SalesRabbit is an all-in-one field sales management platform built for outside sales teams. The platform helps companies canvass territories, manage leads, track activity, organize appointments and move opportunities from lead to close. Its industry-specific applications support roofing, home improvement, solar, telecommunications, pest control, home security and other field sales organizations.

For roofing professionals, SalesRabbit combines canvassing and lead management with storm data, inspections, measuring, estimating and project-management capabilities through RoofLink. The company’s mission is to amplify the success of outside sales teams with transformative technology.

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Field sales management platform

SalesRabbit provides a centralized platform for building, managing and streamlining field sales processes. Its canvassing tools give sales organizations visibility into assigned areas, team progress, historical activity and mapped customers, while its lead-management capabilities help representatives organize and follow opportunities in the field.

• Canvassing and territory management: Rate and assign areas, monitor progress, review historical data and map customers.
• Lead generation and management: Create, edit, track and organize leads throughout the sales process.
• DataGrid AI: Use machine learning, Buyer Scores and homeowner information to identify promising customers and areas.
• Reporting and motivation: Use analytics, gamification, competitions, rewards and coaching through Amplify.
• Appointment management: Schedule appointments, view real-time availability and synchronize appointments with Google or Outlook calendars.

Learn more about our field sales management platform.

Roofing sales software

SalesRabbit offers roofing sales software designed to help roofing teams stay organized, target opportunities, improve customer relationships and close deals faster. RoofLink, part of the platform, is described as an all-in-one roofing CRM created by professional roofers.

• Roof measurements and estimates: Calculate dimensions, materials and costs using built-in measuring tools.
• Professional inspections: Organize job photos, document storm damage and create reports for customers or insurance purposes.
• Targeted canvassing: Assign territories, map leads and use storm information to identify restoration opportunities.
• Lead, project and communication management: Manage roofing prospects, projects and communications in one platform.
• Materials ordering and payments: Access supplier resources, order materials and offer payment options through supported tools and integrations.

Learn more about our roofing sales software.

Sales applications and workflow tools

The SalesRabbit platform includes applications and add-ons for finding prospects, preparing sales materials, scheduling work, completing agreements and analyzing field activity. The company also provides integrations and support resources for configuring its platform.

• Weather and storm data: View storm map overlays, weather data, historical information and lead-specific forensic reports powered by Verisk data.
• Digital contracts: Build custom forms and contracts, collect electronic signatures and synchronize customer data.
• Mover leads: Receive information about potential buyers in selected ZIP codes to help identify new-homeowner opportunities.
• Forms and sales tools: Create custom forms and upload materials that support field presentations, proposals, contracts and integrations.
• Integrations: Connect with supported platforms such as AccuLynx, CompanyCam, DocuSign, Google Calendar, HubSpot, JobNimbus, Salesforce, Zapier and Zoho CRM.

Learn more about our sales applications and workflow tools.

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