Training: Sales Jumpstart Overview

Sales Jumpstart is a powerful CRM designed to streamline your sales process and save you time by automating key functions. By keeping everything organized in one system, it helps you stay in touch with clients, track leads, and manage opportunities. In this article, we'll walk through the features of Sales Jumpstart and how you can maximize its potential.

The Sales Pipeline: A Clear Path to Success

One of the core features of Sales Jumpstart is the sales pipeline, which tracks each lead through different stages. These stages help you manage the flow of contacts and keep the process organized.

New Lead: A contact enters this stage when they either call a listed number or fill out a form on your website. This is where all new opportunities begin.
Qualified Lead: Once you identify a lead as a serious prospect, they move into the "qualified" stage.
Home Consultation & Other Stages: As your leads progress, they can move through stages like consultation calls, showroom visits, final planning, and more. You can customize the stages to fit your needs.
Project Complete: Once the project is finished, the lead is moved into the “completed” stage, and that’s when you can add the project’s value to the system, allowing you to see your revenue.
Unqualified or Lost Opportunities: Contacts that are unresponsive or have chosen a competitor can be categorized here.

This stage-based process allows you to efficiently track and move leads through the sales cycle.

Keeping Track of Conversations

Communication is key in sales, and Sales Jumpstart keeps everything organized in one place. The "Conversations" feature consolidates all communication with a customer, whether it's phone calls, emails, or text messages, into one easy-to-navigate thread.

You can even:

Star important conversations to highlight those critical to closing deals.
Record phone calls for later review.
Email templates and signatures can be easily set up to maintain consistency.

This streamlined system allows for smooth communication between your sales team and customers.

Contact Management: Deep Dive Into Customer Information

Sales Jumpstart provides a comprehensive view of each contact, helping you manage customer relationships more effectively.

Customizable Fields: You can assign tasks, set due dates, and add digital notes for every contact.
Appointment Scheduling: Directly schedule appointments with contacts, view their history, and even sync with your calendar to prevent double-booking.
Contact Insights: The system tracks customer behavior, such as website visits and contact form submissions, giving you deeper insight into each lead's interest.

This level of detail helps your sales team stay organized and informed at all times.

Automating the Sales Process

Automations play a huge role in saving time. For example, when a project is marked as complete, the system automatically sends a review request to the customer. You can also set up reminders, ensuring the customer doesn’t miss the opportunity to leave a review.

Sales Jumpstart automates many of these tasks, allowing you to focus on what truly matters: closing deals.

Review Request System

Customer reviews are a critical part of any business, and Sales Jumpstart makes it easy to manage them.

Automation: When a project is completed, a review request is automatically sent to the customer. If they don't respond, gentle reminders are triggered.
Manual Requests: You can manually send review requests via text or email if you prefer.
Monitor and Respond to Reviews: You can track reviews from your Google Business Profile and respond to them directly from the CRM. Responding to reviews, both positive and negative, helps build trust and improves your online presence.

Integration and Scheduling

One of the standout features of Sales Jumpstart is its integration with your calendar. You can provide customers with a link to schedule appointments directly, making the process simple and automated.

Integrated Calendar: The system checks your calendar to avoid double-booking and ensures that only available time slots are offered to customers.
Automatic Booking: You can give customers a link to book directly onto your calendar, rather than going back and forth with dates and times.
Appointment Types: You can categorize appointments by type, such as phone consultations, home visits, or showroom appointments.

This reduces the need for manual scheduling and prevents conflicts in your calendar.

Final Thoughts: Leveraging the Full Potential of Sales Jumpstart

Sales Jumpstart is packed with features that can significantly improve your sales process. From automating routine tasks to organizing customer communications, it saves you time and helps you close more deals. To get the most out of this CRM, it's important to keep your contacts and opportunities updated, enabling the system to work for you.

Your client experience representative is available to assist you and help you make the most of Sales Jumpstart. By fully utilizing the system, you can ensure your sales process runs smoothly, efficiently, and effectively.