1. Customize to you
- 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 on-boarding 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.
Grow with us
Intuitive & never overbuilt. See why we are loved by Sales & Service.