who are currently in our 30-day trial – are invited to attend our interactive training session to learn how to get the most from SalesDoc Architect so you can sell more in less time! We’ll cover the basics of installation and usage and will take questions from attendees. Please note that this session is specifically for end-users of SalesDoc Architect, and does not cover Architect Manager issues and questions. _____________________________________________________________________________________________________ Webinar: Adding Contracts and Multi-Use Docs to SalesDoc ArchitectDate/Time: Thursday, May 9, 2013, 2:00 PM EDT (access the video archives to watch the webinar) This webinar shows you how to add contracts and other Word docs as new SDA outputs. We also show you how to add “multi-use” doc sections that appear in a variety of outputs through the use of SDA’s powerful Doc Types and DocType Groups. As an example, we show you how you can add a contract doc section to the document library and then output that doc section as a stand-alone contract or as part of a scope of work (SOW) or proposal/SOW combo output. This webinar is targeted to current SDA Managers/Admins as well as prospective CorsPro clients who wish to see how new Word outputs are added to SalesDoc Architect. _____________________________________________________________________________________________________ Webinar: Distributing SalesDoc Architect User UpdatesDate/Time: Friday, May 3, 2013, 1:30 PM EDT (access the video archives to watch the webinar) This webinar shows you how to distribute SalesDoc Architect updates to your users. We discuss our brand-new centralized approach to update management, and show you how you can distribute your updates in one of two ways: shared network folder or password-protected FTP site. This webinar is targeted to current SDA Managers/Admins. _____________________________________________________________________________________________________ Webinar: Auto-Calculating Labor with SalesDoc ArchitectDate/Time: Wednesday, March 13, 2013, 2:00 PM EDT (access the video archives to watch the webinar) During this webinar we discuss various methods that you can use to auto-calculate labor in SalesDoc Architect. We cover several approaches that vary in sophistication, from a simple approach that bases labor on a percent of MSRP, to a more detailed approach that calculates labor on a part-by-part basis – plus a couple of approaches in between – and discuss how you can vary the approach by product line and combine multiple approaches within an individual deal. This webinar is targeted to current SDA Managers/Admins as well as prospective CorsPro clients who wish to see how labor calculations can be automated within SalesDoc Architect. _____________________________________________________________________________________________________ Create Winning Multi-Site Proposals with SalesDoc ArchitectDate/Time: Wednesday, February 6, 2013, 2:00 PM EST (access the video archives to watch the webinar) Whether you’re proposing a solution for a campus environment or a large geographically-distributed enterprise, multi-site proposals are easy to create with SalesDoc Architect. During this 30-minute webinar, we give you an in-depth look at how to configure and propose multi-site solutions, including tips on how to use various manufacturer configuration tools in conjunction with SalesDoc Architect for multi-site solutions. The end result: a single consolidated, descriptive proposal that nicely breaks out the schedules of equipment into the different sites. This webinar – featuring our brand-new multi-site functionality – is targeted to prospective CorsPro clients, current SDA users and current SDA Managers/Admins. _____________________________________________________________________________________________________ Webinar: What’s New in SDA Ver. 8 for Architect ManagersDate/Time: Thursday, November 15, 2012, 2:00 PM EST (access the video archives to watch the webinar) This webinar delves into the Architect Manager aspects of the new features that have been added to version 8 of SalesDoc Architect. We focus mostly on how to set up multi-quote/multi-site outputs, including how you can sum variables across multiple quote files. We also cover implementing pricing schedule templates. This webinar is targeted to current SDA Managers/Admins. _____________________________________________________________________________________________________ Webinar: What’s New in Ver. 8 of SalesDoc ArchitectDate/Time: Wednesday, November 14, 2012, 2:00 PM EST (access the video archives to watch the webinar) In this webinar, we share with you what’s new in version 8 of SalesDoc Architect. We primarily focus on the new multi-quote functionality that makes it a cinch to generate multi-site proposals and other sales documents. We also touch on other new features including pricing schedule templates and compatibility with 64-bit Office. This webinar is targeted to prospective CorsPro clients, current SDA users and current SDA Managers/Admins. _____________________________________________________________________________________________________ Webinar: Incorporating Your Sales Qualification and Discovery Process into SalesDoc ArchitectDate/Time: Thursday, August 30, 2012, 2:00 PM EDT (access the video archives to watch the webinar) This webinar focuses on how to incorporate your sales qualification and discovery process into SalesDoc Architect. We show you how you can use SDA to collect qualification and discovery information that drives solutions, enables you to reflect that information back to the prospect for discussion and approval, and allows you to create compelling proposals and scopes of work that fit the prospect like a glove. During this webinar, we demonstrate how some of SDA’s newest features – including dynamic tables and bulleted lists – can be used in your qualification and discovery process. This webinar is targeted to prospective CorsPro clients, current SDA users and current SDA Managers/Admins. _____________________________________________________________________________________________________ Webinar: Introduction to Architect ManagerDate/Time: Thursday, July 19, 2012, 2:00 PM EDT (access the video archives to watch the webinar) This webinar introduces you to the major features and functions of Architect Manager, including the “get started” tasks that new clients – or new admins within existing clients – need to know to start administering and customizing SalesDoc Architect. This webinar is ideal for current – or new – SDA admins within existing clients, or prospective CorsPro clients who want to get an overview of Architect Manager and how easy it is to administer and customize SalesDoc Architect. _____________________________________________________________________________________________________ June 19-20, 2012 (San Diego, CA) CorsPro Participating at Mitel’s Business Partner Conference June 19-20, 2012CorsPro will be exhibiting at the upcoming Mitel Business Partner Conference taking place June 19-20, 2012 in San Diego, CA. At the booth (booth number 504), we will be demonstrating how SalesDoc Architect automates the configuration of complete, turnkey solutions featuring Mitel products, then generates proposals and other sales documents in seconds. Authorized Mitel resellers can use marketing development funds (MDF) at a 50% rate to help pay for SalesDoc Architect. _____________________________________________________________________________________________________ Configuring and Proposing Mitel Solutions with SalesDoc ArchitectDate/Time: Friday, June 8, 2012, 2:00 PM EDT (access the video archives to watch the webinar) This webinar shows you how easily you can configure, quote and propose Mitel solutions that include all required elements – such as services, associated peripheral products and support plans – for true turnkey solutions. We show you an example where we import parts and pricing for a core Mitel solution from Mitel’s Sales Workbench, then auto-configure all of the other products and services required for the turnkey solution. This webinar is targeted to current SDA users, current SDA Managers/Admins, and prospective CorsPro clients who sell Mitel solutions. _____________________________________________________________________________________________________ Incorporating customer-specific pricing into SalesDoc Architect quotesDate/Time: Friday, June 1, 2012, 2:00 PM EDT (access the video archives to watch the webinar) In this webinar, we show you how you can incorporate customer-specific pricing into your SalesDoc Architect quotes and proposals. Are you contractually obligated to any customers to sell specific items at agreed-to pricing on an ongoing basis? Do you sell off of state contracts? We show you how SDA makes it easy for you to quote contracted pricing. We also show you how to incorporate customer-specific COSTING into your quotes, such as when a manufacturer provides lower costing to you to support the lower pricing that you provide to a specific end customer. This webinar is targeted to prospective CorsPro clients, current SDA users and current SDA Managers/Admins. _____________________________________________________________________________________________________ Managed Services – A win-win for you and your customersDate/Time: Wednesday, May 16, 2012, 2:30 PM EDT (access the video archives to watch the webinar) This webinar focuses on the benefits of offering managed services for your voice solutions, led by Wil Meggers from GreatAmerica Leasing. Gary Ritacco from ECOMM – a joint GreatAmerica/CorsPro client – discusses their “ETAP” managed service program, and shows participants how they are proposing this program to their prospects. During the webinar you will learn about the value of offering a managed solution to your customer base and how a managed service solution helps you retain your customers, keep your employees happy, and create a certain level of differentiation and name recognition within your given market. You will learn how to effectively propose a managed solution and ultimately improve your overall profitability and the value of your business. _____________________________________________________________________________________________________ Creating Excel forms and reports using SalesDoc ArchitectDate/Time: Friday, April 27, 2012, 11:30 AM EDT (access the video archives to watch the webinar) During this webinar, we show you how to create Excel-based forms and reports using SalesDoc Architect. We also show you how to add Excel outputs to your SDA outputs menu so that users can easily generate them. This webinar is targeted to prospective CorsPro clients and current SDA Managers/Admins (SDA users are invited, but most of our time will be spent showing admins how to create Excel outputs). _____________________________________________________________________________________________________ Upselling Customers with OptioningDate/Time: Friday, April 13, 2012, 2:00 PM EDT (access the video archives to watch the webinar) This webinar shows you how you can use SalesDoc Architect’s optioning features to upsell add-ons to your prospects and customers. You’ll see how you can use SDA to present different high level options (solution A vs. solution B), as well as to present a core solution along with one or more add-on option “packages”. This webinar is targeted to prospective CorsPro clients, current SDA users and current SDA Managers/Admins. _____________________________________________________________________________________________________ Adding Word Doc Sections to SalesDoc Architect: Tips, Tricks and TrapsDate/Time: Friday, March 30, 2012, 2:00 PM EDT (access the video archives to watch the webinar) During this webinar, we show you how to add Word document sections to SalesDoc Architect’s document library so that they can be included in Word proposals, statements of work and other outputs that you can generate from SalesDoc Architect. We then take it to the next level and show you tips, tricks and traps in creating and editing these document sections, including use of Word styles, copying in text from websites and inserting variables within the document sections. This webinar is targeted to prospective CorsPro clients and current SDA Managers/Admins. _____________________________________________________________________________________________________ Configuring and Proposing Avaya Solutions with SalesDoc ArchitectDate/Time: Friday, March 16, 2012, 2:00 PM EDT (access the video archives to watch the webinar) This webinar shows you how easily you can configure, quote and propose Avaya solutions that include all required elements – such as services, associated peripheral products and support plans – for true turnkey solutions. We’ll show you an example where we import parts and pricing for a core Avaya solution from various Avaya and distributor tools, then auto-configure all of the other products and services required for the turnkey solution. We’ll then show you how you can implement this automation in your SalesDoc Architect setup. This webinar is targeted to prospective CorsPro clients, current SDA users and current SDA Managers/Admins. _____________________________________________________________________________________________________ Create Winning Multi-Site Proposals with SalesDoc ArchitectDate/Time: Friday, March 2, 2012, 2:00 PM EDT (access the video archives to watch the webinar) Whether you’re proposing a solution for a campus environment or a large geographically-distributed enterprise, multi-site proposals are easy to create with SalesDoc Architect. During this 30-minute webinar, we’ll give you an in-depth look at how to configure and propose multi-site solutions, including tips on how to use various manufacturer configuration tools in conjunction with SalesDoc Architect for multi-site solutions. The end result: a single consolidated, descriptive proposal that nicely breaks out the schedules of equipment into the different sites. This webinar is targeted to prospective CorsPro clients, current SDA users and current SDA Managers/Admins. _____________________________________________________________________________________________________ Get Smart: Auto-Configuring Products and Services with SalesDoc ArchitectDate/Time: Friday, February 17, 2012, 2:00 PM EDT (access the video archives to watch the webinar) Find out about SalesDoc Architect’s ‘smart automation’ – a unique and highly efficient approach to solution configuration and document generation that saves time, reduces errors and fuels bottom line profits. During this 30 minute webinar, we’ll demonstrate how SalesDoc Architect auto-configures products, services and document content based on the core solution configuration. We’ll show you an example where peripheral products, services and document content are auto-configured simply by importing a list of parts from a manufacturer’s pricing/configuration tool. We’ll then show you how to implement this automation, including brand-new auto-configuration features and enhanced assemblies/sub-assemblies functionality. This webinar is targeted to prospective CorsPro clients and current SDA Managers/Admins. _____________________________________________________________________________________________________ Increasing Profit Margins with a Scope of WorkDate/Time: Friday, February 3, 2012, 2:00 PM EDT (access the video archives to watch the webinar) Detailed scopes of work help companies to set expectations with their prospects and customers, preventing job margin erosion that can occur when expectations aren’t clearly set. During this 30-minute webinar, we’ll show you how SalesDoc Architect automates the assembly of detailed scopes of work. We’ll also show CorsPro clients how to incorporate SalesDoc Architect’s new generic scope of work content into their setup so that they can easily and succinctly lay out the key responsibilities for both the buyer and the seller to ensure a successful sale, a happy customer and a profitable implementation. This webinar is targeted to prospective CorsPro clients and current SDA Managers/Admins. _____________________________________________________________________________________________________ Proposals that Wow and Win: The Tigerpaw—SalesDoc Architect Total SolutionDate: Thursday, September 15, 2011 Time: 2:00 PM EST (access the video archives to watch the webinar) Participate in our 30-minute best practices webinar where we will show you how to increase your sales by combining CorsPro’s SalesDoc Architect, the configuration, pricing and document automation software, with Tigerpaw’s service management tool. You will learn how to…
We will also show SalesDoc Architect’s Tigerpaw pricebook lookup function that has just been released. With our integrated Total Solution, you can present detailed proposals to your clients, and push contact and quote data back and forth between SDA and Tigerpaw, all without ever re-keying any data! REGISTER Today! _____________________________________________________________________________________________________ Webinar on SalesDoc Architect’s New Structured Cabling FunctionalityDates/Times:
This 30-minute webinar will introduce SalesDoc Architect’s new structured cabling functionality that is available (at no additional charge) to clients subscribing to the Pro Edition of SalesDoc Architect. We will show you how you can quickly and easily configure complex cabling solutions, then generate descriptive proposals or statements of work within seconds. The new cabling functionality uses a building block approach that gives users the ability to create sub-assemblies containing typical cabling products and services. The sub-assemblies can then be used as components within larger “final” assemblies to build out the complete cabling solution. New in this month’s version is the ability to store libraries of sub-assemblies and final assemblies. _____________________________________________________________________________________________________ June 1-3, 2011 (Ft. Lauderdale, FL) CorsPro Participating at Mitel’s Business Partner Conference June 1-3, 2011CorsPro will be exhibiting at the upcoming Mitel Business Partner Conference taking place June 1-3, 2011 in Ft. Lauderdale, Florida. At the booth (booth number 523), we will be demonstrating how SalesDoc Architect automates the configuration of complete, turnkey solutions featuring Mitel products, then generates proposals and other sales documents in seconds. Authorized Mitel resellers can use marketing development funds (MDF) at a 50% rate to help pay for SalesDoc Architect. _____________________________________________________________________________________________________ Webinar on SalesDoc Architect’s New Structured Cabling FunctionalityDate: Tuesday, May 24, 2011 Time: 2:00 PM- 2:30 PM EDT (REGISTER) This 30-minute webinar will introduce SalesDoc Architect’s brand-new structured cabling functionality that will be released to Pro Edition subscribers in June. We will show you how you can quickly and easily configure complex cabling solutions, then generate descriptive proposals or statements of work within seconds. REGISTER Today! _____________________________________________________________________________________________________ Webinar on New Tigerpaw Price Book Search FeatureDate: Thursday, May 19, 2011 Time: 2:00 PM- 2:30 PM EDT (REGISTER) During this 30-minute webinar, we will show you SalesDoc Architect’s latest integration with Tigerpaw: a Tigerpaw price book search feature that enables users to pull parts/pricing directly from the Tigerpaw price book into SalesDoc Architect quotes. After a brief introduction, we will provide instruction with regard to how to set up the integration, as well as discuss the finer details of the integration. REGISTER Today! _____________________________________________________________________________________________________ January 13, 2011 Proposals that Wow and Win: The Tigerpaw—SalesDoc Architect Total SolutionDate: Thursday, January 13, 2011 Time: Noon (12:00 PM) EST (REGISTER) Participate in our 30-minute best practices webinar where we will show you how to increase your sales by combining CorsPro’s SalesDoc Architect, the configuration, pricing and document automation software, with Tigerpaw’s service management tool. You will learn how to…
With our integrated Total Solution, you can present detailed proposals to your clients, and push contact and quote data back and forth between SDA and Tigerpaw, all without ever re-keying any data! REGISTER Today! _____________________________________________________________________________________________________ December 8, 2010 Win Higher Margin Deals and Create Recurring Revenue with ValuePlusDate: Wednesday, December 8, 2010 Time: 2:00 PM- 2:30 PM EDT (REGISTER) Toshiba Dealers are invited to join GreatAmerica and Cors Productivity Solutions for a 30-minute webinar to learn how to maximize your margins and create a recurring revenue stream using the Toshiba ValuePlus Managed Services program and SalesDoc Architect, the configuration, pricing and proposal automation tool from Cors Productivity Solutions. In this webinar we will show you how you can:
We’ll provide you with all of the information you need to get started proposing and selling ValuePlus with confidence. REGISTER Today! _____________________________________________________________________________________________________ November 16, 2010 Boost Profits with Proposal AutomationDate: Tuesday, November 16, 2010 Time: 2:30 PM- 3:00 PM EDT (REGISTER) During this 30-minute webinar, we will show you how to enhance your sales efforts and boost profits by using CorsPro’s SalesDoc Architect configuration, pricing and document automation software. You will also discover how to use workflow elements in the proposal generation process to gain enhanced quality control and produce consistent, high quality proposals and other sales documents. REGISTER Today! _____________________________________________________________________________________________________ October 6-8, 2010 (Dallas, TX) CorsPro Participating at Tigerpaw User Conference October 6-8, 2010!This year we will be a vendor participant in the upcoming Tigerpaw User Conference taking place October 6-8 in Dallas, Texas. At our booth we will be doing demonstrations of SalesDoc Architect including how we integrate with Tigerpaw. Learn how you can create professional, accurate, winning proposals using SalesDoc Architect, then push the quote information into Tigerpaw’s Quote module to fulfill order delivery — all with just a few mouse clicks. Click here to go to Tigerpaw’s website to learn more and register for the User Conference if you have not already done so. If you do attend, please stop by our booth! _____________________________________________________________________________________________________ September 20, 2010 CorsPro and Tigerpaw Team Up to Boost Profits for Technology ResellersDate: Monday, September 20, 2010 Time: 3:00 PM- 4:00 PM EDT (REGISTER) Attend this 30-minute best practices webinar during which we will show you how to enhance your sales efforts by using CorsPro’s SalesDoc Architect configuration, pricing and document automation software together with Tigerpaw’s service management tool. You’ll learn about Tigerpaw and CorsPro’s seamless, NO manual-input integrated workflow, from initial configuration through invoice generation. We will also introduce our brand new Tigerpaw quote import function. REGISTER Today! _____________________________________________________________________________________________________ May 20, 2010 How BSB Increased Profits During the Great Recession with Professional Proposalsand Smart Automation Date: Thursday, May 20, 2010 Time: 2:00 PM- 3:00 PM EDT (REGISTER) Attend this 30-minute best practices webinar to hear Steve Klenner from Detroit-based BSB Communications talk about how SalesDoc Architect helped BSB to increase its profits in one of the hardest-hit cities in the worst year of the Great Recession. Steve will also show how SalesDoc Architect integrates well with the Tigerpaw CRM solution, and discuss how their managed services solution (in partnership with GreatAmerica) and SalesDoc Architect have together enabled BSB to sell more solutions and to larger enterprises. REGISTER Today! _____________________________________________________________________________________________________ April 23, 2010 Professional Sales Proposal Creation Hosted by Toshiba TSDA New Toshiba Co-Op Program Date: April 23, 2010 Time: 1:00 PM- 1:30 PM EDT (REGISTER through the Toshiba FYI site) Toshiba TSD and Cors Productivity Solutions collaborate to provide Toshiba dealers with a solution to generate professional proposals in minutes! During this 30 minute webinar, Toshiba TSD and CorsPro will demonstrate how Toshiba dealers can use SalesDoc Architect to generate turnkey product configurations, price quotations, and detailed proposals from scratch. Highlights of the new integration include:
REGISTER TODAY! Log into the Toshiba FYI site and click on the April 21 eBlast, where you can register for the webinar, or look for the link to register in your latest Toshiba weekly eBlast email. _____________________________________________________________________________________________________ March 24, 2010 Doing More with SalesDoc Architect: Adding New Doc OutputsDate: March 24, 2010 Time: 2:00 PM – 3:00 PM EDT (REGISTER) During this 30-minute webinar, we will show you how to add new doc sections to the doc library, configure when docs should be included in outputs, and add a new menu item to the Outputs menu. For clients, this webinar will enable admins to hone their skills, ask questions and interact with other clients. For prospective clients, this webinar will provide a more detailed look at SalesDoc Architect’s capabilities. REGISTER Today! _____________________________________________________________________________________________________
|

