Version 3.0 9 22 05
Contents
1. 0 19 Border Table Margins Center Table Colors Table Columns Garamond Title Bar Logo Title Tithe Shadow Transparen Client Tithe Transparency Total Box Title Shadow Background Border Other Text J e 6 Settings allows user to customize various aspects of the software to better reflect the look each company would want to present to their clients The options affect all aspects of the look of the program from font styles colors images or background tiles and placement of Company or Client name To reset to a previous look simply load a previous theme Abacus Prime LLC All Rights Reserved 2008 13 Save Theme Load Save Theme Dialog box Save in A themes sin Recent Items Desktop Documents Ma Computer x Network hd advanced _thermel ey marble theme ib arctic E old default theme I basic_gradient E prairie theme A blue_orb fl purplehaze theme ab cpr_theme E Theater Entrance theme ib island_theme a prairie_theme ad purple_haze bb white el arctic theme basic theme E blueorb theme e cprtheme a default theme island theme E kitchen theme File name Files of type prm Save Cancel 7 Load Save Themes will save a custom look including colors fonts images and layout but not systems or packages Themes are just a way to change the look but will not affect any information in the project 7 Check in license will allow user to chec2. Salez Toolz U ser s M anual September 2008 Version 3 2 W ritten By M ark and Susan Sipe www SalezT oolz com 800 978 6650 Abacus Prime L L C All rights reserved 2008 This user s manual is distributed with software that includes an end user agreement this manual as well as the software described in it is furnished under license and may be used or copied only in accordance with the terms of such license Except as permitted by any such license no part of this guide may be reproduced stored in a retrieval system or transmitted in any form or by any means electronic mechanical recording or otherwise without the prior written permission of Abacus Prime L L C Please note that the content in this guide is protected under copyright law even if it is not distributed with software that includes an end user agreement The content of this guide is furnished for informational use only is subject to change without notice and should not be construed as a commitment by Abacus Prime L L C No responsibility or liability is assumed by Abacus Prime L L C for any errors or inaccuracies that may be contained in this user s guide Copyright 2008 Abacus Prime L L C All rights reserved Note You must accept the terms of the license agreement before you can use this product The product is licensed as a single product Its component parts may not Abacus Prime LLC All Rights Reserved 2008 l be separated for use on more than one comp
3. es performance the Krell Evolution 707 your system with the touch of a single Description sets the standard as a home theater button processor 5 120 00 Package 65 487 00 agoe eee eee S Seer eee 8 price 0 Platinum Control Graphic or image to represent package oad Dat o A 0 a C u S P r i m Johnson Residence Package Selection popup Abacus Prime LLC All Rights Reserved 2008 15 Selected Packages Screen AbacusPrime Lohting Sentral Select A Packages CCTV itarerns _ Sysbem H Namit a mee ee Descript ripitiani Price E Ez image JA dwired control System with brite touch Za Cea Spc m Distinct CCTV Cameras F l cre EET uh r Ei ai Secutityite salely FUCO keypads 6 doer contact 2 indin 3 gar a Security Life safety Securty system 10 ensors 7 moti 2 Structured Wining main und located in the home 7 inlet ports 2 sweep inlet ports 2 full tool sets 5175 Tum on package selection popup on by eleking the len mouse bullan over he grid area or he total box at least one package must be selected selections bution on tool bar also Tum off package selection popup turns selections box omom by clicking the lell mouse button over he Selected packages title bar or the total box 153 716 00 at This popup is designed to give the client an overview during the sales meeting to show how the budget is developing Also choosing a system button from
4. id System Total Box Bar Buttons Price bar E Package Buttons Navigation Bar angineerad ayatams Abacus Prime LLC All Rights Reserved 2008 5 Utility Menu accessed by clicking the right mouse button when over the company name area on at the top of the page on the main screen title bar KEDE Export Comments Client Info Powered By AbacusPrime J Full Screen Session gt Systems Client Info Comments Utility Menu Save Budget Settings Save Theme Load Theme Check In License Full Screen Takes Program to full screen disables right click box features unclick full screen to re enable 1 Session save current project or open saved project 2 Systems Use this area to create or delete system buttons in the Navigator Bar Change button color button order and or name of System Add packages with names descriptions prices levels and images It is recommended that image size not exceed 400 pixels in height due to the speed of loading a large image Note Package name must match design software file name for export to design software to function properly Abacus Prime LLC All Rights Reserved 2008 6 Systems Dialog Box Systems ee i Packages For Projectors and Screens Name Description price tevel on mae A truly in home theater Featuring a Runca D LIA projectio D ILA projector with a Stewart Filmscreen 58 655 00 g 120 Greyhawk surface An in home viewing ro
5. ion to give client sense of performance level Icon select icon that sales wants to represent that package Program default buttons are round gold silver bronze Image Click on image box under image column when browse box appears go to image file location then select recommend all images stored in program image folder 2 Import select from existing packages that have been saved to customized the presentation for each client depending on specific needs or qualities of the project 3 Save as create a new package and save it in the program to use again and again 4 Delete a package from the list Delete only removes the package from the current configuration if the package has been saved it can be imported at a later time Custom Configurations Change custom configurations for different presentations adding or deleting system buttons and packages Load Saves Close Custom configurations include 1 System buttons in Navigation bar 2 Packages under each system Custom configurations are created by creating systems and packages then clicking on Save As button and saving in the data folder inside of the Salez Toolz folder Abacus Prime LLC All Rights Reserved 2008 8 Client Information Dialog Box Client Information Salez Toolz Address Home Billing O C Address 2 Jobsite Phone Numbers 3 Client information can be entered manually or by simply dragging an Outlook vcard over the grid or
6. k in software license prior to uninstall Software owner will need to contact Salez Toolz before using this feature to allow license to be checked in Software is not setup to move to other computers this feature is only used to install on new computer after program has been uninstalled Salez Toolz a oes Check in license Abacus Prime LLC All Rights Reserved 2008 14 Section II Grid popup boxes Button package popup Button package popup appears whenever the mouse is over one of the package buttons on a selected systems page The popup will appear for as long as the mouse stays on the button The salesperson is able to show a graphic description and price of the packages being used in the sales presentation Once the package is selected the button name will be highlighted Only one package per system page can be selected Selecting a different button will deselect a previous choice Selecting an already highlighted button will deselect that package leaving no selection active from that system page A salesperson can choose to select from all systems appearing in the navigation bar or only a few depending on what a client accepts The advantage of having preset systems is that a salesperson won t miss an opportunity to present a system since Salez Toolz can have different configurations depending on what the project calls for or needs Button package popup examples Operating at the highest level of Elan VIA wireless controller operat
7. mplates draw information from the program using XML fields such as client name address phone number and pricing information These XML fields can be moved within the budget template or text font sized modified so long as the XML field is not changed brackets or test You can change colors font type size or placement to create your own look lt dealer name gt Budget lt general date gt CLIENT INFORMATION Chent Name lt clent name gt Spouse Name E Mail lt cllent email gt Home Address lt cllent home street gt Job site Address lt client work street gt cllent home city gt lt clent work city gt cllent home state gt lt cllent work state gt lt clent home zip gt lt client work zip gt Home Phone cllent phone home gt Mobile Phone lt client phone mobile gt Work Phone lt client phone work gt Jobsite Phone of ol EM SUMMARY Packages NOTES NAME DESCRIPTION The total is lt packages total gt PROPOSED PROJECT BUDGET lt packages total gt Client Signature Design Deposit Project Information Start Date Builder Name End Date Submitals Abacus Prime LLC All Rights Reserved 2008 12 Section II Settings Settings Dialog Box Settings Salez Toolz gt Grid Popup Property Main Layout Title 7 Navigation Panel Margins Overall Width 0 706 Buttons i selection Preview Border Width 005 Margins Title Background Border Height
8. n PACK ase POPU Ds iere ra E E E ER 15 Package SelecUon POPUD saeivesheredagaidaveueerectsatiacaad sbondewerguneaeiaes 16 Salez T0OIZ was created to bridge the link from Sales to design engineering construction Creating well engineered systems that have already been approved by the business owner or management staff ensures a quality and consistent product The process of a salesperson creating every job from scratch after meeting a client then turning in some form of notes or document could extend the sales process for days or weeks Salez Toolz helps to gather the information to pull together a budget in the Discovery process 1 meeting so the proposal you present won t be a shock to their system or pocket book The library of projects can allow for the creation of multiple systems perfect for that client An engineer starting a project with a Complete systems file and only having to add or delete some things can greatly decrease turnaround time on proposals Who should use Salez Toolz Anyone who talks to client about a project or product A design center could have the software running acting as a virtual salesperson Now the salesperson doesn t have to know everything about your offerings just how to use the program Abacus Prime LLC All Rights Reserved 2008 3 What does Salez Toolz add to my sales process The client is asked to help build their system while helping you to pull a budget number that can close the deal Asking a client ho
9. om using a Digital viewing Room Projection DLP projector and Stewart 47 132 00 screen Match the Sim projector with a 120 screen The Family room cin ma everyone will want to stay home and watch Mitsubishi 70 HDTV with Marantz electronics and Family Room Th Speakercraft Aim series in ceiling speakers 29 448 00 the system is invisible until you push the on button and you re taken to new worlds and __ Systems Salez Toolz L Add a new system by clicking New 7 System button to create as many systems as needed Change the color of each button by clicking the color box under systems and choosing a color from the popup color dialog box Once a system has been created click on the edit box in the packages column to the right of the system you want to work with to create packages under that category Packages are created added deleted or saved by clicking on the buttons in the packages areas Levels are set by entering a number from 1 10 in the level column box Abacus Prime LLC All Rights Reserved 2008 7 Atd impot Save As Delete 1 Add will create a new package Name Under the name column the package name needs to match the D tools file name exactly or the Export to D Tools function will not work properly Description should be a summary of performance and key selling features Price needs to match installed priced from corresponding D tools system Level places package buttons on grid in locat
10. selecting import and then the vcard from a file folder or desktop location to auto populate the information fields The client information will be sent to the budget report and to other software when exported To have client name appear on upper right main page enter name in Title Text box Abacus Prime LLC All Rights Reserved 2008 9 Comments Box Comments Salez Toolz X 1 Add 2 speakers to master deck with weatherized olume control 2 add phitwcomp to 3 rooms librar 2 kitthen 1 rec room 2 3 Multiple structural beams increase rough in to 1 75 4 Client would like references of previous projects Clear Close 4 The comments box allows for any notes such as added products like speakers data phone cable jacks that need to be added to the design file once the project is exported Anything that can affect the project should be added in such as difficulty level or any unique aspects to construction or installation Save Budget Dialog Box To save project information to excel right click on company name to bring up utility menu then select Save Budget to bring up dialog box to choose a budget template Save budget box Save Budget save Budget Select a template for the budget select a template for the budget Example Excel xls f ZF Example HTML1 htm Example Texti txt Example XML xml Salez Toolz Budget W1 Template xls Salez Toolz Budget V2 Template xls Jis alez Toolz Budget V3 Template xls 5 Save b
11. the navigation bar will close the selected packages popup screen Thank you for choosing Salez Toolz as your latest business tool to increase profits and train your sales force We welcome any input that can help us provide a better product or tools for your business Please contact us at info saleztoolz com or toll free 800 978 6650 Best Regards FN ee y Mark Sipe Abacus Prime LLC All Rights Reserved 2008 16
12. udget box with dropdown Templates for Excel xls Text txt HTML htm XML xml Abacus Prime LLC All Rights Reserved 2008 10 Example Excel budget report SALEF TOOL AbacusPrime Budget Thursday 11 Sep 2008 19 21 58 CLIENT INFORMATION Client Mame Spouse Mame E mail Home Address Job site Address Home Phone Mobile Phone Work Phone Jobsite Phone STSTEM SUMMARY Packages NAME DESCRIPTION O LIA projection A truly in home theater featuring a system Projectors Runo O ILA projector with a Stewart 55 655 00 and Screens Filmscreen 120 Greyhawk surkace Tower Solution High performance Tower theater 25 545 00 Speaker Packages system From Focal Top of the line Denon processor creates a virtual immersion in 15 005 00 anything played in your Home Theater Emerald Processor Processors Elan Via wireless controller operates Flati Control sich aa tea your system with the touch oF a single 5 120 00 Control Systems ieee uc iur O iI Premium Blu ray Sony ES Blu ray OYO CO and amitm Sources Audio Video tuner with an escient media center will 14 997 00 Sources play any media available today The total is 122 219 00 122 219 00 PROPOSED PROJECT BUDGET Chent Signature Design Depost Project Information Start Date Builder Mame End Date Submitals Comments Abacus Prime LLC All Rights Reserved 2008 1 Budget templates are stored in the Salez Toolz program in the templates folder The te
13. uter If you do not accept the terms of the license agreement you should promptly return the product for a refund Do not make illegal copies For further details please refer to the license agreement Abacus Prime LLC may have patents patent applications trademarks copyrights or other intellectual property rights covering subject matter in this document Except as expressly provided in any written license agreement for Abacus Prime LLC the furnishing of this document does not give any license to these patents trademarks copyrights or other intellectual property Apache Software Foundation http www apache org licenses LICENSE 2 0 txt Apache Software is used in operation of this software Jakarta POI Table of Contents Oo ais eee ee ee ee 4 Section IVR CBC CM ea eee ceneececut ste ossesesseeysecceseaenececievo ents aatoneeee E 6 Uan MOM ete ee ee re T Dy SCS DIJO DO saa seas ntevece steers Era TEE EEEN AE ANE 8 Custom Configurations ssseesssseeeesseseresssseeosessecressreeeeseees 9 Client Information BOX sssesssseresesseecesseseressseceossssresssseeee 10 Abacus Prime LLC All Rights Reserved 2008 2 COMINGS BOR sissien a aE AET E E 11 Dave Budeet Dialog BOX ic verccsces kien sue n n E E 11 Excel Bud seu Repor Example isc ives ncecre crc o nes 12 Section II SENES Dalo BOX eases men E 13 Load Save Theme Dialog DOX eesserva aE e a a ER R 14 COECK MM LCC O suenie a A EER 14 Section III B t oi
14. w much they want to spend seems to prompt the answer how much will it cost Now with multiple choices and prices the client will create a budget at your first meeting shortening the sales process Overview To create a project in Salez Toolz the systems home theater lighting control etc must first be created Second packages under each system are built then buttons are created allowing a sales person to select a package from each System page and then create a budget for the client changing and adding packages until the client agrees to the price and performance level Once a project budget has been created it can be printed out for the client to keep and review until the actual proposal can be presented The Salesperson can 1f working with a design engineering software use the file output to combine multiple systems into a single project file The time it takes to create an accurate and complete proposal collapses to hours not days or weeks Abacus Prime LLC All Rights Reserved 2008 4 Section Main Screen Opens Export Q to other Opens THEMES changes Programs a Client Info the look of the New intetaces Box screen comnag Tums the Selected Packages Screen Opens W gurati Se onoff eae Client Name Company Logo iada from Company Logo ET Company Name Paonta Representation Title bar ADacu S Pri m e Johnson Residence oom i fe amm ale jk ooo ee E E sence _ _ Li Perfonmance Gr
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