Sales Dashboard

Authorized users only

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Sales Tools & Resources

Everything you need to close deals and manage clients

Sales Hooks System

Automated quality checkpoints for every critical sales action

Before: Send Quote CRITICAL
Runs before any quote is sent to a prospect
✓
Pricing Current?
Verify all SKUs match latest pricing sheet
✓
Floor Design Attached?
Include visual configuration they created
✓
ROI Calculation Included?
Show payback period based on their data
✓
Next Steps Clear?
Calendar link for follow-up included
After: Demo Complete FOLLOW-UP
Triggers immediately after demo ends
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Send Recording
Demodesk recording link within 5 minutes
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Custom Floor Design
Create their specific layout configuration
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Information Request Form
PandaDoc template for technical details
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Book Next Meeting
Decision maker meeting within 48 hours
Before: Contract Send LEGAL
Final checks before sending agreement
⚖️
Terms Match Discussion?
Payment terms, timeline, deliverables
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Stripe Invoice Ready?
Payment link for initial hardware order
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Hardware Availability?
Confirm all items in stock
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Stakeholders CC'd?
Legal, technical, executive contacts
On: Objection Raised BATTLE CARD
Instant resources when facing pushback
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Competitor Mentioned?
Pull specific comparison chart
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Price Concern?
Show TCO calculator & case studies
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Technical Doubt?
Offer technical proof-of-concept
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Reference Request?
Connect with similar property client

Sales Insights

Performance metrics and analytics

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Connect your CRM to view insights

Pipeline analytics, win rates, and performance metrics will appear here

Quick Links

🎲 CardOpz App 📄 PandaDoc 💼 Pipedrive CRM 🎥 Demodesk 🛟 Support Portal 🚪 Logout
Last updated: v15.0 - July 2025