How to Sell Submittal Exchange to Your Boss Increasing Project Collaboration.

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How to Sell Submittal Exchange to Your Boss Increasing Project Collaboration

Transcript of How to Sell Submittal Exchange to Your Boss Increasing Project Collaboration.

Page 1: How to Sell Submittal Exchange to Your Boss Increasing Project Collaboration.

How to Sell Submittal Exchange

to Your Boss

Increasing Project Collaboration

Page 2: How to Sell Submittal Exchange to Your Boss Increasing Project Collaboration.

• 5 easy steps to sell to your boss• The downside to your current process• What Submittal Exchange offers & how you benefit

Agenda

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5 steps to sell your boss

1. Find ‘the win’ 2. Pitch your idea to a colleague3. Keep your boss engaged4. Address the current problems5. Make sure the timing is right

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1. Find ‘the win’

• Know the ‘win’ for your organization• Understand the details• Be prepared

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• Practice, Practice, Practice• Create an outline• Evaluate your tone

2. Pitch to a colleague

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3. Keep your boss engaged

• Make the conversation collaborative• Get your boss invested in the idea• Make your boss part of the solution• Ask your boss for feedback • Look to your boss as a mentor

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4. Address current problems

• Point to existing difficulties• Identify the negatives of your current situation• Position your idea as a resolution

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5. Timing is everything

• Understand other large decisions being made• Be willing to reschedule

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Quick project team setup with various levels of access

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Quick project team setup with various levels of access

Variety of log options for document organization

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Quick project team setup with various levels of access

Variety of log options for document organization

Concise list of expected items & color coded reviewer status

Page 14: How to Sell Submittal Exchange to Your Boss Increasing Project Collaboration.

Quick project team setup with various levels of access

Variety of log options for document organization

Quick & easy document upload

Concise list of expected items & color coded reviewer status

Page 15: How to Sell Submittal Exchange to Your Boss Increasing Project Collaboration.

Quick project team setup with various levels of access

Variety of log options for document organization

Quick & easy document upload

Clear document tracking with date & time stamps

Concise list of expected items & color coded reviewer status

Page 16: How to Sell Submittal Exchange to Your Boss Increasing Project Collaboration.

Quick project team setup with various levels of access

Variety of log options for document organization

Quick & easy document upload

Clear document tracking with date & time stamps

Condensed document viewing with version history

Concise list of expected items & color coded reviewer status

Page 17: How to Sell Submittal Exchange to Your Boss Increasing Project Collaboration.

Quick project team setup with various levels of access

Variety of log options for document organization

Quick & easy document upload

Clear document tracking with date & time stamps

Condensed document viewing with version history

Configurable & automated review and approval workflows

Concise list of expected items & color coded reviewer status

Page 18: How to Sell Submittal Exchange to Your Boss Increasing Project Collaboration.

Quick project team setup with various levels of access

Variety of log options for document organization

Quick & easy document upload

Clear document tracking with date & time stamps

Condensed document viewing with version history

Configurable & automated review and approval workflows

Online training videos and knowledge base

Concise list of expected items & color coded reviewer status

Page 19: How to Sell Submittal Exchange to Your Boss Increasing Project Collaboration.

Quick project team setup with various levels of access

Variety of log options for document organization

Quick & easy document upload

Clear document tracking with date & time stamps

Condensed document viewing with version history

Configurable & automated review and approval workflows

Online training videos and knowledge base

Reports for viewing logs, needed items, team access & more

Concise list of expected items & color coded reviewer status

Page 20: How to Sell Submittal Exchange to Your Boss Increasing Project Collaboration.

Quick project team setup with various levels of access

Variety of log options for document organization

Quick & easy document upload

Clear document tracking with date & time stamps

Condensed document viewing with version history

Configurable & automated review and approval workflows

Online training videos and knowledge base

Reports for viewing logs, needed items, team access & more

Public Planroom for sharing bid documents & drawings publicly

Concise list of expected items & color coded reviewer status

Page 21: How to Sell Submittal Exchange to Your Boss Increasing Project Collaboration.

Quick project team setup with various levels of access

Variety of log options for document organization

Quick & easy document upload

Clear document tracking with date & time stamps

Condensed document viewing with version history

Configurable & automated review and approval workflows

Online training videos and knowledge base

Reports for viewing logs, needed items, team access & more

Public Planroom for sharing bid documents & drawings publicly

HTML format archive available upon request

Concise list of expected items & color coded reviewer status

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The Submittal Exchange ‘win'

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Your current pain points

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Pain Points: Email

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Pain Points: FTP

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Pain Points: Server Based

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Pricing Comparison

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Contact Us:

[email protected]

Next Steps

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Questions

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Thank you for joining us today!

Contact Us:800.714.0024

[email protected]

Visit our website:www.submittalexchange.com