1. Customize to you
First, let’s develop the best in practice parameters for your program. Let us know the following:
- Custom fields that show in the app vs. web dashboard (CRM)
- Sales cycle stage names.
- Description of ideal leads and intelligence you want your people capturing (sales leads, upsell, 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.
- Pipelines: Would you like more than one pipeline? (For example, you can separate your program into separate pipelines with distinct users, rewards, and analytics. This can be good for different regions or intel you are trying to distinguish, like service issues, sales leads, affiliate partners. Again, each pipeline can have its unique users and reward structure.
3. Onboard & Train
Built simple, we can have your team up and running after one call. Once we add your users to the system, we send them an onboarding email & text with their login credentials. The short training videos in this section are very helpful overviews of the platform.
We recommend you set-up quick training sessions based on your needs and to build momentum and maximize success.
- Schedule a time – We provide complimentary webinar training. We also offer in-person, hands-on training.
- Invite your respective teams to the Wingmate training session. We offer 2 training sessions; training for frontline users (app) 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 devices and has a solid understanding of the platform.
- Let the team know how to get help (see support resources).
Grow with us
Intuitive & never overbuilt. See why we are loved by Sales & Service.