Attention Sales Team: SalesPro Release Notes and Updates - Please Read!!

SalesPro Update – Release Notes (PLEASE READ)

Date: February 17, 2025

Audience: Sales Team

Purpose: This document outlines key updates, known issues, and best practices to ensure SalesPro is used effectively. Please review this as a team during your sales meetings.

🚀 Key Updates & Expectations

• All Appointments Must Originate from Salesforce

  • Every appointment in SalesPro is linked to an Opportunity in Salesforce.

  • Creating or overwriting a customer in SalesPro will block you from sending results to Salesforce.

    • You will have to have an appointment issued from Salesforce and redo the estimate, proposal and contract in SalesPro, then result it.

  • If a contract was signed, it remains in SalesPro and does not need to be redone.

• Fast Track is Now Operational

  • The Call Center is prepared to reopen existing opportunities for editing in SalesPro.  The team for this is Deb Shaw, Vickie Boyd, Heather Mohan, and Scott Penning.

• Evening Sales Results Processing

  • Sales results are pulled automatically from SalesPro each evening.

  • Your responsibility: Move through the system as far as it allows.

  • Retail Sales: Result fully in Salesforce unless there are duplicate products.

  • Rehash & Sam’s Club Sales: Salesforce results may be over/under the SalesPro amount. Do not result these in Salesforce. The team will handle updates.

  • Sales with Duplicate Products: Result your sale in SalesPro.  A team will consolidate the products, send it to Salesforce, and result the sale for you.

  • Demo-No's: Result in SalesPro as Not Sold and complete resulting in Salesforce.

• Communication Streamlining

  • No need to update management on sales if the above steps are completed.

  • Priority is ensuring all sales are properly recorded in Salesforce while we have development support.

    
    

🐞 Known Issues & Fixes

• Extra Appointments Displaying on Screen

  • Some users see multiple appointments (not just their own).

  • Fix: Completely close and restart the app.

  • If the issue persists, report it to Scott and Donald for escalation.

• Rehash & Sam’s Club Sales – Pricing Discrepancies

  • Sales may come through at incorrect values.

  • Fix: The team is working on updating quote line items before resulting.

  • Expected resolution date: 2/21/25.

• Multiple Product Line Items Not Transferring to Salesforce

  • Example: Three separate line items for windows in different rooms.

  • Workaround: Only add one of the same line item per quote if the characteristics match.  If the customer wants the same product multiple times with different characteristics for each product, record it as they wish and result the appointment in SalesPro.

  • Expected resolution date: 2/21/25.

• Aqua Application on Universal Credit App (Finance Issue)

  • Aqua app does not accept decimal places.

  • Fix: Adjust the contract to a whole number (no pennies) before customer signs.

• Remote Signature Issues on iPad

  • Fix: Uninstall and reinstall the SalesPro app (Version 2.26.1)

    
    

💡 Best Practices & Tips

• Capturing In-House Credit Card Payments

  • Switch the selector to "Capture and Charge" to avoid incorrect fees.

• Office Selection & Syncing

  • If you don’t see your appointment, verify you are in the correct office.

  • Refresh after switching offices to prevent pricing glitches.

• Validation Reports to Track Sales Status

  • Unresulted Appointments: Review the "Unresulted Reports for SalesPro."

  • Resulted Sales: Check the "Sales Reports for SalesPro."

  • If your sale isn’t listed, notify your General Sales Manager (GSM).

  • GSMs should email missing sales in Salesforce after their daily morning huddle.

• Pricebook Errors When Syncing Quotes

  • Fix: Change the opportunity Pricebook in Salesforce to match the office in SalesPro (Retail, Rehash, Sam’s Club).

• Ensuring Customer Signatures & Documentation

  • Missing documents in Sections 1 and 4 will invalidate the contract.

  • Sales will be delayed if all paperwork is not completed and you will likely have to request that the customer sign the contract again.

    
    

📌 Next Steps & Priorities

• Ensure all sales are recorded properly to avoid pay delays.

• Contact Matt and Donald on chat only for new issues not included above.

• Follow validation reports to track sales progress.

  
  

🚀 We’re almost there! Thanks for your patience and dedication to making this a success!

Matt Gullette

Chief Financial Officer

Southern Industries Home Improvements, LLC

259 Bobby Jones Expressway, Augusta, GA 30904