TechMate International
The Industry Standard
Why TechMate
TechMate has…
Been in business since 1989
3500 customers and installations in 40+ countries
A proven track record of success
Offices in CA, NJ and a separate development office
Multiple Product lines to facilitate sales, estimation and
inventories
Become the largest software vendor to the Moving industry
in the world
“Why trust your business to anyone else?”
Managing the Sales Process
TechMate has built a process designed to
manage the relocation process from the
point of initial contact….
1) Initial contact is made with prospect. Phone survey
is completed and emailed from FirstMate OR on-site
estimate is scheduled and assigned to a salesperson.
2) Salesperson completes on-site survey and prints out
detailed cube sheet and estimate for prospective
shipper.
3) Full visibility allows for changes to be accessed by a
customer service representative and emailed directly to
the shipper from within the application.
4) Detailed management reporting on everything from
lead sources to individual sales performance allows
managers to make more informed decisions.
Current Product Offerings
FirstMate is the hub system of the TechMate product suite. FirstMate
combines Customer Relationship Management (CRM) tools with
fully-featured survey and estimation capabilities. The system
streamlines the sales process by providing a data repository for all
shipments, an interface to the mobile sales and inventory
applications, integrated email functionality and detailed reporting
capacity.
Pocket SalesMate/Tablet SalesMate records customer
information, surveys, calculates tariff charges, and allows users to
print a Table of Measurements and an Estimate/Order for Service
directly at residence. SalesMate improves productivity by
empowering salespeople to provide accurate estimates, offering a
more professional presentation, eliminating redundant data entry
and, most importantly, by improving closing ratios.
LoadMate empowers drivers to wirelessly print or email inventories
directly from residence. The system’s easy-to-use features mirror
the existing pen-and-paper process to minimize the learning curve
for new users. Completed Inventories can be printed in standard
English or coded format. Listed inventory items are fully
customizable to match a driver’s particular style. Faster, cleaner
inventories in less time are the hallmarks of this application.
Mobile Sales Platforms
In order to capitalize on the ever-changing
technology landscape, TechMate offers
several mobile options:
POCKETPC
Ø Cost: $400-$500 (New) / Suggested Manufacturer: HP / Screen: 3.5" (Corner-to-Corner)
Ø Weight: 4-7 ounces / Operating System: Windows Mobile 5 or Windows Mobile 6
SMARTPHONE
Ø Cost: 199-$499 (New) / Suggested Manufacturer: Speak with your cell phone provider
Ø Screen: 3" (Corner-to-Corner) / Weight: 4-7 ounces
Ø Operating System: Windows Mobile 5 / WM 5.2 / WM 6.0
Ø Built-in wireless functionality with purchase of data plan from cell provider
TABLET PC
Ø Cost: $800 (Refurbished) - $1500 (New)
Ø Suggested Specs: 9"-12" Screen, Extended battery life, Bluetooth
Ø Operating System: Windows XP Pro (Tablet Edition) / Vista / Weight: 2.5-5 lbs
Ø This is a fully functional Laptop
UMPC (ULTRA-MOBILE PC)
Ø Cost: $800 -$1100 (New) /Suggested Specs: 5.5"-7" Screen, Extended battery life
Ø Operating System: Windows XP Pro (Tablet Edition) / Vista / Weight: 1-2.5lbs
Ø This is a fully functional Laptop /”middle-ground" between the Pocket PC and a Tablet
Wireless Connectivity
PocketPC
TabletPC
Wireless
Wireless
FirstMate
LoadMate
Detailed Surveys
FirstMate’s dynamic survey leverages almost 20 years of
experience and has become the industry standard. The items
are 100% customizable, supporting multiple languages, multimodal shipments, HHG and O&I. Completed Surveys can be
emailed from directly within the application.
Scheduling
FirstMate’s scheduling system was designed specifically
to serve the needs of our relocation clientele.
> Instantly access
customers from the
schedule screen
> Set availability
for each
salesperson
> Option to set
“non-reporting”
appointments such
as “Dentist”, which
will not impact
closing ratios
> View daily or
weekly schedules
> Eliminates need
for scheduling book
Reporting Tools
FirstMate incorporates detailed management
reporting on: Closing Ratios, Lead Sources,
Bookings, Move Types, and Financial Data.
These can be created in a PDF format or
exported into an Excel Worksheet.
Support
TechMate has always maintained the
philosophy that our customers are buying a
solution; not just a product.
> Support hours from 8am to 8pm East Coast Time
> Ten dedicated support personnel (most in the industry)
> Extensive Training videos across
all product lines
> LiveChat on the website for
instant access to a technician
> LiveChat Integrated into our
software applications
> Offices on the East and West
Coast
Results
Perhaps the reason that TechMate is the largest
moving software vendor in the world, is that
we actually listen to our clients…..
The attached survey
does not tell us
that our 3500
customers are all
100% happy…but
it does tell you
that:
a)
We listen
b)
We learn
c)
We are always
getting better
* 89% of our clients in
2007 said they were
Satisfied or Extremely
Satisfied with TechMate
The Future
TechMate has made numerous changes over
the past year and has lots of new and exciting
developments in the pipeline.
Whether you are an existing customer, or have
never worked with us, we look forward to
hearing from you.
Contact us at today at:
(949)837-6283