Let us know the following:
- Do you need multiple pipelines based on the information you are tracking? (For example, you can separate your program into service issues/deficiencies, sales leads, customer complaints, up-sell/cross-sell or whatever you desire). Each pipeline can have its unique users, analytics and reward structure.
- Custom fields & Pipeline stage names
Only for the lead program*
- Description of ideal intelligence you want your people capturing (sales leads, up sell, service issues, deficiencies, etc.)
- Compensation; how you’d like to reward your lead generators (For example, $2 for a qualified lead, $25 for a successful lead). The reward structure is entirely customizable to your business.
- Are you using our Simple CRM or Integrating?
Built simple, we can have your team up and running after one call. Users receive email & text with their login credentials. These short training videos are very helpful.
- Schedule a time – Invite your respective teams to a complimentary Wingmate training session. There are 2 types of training sessions; training for frontline users (app only) and training for sales/management (CRM)(15 minutes for frontline training, 45 minutes for managers and sales)
- Make sure everyone is logged in on their device and has a solid understanding of the platform.
*If you decide to use our inside sales support. We will also schedule a kick-off call with your dedicated Pipeline Manager.
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