SalesRabbit Roles and Permissions Feature

Diana May-Jennings

Improve your Experience with the Roles & Permissions Feature

This article covers the Roles & Permissions feature in SalesRabbit. This feature allows those who have “Settings” access to create specific user Roles and adjust Permissions within those Roles, framing the SalesRabbit experience for each user type.

Reminder: All Role types are considered billable users, including Owners and Admins.

Process

Step 1. Navigate To The Roles & Permissions 

To access the Roles & Permission page, log in to the web app and click on “Settings” within the left hand menu.

Click “Roles & Permissions” within the “Users” column.

Step 2. Editing a Roles Permissions

Note: There is no “save” button when creating/editing a role, the system simply saves your changes as you go.

To edit an existing user Role, simply click on the Role name you want to change.

There are three main points to become familiar with: Permission, Level, and Status.

  1. The “Permission” column refers to the actual feature you are allowing your new Role to have. You may influence this feature at a specific level (ex access at the company level or office level) or turn this feature “On” or “Off” entirely by clicking the toggle.
  2. The “Level” column refers to the tier accessible by the Role in relation to the Permission listed within the row.
  3. The “Status” column refers to whether or not that option is turned “On” or “Off” for the Role type selected.

To see a description of the permission within SalesRabbit, you may hover your cursor over the question mark icon (as shown below).

To adjust the access for a Role toggled “On,” you have the ability to adjust the tier level by clicking the drop down. Company, Department, Region, Office, or Team are the levels of accessibility. 

Step 3. (Optional) Creating a New Role

To add a new user Role type, simply click “+ Add Role”. 

After you are satisfied with the new Role’s Permissions, you may add Users and give them the newly created Role, or edit existing Users’ profiles to reflect the new Role Type by going back to the User’s page. 

Pro Tips

  • Accessibility is often dependent on Filters (ex: if “Manage Areas” is enabled for a Role, they must adjust “Areas” within their Filters to see what Areas have already been created for their Permission level).
  • If you have a User reporting that they can’t see the changes in effect after adjusting their Role and have verified it is not a matter of adjusting Filters, please have them log out and log back in to request the new Permissions from the server.

Zapier Integration Overview and Set Up

Brady Anderson

Set Up Zapier for your SalesRabbit account now

Zapier allows you to connect your apps and automate workflows. It’s easy automation for busy people. Zapier will move info between your web apps automatically, so that you can focus on your most important work. The Zapier integration will help to remove the process of double entry or importing/exporting of data between your utilized software. With the Zapier integration, information entered into SalesRabbit has the potential to be pushed through to over 600+ apps like Zoho, Sugar, Base, and Salesforce.

Data will be pushed from SalesRabbit to your other apps and workflows in Zapier. Any updates you make in SalesRabbit will be updated in the Zapier integration as well. Also, data can now be pushed back from your third party software(s) to SalesRabbit in order to create new leads or lead updates.

Fields Integrated

  • First Name
  • Last Name
  • Primary Phone
  • Alternate Phone
  • Email Address
  • Latitude and Longitude
  • Lead Status
  • Notes
  • Appointments
  • User ID
  • Any Custom Lead Fields (pro plan only)

Integration Set Up

Zapier is a web automation app. With Zapier you can build Zaps which can automate parts of your business or life. Zapier is not designed to be an interface for multiple users.  Each company will need to use one administrative email to sign up with Zapier.

*Before following the steps below, contact your CSM to request the Zapier integration is enabled for your SalesRabbit account.*

Part 1 – Trigger

A “trigger” in Zapier is the source information being pulled from that transfers to other sources.

Step 1

Go to “www.zapier.com” and click the orange “MAKE A ZAP!” button toward the upper right hand corner of the page.

Step 2

Choose a Trigger App – type “SalesRabbit” in the searchable text field box and click on the SalesRabbit drop down option.

 Step 3

Currently, we have one trigger – Leads.  

 Step 4

Go to a new tab on your page – go to “www.app.salesrabbit.com” – log in.

On the left of your page in the menu, click “Integrations.” Here you will see an API token.  Select the button “Click to copy to clipboard.”  

Go back to the Zapier tab.

Step 5

Click the Gray “Connect an Account” button in the lower left hand corner.  A pop up window will be revealed that reads: “Allow Zapier to access your SalesRabbit Account?”

Paste the API token in the blank text field.

Select the orange button that reads “Yes, Continue.”

Step 6

You will see your account in the available selections within Zapier.  For this example, we are using “SalesRabbit Test – Satellite” which is listed at the bottom.  To the right of “SalesRabbit Test – Satellite,” you will see a gray “Test” button.  Select it.

Assuming your API token was legitimate and the test was successful, you will notice the “Test” button will transform into a  green “Success!” box.  At this point, click the blue button in the lower right hand corner of the screen that reads, “Save + Continue.”

 

Step 7

There are two required triggers in Zapier – “Status” and “Event” – “Status” is equivalent to Lead Status in SalesRabbit; you will notice any customized Lead Statuses for your company are available in the drop down menu within this option. “Event” has two options – “New Lead” and “Updated Lead.”  “New Lead” is equivalent to a new Lead Status in SalesRabbit, whereas “Updated Lead” is equivalent to a modified Lead Status in SalesRabbit.

After the initial selection, if you wish to add additional statuses, select the “+” button – to remove a status, select the “-” button.

Select “Continue” when you have completed customizing your Lead triggers.

 Step 8

Zapier gives you the opportunity to verify an existing lead.  For this test to be successful, you need to have a recent lead created and verify that it matches the trigger options you chose on the previous page.  To test, click the blue “Fetch & Continue” button.

 If you have met the conditions listed on the previous page, the page will reveal the test was successful.  Click “Continue.”

Part 2 – Action

An “action” in Zapier is where the information pulled from the trigger is received. There are a number of Action Apps information that may be triggered into action through Zapier.

Step 1

Search for your integrations and tools of preference by typing the names in the blank text box.  For example, Google Sheets.

Once you have chosen the app you wish to zap, it will take you to a page that looks similar below. At this point in the steps, the fields required are specific to the app you choose.  While the fields will likely be different than the app of your choosing, the pages and steps will be similar.

Step 2

Select what is most applicable to what you are trying to achieve.  Select the blue button “Save + Continue.”

Step 3

Select appropriate fields within the drop down menus on the screen.

Zapier will have fields that need to match SalesRabbit fields – match what is appropriate with what is listed that your company would like to have listed in the ‘actioned’ app.

Once completed, select the blue “Continue” button. 

Step 4

Test the Action by selecting the “Create & Continue” button. 

If successful, click on the orange “Finish” button.

Step 5

Name your “Zap” and turn it on.   

Once you have chosen a name for your Zap and turned it on, your screen will appear similar to the screenshot below.  Click the “See it on your Dashboard” button. 

Your dashboard organizes your Zaps and reflects the information being triggered into action by Zapier. 

Now you know how to create Zaps through Zapier.  You may use this tool for SalesRabbit in relation to CRMs and other tools you use to enhance your business and improve efficiency. If you’re interested in learning more about our integrations or SalesRabbit products, Schedule a demo to learn more about this feature. If you’re already a SalesRabbit user, login to our Help Center and get unlimited SalesRabbit resources.

Sales Team Messaging for iOS and Android

Scott Porter

Improve your teams communication going into 2021

This article details how to create and send messages in the SalesRabbit iOS and Android app. Messages can allow you to contact and coordinate with your others in your organization. The permissions set for a given role determine what users will show in messaging.

 

 

iOS Messaging Set-Up

Step 1. Navigate to Messages

To get to your messages, in the app, click on the “Messages” icon on the home screen or on the bottom ribbon of the app.

Step 2. Starting a Chat 

Once in your messaging feature, you will see your chat histories. You can start a chat by clicking on the pen and paper icon at the top of the right-hand corner.

 

Step 3. Select Users to Chat With

(As noted at the beginning The list of users is determined by the permissions set for your role)

You should now see a list of the users in your company with whom you may start chats. Choose the users you would like to add to the group chat by selecting the circles on the right side of their name.

After choosing your desired group chat members click “Done” in the upper right-hand corner. After doing so you will be given the option to give your group a name. Once this is completed you will be able to send group messages!

 

Pro Tips

  • After you have your first group created you can build more groups, from existing groups, by utilizing the Group tab after creating a new message. From there, select which groups you want to include in this new group message.
  • It is possible to edit the name of the group, as well as delete the group entirely.

Android Messaging Set-Up

 

Step 1. Navigating to View Your Messages

In order to get to the messages/chat feature, click on the navigation drawer in the upper left hand corner. Then click on “Messages” 

 

Step 2. Starting a Chat 

Once you are on your messages page, you will see your chat histories. You can start a chat by clicking on the “+” icon in the lower right-hand corner. 

 

Step 3. Select Users to Chat With

(As noted at the beginning The list of users is determined by the permissions set for your role)

You should now see a list of the users in your company with whom you may start chats. Choose the users you would like to add to the group by selecting the checkmark box on the right side of their name.

After choosing your desired group chat members, click “chat” in the upper right-hand corner. You can now give your group a name (optional). 

 

Pro Tips

  • After you have your first group created you can build more groups, from existing groups, by utilizing the Group tab after creating a new message. From there, select which groups you want to include in this new group message.
  • It is possible to edit the name of the group, as well as delete the group entirely.

Lasso Tool—Create and Manage Sales Leads

Sean Huckstep

Use the Lasso tool to edit multiple sales leads

With our Lasso tool you can assign a group of leads to a specific rep, set lead status for multiple leads and delete multiple leads at once. Here we show you how to access the lasso tool on iOS and Android.

iOS Set-Up

To Lasso an Area, click “SalesHub” within the lower legend of your screen. Hover over the leads you wish to Lasso, then click the finger with the curved line in the upper left hand corner.

Draw directly on the map around the Leads you wish to action. A pop up menu will appear at the bottom of your screen with your available options. 

Notice the number of Leads selected are listed under “Lasso Options”

There is a breakdown of each Lead Status type included in your selection. If there are several, the selections of Lead Statuses are available via scroll bar.

Under the scroll bar of Lead Statuses, owners of Leads Lasso’d are listed. In the example below, only one Lead owner is represented.

Lasso Options

  • Area: Creating a new Area
  • Ownership: Changing the Lead owner of the selected Leads to another individual
  • Route: Available if 23 or less Leads are selected (click here to learn to Route)
  • Status: Used for changing selected Leads to a singular Status (ex “DataGrid” to “Mailing Campaign”)
  • Delete: Deleting Leads in bulk (caution: this is permanent and cannot be undone)

In the below example, three Lead Statuses were removed from the selected Leads (“Contract Signed,” “Appointment Set,” and “Go Back”). In this theoretical, the intention is to reassign Leads to another rep that may have more success with getting a hold of or pitching the sale in this Area. This could also be used in situations where a rep exits a company and Leads need to be reassigned before inactivating their profile.

Once the selection is finalized, click “Ownership.”

The individuals available to reassign the Leads will appear in a list. Click the name of the individual who is being reassigned the Leads and click “Update” in the upper right hand corner. Click “Continue” to verify this change of ownership.

There will be a pop up at the top of your screen verifying the transfer of Leads. If the Leads disappear from the map, the Filters need to be adjusted to view the newly assigned Leads.

To adjust the filters, click the funnel icon in the upper left hand corner.

Click the words “Shared Leads” to bring down a drop down menu. Verify the Lead owner is selected in the # Users Selected (click the words to verify the list) and the Quick Date includes the date the Leads were originally created in the SalesRabbit system (the default for the Shared Leads Quick Date lists “Today” – click the word “Today” to change to “All Time”).

Note: The Leads assigned to other people will be highlighted in their user color.

To Lasso an entire Area (ex “DataGrid” to “Mailing Campaign”), either create an Area or go to the Area assigned with DataGrid. Click within the color, avoiding clicking on any Leads.

Click the Lasso icon in the upper right hand corner to Lasso the selected Area containing DataGrid.

Dots will appear around the perimeter of the Area once successfully Lasso’d.

Consider deselecting any Leads aside from DataGrid, as well as any Leads that may be owned by other people.

To deselect Leads from the Lasso’d Area, simply click on the icons you wish to remove and they will appear faded.

Once your selection is finalized, click “Status.”

Click the appropriate Lead Status. A check mark will appear to the right of your selection.

In this instance, we are changing DataGrid from “DataGrid” to “Mailing Campaign.”

Click “Update” in the upper right hand corner.

Once the Leads are successfully changed to the new Lead Status type, a pop up will appear at the top of your screen.

Android Set-Up

Lasso actions include:

  1. Changing Lead Ownership of Leads in bulk
  2. Changing Lead Statuses in bulk
  3. Creating a Route (max: 23 Leads)
  4. Creating an Area
  5. Deleting Leads in bulk

 

Creating a Lasso

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

2) Using your finger or stylus, draw a shape around Leads. A pop up menu will appear at the bottom of the device screen.

Note: make sure your Shared Leads filters are properly set prior to drawing this outline.

This menu will contain:

  1. The total number of Leads Lasso’d.
  2. The break down and number of each Lead Status and the number Lasso’d.
  3. The names of everyone that owns Leads within the selection.
  4. All of the “actions” available within this selection.

You have the option to exempt any of the Lead Statuses and/or any of the Lead Owners by deselecting them within the menu.

Importing SalesRabbit Lead Data

Diana May-Jennings

6 Steps to Importing Sales Lead Data

This article will go over how to import a .CSV file as Leads. Please note, the ability to access, and delete, from the import list is only available to those that have the “Data Import” permission enabled. Check out these 6 easy steps to importing sales lead data now to improve your overall lead data management.

Importing Process

Step 1. Navigate To The Import Screen

To access the Import screen, go the SalesRabbit navigation bar, click on Sales Hub>Import>Upload

Step 2. Preparing Your File To Upload

Before you start the import process, make sure that your file is organized properly and correctly formatted. (example pictured below)

The file must have appropriate column headers, be in a .csv format, and at the very least have the columns Address, City, State, Zip Code. Those columns will enable the lead to appear on the map once imported.

Note: In the “Address” column you must have the house number and street address combined and the street type in its appropriate abbreviation. (i.e. 45 Washington St)

Step 3. Uploading Your Lead File

  • Select .CSV File- Click “Choose File” to browse your computer for your import .csv file.
  • Select an Import Type- Select “Leads” if you are uploading leads.
  • Use a Saved Matching Template: is optional and will not be used on your first import.

Hit “Next” when you have completed the upload file steps

Step 4. Mapping Your Fields

On the “Match Fields” page you will be able to see all of your files columns and pick what you would like to import.

Upon advancing to this page, SalesRabbit will read the column names of your file. If the columns are titled the same as a SR field, it automatically match them to the fields in SalesRabbit ,

In the example below, you will see the automatically matched fields shown with an “AUTO” green checkmark. 

If the column headers do not automatically match, an orange X will appear next to the field. This indicates that the columns (and thus its information) are not currently matched to a respective field within SalesRabbit.

**Note: Any fields that are not matched to a field will not be included in the import.**

If a column from your file is not mapped, it is indicated as an orange X and it will not be imported. 

  • If you would like a columns data to be imported into SalesRabbit you may need to connect it to a field in SalesRabbit manually. You can do this by clicking on the drop down box on the right-hand side, and selecting the field you wish to map the data to. This will change the X to a checkmark. (example below Phone Number -> Primary Phone)  

Once you have finished mapping your desired fields, click “Next” in the upper right-hand corner.

Step 5. Matching Values

On the “Match Values” page you will be able to see what values have been automatically mapped, and which ones need to have a value assigned. 

  • Lead Owner- If your .csv file has a column for who the leads will be assigned to (and you matched that column to the “Lead Owner” Field in the Match Fields step) then under Lead owner will appear the names of the lead owners. Then you will be able to click on the drop downs next to their names on “Select Value” to view the list of reps that you can assign these leads to.
    Note: “If you do not have a column in your .csv file for rep names who are assigned to the leads then you will only be able to choose one rep to assign all of the uploaded leads to.”
  • Lead Status- This allows you to assign the uploaded leads a lead status. “If you do not have a column in your .csv file that gives each lead a status and matched it to the Sales Rabbit field then you will only be able to assign one status for all of the leads.“ However, if you do have statuses in your .csv file, then you will be able to assign multiple lead statuses to those leads in this section. 
  • Hit “Next” when you have completed the match values steps

Step 6. Reviewing Your Import

On this final page, you can preview how the information will be uploaded for each lead.

  • On the left side, you will see an example lead with the fields you matched.
  • On the right side, you might see in red any errors that may exist on your file. The system will mark any data that is formatted differently as a potential error. If an item is marked as red it will not show up in the app when imported.

If you have errors you will need to adjust how your data is formatted. After making your adjustments you will need to restart the import process. For example, you might need to remove the formatting from phone numbers so they are just the numbers.

If the data is appearing how you’d like it to, you can click “Import” in the upper right-hand corner.

  • Attention: Any files that do not have Latitude and Longitude will be geocoded through Google Maps. The geocoding process can take multiple minutes to complete. 

If your leads need to be geocoded they will first appear in the app under the “List View” but once they receive their Latitude and Longitude they will appear in the “Map View” on your mobile device.  

Uploading Map Overlays

Brady Anderson

Create and Upload Map Overlays

The SalesRabbit “Map Overlays” enable you to display mapping information both on the Web App (app.salesrabbit.com) and in your iOS or Android apps. This data can be displayed in whatever way it is stored in your KML or KMZ files (e.g. Specific data points, lines, heat mapping, or colored territory).

Map Overlays Setup

To get to your Map Overlays go on app.salesrabbit.com to the left-side menu and select “Settings.”

On the settings page select “Map Overlays” in the middle section under “Sales.” 

On the Map Overlays page you will see your previous uploaded files listed or you will see the option for “Add KML file.” The Map Overlays feature works with KML or KMZ formatted files. When you select that button it will allow you to choose which KML file to upload. 

After selecting the file, give the upload a “Display Name” (Title) and select which users will have access to this upload (Map Overlay). This can be done by selecting a Department, Region, Office, or team as a whole or selecting users individually under “Visibility.” Then click “Save” after making your selections.  

Once you have saved the file it will be listed on the left hand side of the page. Select the name of the file on the left and then the map on the right will display your data.

If your file has heat mapping or specific data points those will populate according on the map on the right-hand side. If you select another file the map will display whatever you have selected. 

Note *** The max file size for a map overlay file is 10 MB***

Keep Learning

If you’re interested in learning more about our integrations or SalesRabbit products, Schedule a demo to learn more about this feature. If you’re already a SalesRabbit user, login to our Help Center and get unlimited SalesRabbit resources.

1099 and W2 Sales Employees & SalesRabbit

Sean Huckstep

How 1099 subcontractors and W2 employees can use SalesRabbit

Most business owners know that there are different tax statuses for their employees. W2 employees and independent 1099 subcontractors have different requirements and limits that their employer can impose. Although 1099 subcontractors are more independent and don’t follow the same rules as W2 employees, we want to show you how SalesRabbit can be useful for all your reps regardless of tax status.

What’s the Difference Between 1099 and W2?

1099 and W2s are the different tax forms used to deduct payroll taxes on different types of employees. 1099 employees are self-employed independent contractors. A W2 employee receives a regular wage and employee benefits. The employer withholds income taxes from the employee’s paycheck and has a significant degree of control over the employee’s work. Generally, hiring W2 employees is more expensive but 1099 subcontractors are more freelanced and don’t have to follow all the same rules as W2 employees. Since 1099 subcontractors are business owners themselves, they have contracts outlining what they’ll do for your company and how. 

Can You Require Your 1099 Reps to Use SalesRabbit?

You may think that SalesRabbit can’t be used with 1099 subcontractors because they don’t have to follow certain hours, days, etc. but even if your team is mostly subcontractors, SalesRabbit is still useful. We help with territory management, location tracking, and our digital forms and contracts will make any of your reps successful door-to-door. Because 1099 subcontractors have a contract with your company, you can detail the resources and methods that they need to track their sales. Although you cannot stipulate specific times and days that 1099 employees need to work, you can still detail out the methods that they need to close deals, making SalesRabbit the hub of everything a sales rep does in the field.

Increase Rep Performance with Sales Stats

Scott Porter

Sales enablement through sales stats

Using stats to drive sales production you’ll reach a whole new gear to your sales rep. Ryan Roche talks on the importance of giving your reps mobile sales stats that they can access, actively watching their progress will give them new desire and motivation. Developing a system to track your reps will improve their work performance, your ability to see their work, and company culture.

 

 

Benefits:

  • Provide functionality to your reps.
  • Allow them to constantly manage performance.
  • Knowing their best month/season to recreate it.
  • Create competition.

Having sales tracking features will allow you to see the quality and efficiency of your sales reps. Implementing a system for sales stats doesn’t only show who makes the most sales, but who brings in the highest revenue and what they’re doing that others aren’t.

Get Tracking!

Host sales competitions to create a fun and challenging work environment. Many companies offer prizes for the top sales stats with an updating leaderboard. If you don’t have the capacity to do this right now, try out our sales leaderboard or team messaging to start some friendly competition!

Top Sales Territory Mapping Software

Sean Huckstep

Success begins with visualization

Territory management is a big part of successfully operating a sales team, and doing it wrong wastes time and loses deals. Our territory mapping software makes it easy to draw out areas, assign them to reps, and visually track their progress through those areas. You’ll be working areas intelligently, efficiently, and quickly.

What We Do For You

  • Create Custom Areas: You’re in control of the sizes, shapes, and quantities of your areas. Quickly draw custom areas over a detailed map view.
  • Quickly Assign Them: Once you’ve drawn out your areas, it’s easy to assign them to reps for canvassing and lead tracking.
  • View Historic Data: You can also view all the reps who have been previously assigned to those areas and follow-up with their work.

For a more efficient approach to your areas, upgrade to DataGrid, a lead generation tool that provides you with homeowner information and allows you to target ideal buyers before you even knock on a door. When you know where your ideal buyers are located, you can prioritize those areas and assign reps to them with confidence that they’ll have greater success.

 

 

Start Selling More Strategically

Our tools also make it easy for reps to work strategically in their areas, map customers to strategically incorporate them into your canvassing, track progress through the area and maximize opportunities, and view previous canvassing results and follow up on missed leads. Take control of your territory now with our free route planner. Schedule a demo to learn more about this feature.

Best Routing Software for Field Sales

Scott Porter

Planning sales routes has never been easier

Time spent doing anything other than selling is time you’re wasting. We built a route planner so you can get where you need to and get there as quickly as possible. Our sales route planner gets you out of the car and into your appointments faster. Set up the most efficient sales route between all your leads without ever leaving the app.

Make Things Happen Faster

  • Keeping Priorities Straight: Lead selection and filtering makes it easy to prioritize your contacts and leads so that the given route best fits your needs.
  • Get Where You’re Going: Turn-by-turn directions make it easy to find where you’re going, even in areas you’re unfamiliar with.
  • The Ideal Sales Route: Create optimized travel routes based on your assigned areas, lead locations, and appointments for the day.

See For Yourself

If you know your routing software can be improved, schedule a demo and tell us about it. We want you to succeed in outside sales, so with our free routing software we’ll make sure you no longer have to waste time with a route planner that’s not optimized for you and your needs.