Choosing the Right Software to Optimize Your Business

Tuesday, November 19 - Wednesday, November 20

Virtual Event


This workshop qualifies for 8.0 CEU credits

1:00 PM - 5:00 PM EASTERN (10:00 AM - 2:00 PM PACIFIC)

Choosing the Right Software to Optimize Your Business

The choice of choosing an operating software system in an HVAC business can be a daunting task. There are so many choices for so many types of companies that there is a genuine fear of making the wrong choice. It is not a “one size fits all” solution. This course will help take the guesswork out of the process and help you make the right selection to optimize your business operations.

This course is designed to help you answer questions and vet various software programs with the goal being selecting the best choice that fits your company’s needs. In addition, you will learn techniques on how to implement the process in your day to day routine once you have made that choice.

Additional Items you will also learn:

  • How to create selection criteria
  • Knowing your goals for the platform
  • Key questions for proper vetting
  • Investigating prior to the demo
  • Creating an evaluation plan
  • How to put together a team or champion for the project
  • Gathering feedback from other users
  • Importance of reports and dashboards
  • Maximizing implementation


Speaker Elekes
Gary Elekes
President, EPC Training
Gary Elekes is serial entrepreneur with a passion for helping others become more successful by sharing what he has learned over the past 3 decades working closely with all facets of the contracting industry. During his career, Gary has held senior management positions at Lennox and Service Experts. In 2000, Gary moved into entrepreneurship and started his training and consulting business EPC. Today, EPC continues to support growth oriented businesses aspiring to reach 20% EBIT. He also designed the very first web based learning platform for the residential contracting industry, which acts as a support system for training and learning in HVAC and plumbing trades, and has over 5,000 subscribers.

In 2003, Gary began acquiring contracting firms with a focus on developing turn-around opportunities. He also opened and operated several start-up businesses. In 2010, he added web design/SEO and online marketing to his company portfolio starting Imarket Solutions as a co-founder. Gary graduated from Ohio State University with a BSBA and also holds a Master's Degree in Business and Finance.
Speaker Long
Weldon Long
New York Times Best Selling Author & Contracting Business Expert
Weldon Long is a successful entrepreneur, sales expert and author of the NY Times bestseller, The Power of Consistency – Prosperity Mindset Training for Sales and Business Professionals (Wiley). In 2003, he walked out of a homeless shelter and built an Inc. 5000 company generating cumulative sales of over $20,000,000 within just 60 months. In 2009, his company was selected as one of Inc. Magazines Fastest Growing Private Companies in America.

Today, Weldon Long is one of the nation's most powerful speakers and a driven motivator who teaches others the Sales and Prosperity Mindset philosophies that catapulted him from desperation and poverty to a life of wealth and prosperity. Weldon has been featured on numerous national and regional television programs, including Fox News Network, First Business Network and Chicago's own WGN.

Mr. Long has successfully used his signature program, The Power of Consistency, to help hundreds of companies and thousands of sales professionals radically improve their sales results. Weldon holds a Bachelor's Degree and an MBA in Management.

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