Training

Webinars

Find The Right CorsPro Webinar for You

Because SalesDoc Architect is based on the Microsoft Office suite of products that your sales force already have familiarity with, training and set up is simple and easy. Each CorsPro webinar provides web-based training tools to get your sales team up to speed and ready to sell. In addition to this immediate launch capability, user guides, expansive help documentation, on-line training videos and client webinars are also provided to support your ongoing training needs. These materials can be used as a refresher at any time.

 


Winning Proposals in Under 30 Minutes

Use Discovery Driven Proposals

The qualification and discovery stages are more than just check boxes in the pre-sales process. If these steps are not done correctly, costly complications may occur in scoping the project and implementation. The lack of a discovery-driven proposal process results in a solution that ultimately falls short of what the customer requires, and a proposal that does not address the customer’s needs and fails to win the deal.

Learn how using a discovery-driven proposal process:

We also introduce our brand-new Dynamic Content Creator functionality that enables you to use discovery question responses to compress and ALL-AT-ONCE AUTOMATE several steps in the pre-sales process, including product configuration, labor configuration, proposal content creation – including a customer-specific executive summary – and statement of work content formulation.

Date and Time:  October 18, 2018 at 1:00pm ET

Register today!

________________________________________________________________________________________________________________________

Turbocharge Collaboration with SharePoint and SalesDoc Architect

Watch for this webinar to learn how SalesDoc Architect’s new integration with Microsoft SharePoint enhances collaboration between sales, engineering, operations and the customer for your quotes, proposals, and scopes of work so you can sell more in less time and implement projects more profitably.

In this webinar, you will learn:

Better collaboration leads to less scope creep, higher margins and happier customers. Add in the ability for customer e-signatures and you’ll get to “Yes” faster.

________________________________________________________________________________________________________________________

Boost Profits by Automating Your Pre-Sales Process

Ask the right questions and follow a process with built-in rules and you’ll be on the road to success. But what if you don’t know the questions to ask or processes to follow? What if you could automate your sales process to ensure all the I’s are dotted and T’s are crossed? Join CorsPro to learn how an automated sales process with workflow, rules and approvals can increase profits.

WATCH this 35-minute video to learn how to:

Hear how one CorsPro client used workflows, rules and approval processes to fix holes that cost them $100,000 in margin.

________________________________________________________________________________________________________________________

The Five Elements of an Effective Scope of Work – The Key for Profitable Implementations

Not clearly defining what is and is NOT included in a complex technology implementation leads to cost overages and to a breakdown of customer/solution provider relationships.  A scope of work can protect margins and eliminate costly scope creep. Join CorsPro to learn the ins and outs of a Scope of Work.

WATCH this 55-minute webinar to learn the following:

Creating a great Scope of Work is quite simple, once you know how.  CorsPro will step you through how to do it.  A robust, well thought-out scope of work is easy to understand and eliminates questions and mistakes.

Set expectations and succeed!

Co-hosted by Brian Cors, President and CEO of Cors Productivity Solutions, Inc. and Ken Plummer, Vice President of Client Services at Cors Productivity Solutions, Inc.

________________________________________________________________________________________________________________________

 The Crucial Page of Every Sales Proposal – And the one everyone hates to write

If there is one under-achieving component in most bad proposals, it would be the Executive Summary.  Many salespeople leave it out entirely.  Salespeople who have no trouble cranking out mammoth 50-page proposals still get writer’s block when forced to write a simple one-page summary of what they are proposing and why.

WATCH this 30-minute webinar to learn the following:

Creating a great Executive Summary is quite simple, once you know how.  Once complete, you have a powerful selling tool that grabs the decision-maker’s attention and motivates them to act.

Turn a boring “so what?” document into a compelling case for your solution!

Co-hosted by Don Barrett, VP of Sales & Marketing at Cors Productivity Solutions, and Mike Schmidtmann, a leading expert on Telecom Sales and principle of Trans4mers.

________________________________________________________________________________________________________________________

Selling Anything-As-A Service Made Easier

Today’s technology customer is looking to pay for ALL their technology needs in one all-encompassing price. Technology resellers need processes to support their sales team in selling a recurring monthly payment.

WATCH this 30-minute webinar to hear from industry experts on best practices to increase your win rate using a recurring monthly payment program.  Learn how to:

This webinar was co-hosted by Dave Isenberg, Channel Training Coordinator for the GreatAmerica Financial Services Communications & Data Group and  Don Barrett, VP of Sales & Marketing at CorsPro.

Audience: This webinar is geared for C-Level executives and anyone responsible for determining strategic business direction.

________________________________________________________________________________________________________________________

Build Business Net Worth with Recurring Revenue

How much could you sell your business for today?  Are you looking for ways to incrementally build the value of your company?

Please watch this fast-paced 30-minute webinar where we discussed how to:

This webinar was co-hosted by Dave Isenberg, Channel Training Coordinator for the GreatAmerica Financial Services Communications & Data Group and  Don Barrett, VP of Sales & Marketing at CorsPro.

Audience: This CorsPro webinar is geared for C-Level executives and anyone responsible for determining strategic business direction.

________________________________________________________________________________________________________________________

Proposals that Win – How to Turn a Tool into a Weapon!

SalesDoc Architect is a marvelous tool for creating beautiful, well-crafted proposals. But, in the wrong hands, it can also be used to crank out page after page of boring, meaningless marketing drivel. Don’t let this happen to you!

Please watch this fast-paced session, during which we will share with you the key components of proposals that win! We’ll show you how to turn a boring “so what?” document into a compelling case for your solution!

You’ll learn…

• How to zero-in on customer hot buttons
• How to differentiate Your Company and Offers
• How to sell value and higher-priced Solutions
• How to create urgency to take action

We welcome you to check out the latest CorsPro blog article prior to the webinar, “How to Create Winning Proposals.”

This session is presented by Don Barrett, VP of Sales & Marketing at Cors Productivity Solutions, and Mike Schmidtmann, a leading expert on Telecom Sales.

________________________________________________________________________________________________________________________

Webinar: Turbocharge Your File Management

Watch this CorsPro webinarto learn how to auto-manage quotes, proposals and other project files with SalesDoc Architect (SDA) – CorsPro’s configuration, pricing and document generation solution. SDA has  long automated the process of naming quote files and saving them to a client-defined folder structure. Now that we’ve added the ability to auto-save OUTPUT files (like proposals, quotes and forms) along with offline/online file management capabilities, we’ve taken project file management to the next level so that…

We welcome you to check out the CorsPro blog article, Best File Management Practices for Technology Integrators.”

________________________________________________________________________________________________________________________

Transform your NEC Anytime Studio Quote into a Winning Proposal

In this 20-minute webinar, we show you how SaleDoc Architect and its SmartAutomation can import an NEC Anytime Studio configuration file to create a descriptive, illustrative, winning proposal and other sales documents with just a few clicks.  Combining the best of MS Office desktop and AWS cloud services SDA allows you to configure, price and propose complex solutions that include your core NEC products plus services, associated peripheral products and support plans.

Learn how SDA can:

We show you how SalesDoc Architect can simplify time-consuming, complex sales processes and transform how you sell NEC solutions – from start to finish.

________________________________________________________________________________________________________________________

Introducing SDA Cloud (formerly SalesManager) – a Better Way to See Your Sales Pipeline

SalesDoc Architect SalesManager is CorsPro’s brand-new cloud-based sales pipeline management tool that seamlessly integrates with SalesDoc Architect (SDA).  Management and sales professionals now have real-time insight into their sales pipeline from anywhere in the world.  In these webinars, Brian Cors introduced SalesManager and showed how…

…and much more.  To learn more about SDA Cloud (formerly SalesManager), click here.

________________________________________________________________________________________________________________________

Creating Order from Chaos: Auto-Saving SDA Quote Files

Using the automatic file-saving functionality within SalesDoc Architect saves you and your users time, ensures consistency and makes it easy to find the quote files you need. Simplify your backups, simplify your quote file management, and get your SDA implementation ready to take advantage of the upcoming new SDA integrations with CRM and opportunity management.  In this webinar, you’ll learn:

________________________________________________________________________________________________________________________

Increasing Profit Margins with Scopes of Work

See how SalesDoc Architect’s smart automation can assemble detailed Scopes of Work (SOWs) to properly set expectations with customers and prospects and prevent job margin erosion that can occur when expectations aren’t clearly set. During this webinar, you’ll learn about:

________________________________________________________________________________________________________________________

Drive Sales with Financing Options in SalesDoc Architect

In this webinar, learn how you can use financing options (including for managed services) to drive sales and customer loyalty.  You’ll learn how SalesDoc Architect can help you to…

________________________________________________________________________________________________________________________

Create Additional Value Using Options

This CorsPro webinar shows you how you can maximize customer investment in your solutions by offering add-on options, resulting in increased revenues and commissions for you and your company. We also show 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 leverage SDA’s flexibility and easily present different high level options (solution A vs. solution B), as well as present a core solution along with one or more add-on option “packages”.

________________________________________________________________________________________________________________________

Tigerpaw + SalesDoc Architect = A Winning Combination

Join us for this 30-minute webinar during which we’ll show you how to increase your sales by combining SalesDoc Architect – CorsPro’s configuration, pricing and document automation software – with Tigerpaw’s service management tool. You’ll learn how to…

You’ll also see SalesDoc Architect’s Tigerpaw pricebook lookup function in action.  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!

________________________________________________________________________________________________________________________

Configuring and Proposing Avaya Solutions with SalesDoc Architect

Want to quote and propose true turnkey solutions for your prospects, in less time? Want to leverage your current investment in Avaya configuration tools and take your proposal content to the next level?  This 30-minute webinar shows you how SalesDoc Architect (SDA) enables you to configure, quote and propose Avaya solutions that include all required elements – such as services, associated peripheral products and support plans.  We’ll show you how you can import (from several Avaya config tools) a multi-site solution and generate professional proposals that win – including sales-ready proposal content and an equipment breakout by site – in just a few minutes.  We’ll also show you how SDA can import configurations from a variety of Avaya and distributor tools you may be using, including EC, ASD, EZ Quote, Jenne and Catalyst.

________________________________________________________________________________________________________________________

Managing Quote Files, Tabs and Software Updates

As a SalesDoc Architect (SDA) administrator, you want your users to update their software when you push out updates so that they have access to all the latest automation features, solution configuration rules and sales document content.  During this 45-minute best practices webinar, we show you how to use SDA’s new functionality that enables you to set your own rules for when users download/install your software updates and when they update tabs and other data within older quote files.  We also show you how to design your tabs for maximum update-ability, as well as how you can enable your users to auto-save quote files using a file and folder naming scheme defined by you so that quote files can easily be found within a folder structure that makes logical sense to you and your users.  This webinar shows you how SDA can be used to automate quote file and software update management.

________________________________________________________________________________________________________________________

Adding Style(s) to Your SalesDoc Architect Outputs

Do you want to add some style and zip to your SalesDoc Architect outputs? This webinar shows you how you can quickly update the default fonts in your outputs and change the way that doc section headers look so that they really “pop” in your outputs. We show you how you can use “styles” in Word and Excel to define how you want your outputs to look. We also discuss how you can change how product category titles look on your schedules of equipment and services. This webinar shows you how the “look” of SDA outputs can be modified so that your proposals and other sales documents can stand apart from the competition.

________________________________________________________________________________________________________________________

Designing Configuration Tabs for Update-Ability

Using the ‘Replace tab with new version using current user inputs’ menu option, users can replace an old version of a configuration tab with the new version and push the user inputs from the old version to the new version.  This webinar focuses on how configuration tabs must be constructed so that SalesDoc Architect knows where to push each user input.  We also discuss how an SDA configuration tab is constructed, especially the PartDetailSection.

________________________________________________________________________________________________________________________

Adding Contracts and Multi-Use Docs to SalesDoc Architect

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 shows you how new Word outputs are added to SalesDoc Architect.

________________________________________________________________________________________________________________________

Distributing SalesDoc Architect User Updates

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.

________________________________________________________________________________________________________________________

Auto-Calculating Labor with SalesDoc Architect

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 shows you how labor calculations can be automated within SalesDoc Architect.

________________________________________________________________________________________________________________________

Create Winning Multi-Site Proposals with SalesDoc Architect

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.

________________________________________________________________________________________________________________________

Incorporating Your Sales Qualification and Discovery Process into SalesDoc Architect

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.

________________________________________________________________________________________________________________________

Introduction to Architect Manager

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 gives you an an overview of Architect Manager and how easy it is to administer and customize SalesDoc Architect.

________________________________________________________________________________________________________________________

Configuring and Proposing Mitel Solutions with SalesDoc Architect

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.

________________________________________________________________________________________________________________________

Incorporating customer-specific pricing into SalesDoc Architect quotes

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.

________________________________________________________________________________________________________________________

Managed Services – A win-win for you and your customers

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 Architect

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.

________________________________________________________________________________________________________________________

Upselling Customers with Optioning

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”.

________________________________________________________________________________________________________________________

Adding Word Doc Sections to SalesDoc Architect: Tips, Tricks and Traps

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.

________________________________________________________________________________________________________________________

 

Create Winning Multi-Site Proposals with SalesDoc Architect

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.

________________________________________________________________________________________________________________________

Get Smart: Auto-Configuring Products and Services with SalesDoc Architect

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.

________________________________________________________________________________________________________________________

Increasing Profit Margins with a Scope of Work

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 Solution

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!

________________________________________________________________________________________________________________________

SalesDoc Architect’s Structured Cabling Functionality

This 30-minute webinar introduces 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.

Back to the Resources Page