Our process was outdated, and we received so much value rethinking the way we do business. PA Strategies freed up our time to do more of what drives our revenue. It now takes up to 50% less time for our quoting process!
CRM
Track projects and keep customers satisfied and up to date. Prevent problems now to save time later. Our BetterRep system is tried and true, and fully customizable to your business.
Bid Calendar
Organize your bid calendar and keep it safely in the cloud where your team can access it on the go. Double dip on projects, automate the preliminary plan filtering process.
Proposals and Quoting
Measure proposal success rate over time and organize past quotes. Stop searching through spreadsheet, paper or pdf price books! Deliver accurate, professional quotes.
Inventory Management
Streamline your workflow. Prevent problems from developing, and provide better customer service. Collect data on what material you have where for ROI tracking.
Data and Reporting
Collect data that’s easy to interpret and access. Have the power to ask and answer questions about your sales and growth. Set goals and achieve them!
Consulting
Get buy in from your team by continued follow up and lean methodology. Identify key goals and build the people and systems required to meet them.
“
Erika Anderson
Owner Anderson Specialties
“
Ingrid is genuine, honest, and easy to work with. She carefully and tactfully worked with people from my entire organization, listening to their needs and providing custom solutions to them and our company as a whole. She is a professional.
Beau Preston
Owner Omnis Panels
“
Without PA Strategies our CRM would be just an expensive date book but with BetterRep, Seven Source uses our CRM daily and our ability to be more efficient and effective has continued to grow.
Ingrid is a Five Star Highly Recommend!
Nigel Chiddick
Owner Seven Source
“
We are a Manufacturers Rep Firm and Ingrid has been able to help us with many different kinds of programs to help our team run more smoothly and be more productive.
I highly recommend working with her!
Jessica Boardman
Owner APEM ConstructionBook your free introductory consultation now
Our Guarantee
We’re incredibly proud of the work we’ve done with manufacturers, distributors and reps and offer a 6-month service plan on all our projects.
If something outside of your control changes and breaks the system within six months of implementation, we will fix it—for free!
TECHNOLOGY and TOOLS
We work in partnership with the softwares you already use every day
- Quickbooks
- Office 365
- Outlook for desktop
- Dodge, Construct, Building Connected, SmartBid
- Teams, Google Workspace, Slack
- Asana, Projects, Smartsheet, Salesforce
