February

20

2018

Essential Responsibilities

Responsibilities include but are not limited to:

  • Receive telephone and e-mail requests for price quotations and orders
    • When issuing quotes and orders, make sure the products and quantities are correct
    • Follow up with the customer on ALL quotes and proposals that you issue
    • Make sure all the correct and essential information is on a sales order, so the order can be processed efficiently
    • In a competitive or special situation, be creative to close deals while trying to maximize the gross profit of the deal
  • Accurate database and profile opportunity
    • Profile the customer
    • From the profile, do a quick needs assessment on the customer
  • Using reports from CRM, call customers on the following items:
    • Current promotions
    • Ideate Software training classes
    • Important announcements that affect their software
    • New product offerings from Ideate Software
  • Enter all appropriate information into CRM
    • Enter in a sales event with account notes for all sales calls and e-mails
    • On your quotes, enter in your best estimation closing date, so forecasts and reports can be generated
    • Fill in all the important data fields for customers and contacts when profiling
  • Send customers information to help move the sale process along
    • Send appropriate product literature on our software and services
    • Send customers any other information that may help them make a decision (i.e., website links, information about web and live events, software trial versions, press releases, success stories, etc.).
  • Customer Service
    • Work with all resources to answer any questions for the customer
    • Work with all resources to help solve any issues for the customer
    • Get answers and information to customers in a timely manner
  • Always recommend products and services solutions designed to help customers achieve their objectives
  • Keep yourself informed of any new products within the industries that you sell to
  • Keep yourself informed of all promotions that are available to our customers within the industries that you sell to
  • Be aware of all the product literature that is available to you from our vendors, partners, and within Ideate Software
  • Know your team, know the product strengths of the application specialists and your fellow Ideate Software sales people, and know your contacts at our vendors and partners
  • Send quotes for subscription renewals to customers

Required Skills

  • A minimum of 5 years of high-tech software sales experience
  • Tele-sales experience – this is 95% via phone
  • A proven track record of consistent quota attainment or overachievement of sales targets
  • Successful solution selling with a focus on selling technical software
  • Management of cross group relationships within company, i.e., IT, Engineering
  • Technically adept and able to quickly assimilate complex technical solutions
  • Multi-level selling skills with the ability to discuss at C-level
  • Strong networking skills
  • Exemplary presentation skills with previous experience of demonstrating software solutions to both executives and technical audiences
  • A strong team player across the related internal business functions
  • Participated in formal sales training programs, such as TAS

Character

  • Strong desire to help build an organization and establish a brand
  • Passionate about the products and services and a love of selling
  • Straightforward, honest, team player
  • Smart, flexible, diligent and professional – willing to work hard and have fun
  • Ability to learn and add value quickly
  • Maintain a sense of urgency and goal orientation
  • Willing to travel occasionally

(Expanded) Essential Responsibilities

  • Develop territory sales strategy and deliver results
  • Manage the sales cycle from lead generation through close and post-close implementation
  • Assess customer needs and solve their problems by providing software/consulting solutions
  • Act as a trusted advisor for our clients by establishing long-term partnerships
  • Consistent forecasting of revenue through skilled lead identification and qualification
  • Maintain detailed notes of all client communications within our CRM database

For more information, contact jobs@ideateinc.com.

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February

7

2018

San Francisco, CA, 02/07/2018 – Ideate Software, a veteran Autodesk Developer Network member, is pleased to announce the launch of Ideate ViewCreator, an application that improves control, quality, and the efficiency of Revit model View creation. With it, users can:

  1. Create multiple Revit views at the same time based on smart rules
  2. Create copies of plans from one level to many levels
  3. Ensure view properties, templates, and naming standards are used

“ViewCreator solves a problem experienced by both large and small companies that use Revit software,” said Ideate Software Director of Software Development, Glynnis Patterson. “Until now, they haven’t been able to batch-create multiple Revit views while complying with company-established BIM standards. ViewCreator solves this problem and perfectly complements our other Sheet and View tools: Sheet Manager, Clone, and Align. When used together, these tools support a high degree of automation and consistency for Revit sheet and view management.”

Watch a video demonstration:

Ideate ViewCreator Demo Video

Ideate ViewCreator and the other Sheet and View tools are included in IdeateApps, a collection of applications that simplifies the activities daily Revit users perform most often. Existing customers should download the updated version to automatically get access to this new tool within IdeateApps versions 2016, 2017, or 2018. Interested Revit users can get a free trial of the entire toolset by visiting the Ideate Software website.

“As Building Information Modeling continues to transform the Architecture, Engineering, and Construction industries, we continue to develop tools that help project teams streamline Revit activities, increase productivity, and enhance model accuracy. Ideate ViewCreator is our latest tool to do this, and we are certain that people will experience its power as soon as they start to use it,” said Ideate Software President, Bob Palioca. 

A subscription to IdeateApps includes:

  • Ideate ViewCreator – Improves control, quality, and the efficiency of View creation
  • Ideate SheetManager – Filters Sheet and View lists, supports placing Views onto Sheets, and more
  • Ideate Align – Ensures Views on one Sheet align with Views on other Sheets
  • Ideate Clone – Copies a Sheet and its properties, and places unplaced Views onto new Sheets that align with the previous Views
  • Ideate ReNumber – Simplifies the process of renumbering elements
  • Ideate SpellCheck – Checks the spelling of Text and Schedule elements
  • Ideate XRay – Identifies the reasons an element isn’t visible in a certain View
  • Ideate SmartDelete – Reveals the elements that will be deleted with a selected element
  • Ideate QuickSelect – Selects /zooms to elements in the project, template, or family file

For more information on IdeateApps for Revit, call 888-662-7238 or contact sales@ideatesoftware.com. For support, visit our comprehensive Help files, view our short instructional videos, or contact support@ideatesoftware.com.

About Ideate Software

Ideate Software allows Revit users to have unprecedented control over their data. Ideate BIMLink, Ideate Explorer for Revit, Ideate Sticky, and IdeateApps were all developed to solve persistent problems in Architecture, Engineering and Construction (AEC) workflows. Ideate Software solutions enable Revit users to save time, increase accuracy, improve project deliverables, and elevate design.

Autodesk, the Autodesk logo, ATC, and Revit are registered trademarks or trademarks of Autodesk, Inc. and/or its subsidiaries and/or affiliates in the USA and/or other countries.

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February

1

2018

San Francisco, CA, February 1, 2018 – Ideate Software, a veteran Autodesk Developer Network member, is pleased to announce that Sash Kazeminejad has joined its team as a Customer Success Manager. Mr. Kazeminejad is well known in the Building Information Modeling (BIM) community for his extensive knowledge and ability to clearly explain complex BIM processes while leading classroom and online training and providing customer support.

Mr. Kazeminejad is a California registered architect and LEED Accredited Professional. He earned his Master of Architecture from Montana State University. He joins Ideate Software from its parent company, Ideate, Inc.

“As developers of software applications that address BIM data management needs, Ideate Software depends on team members to skillfully listen to customers and understand their pain points. Having worked with Sash at Ideate Inc., I know he is the ideal person for this position; he has routinely demonstrated a strong sales and technical aptitude,” said Bob Palioca, president of Ideate Software and Ideate, Inc.

Mr. Kazeminejad will continue to work out of the Portland office and provide sales and services to customers around the globe.

About Ideate Software

Ideate Software allows Autodesk Revit software users to have unprecedented control over their data. Ideate BIMLink, Ideate Explorer for Revit, Ideate Sticky, and IdeateApps were all developed to solve persistent problems in Architecture, Engineering and Construction (AEC) workflows. Ideate Software solutions enable Revit users to save time, increase accuracy, improve project deliverables, and elevate design.

About Ideate, Inc.

Ideate, Inc. is a leading Autodesk Authorized Developer with 25+ years’ experience in software development and specific focus on Building Information Modeling (BIM). As an Autodesk solutions provider, Ideate has offered quality software, training, support and custom consulting services to the architectural, engineering, and construction (AEC) industries since 1992. Headquartered in San Francisco, California and operating Autodesk Authorized Training Centers (ATCs) in California, Oregon, and Washington, Ideate is recognized as an Autodesk Platinum Partner for Architecture, Engineering, and Construction, Autodesk’s highest level of authorization.

Autodesk, the Autodesk logo, ATC, and Revit are registered trademarks or trademarks of Autodesk, Inc. and/or its subsidiaries and/or affiliates in the USA and/or other countries.

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January

24

2018

San Francisco, CA, January 24, 2018 – Ideate Software, a veteran Autodesk Developer Network member, and Ideate Inc., a veteran Autodesk reseller, are pleased to announce that their Portland, Oregon office received Gold Certification from Sustainability at Work, an organization formed in 2007 to help Portland businesses—from small start-ups and nonprofits to large corporations—advance green initiatives. To achieve this designation, Ideate met strict criteria in several categories:

  • Reduce, Reuse, Recycle
  • Employee Engagement
  • Transportation
  • Energy
  • Water
  • Community Engagement

“Every person in our Portland office is committed to sustainability, so we all eagerly participate in efforts that help our environment,” said Qatanna Palioca, Marketing Director and leader of the sustainability efforts. Those efforts include using both sides of copy paper that contains 30% recycled content, composting food scraps, using green-certified cleaning products, offering a transit pass program and secure bike parking, and allowing time off with pay for volunteer activities.

“We are pleased to receive this certification and will proudly display the plaque in our office and logo in our marketing materials,” said Ms. Palioca.

For more information about Ideate’s sustainability efforts, contact Qatanna Palioca.

About Ideate Software

Ideate Software allows Autodesk Revit software users to have unprecedented control over their data. Ideate BIMLink, Ideate Explorer for Revit, Ideate Sticky, and IdeateApps were all developed to solve persistent problems in Architecture, Engineering and Construction (AEC) workflows. Ideate Software solutions enable Revit users to save time, increase accuracy, improve project deliverables, and elevate design.

About Ideate, Inc.

Ideate, Inc. is a leading Autodesk Authorized Developer with 25+ years’ experience in software development and specific focus on Building Information Modeling (BIM). As an Autodesk solutions provider, Ideate has offered quality software, training, support and custom consulting services to the architectural, engineering, and construction (AEC) industries since 1992. Headquartered in San Francisco, California and operating Autodesk Authorized Training Centers (ATCs) in California, Oregon, and Washington, Ideate is recognized as an Autodesk Platinum Partner for Architecture, Engineering, and Construction, Autodesk’s highest level of authorization.

Autodesk, the Autodesk logo, ATC, and Revit are registered trademarks or trademarks of Autodesk, Inc. and/or its subsidiaries and/or affiliates in the USA and/or other countries.

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January

10

2018

  • Are you over-complicating your Revit template with a billion views?
  • Are you under-driving the use of view types and view templates?
  • Are you ignoring dependent views or scope boxes at your peril?
  • What is the best way to prevent rogue view naming?

These are some of the questions that Glynnis Patterson, Ideate Software’s Director of Software Development, will discuss at the January 23 Portland Revit User Group meeting.

Be there from 11:30 a.m. – 1:00 p.m. to hear her discussion on best practices related to both quality assurance (pro-active) and quality control (re-active) methods related to Revit view management.

Register with the Portland Revit User Group.

About the Portland Revit User Group

Portland Revit User Group is a local community of design and construction professionals interested in sharing knowledge around the Autodesk Revit suite of products. The group meets once a month in downtown Portland, eats lunch together, listens to a presentation, and participates in discussions about Revit. Revit users, enthusiasts, students, and teachers are encouraged to attend.

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