Sketch Your Way to Sales Success
The Consultation That Changed Everything
Jenny, a seasoned consultant in the window coverings industry, arrives at a client’s home for a seemingly typical consultation. But the windows? Anything but typical. Irregular shapes, arched frames, tight corners – it’s a custom install that demands absolute precision.
Jane does what many experienced sales professionals do: she snaps photos with her phone, scribbles notes on a form and sketches a few outlines on paper to help the team understand what’s needed.
By the time she leaves, she’s juggling photos stored on his phone, scribbled notes with fabric choices and measurements, and a hand-drawn sketch.
Sound familiar?
This common process leads to communication breakdowns, errors, delays, and stress for everyone — from sales to install teams to manufacturers.
The Real Problem: Disconnected Communication
When field notes, photos, and sketches live in separate places, it increases the risk of costly mistakes and missed details. Paper gets lost. Emails go unsent. Photos lack context.
In complex installations and reworks, clarity and completeness aren’t optional – they’re essential.
The Solution: Insyte Sketch
Insyte Sketch brings visual clarity, context, and connection directly into your workflow.
Whether you’re sketching the layout of a home to prepare for installation, pointing out product issues for rework, or adding specific notes for installers, Sketch ensures that everything is captured in one place – right within the job or product configuration screen.
No more jumping between apps. No more chasing paperwork.
How can we help?
Accent Software is the leading business software for the window coverings industry around the world. Contact us below for an obligation FREE no pressure demonstration.
