Integrated sales tools help profits grow

By Jenny Yu.  

Industry experts explain how connected sales and CRM systems reduce errors and increase close rates. 

Contractors looking to tighten margins and streamline their sales process heard a clear message during a recent webinar hosted by Leap and improveit 360: profitable growth starts with smarter quoting and cleaner data. The session, led by Jon Marigliano of Leap and Evan Klaus of improveit 360, walked contractors through the ways integrated systems can eliminate double entry, reduce errors, speed up follow-ups and boost close rates. 

Jon started the conversation by acknowledging the emphasis contractors have on maintaining growth. “Everyone's thinking about growth—how to hit higher revenue goals, expand their teams, enter new markets. But growth only matters if it's profitable growth,” he stated. “The right tools can help you protect margins, eliminate errors, and set your teams up to scale effectively.” 

Evan said the biggest profitability risks often begin at the top of the funnel, especially for contractors handling high lead volumes. “As volume grows, things can get messy pretty fast,” he said. “Without a CRM or proper tools and processes in place to manage that flow, you can start to lose control over time. These manual handoffs between marketing, sales and operations can lead to a lot of inconsistent data, slower follow-up time, and a whole lot of frustration for your team.” 

Both speakers highlighted the value of unifying improveit 360’s CRM capabilities with Leap SalesPro’s in-home selling tools. Jon explained how the integration removes redundant data entry and prevents mismatched documents. “Contracts, pricing information, and customer data are going to automatically flow between the systems, which means no double entry and no errors,” he said. 

Evan added that the combined system gives leaders real-time visibility. “Your forecasting is finally going to make a lot more sense,” he stated. “You're no longer guessing or piecing together spreadsheets to understand where the business stands.”  

They ended the conversation by stressing that automation and connected workflows let teams spend less time managing data and more time selling. “When you're using both improveit 360 and SalesPro together, you can expect flawless capture, timely outreach and accurate stake-free quoting that's going to lead to higher close rates,” Jon expressed. “It’s faster, it’s cleaner and it’s going to be more profitable at the end of the day.” 

Watch the full webinar to learn how improveit 360 and Leap SalesPro can streamline your quoting process and improve profitability.