6 Ways SalesRabbit + Pipedrive Integrate

Sam Dearing

SalesRabbit and Pipedrive integrate to form a powerful sales CRM

Pipedrive is a web-based Sales CRM and pipeline management solution that enables businesses to plan their sales activities and monitor deals. At SalesRabbit we pride ourselves on being the go-to sales app that gives companies a new and improved way to lead their teams and now we’ve integrated with one of the biggest CRM’s out there: Pipedrive. See the 6 ways this integration works and how to set it up for your SalesRabbit account.

What does this integration do?

  1. Create an Organization in Pipedrive.
  2. Create a Person in Pipedrive.
  3. Create Notes in Pipedrive.
  4. Create a Deal in Pipedrive.
  5. Send leads to a specified stage in Pipedrive.
  6. Add Custom Fields to Deals in Pipedrive.

 What data is transferred into Pipedrive?

  • Name
  • Phone
  • Email
  • Notes
  • Custom Fields (Added to Deal)

Pipedrive Integration Set Up

The following steps are required to set up the Pipedrive 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: Form Creation

  • Create a New Form. Make a new section and import the following Lead/Form fields. Note: First and Last Name is required.
  • Turn on Custom Form Responses

  • Custom Fields: There is an option to add custom fields to your integration. If you’d like to add custom fields to your integration, please follow the steps below. 
  • Go to settings and then “Custom Lead Fields.”
  • Set up your custom fields to match whatever is in Pipedrive.
  • If you want to set up Lead status updates from Pipedrive back in SalesRabbit, create a custom field called “SalesRabbit ID” exactly.
  • Click on “Publish” Button and confirm.

If you are unsure how to set up Custom Fields in Pipedrive, follow the steps on Pipedrive’s website. 

Part 2: Configure Pipedrive Status Update (Optional)

If you’d like to have status updates from Pipedrive back into SalesRabbit, please follow the steps below.

  1. In Pipedrive, login as an Admin and navigate to your Deals section
  2. click on a deal and in the details section click “Customize Fields”.
  3. Next click “Add new field”.
  4. Enter in “SalesRabbit ID” exactly as is shown.
  5. Save the field.
  6. In Pipedrive, Go to Settings>Tools and Integrations> Webhooks
  7. Click “Create new webhook”.
  8. Fill in the information for updating a deal.
  9. click save.

Part 3: Configure Pipedrive Integration

  1. Navigate to the Marketplace under “Integrations”. (Must have admin access)
  2. Select the Pipedrive Integration Card
  3. Navigate to the “Configuration” tab and click “Enable”
  4. Sign into Pipedrive with your Pipedrive account.
  5. Select your form created in step one.
  6. There is an option to map SalesRabbit users to Pipedrive users. Optionally, map the users and select a status for the leads being passed and who has visibility.
  7. Select a default stage to send the leads to in the Pipedrive pipeline or map the status to its corresponding stage.
  8. Select custom fields for SalesRabbit to be mapped to Pipedrive custom fields (Optional). If you want to have status updates from Pipedrive to SalesRabbit, then map your custom field from SalesRabbit to Pipedrive in this step.
  9. Select “Finish” and your integration is set up!

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 Pipedrive integration should now be live and allow you to create leads in Pipedrive through form submission! If you have any issues or problems please reach out to support or your CSM for help configuring this integration. 

Set Up SalesRabbit x HubSpot Integration

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.

Assign Sales Areas on iOS and Android

Scott Porter

Check out how to assign sales areas with SalesRabbit

Whether you use SalesRabbit on iOS or Android you can quickly and efficiently assign sales areas. Area management plays a huge role in the success of door to door sales reps. If you don’t properly assign your areas, it will affect every part of the sales process to follow. To learn more about how SalesRabbit keeps your areas organized, check out these exclusive help center articles.

iOS Area Assignment

Please note: It is only possible to assign Areas to individuals assigned to an Office.

If users do not appear in the options once “Edit” is clicked, click HERE to learn how to assign the user to an office, or contact your SalesRabbit Administrator if the access isn’t available on the web app.

 

 

To begin, click “Sales Hub” within the lower legend of your screen. Click the finger with the curved line in the upper left hand corner of your screen.

Using your finger or stylus, draw a complete shape on your screen. If you are able to assign to multiple offices, your office options will appear in a pop up at the bottom of your screen. Click the office of the individual(s) you wish to assign to the Area. To assign the Area, click “Edit” in the upper left hand corner of the screen.

Click on the individual you wish to assign to the Area. A check mark will appear to the right of the individual’s name.

If you need multiple reps to work an Area, you have the option to do so. Click “Save” in the upper right hand corner once your selection is ready to be finalized. The Area will appear in the user’s assigned color (assigned via web app > “Users” tab > profile > user color).

To access any Areas you have been assigned to, click the map icon in the upper right hand corner. Click the words “Display My Area(s).” Please note, if you are assigned to multiple Areas, you may click the words multiple times to cycle through each Area assignment. If your company utilizes the DataGrid add-on, please note DataGrid will only appear to those assigned to an Area and logged in to their own account.

If you attempt to assign an Area over a section of the map that contains Leads, you will have a “Lasso” menu appear at the bottom of your screen. Simply click the “Area” option within this menu.

To view existing Areas of other people you have visibility to dependent on your Roles & Permissions, click the funnel icon in the upper left hand corner of your screen. Note: You will always have access to your own areas. The Areas filter is only for other people’s Areas you have access to view, dependent on Roles & Permissions.

Click the word “Areas” to populate the drop down menu. Here you will have the options to adjust the number of users selected (simply click the words “# Users Selected”), or adjust the Date Ranges manually by “From Date” and “To Date,” or (recommended) “Quick Date.” Click “Done” in the upper right hand corner.

Area Assignment Android

Learn to create Areas, assign Areas, and access your own assigned Areas.

Part 1 | Creating & Assigning Areas

1) Click the finger with the curved line icon in the lower right hand corner.

2) If your company has multiple offices, choose the appropriate office.

3) Draw a shape directly on the map. Click anywhere within the Area.

4) Click the plus icon in the upper right hand corner.

 5) Click the user you want the Area to be assigned.

6) Once a check mark appears to the right of the selected user, click “Save” in the upper right hand corner.

7) The assigned User will appear now within the “Current” menu. If the user becomes unassigned from the Area, they will appear in the “Past” menu within this screen.

Note: while Areas may be “deleted” by clicking the trash can icon, we do not recommend Areas get deleted if they were worked. This allows companies to create strategic Area management.

8) Once the Area is assigned, it will appear in the User’s assigned color.

Part 2 | Accessing your own Assigned Areas

1) Click the map icon in the upper right hand corner.

2) Click the arrows to the left or right of “Area #/#” – the #/# indicates which Area of how many areas are being viewed. Note: you have the option of clicking the words “Area #/#” to access that Area if it’s not already highlighted on the screen.

3) When you are directed to your Area, it will be highlighted in your assigned color.

4) To turn off the Area color, toggle the “My Area” to the left. Any leads (including DataGrid) will remain within the Area.

Part 3 | Area Filters

1) Click the signal icon in the upper right hand corner. This is your “Filters” menu. Click the arrow to the left of “Areas” to populate a drop down menu after verifying the toggle is swiped right. Note: you will be able to see your own Areas in the app regardless of what the filters are set to; the Areas filters control what Areas are viewed by others within the company dependent on the Roles & Permissions Settings.

2) You will have two variants within the submenu: # of Users selected and timeframe.

Click the Date Range’s “From” and “To” date to enter specific date ranges, or select a “Quick Date” by clicking on the word “Today.”

3) When you use the “Quick Date” by clicking the word “Today,” the menu will populate options for Quick Date ranges.

Once you “X” out of the menu in the upper left hand corner, the map will populate the applicable Areas within the parameters set.

Access our Help Center

If you have different questions you need answered, contact our support team at (801) 418-9009 or email them at support@salesrabbit.com for assistance. Or to learn more about what we can do for you and your sales process, schedule a demo for free. If you’re already a SalesRabbit user, login to our Help Center and get unlimited SalesRabbit resources.

What Is SalesRabbit?

Shawn Jolley

In the competitive world of sales, having the right tools can make all the difference. SalesRabbit stands out as a powerful solution for streamlining sales operations.

The platform offers a ton of useful features aimed at improving efficiency and driving productivity, providing an incredibly useful solution for outside sales teams.

Discover the power of SalesRabbit and see how it can revolutionize your sales efforts.

What Is SalesRabbit?

SalesRabbit is a comprehensive sales enablement platform designed to streamline sales processes for businesses. The software serves as a powerful tool for sales teams, providing them with the capabilities and features necessary to optimize their sales operations and drive better results. In short, SalesRabbit is how outside sales teams get sales done.

Sales Lead & Team Management Made Easy

At its core, SalesRabbit is focused on improving sales performance through various key features. It offers robust lead management functionalities, allowing sales professionals to efficiently track and manage their leads throughout the sales cycle. This includes essentials like lead assignment, prioritization, and nurturing features to maximize conversion rates.

DataGrid AI—Find Leads in Your Industry that Convert

DataGrid AI leverages the power of machine learning and a vast amount of data to pinpoint your industry’s ideal customer profiles.

By analyzing homeowner information, it assigns a Buyer Score to homes, neighborhoods, counties, cities, and states. This intelligent system enables you to quickly identify the specific homes and areas where your ideal customers reside.

With this tool, you can optimize your canvassing efforts and concentrate on areas that promise the highest productivity. With its ability to provide valuable field sales intelligence, DataGrid AI proves to be the best solution for boosting your sales effectiveness.

salesrabbit app

Streamlined Lead Assignment

SalesRabbit simplifies the process of assigning leads to sales representatives. It ensures fair distribution, eliminating the hassle of manual allocation and potential disputes. With clear lead ownership, teams can work more efficiently and avoid duplication or missed opportunities.

Lead Stacking—Never Lose a Lead

If your sales territory includes apartment complexes or other compact housing areas, SalesRabbit allows you to conveniently stack your leads based on specific locations. This means that you can easily access and manage a list of leads associated with a particular area. By pulling up the lead list, you have the ability to view and edit each lead individually, ensuring efficient lead management within those specific locations.

Lead Dispositioning—Status Set

You can efficiently disposition leads based on their status or outcome. Whether it’s marking a lead as qualified, unqualified, or requiring further nurturing, sales representatives can easily update lead disposition within the platform. This helps in tracking and categorizing leads accurately, providing valuable insights for sales managers.

Sales Team Organization & Notification

You can excel in organizing and notifying your team. SalesRabbit provides a centralized platform where teams can access and update lead information, appointments, and important notes. Sales reps receive real-time notifications for lead assignments, appointment changes, and critical updates, ensuring they are always informed and can take timely actions.

SalesRabbit even works when you’re offline, reconnecting and uploading status changes as soon as an internet connection is restored. This allows reps to continue working in more locations.

Import & Export Leads with No Hassle

Ready for a simple process of importing and exporting data? Sales teams can import leads and other relevant information in bulk, saving time and effort when populating the system. Additionally, SalesRabbit allows users to export data, such as lead lists or performance reports, for further analysis or integration with other systems to do it for them.

Lead-Specific File Attachments

The SalesRabbit platform supports file attachments, allowing sales teams to associate relevant documents, images, or files with specific leads. This feature enables easy access to supporting materials, such as contracts, proposals, or product brochures, which can be shared with prospects or referenced during sales interactions.

One useful example for this feature is to collect and connect digital contracts with leads and jobs.

salesrabbit cost

Custom Fields for Your Industry

SalesRabbit provides the flexibility of adding custom fields to capture specific information unique to your business needs. Custom fields allow you to tailor the lead management process and data collection to match your sales processes and capture relevant details that are specific to your industry or target market. This customization enhances data accuracy and ensures that you have the information you need to drive effective sales strategies.

Enhanced Communication & Collaboration

The app (available on web, iOS, and Android) provides a centralized platform for communication and collaboration among team members. It offers seamless sharing of information, updates, and notes related to leads, appointments, and territories.

Sales Rep Training & Onboarding

The platform, Learn in the SalesRabbit tech stack, also offers tools for training and onboarding new team members. Sales managers can create training materials, share best practices, and provide resources within the platform, ensuring a smooth transition for new hires and enabling continuous learning for the entire team.

Territory Optimization & Route Planning

You can take territory optimization to the next level, giving your sales reps the power to supercharge their territories and routes. With awesome mapping, routing, and territory-balancing tools, this platform helps your sales team maximize their resources and save precious time.

SalesRabbit is like having a secret weapon that ensures you’re always in the right place at the right time, making sales efforts more efficient and effective than ever before.

Say goodbye to wasted trips and hello to sales domination!

Sales Route Planner—Seize the Day

With a sales route planner, you can say goodbye to wasting time in the car. This tool efficiently maps out the most optimal sales route for all your leads, right within the app. No need to switch between multiple platforms or apps like Google or Apple maps—everything you need is conveniently available in one place.

salesrabbit reviews

Sales Rep Performance Data & Insights

Another essential aspect of SalesRabbit is its performance analytics capabilities. It empowers sales teams with data-driven insights and reporting features, enabling them to make informed decisions based on sales intelligence. By leveraging these analytics, businesses can identify trends, measure performance, and refine their sales strategies for better outcomes.

Appointment Management & Scheduling

SalesRabbit also offers appointment management, streamlining the scheduling and organization of appointments. With calendar integration, reminders, and follow-up features, sales representatives can prioritize their time and ensure a seamless customer experience.

The Best Solution for Outside Sales

The benefits of SalesRabbit extend beyond individual features for reps. By implementing its sales solutions as a whole, businesses in any sales industry can improve their productivity, enhance sales performance, and foster better teamwork among sales teams.

Want updates on SalesRabbit and when new features are released? Sign up for the monthly newsletter so you never miss a beat!

Weathering the Field Sales Storm: Harness Hail Reports, Maps, and Weather Data

Shawn Jolley

Are you grappling with the arduous task of generating weather damage reports, including hail reports, for your customers’ roofs or houses? We know how time-consuming and draining on resources this process can be, often causing significant slowdowns in your sales pipeline.

Read on for the perfect solution to revolutionize your approach.

Quick Video: Track Hailstorms and More

Use Industry-Leading Weather Reports

Allow us to introduce our industry-leading weather reports, powered by the most reputable names in insurance data.

With our cutting-edge weather mapping, hail reports, and weather reports solutions, we aim to make your life easier by automating and speeding up repetitive and tedious tasks.

So, say goodbye to the days of manual data gathering, painstaking report preparation, and inaccessible data. Say hello to fast and reliable hail damage and weather assessment.

Weather is a native SalesRabbit add-on you can get started with right now.

hail maps

Fast and Seamless Report Generation

Here’s how it works: we provide lead-specific forensic reports to your mobile device at the click of a button. Simply submit a request, and within seconds, you’ll receive a comprehensive report with all the crucial details. Easily track hail size, probability, wind gusts, speed, and more.

Available Anytime, Even on Weekends

The best part? It’s accessible at any time of day and any day of the week, including weekends. No more waiting around for business hours to get the information you need.

We understand that opportunities can arise at any moment, and we want to ensure you’re equipped to seize them promptly.

Claims-Ready Hail Reports—Hallelujah

Our powerful hail maps are directly powered by insurance data, ensuring that you’re getting the same reliable information as insurance analyzers. This means your reports are claims-ready right away, providing you with a significant advantage in your sales process. This is one reason why Weather by SalesRabbit is the most powerful hail tracker solution for field sales teams.

Wind Gusts and Additional Weather Data

With our comprehensive weather data system, you gain access to a treasure trove of valuable information. Not only can you view real-time data on wind gusts in a specific geographical area, but you also have the advantage of accessing historical data. This historical data gives you valuable insights into past weather patterns and wind conditions, allowing you to analyze trends and make informed predictions.

But that’s not all – we take it a step further. Our platform provides you with future probabilities of wind and hail occurrences. Armed with this foresight, you can be ahead of the game, proactively preparing for potential weather-related challenges before they even happen. This strategic approach ensures that you are always one step ahead, ready to offer your customers swift and reliable restoration services whenever the need arises.

hail tracker

Streamlined Organization

These reports are conveniently saved as exportable PDF attachments that are directly linked to lead information. No more hassle of hunting down reports or manually updating lead data; everything is seamlessly organized for your ease and efficiency with SalesRabbit.

Embrace the future of streamlined sales processes with our game-changing weather reports, hail reports, and mapping solutions. Get ready to witness a remarkable transformation in your productivity and sales performance.

This journey will empower you to boost revenue and leave your competition in the dust, setting you on the path to unparalleled success.

Stay Informed with SMS Alerts

With our advanced system, staying informed has never been easier. You’ll receive real-time SMS alerts, ensuring that you never miss a critical weather update that could significantly impact your sales strategy.

Whether it’s a sudden storm warning in a key sales territory or a hail report indicating potential damage to a customer’s property, you’ll be immediately notified, allowing you to make well-informed decisions swiftly and proactively.

track hailstorms

Unlock Your Sales Potential

Step into the realm of sales success with ease by embracing our innovative weather solutions. Don’t let hail reports and weather reports hold you back any longer. Get ready to elevate your business to new heights and exceed your customers’ expectations with every interaction!

Starting today, you can unlock the full potential of your sales process with our unparalleled hail reports, weather reports, and mapping services. With our cutting-edge tools at your disposal, you’ll be able to sell faster, sell smarter, and thrive in your industry like never before!

The Easiest Way to Get Started

Don’t miss out on the opportunity to step into the realm of sales excellence with our unparalleled weather reports. Hop on a personalized demo and experience the power of our industry-leading weather reports. Streamline your sales process, save valuable time for both you and your customers, and take advantage of our SMS alerts to stay informed and prepared.

👉 Schedule a demo to see Weather in action.

Improve Sales Flow with Customized Lead Statuses

Scott Porter

Use custom lead statuses to keep you more organized

How do you label the status of your leads before and after contacting them? If you don’t have a method for doing this effectively you’re missing out on a more organized sales flow. With SalesRabbit you can create and customize any lead status to improve your organization and efficiency. Here’s how to label your leads and what to consider based on the audience you’re selling to.

How to Edit Lead Statuses

 

What to Consider When Selling B2C vs B2B

Business to Consumer

  • Not Home 1 and Not Home 2: Having (at least) two “Not Homes” allows reps to change Leads from one to the other and mark it as an attempt which may be applicable for Leaderboards. Plus, it’s better organization for the reps so they may truly milk a territory and keep track of how many times they tried to reach someone.
  • Delete “Other”: Deleting “Other” eliminates the temptation to put “Other” generically for everything. The goal is to organize all interactions and eliminate bad habits. So long as you create a well rounded list of Lead Statuses, “Other” will never be needed.
  • Appointment Set: This one may be a given, but don’t forget to add it if you are setting Appointments through the app.
  • Referral: Get in the habit of asking for Referrals when you sign deals. 
  • Do Not Contact: Hopefully your team never needs to use this, but in the instance they come across someone your company would not want to do business with, having a way to mark the negative interaction in the app so the person/people may be avoided in the future is the safest route to take.
  • Contract Signed / Sale: Make it obvious for your reps what a “Sale” looks like.
  • Lost to Competitor: Keep track of why people choose to go with a competitor to improve your presence in your market.

Business to Business

  • Change “Not Home” to “Not Available”: Since you are not canvassing residential areas, make each Lead Status clear to your market needs.
  • Consider any type of Lead source (ie Corporate Lead? Website Lead?): Have a way for your Admins to add in Leads of different sources so you may keep track of the original inquiry when approaching a business that reached out to your company.
  • Cease and Desist: Consider having a Lead Status where the potential client asked you to never go back to avoid conflicts.
  • Gatekeeper: Used in situations where you are unable to get past the front desk.
  • Rescheduled: Have a way to keep track of Appointments that fell through. Please note: If a client is unwilling to place time on your calendar for you and “Go Back” is needed, you may want to consider a different approach to your pitch.
  • New Contact Needed: Used in situations where the business is a good lead, and your current contact for that business does not have buying decision power.

Access our Help Center

If you have different questions you need answered, contact our support team at (801) 418-9009 or email them at support@salesrabbit.com for assistance. Or to learn more about what we can do for you and your sales process, schedule a demo for free. If you’re already a SalesRabbit user, login to our Help Center and get unlimited SalesRabbit resources.

Stop Mass Emailing: Use 3 New Methods to Contact Customers

Sean Huckstep

Contacting customers can be tricky. When the time comes for you to follow up with your lead, established customer, or prospect, you need to contact them in a way that makes them want to respond. There are 3 options to use from here: Call, text, or email (personal not mass). If you’re unsure of which method to use, it doesn’t hurt to start out with a simple text or phone call and then the customer will usually tell you how they prefer to be contacted. Check out these 3 contact methods and copy + paste examples for each.

#1 Phone Calls

Phone calls are 10x more likely to lead to sales than email. Phone calls are a quick and simple way for you to get ahold of someone and also be a personable rep. If cold calling doesn’t come naturally to you, use these examples or this actual live sales call to help guide you.

Call Examples:

“Hi, is this [Customer’s Name]? Hi, my name is [Your Name] and my name might not ring a bell for you because you and I haven’t met yet. But the reason that I’m calling you is because you were recommended to me by a mutual friend we both know, [Client’s Name]. By chance, did he give you a heads up that I would be calling?”

 

 

#2 Casual Text Messages

Phone calls and emails have been a long standing form of business communication but what about texting? It may seem too informal but in 2018 texting was considered the most popular form of business communication to date. Now texting may not be the best option for older prospects, but it still has its place in business. The presence texting has in our data culture, making business texting a viable option when contacting customers; giving you 3 strong ways to start a conversation with your referral. Here’s some quick examples of what to text to your customer or prospect:

Text Examples:

Hi, [First Name). This is [My First Name] from [Custom Field 1]. I just wanted to check in to see if you have any questions about [Custom Field 1]. I’m available for a quick call or text conversation if you’d like. You can text or call me at this number: [My Phone Number]. Have a great day!

#3 Personalized Emails

Emails have been a long standing way for sales reps to get ahold of customers. What you want to avoid with emails are mass and impersonal emails. Use examples like these ones to warm up the customer and create a personal connection. When writing a strong sales email, follow these rules from HubSpot:

  • Include a subject line
  • Write a strong opening line
  • Include helpful body copy
  • Add a CTA in the closing copy
  • Add a professional signature

Email Example:

“Hi [First Name],

I’d like to introduce myself as your resource here at [Your Company Name]. I work with businesses in the [software, healthcare, nonprofit, education, etc.] industry, and noticed you visited our website in the past.

This inspired me to spend a few minutes on [Prospect’s Company] website to learn more about how you’re approaching [X strategy for customer service, sales, marketing, etc.]. I noticed some areas of opportunity and decided to reach out to you directly.

[Your Company] is working with similar companies in your industry, such as [X Company Name], to help them accomplish [Y goals], and giving them the [Z tools/solutions] to succeed.

Do you have 15 minutes to discuss [Prospect’s Company] this week?

If so, you can book time directly onto my calendar here: [Meetings Link]

Looking forward to meeting,

[Your Name]”

Choose Your Contact Method

Whichever of these 3 options works for you, be sure to make it your own. Don’t be afraid to get personalized and give your customer one-on-one attention that will make you a trusted name in their household or company. Remember, not every customer is the same so some may prefer texts or calls over email or vice versa. If you need help updating your sales process and finding the best customers to contact, schedule a free demo with us anytime and we’ll help you make your goals a reality.

Set Up DataGrid AI in 4 Easy Steps

Brady Anderson

Configure DataGrid AI for your SalesRabbit account

This article covers how to configure your DataGrid AI settings and set the roles and permissions for DataGrid AI. These adjustments can be made by an Admin or Owner role.

Note: This feature is only available to companies that have added the DataGrid package to their billing plan. If you would like to add this to your plan, please contact our Support at (801) 418-9009. Custom lead fields are a feature that is available to Pro Accounts or higher. 

Note: DataGrid AI area scores are currently only available for iOS. Android support is coming soon.

Set Up Process

Step 1. Access DataGrid AI settings

In the WebApp, Click on “Settings” on the left-hand side. 

Then click on “Datagrid AI” This will open your DataGrid AI configuration options.

Step 2. Select your buyer score model

Select the data model that matches your industry.

Custom scores are for Enterprise accounts only.

(To see areas mapped without a buyer score, select “None.”)

Changes on this page will save automatically.

Step 3. Preserving the buyer score (Optional)

If you wish to preserve the DataGrid Buyer Scores after creating a lead from a DataGrid Pin, you can create a custom lead field that will preserve the Buyer Score.

To create a custom lead field, navigate to Settings > Custom Lead Fields.

Create a custom Lead Field by clicking on the “API” field type. Name the field “Buyer Score” or something similar that your users will recognize as the DataGrid AI Buyer Score.

Click “Publish” and then return to the DataGrid AI settings.

In the “Buyer Score Preservation” box, you can now select the custom API lead field that you created. 

Changes on this page will save automatically.

Note: If you are on a Team Account, you can preserve the buyer score manually by entering the score into the notes field on leads as you convert them.

Step 4. DataGrid AI permissions

Access your DataGrid AI roles and permissions by navigating to Settings > Roles & Permissions.

There are two permissions that can be toggled for DataGrid AI.

  • DataGrid Areas – This permission gives the ability to see Areas and Scores that are graded by DataGrid AI.
  • DataGrid Buyer Scores – This permission gives the ability to see DataGrid AI buyer Scores for individual homes.

The Owner and Admin roles will have both permissions enabled by default.

To adjust the DataGrid AI permissions for other roles, simply select the role, and toggle the permission on or off based on your needs for the other roles.

Want to Learn More About This Feature?

If you’re interested in trying DataGrid AI but still want more information, schedule a free demo with our talented team today to learn everything you need to know and upgrade your account to include this amazing feature.

3 Best Door to Door Sales Pitches of All Time

Sean Huckstep

Find out why you need a sales pitch, how to create your own, and see successful examples

Selling door to door isn’t the easiest job, 61% consider selling harder than it was five years ago. Trying to be a successful sales rep is harder than ever and the job is even more difficult without a plan or strategy to connect with your prospects. If you get nervous speaking to people or don’t know where to start, writing down examples of successful sales pitches is the best thing you can do.

What is a Sales Pitch and Why Do I Need One?

A sales pitch is a condensed sales presentation where a salesperson explains the nature and benefits of their business, ideally in less than one or two minutes. You may be more familiar with the term ‘elevator pitch’ instead. A sales pitch or elevator pitch is used to keep you organized and compelling in a conversation with a customer. You typically only have a few minutes when first knocking on someone’s door to explain how your product or service can relieve their pain points. This small window of opportunity is why you need to have a dialogue prepared to produce your desired outcome with any customer.

The same sales pitch doesn’t work for everyone. That’s why there are many different options that can cater more to your personality and selling style. Check out 3 sales pitches we find successful and start from there.

How to Create Your Own Sales Pitch:

  • Recognize your customers’ pain points (that you can solve).
  • Detail how your product or service improves your customers’ situation.
  • Throw in questions that relate back to their pain points.
  • Use a stat that resonates with your customer and offers stakes. Make it clear that they need your product or service to avoid future pain.
  • Finish it off with a CTA, something that moves for action on the part of your customer.

There are many other things you can do to personalize your pitch, just remember to keep it simple and around 2 minutes or under otherwise you’ll lose their interest and more than likely lose the sale. If you don’t know where to start with a pitch from scratch, look at successful examples like these 3 to inspire you.

Examples of Successful Sales Pitches:

The best sales pitches are short, sweet, simple, and start a dialogue. While your company may have a great backstory and amazing people, customers really want to know why you’re on their doorstep and if you can solve the pain points they have.

 

#1 Keep it Short:

You don’t need to tell your prospect everything you can do for them all in your first pitch. A perfect sales pitch should leave the prospect wanting more. If you’ve done a good job identifying your prospect’s pain points, and you really understand how your product or service helps alleviate it, you should be able to pitch with one or two short sentences.

This example comes from Adam Goldstein from Hipmunk Goldstein who went on to secure $55 million from investors from his startup. It just goes to show that you don’t need to always create a long and elaborate pitch to gain traction. This can easily be incorporated in a sales pitch, people like to know exactly what you can do for them in a short amount of time.

#2 Ask a Question Immediately

Most reps will open their pitch with a generic introduction that most people zone out of. But what if you mixed it up and asked an open ended question immediately that you know will get the prospects attention.

Here are a few questions that a qualified prospect might say “yes” to:

  • Have you ever noticed…
  • You know how…
  • I’ll never forget when…
  • You’re probably experiencing…
  • Doesn’t it seem like…

You can also reverse this. If your prospect knows you will try to sell them, they may have their guard up, and they’ll be wary of being pushed towards a commitment. So instead try to relate with them and ask a question that will help you connect with them and avoid the same pitches every sales rep makes.

For example, you could say something like:

“You’re probably paying twice as much in utilities since moving to your new house, right?”

“Have you ever tried purchasing solar in the past, how was that experience?”

#3 Build Connection—Reference Past Interactions

Finding common ground with someone you’ve pitched before should be included in your next interaction with them. Even if you haven’t chatted with this certain customer yet, finding common ground with them about where they live, something about their house, or something more casual like sports. The important part of this type of pitch is not starting the pitch about talking about yourself, your company, or service but about something that connects you to the prospect. Here are some examples:

In-person pitch:

“Hi there!

I noticed that you take really good care of your lawn…I use this special water mixture on mine…take care of it every week.”

“Hi!

I love the design of your house…when did you move into the area?”

“Hi again,

Thanks for your time last week. When you mentioned how frustrated you felt when filing a claim with your insurance after property damage I couldn’t forget it. I think I have something that will make your life a lot easier if you ever have hail damage again.”

These are the start of conversations you can form with people. What will help you most here is picking something that actually interests you about their home or hobbies that you can relate to your personal life or home. There are a lot of different avenues to take a sales pitch like this.

Email pitch:

“Hi Sarah,

Thank you for taking some time to speak with me over coffee at Dreamforce on Tuesday. Loved your booth design!

When you mentioned that you sometimes feel like you’re sending your proposals into a black hole, it struck a chord with me. I had that problem at my previous company, too.

Now at DocSend, I help other media companies – like Mic, for example – solve that problem, by giving them insight into who engages with the document and when.

I think I can help you prioritize deals that show more engagement. Can we talk about it next week sometime?

-Lisa”

Start Planning Your Sales Pitch Now

Whether you want to construct a sales pitch from scratch or use one of these proven examples, it’s time to come up with a sales pitch. Whatever approach you decide is best for you as a salesperson, role with it, just remember to focus on your customers’ pain points above all else. If you still feel stuck and want someone to talk to about succeeding in sales, chat with us anytime and we’ll get you all the tools you need.

Simplify Lead Tracking and Scheduling with improveit 360

Diana May-Jennings

SalesRabbit and improveit 360 integrate to improve your lead management process

improveit 360 is an enterprise CRM (Customer Relationship Management) software designed for pros across the home improvement industry. They offer both desktop and mobile applications to provide you and your teams with the most powerful tools for lead and customer management, appointment scheduling, sales and project management, and reporting. Manage and grow your home improvement business with ease with a customizable solution you can trust.

What does this integration do?

  • Create a Lead in i360
  • Update a Lead in i360
  • Create an appointment in i360

 What data is transferred into i360?

  • First Name
  • Last Name
  • Business Name
  • Phone Number
  • Alternate Phone
  • Email
  • Street Address
  • Apt/Suite
  • City
  • State
  • Postal Code
  • Appointment
  • Notes

improveit 360 Integration Set Up

The following steps are required to set up the i360 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: Form Creation

#1 Create a New Form. Make a section and import the following Lead fields.  Note: First Name, Last Name, Email, and Address are required. Other fields are optional.

#2 Turn on Custom Form Responses.

#3 Click on “Publish” Button and confirm.

Part 2: Create i360 ID Field

#1 Go to SalesRabbit and login. On the left hand side, click “Settings”

#2 Next, click on “Custom Fields”

#3 Create a field called “i360 ID” and make sure the text matches the screenshot.

Part 3: Configure i360 Integration

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

#2 Select the i360 Integration Card.

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

#4 Select the i360 form you created from the dropdown and click next.

#5 Login to your i360 account.

#6 Enter a default Market Segment *Optional (this will show on the prospect record when the lead is sent back to i360).

#7 Enter in the source of where the lead originated. *Optional (this will show on the prospect record when the lead is sent back to i360).

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 i360 integration should now be live and allow you to push leads into i360 through form submission! 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.

12 Sales Quotes for Fueling Your Team’s Motivation

Sean Huckstep

In the dynamic world of sales, a motivated team is vital for success. Sales teams drive growth, nurture client relationships, and advance organizations. When challenges inevitably arise, remember that words hold immense power. Any sales professional can feel empowered, guided through tough times, and sparked with an unwavering spirit. Explore this collection of twelve sales quotes that uplift, ignite, and fuel determination.

Motivational Quotes for Sales

“Growth and comfort do not coexist.”

—Ginni Rometty

“Success is not the key to happiness. Happiness is the key to success. If you love what you are doing, you will be successful.”

—Albert Schweitzer

“Become the person who would attract the results you seek.”

—Jim Cathcart

“Do not focus on numbers. Focus on doing what you do best.”

—Cassey Ho

“I can’t change the direction of the wind, but I can adjust my sails to always reach my destination.”

–Jimmy Dean

“Everything you’ve ever wanted is on the other side of fear.”

—George Addair

“Sales is an outcome, not a goal. It’s a function of doing numerous things right, starting from the moment you target a potential prospect until you finalize the deal.”

—Jill Konrath

“The real problem with closing is not adequately defining or diagnosing the prospect’s problems in the first place.”

—Keith Eades

“You will attract way more buyers if you are offering to teach them something of value to them than you will ever attract by simply trying to sell them your product or service.”

—Chet Holmes

“Success is the sum of small efforts, repeated day in and day out.”

—Rober Collier

“Twenty years from now you will be more disappointed by the things that you didn’t do than by the ones you did do. So throw off the bowlines. Sail away from the safe harbor. Catch the trade winds in your sails. Explore. Dream. Discover.”

—Mark Twain

“Success is the ability to go from failure to failure without losing your enthusiasm.”

—Winston Churchill

More Ways to Motivate

These motivational sales quotes are more than just words—they’re tools for lasting motivation. In sales, where resilience is key, these quotes can transform challenges into opportunities and setbacks into stepping stones. Empower your team with these insights, and witness their growth, resilience, and successes. With unyielding determination, they can overcome any obstacle and achieve remarkable success.

SalesRabbit

👉 Learn more about the best field sales management platform.