10 Apps to Improve Your Sales Process

Renee Goodenough

We can help your sales process and so can some of our favorite apps. These aren’t the only apps we integrate with or recommend, but these are some of the best apps to use when organizing you and your sales team from electronic forms, to scheduling, and lead management.

How do apps help your sales process?

According to Zendesk, “Sales apps allow reps to save time, simplify daily workflow, and access up-to-date data no matter where they are or what device they’re using. With more time available to focus on sales, agents can actually, you know, sell.”

Use these 10 apps:

  1. Calendly
  2. Zapier
  3. Google Tasks
  4. TopBuilder
  5. RepCard
  6. JobNimbus
  7. HubSpot
  8. Salesforce
  9. SOLO
  10. SalesRabbit

#1 Calendly

Quickly and easily create and update events on a shared calendar with Calendly. This is a good alternative to Google Calendar if you don’t use the Google suite. Plus you can use their software with ours if you set up our integration with Calendly now.

#2 Zapier

Everyone has heard of Zapier (if you haven’t you must be living under a rock). It’s a great tool to build your own simple integrations and cut out the middleman of your sales process. Thankfully, Zapier lets you create ‘zaps,’ which are actions that happen automatically in one app when they are triggered by another app. For example, if you create a lead in SalesRabbit, a zap will automatically log that lead in a Google Sheet or create a lead object in Salesforce. The best part? You don’t have to worry about doing any coding.

#3 Google Tasks

Keeping track of all your important tasks in Google Tasks is especially helpful when you’re already a gmail user. Available to anyone with a Google gmail account and can be downloaded for free in the app store and share it via email, text, etc.

#4 TopBuilder

TopBuilder is a useful sales and marketing software for contractors everywhere. Their software covers speciality contractors to home and general contractors all alike.

#5 RepCard

We integrate with RepCard to help automate text campaigns, develop a recruitment process, and automate tedious sales tasks. This will save you a lot of time and effort on tasks that take you away from selling.

#6 JobNimbus

JobNimbus is a CRM and Project Management software all wrapped into one. It is the easiest way to manage projects, contacts, and tasks. With detailed reporting and employee management tools, JobNimbus really brings a new level of simplicity to your work.

#7 HubSpot

HubSpot offers a full stack of software for marketing, sales, and customer service, with a completely free CRM at its core. It’s hard to say ‘no’ to free, especially when the product is this good. Hubspot has become a strong force in the marketing and sales world, so it’s definitely worth it to at least investigate their free product and see if it lives up to its strong reputation.

#8 Salesforce

Salesforce is the world’s top Customer Relationship Management (CRM) platform. Their cloud-based applications for sales, service, marketing, and more don’t require IT experts to set up or manage — simply log in and start connecting to customers in a whole new way.

#9 SOLO

If you struggle with quickly generating proposals and agreements with your customers, you need SOLO. They are leading the industry in electronic agreements, payments, and proposals.

#10 SalesRabbit

We can’t make a list this great without including our own app. If you’re in any outside sales industry, we have tools and features to make your sales process easier, more intelligent, and extremely efficient. But we’re not ashamed to put ourselves on the list because we know what outside sales is like. Most of us here cut our teeth knocking doors or traveling to meet with clients, and we’ve been growing with the industry and culture. We know what the big problem areas are and we know how to navigate them. That’s why we’ve built the product we have. If you’re not sure about using SalesRabbit, try out our app for free at any time.

What apps do you use?

If you don’t think any of these apps fit your needs, check out our other integrations or our integration marketplace to find the best solution for your business. There are plenty of solutions out there for your company, all you have to do is know what you need and chat with us, we can help guide your sales process.

Top 10 Tips For Door to Door Sales

Sean Huckstep

Door-to-door sales is a demanding profession, but it’s also extremely rewarding when done well. A lot of sales and canvassing mastery comes from practice and experience, but these 10 tips will give you a strong foundation.

  1. Always be learning about sales
  2.  Maintain your confidence
  3. Become a trusted advisor
  4. Stay organized
  5. Build strong habits
  6. Embrace the discomfort of sales
  7. Establish (and constantly improve) a sales process
  8. Don’t be scared to ditch the script
  9. Remember: honesty is the best policy
  10. Evolve with the times

1. Always be learning about sales

It doesn’t matter if you’re a canvassing rookie, a vet, a manager, or a CEO—there’s always something to improve on, and door-to-door sales is one of the industries that MOST rewards you for mastering your craft. If you make it a habit to regularly spend time learning from sales masters and teachers, you’ll dominate the porches and grow as a rep and as a leader.

Quality resources are cheaper and more accessible than ever. Sign up on free apps like Google Play and Apple Podcasts and listen to The Top 5 Podcasts in 2020 to help with your industry knowledge. If you’re looking for book recommendations, check out our list of the Top 8 Books for Door-to-Door Sales.

2. Maintain your confidence

If you’re dealing with self doubt, you’re going to project that doubt to the people you speak with. Your prospect interprets that as doubt in the product and company.

That’s why you need to have enough confidence to let every prospect interact with the most optimistic version of you. It can be hard to give the hundredth door the same level of optimism as the first door, so here are some tricks to keep a level-headed, positive attitude: 

  • Stay grateful. If you’re in a rut, take a few minutes and take your mind off your problems and focus on being grateful for what you have. Write out a short list. Take a moment and meditate on it. Then get back to work with a sense of peace and a positive presence.
  • Set long term goals to overcome temporary setbacks. You’re going to have rough doors, rough days, and maybe a rough week or two. But don’t cash out. Instead, set a long term goal and stay persistent. 
  • Bring a reminder of something positive. Once you’ve set your goal, make sure that you always keep an external reminder. When you’re having a difficult time, it can be hard to create positivity in yourself out of nothing. But if you keep an external reminder of your goal, it can transport you to a more optimistic state of mind.

3. Become a Trusted Advisor

People actually like to find trusted advisors in life. Interviews of Warren Buffett garner millions of views on YouTube, because people trust his financial advice. Some will pay thousands to attend a Tony Robbins seminar because they hope he’ll help them improve their lives.

As long as people trust that someone cares about their well-being, they’ll be open to their advice. Become an advisor by: knowing the product, actively listening, challenging preconceptions, and building relationships. 

4. Stay Organized

When it comes to door-to-door sales, there are a lot of negative consequences for not getting organized. So you need to get organized. We’ve built our app around this mindset, and you’ll find that we make your team much more organized and efficient. But no matter where you’re at, you can find ways to be smarter with your time.

  • Reduce travel time: Every smartphone has mapping capabilities, so take advantage of them. We’ve recently built a route planner directly into our app so you can travel quickly between appointments and leads.
  • Schedule wisely: Be sure to plan around your appointments. If you know you have to be in a certain area at some point during the day, plan around that area. You don’t want to commit tons of time to an appointment that cancels and not have a game plan.
  • Canvass intelligently: A lot of opportunities are lost when canvassers don’t track their progress through their area or use that data strategically. Here are a few different approaches that work:
    • Label every house you knock on in the morning and then revisit that same area at a later evening and knock every house that didn’t answer. So every house is knocked at different times of day, increasing the chance of a conversation.
    • Start working around current customers and move outward. Ask them for referrals and use their names in conversation with their neighbors.
    • Use DataGrid AI to identify ideal customers by income, credit score, renting/buying, time in house, and more. Prioritize areas that are most likely to buy.

5. Build strong habits

Everyone has big dreams, but they think they have to do huge things to accomplish those dreams. They get so overwhelmed by their own aspirations that they get analysis paralysis. They forget that everything great is accomplished through consistent daily effort. In other words, greatness is a habit.

Every habit is centered around 3 things: a cue, a routine, and a reward.

Maybe you’d like to create a better morning routine. A lot of people wake up, hit snooze a few times, pick up their phones and then get ready for work. The reward is more sleep, a lazy and comfortable morning. But a comfortable morning is not a productive morning. So, if you can recognize the cue, you can alter the behavior, and change the reward. Lazy mornings usually happen because people keep their phone next to their bed and use it as their alarm. When you wake up, your phone is already in your hand. But if you change the cue by putting your phone across the room, you have to get up to turn off the alarm.

With the cue changed, it’s easier to change the routine of making you get out of bed faster. As a result you’ll be rewarded with a more productive morning. These rewards will cement the new behavior and over time these habits will make you stronger, wealthier, and wiser.

6. Embrace the discomfort of sales

Door-to-door sales, by its nature, pulls you out of your comfort zone—so you might not think that this applies to you. But there are a lot of ways that you can crawl back into that comfort zone, no matter your experience or success in the industry.

Here’s an anti-comfort battle plan:

  • Identify comfortable areas of your life and set goals to make them uncomfortable. Make them small goals at first, so that you build momentum and confidence moving forward.
  • Control your inner voice. Your brain might not want to welcome more discomfort into your life. The difference between a catastrophe and a catalyst is attitude. Learn to silence the voice that says “I’m not strong enough” and replace it with the one that says “This will make me stronger.”
  • Seek balance. We’re not saying that you need to ruthlessly eliminate all forms of comfort in your life. Give everything you have to your work, but don’t hesitate to set aside to relax, meditate, and prepare to come back stronger.

7. Establish (and constantly improve) a Sales Process

No matter your industry, every company has a process that prospects go through in order to become a customer. But if you’re not thinking strategically about that process, you might be selling inefficiently.

Here’s a few quick steps for building a sales process:

  • Outline the different steps of your sales process. What process does your prospect usually go through to become a customer? It could be as simple as: contact, qualification, presentation, close, onboarding. 
  • Track information about your performance on each step. This will give you actionable info about your sales teams and their performance. How many of your contacts are qualified? How many of your presentations turn into closes?
  • Look for opportunities to improve each step. Once you’re tracking numbers, you can find weak spots based on your data. Then, you can start repairing them. Get better at canvassing in your target market. Making specific improvements is much more effective than making general, blind improvements.

8. Don’t be scared to ditch the script

Just because you have a sales process doesn’t mean that you can let yourself become a slave to it. Don’t get us wrong—it’s really important for a sales rep, especially a beginner, to find a groove and get confident with a structured pitch. But eventually, just like every professional, you’ve got to figure out your own stride.

A great way to start doing this is by riffing off your script. When you go to different houses, treat them like different houses. None of your conversations should be identical. Obviously your conversations are going to be similar, but if you treat every person the same, there won’t be much sincerity, and the prospect will be turned off by your approach.

There’s a few ways you can break this habit:

  1. Investigate the house as you approach. (Of course, don’t be creepy about it.) Just be observant. What’s in the yard? What kind of vehicle do they have? Any flags? Incorporate what you observe into the conversation. For example, you could say “I love the Warriors bumper sticker. Are you optimistic about next season?”
  2. We already mentioned this, but don’t be scared to listen to prospects and then change your approach based on what you’re hearing. Don’t give them a crappy solution to their problem just because it fits within your script. 
  3. Do your research. Talk to the reps who are outperforming you. What do they do differently? What are they saying that you aren’t? Read books by the top salespeople and ask yourself the same questions. Then adapt based on what you learn.

9. Remember: honesty is the best policy

  • Don’t over promise: If your company can’t do something, saying that it will is only going to guarantee a bad experience down the line. It might be tempting to just say whatever you need to in order to get a demo or close a deal, but don’t. That’s never going to result in a good customer experience.
  • Don’t cut corners: It’s also tempting to leave a few problems unsolved and figure that the technician or customer service will handle it. This is a mistake. Chances are your techs or customer service reps won’t handle the problem any better than you. Plus, you don’t want the problem to fester over time. Resolve everything you can as soon as possible.
  • Don’t force it: You’re going to interact with people who simply aren’t a good fit for your product. You may think you’re an awesome salesperson for closing these kinds of deals, but you’re doing more harm than good. These deals almost always churn down the line, costing you time and resources.

10. Evolve with the times

You wouldn’t believe what is becoming possible in this industry. In a tech-driven world, door-to-door sales feels old school. And that’s why we love it. We’re going to get out of the office, put down the phone, and talk to people, face-to-face. We built SalesRabbit around the idea that canvassing reinforced by tech would be a much more effective approach to sales. 

Here’s a glimpse into what we’re building to drive door-to-door into the future:

  • Boost: Before Boost, door-to-door companies didn’t have a cost-effective marketing strategy that matched the way they sell. Boost lets you select that area and blast your ads to all the phones, TVs, and computers in the area. This will generate awareness for your brand and make people much more open to your canvassing.
  • Zapier: We use Zapier to connect SalesRabbit to a lot of the services you already use, like G-Mail, Calendars, SalesForce, Google Sheets, Slack, and thousands more. Zapier makes it easy to connect all your apps and build workflows that automate everything. 
  • Digital Contracts: Paper is a pain to have to carry around with you. We’ve built digital contracts that you can populate with whatever information you need and that the customer can sign on the porch. We’ve also got built in credit checks and title checks, so you can qualify your prospects before moving on to the contract stage.

What tips do you have?

At SalesRabbit we give you all the tools and tips like these to improve your ability to sell. If you start incorporating any of these 10 tips for door to door sales, we guarantee that you’ll see improvements in yourself and your closing stats.

Sales Enablement: What is it and How to Use it

Diana May-Jennings

Without proper resources, a sales team may struggle to close deals that may otherwise be an easy win. But by implementing sales enablement, your entire team will have all the resources they need to close more deals faster. Check out exactly what sales enablement is and how to create this strategy to boost your team’s success.

What is Sales Enablement?

Sales enablement is the process of providing your business’s sales team with the resources they need to close more deals. These resources may include content, tools, software, knowledge, and information to effectively sell your product or service to customers. Typically hired as a full-time role, the Sales Enablement Manager is the bridge between Marketing and Sales efforts that is essential for success.

According to our VP of sales, Sean Huckstep,

”Sales enablement gives sales reps the ability, the content, and insight to successfully and repeatedly move people through the sales process.”

Why should you care about Sales Enablement?

For Nissar Ahamed, founder of CareerMetis.com, sales enablement is a crucial part of a company’s success, not just a sales team. Any brand that wants to compete in today’s marketplace must understand the importance of aligning marketing with sales. He says, “If any marketing team is disconnected with sales, there’s an easy recipe for disaster or failure.” 

“It’s not a best practice—it is a must-have.”

Nissar Ahamed

But having a sales enablement process not only assists your sales team, it aligns the company. Ahamed says, “Marketing needs to support sales, not just through CRM and lead flow, but [also] making sure they have the right message to align with the buyers’ journey.”  Without an alliance between your marketing and sales team, you’ll face insurmountable company-level issues. Sales enablement is an investment your company should be making as soon as possible.

3 Steps to create a Sales Enablement process

A sales enablement strategy is the approach your business takes to provide sales with the resources they need to effectively sell. This strategy is tailored to your specific sales team’s needs so they can target your audience and close more deals. Here’s 3 things your sales enablement strategy should include:

  1. Standard Reporting & Analysis
  2. Sales Content 
  3. Task Automation
  4. Hiring a full-time employee to manage the process

#1 Use reporting and analysis

Every professional team should have a way to report their personal performance stats. Doing this will provide solid numbers for your team’s performance and what reps are good or bad at.

Some of these standard reports should include:

  • Activities logged by salespeople
  • Number of product demos performed
  • Deals won and lost
  • Leads generated / worked
  • Status of leads
  • Stats from conversation intelligence tools like Gong.io.

These are some basic reporting stats every sales team should already be doing. If these seems overwhelming, our leaderboards feature is a great way to track all of these stats with a convenient ranking of your top performing to underperforming rep.

charts and graphs

#2 Make great sales content

You probably already have plenty of sales content if you’re an established company. If you don’t, here is a list of content you should have readily available for your team:

  • Email templates
  • Case studies
  • Presentation decks
  • Product demo decks
  • Pricing information

Some of the content needs for your team may vary but this is a good list of content to get you started. If you already have some of these resources, consider revising them if you haven’t done so recently.

#3 Automate your tasks

Nobody likes busy work. If this is especially true for you and your team, automating mindless tasks is the quickest way to success. Using tools like live chat bots to help capture leads on your website, CRM integrations, Linkedin automation to scrape search results and email sequences will severely cut down the time it takes you to warm up a lead giving you time to prospect more.

Start using sales enablement now

Hopefully you’re beginning to see the importance of sales enablement. If you and your team haven’t started 3 of the elements of a sales enablement process and feel a bit overwhelmed, feel free to reach out to us and we can show you where to get started! We offer lots of team management tools, integrations, and sales deck software to ensure your team has all the tools they need to close more deals. 

Guide to B2B Sales Process: Definition, Examples & Strategies

Sean Huckstep

Are you familiar with what b2b sales is? If not (or even if you are), we want to give you a complete guide to the b2b sales process including its definition, examples, and common strategies to succeed. Keep reading to learn more!

What is b2b sales?

B2b or “business-to-business” sales is the action of one business entity or salesperson selling their product or service directly to another business. In this process rather than individual customers, entire businesses are the target market typically resulting in larger deals.

Familiar examples of b2b sales

There are a lot of common examples of b2b sales everywhere. Here are just a few we see every day:

  1. Companies that sell management software (recruiting, HR, etc.) to other companies
  2. Specific products or services only available to enterprise companies rather than individual consumers
  3. Bulk products or services that are not sustainable for individual consumers
  4. Companies that produce/distribute raw materials to manufacturing companies

What is the difference between b2b and b2c sales?

B2b or “business-to-business” sales as we established above is when businesses sell their products or services to other businesses. Well b2c sales is “business to consumer” sales so rather than selling to businesses, Netflix or Nike are prime examples of this—it’s a lower level sale, smaller amount of product and price.

Essential b2b sales roles

Patrick Dang, a business development specialist, lays out the framework for common b2b sales roles and what the team does on a lead generation, closing, and renewal level. Here is a quick breakdown so you can better understand what roles are essential for the b2b sales process:

  • Sales Development Representatives
  • Account Executives
  • Account Managers

6 Ways to develop an effective b2b sales strategy

There are a lot of different variables in a sales strategy depending on the company, product/service, or goals. Here is a basic framework of 6 things you need no matter your industry, company or product:

  1. Know your target audience and develop a plan to reach them
  2. Hire b2b sales roles (like the ones listed above)
  3. Get the necessary software or tools (sales apps like SalesRabbit, recruitment softwares, etc.)
  4. Determine OKRs otherwise known as Objective Key Results that will measure what success means to you
  5. Make and keep consistent brand messaging across all platforms
  6. Continually gather and analyze data from your company and competitors to find room for improvement

More sales knowledge

If you liked getting a guide on b2b sales, we have more sales knowledge for you and any member of your team to make sure you’re always in-the-loop and getting the best possible tips and tricks of the trade. 

If you know that your sales process could use some work or you just want to enhance what you’re already doing, schedule a demo with us now so we can walk you through the best ways to close more deals.

Target Homeowners Sales: Tips to Leverage New Mover Leads

Diana May-Jennings

Did you know?

From 2021 to February 2022 alone more than 12 million homes sold, and of those houses 31% of are first time homebuyers.”

We all know the housing market has been crazy the past few years, there’s no secret there. But with the rise in homes being sold and slight downturn in ones being purchased, there is still a specific group of leads that sales teams, like you, should be targeting. Keep reading to get more info about this lead type and how our customers use it.

via GIPHY

Are you currently targeting new movers?

We’ve made it even easier for sales teams in any industry to find and sell to new homeowners. With SalesRabbit’s new mover leads, you’re given moving leads, updated within minutes, on anytime a house is listed, removed, pending, or sold in any given U.S. zip code. With this feature you avoid all the manual data entry that comes from using Zillow or other real estate tools. 

We promise this isn’t another add for this feature—we actually believe in its capabilities. We believe in these leads so much that we’re actually going to share an experience that an actual SalesRabbit customer had when they were unhappy with this product until they found this awesome trick. 

How to leverage new mover leads data:

An actual SalesRabbit user in the Telecommunications industry was struggling to find the best way to use their new mover data, they almost canceled the service until they found a “hack” to hit two leads at once using the same data they were already getting. 

Here’s how they did it:

When a house was listed as “under contract” or “closed” this company would send a rep to the home right away while the sellers were still living there, to deliver a modified pitch that went something like this: “Hey! I noticed that your house has been listed as [such], I was wondering if you already bought a new home and if it’s in a nearby neighborhood? We would love to get you set up at your new house so you don’t have any service interruptions. What do you think?”

That is typically how a new mover lead can be leveraged but the change they made that closed twice as many deals for them was returning to the same house after the new homeowners had moved in and sell that deal with a pitch like: “Hi there! Welcome to the area, we wanted to stop by because we’ve already had everything we need installed in this home from the previous owner and wanted to see if you’d like to continue the service.”

via GIPHY

Start selling to homeowners the right way

This approach gives you two opportunities out of the same new mover lead. Who doesn’t love a 2 for 1 deal? If you aren’t using new mover leads or you already have this data but don’t feel like it’s doing that much for you, schedule a quick call with us so we can make sure you’re doing all you can to secure those deals before your competitors. 

View Historic Lead Data with New Lead Activity Feature

Brady Anderson

Every rep knows each door you knock doesn’t always end in a sale. Oftentimes, the homeowner isn’t home, they’re not interested, or they want you to come back later. These are the situations sales reps must track in order to ensure that no lead falls through the cracks, and make better-informed decisions. Afterall, many reps know that it takes multiple contact attempts before a decision is made so the lead status activity history is essential.

With SalesRabbit’s Lead Activity History feature, anytime a lead status is logged, including change in ownership, it will appear within the Activity panel. Now, you’ll be able to view the complete history of a lead rather than just the most recent status. This will allow your teams to stay organized and reduce the amount of missed opportunities. 

This tool can also be used to:

  • Determine sales trends such as average times a door is knocked before a sale is closed 
  • Identify when your reps need to revisit a specific home, area, or region
  • Pinpoint the best times to knock in order to maximize contact rates

 

How to View the Activity History of a Lead

  1. Tap on a lead and select the pencil icon to view more details.
  2. Here you’ll view basic information such as contact details, lead owner, lead status, and notes. 
  3. To view the complete history of the lead, select Activity in the upper right corner. 
  4. To log a new activity, simply go back to the Lead Info page and select a Status.
  5. Each Status will automatically be added to the Activity page once selected.

Take Advantage of Lead Activity Now

In order to get the most out of this new feature, we recommend that you update your app and follow these device requirements. To update your app, visit the Google Play Store (Android) or App Store (iOs).  For more assistance, view our Device Recommendations or contact our support team at support@salesrabbit.com 801-418-9009. 

Top 5 Ways to Celebrate Team Success—Virtual and In-Person

Sean Huckstep

In-person and remote sales teams both need to celebrate their wins. Whether you’re a manager or sales rep, you can bring great ideas to the table to help your team celebrate your success together, and here are a few to help you out—share these top 5 ideas with your team in your next meeting!

What does a successful team look like?

Successful teams encourage team members to share ideas, consider solutions and solve problems together. Good teams benefit individual members by offering added support and opportunities for development.

Why should you celebrate success as a team?

Celebrating success, even a small win, is the ultimate team builder. If a team is performing well and isn’t being recognized for that success, it will be a blow to morale that’s hard to come back from. Finding the best ways to celebrate specific to your team will not only help you come together as team members, but set you up for continued success.

Top 5 ways to celebrate with your team

  1. Team bonding outside the office
  2. Offer a PTO day free of charge
  3. Employee or MVE of the month awards 
  4. Virtual or in office lunch with DoorDash
  5. Send company-wide shoutouts

#1 Team bonding outside the office

Finding fun things to do together outside of work is a classic way to build a team rapport and celebrate any recent wins. Keeping it simple and going out to lunch or going to see a movie are great ways to get your team’s mind off work and focus on having the fun together that they earned. This idea can be specific to what your team likes to do whether it be more outdoors or an arcade night, there are plenty of ways to enjoy each other’s time.

#2 Offer a PTO day free of charge

Whether you have a remote or in-office team, giving the day off is always a fan favorite. Who wouldn’t love a day off where you don’t have to use PTO hours? This can be a very effective way to honor the work your team has put in by giving them some much deserved time off.

#3 Employee or MVE of the month awards

If you don’t already award employees of the month or most valuable employee awards, you should. Every great company uses this as a way to publicly recognize the accomplishments of their employees or coworkers. This award is usually accompanied with a gift card which is also a great way to honor team members with a gift card to their favorite restaurant or store. Employee awards are also great for hybrid teams as they can be awarded digitally to remote workers.

#4 Virtual or in office lunch with DoorDash

Food is always a great motivator. One great thing we do at SalesRabbit is using DoorDash to reward employees. This is a fun way to get some free meals to share together as a team in or out of the office. The best part is you can send DoorDash credit to a remote team member so they can enjoy lunch and connect with you in a relaxed environment. 

#5 Send company-wide shoutouts

Similar to employee awards, there is a less formal way to accomplish a similar celebration. With channels like Motivosity or Slack you can highlight a coworker, employee, or manager that has done something great recently. These kinds of shout outs can also be accompanied by a small amount of money for the recipient to spend how they want. If you’re currently running a company, look into setting up a way where employees can thank and reward each other on a regular basis.

What does your team do?

We want to know what your team does to celebrate! Share below any ideas you may have or things you love about your company’s celebrations. Also if you’re looking for more ideas on how to build team culture, we have more blogs you’ll love—check them out now!

Improved Targeting with Storm Finder for Restoration Teams

Brady Anderson

For most companies, efficiently finding their ideal buyers is a huge obstacle. To combat this, most reps and leads ‘embrace the grind’ by playing the numbers game and instead of using data, canvass hundreds of doors in order to find their deals. As admirable as this mentality is, it’s often ineffective and costly. 

Every time a rep is knocking on a door that doesn’t result in a sale is sub-optimal time usage. To combat this inefficient kind of shotgun approach, companies need to have insight into who wants their product and where they live. For restoration companies in particular, weather maps are key to determining which areas to canvass and target. We’re happy to announce that we’ve made our Weather add-on even more effective with the new Storm Finder tool. 

What is Storm Finder?

Storm Finder gives you the ability to see past storms within a specified radius on the map. You can specify what results you receive by setting filters on the Hail Size, Wind Gust, and Hail probability data. You’ll also receive the date of the storm as well as the details of the storm so that you can have everything you need in order to find and close those deals.

All of our map overlays are generated in-app, available on iOS and Android, so you can quickly pull up storm data and go to high-opportunity areas without worrying about additional tools. Check out how to use it below! 

 

How to use Storm Finder: 

  1. Navigate to the weather map and select the storm icon in the upper right hand corner.
  2. To begin your search, tap on the lightning bolt.
  3. From here, use the sliders to filter storm radius, hail probability, hail size, and wind gust.
  4. Once filtered, you’ll receive storm data that matches your selected criteria. 
  5. Simply tap each storm to view more details and leads located within each radius.

Start Using Storm Finder Now

In order to get the most out of this new feature, we recommend that you update your app and follow these device requirements. To update your app, visit the Google Play Store (Android) or App Store (iOs). For more assistance, view our Device Recommendations or contact our support team at support@salesrabbit.com 801-418-9009. 

Improve Sales Lead Data Entry with SalesRabbit and Monday.com

Sam Dearing

If you struggle with your current lead data process, we’re excited to announce that SalesRabbit and Monday.com are officially integrated within the app and available for you to set up in your account. Below you’ll find more information about Monday.com, what this software integration does for lead data and finally step-by-step instructions on how to set up this integration.

What is Monday.com?

Monday.com is a cloud-based platform that allows users to create their own applications and work management software. Using their software will help you streamline your work for maximum productivity by centralizing all your work, processes, tools, and files into one Work OS. This is also a great platform to connect teams to maintain one source of contact across your organization.

What does this integration do?

This integration can be used to transfer lead data from SalesRabbit to Monday.com with just a few button clicks to greatly improve efficiency by removing the need for multiple data entry. This will save every member of your sales team time, money, and data entry headaches.

How to set up SalesRabbit + Monday.com Integration

The following steps are required to set up the Monday.com integration through the SalesRabbit Marketplace. Note: This integration is only available to customers on SalesRabbit’s Pro or Enterprise membership plans. Additionally, administrative access is required in order to access API keys and other credentials/settings in configuring this integration.  

 Part 1: Create Custom Lead Fields in SalesRabbit (optional)

If you have custom fields for leads that you’d like to pass over to Monday.com this section will be helpful, otherwise you can skip to Part 2.

Add the following custom lead field under Settings > Custom Lead Fields

Click “Publish”.

Part 2: Form Creation

Create a New Form under Settings > Form Builder

Turn on Custom Form Responses:

Once the changes have saved (visible near the top right corner), click Publish.

Part 3: Set Up Columns on Your Monday.com Board

You’ll need to set up all of the columns with the correct titles in order for them to map properly with what’s in SalesRabbit, by default all of these will send over as long as you have the appropriate field on your form and column in Monday.

If you click on the “+” icon to the right of your board you should see the menu below. You’ll be using mostly “Text” but you can also use Status and Date for the Status and Appointment columns.

Status and SR ID don’t need to be included on the form as we pull those straight from the lead.

Here are the column title’s you’ll need to include, please be sure to match the names (you can include as many or as few of these as you’d like):

*Status column: In order for the statuses to work properly you’ll want to make sure that whatever status options you set it matches the status name options in SalesRabbit.

*Appointment column: Be sure to add the “Always keep add time option on” as seen in instructions below:

*Custom fields should all be set to text but you can also set them to a dropdown (along with a dropdown in SalesRabbit) as long as the options in SalesRabbit match the other options.

You’ll map the custom fields between the two systems in the next step.

Sample:

Part 4: Configure Monday.com Integration

Navigate to the Marketplace under “Integrations”. (Must have admin access)

Select the Monday.com Integration Card.

Navigate to the “Configuration” tab and click “Enable” 

Select the published form from the dropdown list, click Next.

Now connect your Monday.com account using your API Key (below are instructions are retrieving that). After connecting your account, click “Next”.

Here’s how to retrieve that API Token:

Go to your Monday.com account and click on your profile icon in the bottom lefthand corner> Admin > API > Generate an API Token and then copy it. 

Select the board that you’d like to use for the integration.

If you’d like to, you can map Custom Fields from your SalesRabbit form to Custom Fields in your Monday.com account. On the left hand side, you can add the SalesRabbit fields and select them from the dropdown. Monday.com custom fields will be on the right hand side.

To complete the set up, click “Finish”. 

Note: If you wish to disable or reconfigure this integration at any time you can do so by clicking “Disable” or “Reconfigure” respectively.  Additionally, if the integration is currently live you should see an “enabled” indicator on the integration. 

Your Monday.com integration should now be live and allow you to send leads along with custom fields to Monday.com! If you have any issues or problems please reach out to Support or your CSM for help configuring this integration. 

Set Up More Integrations

If you’re interested in using any of these powerful integrations, any and all of these integrations can be set up through our Help Center portal, the Integration Marketplace or by reaching out to your account CSM or support team at support@salesrabbit.com 801-418-9009.

3 Ways to Create a Successful Sales Culture

Zac Kerr

Culture dynamics in any workplace can make or break the job for employees. Have you figured out the best way to create positive culture in your sales teams yet? If you haven’t and are looking for ideas, check out what we’ve done and seen other successful companies do to make sure their reps love their job and avoid high turnover rates. 

Did you know…

According to the Harvard Business Review: “Companies worry about employee attrition in every department, but it’s especially costly in one function: sales. Estimates of annual turnover among U.S. salespeople run as high as 27%—twice the rate in the overall labor force. In many industries, the average tenure is less than two years.”

Even if your company or team doesn’t have high turnover rates like this one mentioned above, that should be something managers and business owners are constantly thinking about. One of the best ways to retain talent is to create an environment where they feel valued, welcome, and respected. That’s where sales culture comes in—what does yours look like?

What is sales culture?

Sales culture is the overall attitude, behavior, and habits of sales reps dictated by the dynamic of managers, other reps, or business owners. Oftentimes the sales culture is exemplified at any given time or place. The unique sales culture created will make or break the effectiveness of any sales team. 

A positive sales culture will create an environment in which employees feel heard, valued, and that they are being pushed toward professional development.

3 Ways to create a successful sales culture

  1. Create a team expectation of trust and accountability
  2. Acknowledge wins but also where there is room for improvement
  3. Have healthy competitions regularly

*Bonus tip: Conduct employee surveys to get real feedback

#1 Create a team expectation of trust and accountability

Look at your sales team like a football or baseball team (whatever sport you love). They are synonymous in the way you have to trust that your teammate will make that tackle or you hold each other accountable to show up to practice and train before games. In sales you’re only a team if you can trust your coworkers and know that they are doing their best just like you. As cliche as it sounds, you have to work together to be a successful team.

Here are some ways you can create a culture of trust and accountability within any team:

  • Be transparent about the stats required of each rep. When a rep knows the numbers they have to hit that month for the team to succeed, it’ll be easier for them to aim for those goals.
  • As a manager, trust that your reps will do their job, don’t micromanage their every move. This isn’t to say that you shouldn’t keep an eye on their numbers, but don’t constantly badger them and make them feel like they are doing a terrible job all the time.
  • Promote accountability from rep to rep. Managers can only get so close to their employees, but coworkers can develop a different level of relationship so make sure that the team holds each other accountable for goals, not just managers. 

#2 Acknowledge wins but also where there is room for improvement

There is a delicate balance between only celebrating the wins your team has or only focusing on the shortcomings. Successful teams have to find a common middle ground. You have to include the negative where there is positive and vice versa. Acknowledging when your team hits a specific goal or exceeds a monthly projection is key to reward them for their hard work; but likewise if they fall short or perform below their usual threshold, managers and other reps need to detail where improvements need to be made to avoid this in a non-toxic way. 

We all have horror stories of past employers that would tell you you’re doing a terrible job in a non-constructive way. Successful sales culture has no room for that. There are plenty of healthy ways to explain the needs for improvement. Such as:

  • Having 1:1 meetings with the rep that needs help.
  • Acknowledge that they are trying their best and give specific ways that they can improve.
  • Host workshops for the entire team so the rep doesn’t feel singled out.

How to tell your employees or coworkers that they’re doing a great job:

  • Motivosity money. Give a shoutout and some money along with it so whoever is killing it can get a digital gift card. 
  • Share specific wins in company chats like Slack that show the entire company how good the sales team or rep is doing. 

#3 Have healthy competitions regularly

We all know that sales reps are naturally competitive people, so why not play into it? At SalesRabbit we have regular competitions with our reps and at times we get the entire company involved. 

Here are some fun ideas for you:

  • Have the company vote for which rep will sell the most accounts by the end of the month—publish results in company wide channels for more buy-in.
  • Offer a gift card or new shoes to whoever gets the highest monthly commission.
  • Incentivize reps with a day off or a pizza party for reaching a collective goal for the year or month.

There are a lot of other ways to get reps fired up; these are just some of the ones that have worked for us. What ideas have you tried?

*Bonus tip: Conduct employee surveys

There are so many software options out there to collect anonymous employee surveys to get real feedback on the sales culture. Use something like Fellow, Lattice, Google Forms, or SurveyMonkey to start getting actual insights on how your reps feel. A lot of these programs allow for a free trial so you can test it out without impacting budgets until you know if it works for your team. 

If you’re a rep reading this, suggest using one of these softwares in your next meeting so your voice and option will always be heard.

Looking for more tips on team culture?

We regularly share tips and tricks for how to create a strong bond for any sales team. Check out all of our blogs on sales culture in one convenient place and give us comments on what you find helpful!

Comment down below any tips you might have that have worked for your team or things that haven’t worked in the past.