SalesRabbit Tips & Tricks: The Secret Sales Sauce - September 2025
This month’s SalesRabbit Tips & Tricks: The “Secret Sales Sauce” shares practical ways to get more from the platform—fast. Hosted by Kyle and Jovi, SalesRabbit’s implementation specialists, this session walks through the Weather add-on, efficient routing for existing leads, DataGrid for smarter canvassing, and built-in Title Checks for quick homeowner verification.
Here’s what you’ll learn:
- How the Weather add-on works: overlays for hail size/probability, wind gusts, and hurricanes
- How to use storm finder to list past events within a set radius and filter by dates, thresholds, and event types
- How to draw areas from weather swaths with the lasso tool and assign them to reps
- How to generate a PDF weather report from a lead (mobile), where it’s stored (Files), and that data is verified
- Routing essentials available on Team and Pro: creating routes, setting start/end points, adding waypoints by filter or lasso, and optimizing for the fastest path
- DataGrid basics: household “buyer” scores, color cues, and demographics that refresh about every 30–60 days
- How to convert DataGrid diamonds to leads (required before routing) and revisit DataGrid details from the lead
- DataGrid Areas: reading neighborhood-level metrics (homeownership %, value, income, etc.) and assigning high-fit zones to reps
- Title Checks on Pro: running a quick owner lookup from a form, viewing owners on the lead, and optionally auto-updating the lead name
Whether you’re new to SalesRabbit or fine-tuning your workflow, this webinar delivers clear, field-ready tactics to help you work smarter and close more—on the spot. Watch now and start putting these tips to work.
