For modern outside sales teams, the technology they use in the field is becoming a critical component of future growth strategies and ongoing success. Field sales teams use at least three different systems on average in their day-to-day operations, according to SPOTIO’s most recent research data.

With this increase in technology adoption, the integration of technologies is crucial. It streamlines processes, improves data accuracy, and accelerates sales operations. The partnership between SPOTIO and Solo is a prime example of how synchronized technology can boost productivity and success in field sales.

Trey Gibson, Founder and CEO of SPOTIO, expressed his enthusiasm: “We’re excited about our advanced integration with Solo. The need for speed in solar sales is more demanding and necessary than ever. This update is not just a technical improvement but a significant advancement in operational efficiency. It simplifies processes and enables sales teams to move faster and more accurately than before.”

Tech Synergy for Solar Success
This integration introduces an instant trigger for the Solo integration upon logging a custom Task activity in SPOTIO, leading to unprecedented efficiency for sales teams. Rather than merely creating a customer profile in Solo, SPOTIO now automatically generates a detailed solar proposal. The real advantage lies in the two-way sync. When a proposal is created in Solo, a link is sent back to SPOTIO and is accessible in the “links” section for the record. This feature saves time, ensures accuracy, and speeds up proposal generation, revolutionizing solar sales.

The update’s standout feature is its native integration between SPOTIO and Solo, offering pre-configured compatibility, enhanced stability, and ease of use, leading to faster and more efficient outcomes.

“At Solo, we’ve understood that collaboration between technology providers in the solar sales market is not just a convenience; it’s a necessity for staying ahead in a rapidly evolving industry,” shared Solo’s Chief Revenue Officer David Wilson. “Partnering with forward-thinking providers like SPOTIO enables us at Solo to meet and exceed the needs of our current and future customers with greater efficiency and ease. This synergy is key to delivering exceptional value in the dynamic world of solar sales.”

About SPOTIO
SPOTIO is the premier field sales engagement platform designed specifically for field sales teams to increase pipeline growth, enhance productivity, and close more deals. SPOTIO centralizes field sales activities, offering organizations critical insights and visibility to drive revenue. Serving thousands of customers globally, SPOTIO is committed to propelling field sales teams to new heights. Headquartered in Dallas, Texas, SPOTIO is a privately held company. For more information, please visit www.spotio.com.

About Solo
Solo is the industry-leading back-office solution for contractors and sales organizations, providing dynamic proposals, document management, CAD design, and engineering-as-a-service for the home improvement industry. Solo partners with a diverse group of best-in-class organizations to provide complementary technologies, solutions, and services designed to accelerate your business’​s ascent. The Solo platform has helped hundreds of solar companies optimize their operations and close more deals. To date, Solo has created over three million dynamic proposals, saved an estimated 150,000 hours of work, closed more than 100K deals, and permitted over 30,000 Plansets. For more information, please visit www.gosolo.io.

At SPOTIO, we’re committed to simplifying and supercharging your Salesforce CRM (SFDC) integration process. Our native, bi-directional integration with SFDC is the key to streamlining operations, eradicating data entry redundancy, and maximizing efficiency.

Here, we’ll dive deeper into how SPOTIO empowers sales leaders with enhanced visibility and efficiency.

1. No Code/Low Code Native Integration

Rapid Deployment: Harness the power of our native Salesforce integration to expedite your sales team’s journey to productivity. With SPOTIO, there’s no need for extensive coding or technical resources. You can start enjoying the benefits of our platform in a fraction of the time it would take with more complex integrations. This rapid deployment is a game-changer, enabling your sales force to hit the ground running.

Cost-Efficient Solution: By minimizing the technical resources required for integration, SPOTIO offers a cost-efficient solution that contributes directly to your bottom line. You can reallocate your budget more effectively, investing in areas that drive growth and revenue. With SPOTIO, you’re not just streamlining your operations but optimizing your costs.

2. Real-Time Bi-Directional Sync

Instant Data Accuracy: SPOTIO’s real-time bi-directional sync ensures that all actions taken in our software, such as calls, emails, and more, are automatically and instantly logged in Salesforce. This automation guarantees that your Salesforce data is always up-to-date, eliminating the risk of manual errors or data discrepancies. Say goodbye to data inconsistencies and hello to precise, real-time information.

Data Entry Automation: Manual data input in Salesforce can be tedious and time-consuming. SPOTIO’s seamless integration automates this process, allowing your team to focus on what matters most—engaging with customers and closing deals. The elimination of manual data entry not only saves time but also reduces the likelihood of human error.

3. Customizable Fields and Field Updates

Precision and Control: SPOTIO allows you to choose the fields most relevant to your organization. This flexibility ensures your Salesforce data remains clean, organized, and directly aligned with your business needs. You’re in control of your data, maintaining its quality and relevance.

Adaptable Workflows: Business requirements evolve, so your data strategy should evolve, too. SPOTIO’s customizable fields and field updates empower you to adapt your workflows to changing needs and growing sales processes. You can stay agile, adjusting your data strategy as your organization expands, ensuring your Salesforce integration aligns perfectly with your operations.

What Does This Mean for Sales Leaders? Enhanced Visibility.

SPOTIO’s powerful Salesforce integration isn’t just about streamlining processes; it’s about empowering sales leaders with enhanced visibility and comprehensive, real-time data. This data means better real-time visibility into your team’s activities and their impact on performance. Transparency empowers your leaders to make data-driven decisions, track progress, and coach teams more effectively.

With SPOTIO, you’re not just integrating software systems; you’re unlocking the full potential of your sales team, armed with accurate data, streamlined processes, and the insights needed to drive success. It’s time to simplify your Salesforce integration with SPOTIO and experience a new era of sales efficiency and growth.

Our mission is to transform field sales to achieve more. Connect with us today to explore the possibilities and elevate your sales performance.

Integration Benefits

• Automatically import leads from SPOTIO directly into your AccuLynx account.
• Note the source of your leads & track its status throughout the lifecycle of the leads.
• Eliminate double data entry and seamlessly manage leads.

The result of this partnership will increase rep efficiency and streamline their time when our prospecting in the field.

How To Set-up

To set-up the connection between your accounts, follow the steps below:

#1 | Get your Access Token from AccuLynx:

#2 |  For Selective Sync, choose one stage to serve as the trigger point. This will then push data from SPOTIO into AccuLynx once a lead hits the designated stage:

#3 |  Establish the Field Map between your two accounts:

Now the leads and notes you enter into SPOTIO from the field will automatically populate your AccuLynx account. A two-step process has just been trimmed down into one.

About AccuLynx

AccuLynx is the roofing industry’s first cloud-based software application designed to help contractors manage and grow their business. It’s packed with powerful features and easy-to-use tools that help streamline a roofing company’s processes, grow their profits and provide superior customer service.

With AccuLynx, roofing contractors can manage every aspect of their business from a single application.

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Questions or comments? Contact SPOTIO at info@spotio.com or comment below.

SPOTIO is the #1 field sales acceleration platform designed specifically for outside sales managers and reps to squeeze every drop out of their field sales efforts.

Want to see a product demonstration? Click here to see how SPOTIO can take your sales game to the next level.

SPOTIO leverages Hail Trace’s storm data so managers can not only target areas directly impacted by a storm, but also uncover new areas of damage. The hail maps provide a layover inside SPOTIO giving visibility into a storm’s path.

Use the hail maps to easily create and assign out territories to your reps so they focus their effort on the part of the storm you have identified as priority – all without every having to leave SPOTIO.  

Simply move the SPOTIO map to the storm area or search to find a specific map.  From here, use the territory tool to create and allocate territories to your team so they know where the impacted area of the storm is that they are responsible for.  This allows lighting fast dispatching of teams, ensures market saturation and the end result is the storm will be worked more efficiently than ever before.

About Hail Trace

Hail Trace is a weather consulting company that specializes in forensics of past weather events. They can create maps that show areas that have been affected by many types of severe weather including hail, wind, tornadoes, snow, or rain.

Additionally, Hail Trace does many live severe weather feeds that alert to active severe weather patterns, or even possible future events enabling you to create and market to those storms in a more effective manner. Visit them and learn more at hailtrace.com

• Send a SPOTIO lead to your CRM
• Send a text message to a sales manager when a new sale is made
• Create a new google contact from a SPOTIO Pin
• Create a new DropBox folder from a SPOTIO Pin (think for document/image storage on a per address basis)

While the current version of SPOTIO doesn’t have a native calendar we do automatically set any appointments made in the app to the phones default calendar.

Here are the Steps to easily set up a company sales calendar and share it with your sales reps so that all appointments go to one place.

Step 1: Create a company Gmail Address

By creating a company gmail address you will also be given a google calendar.  I like google calendars because they are very easy to share across devices and are simple to use.

Create the email address HERE.

Step 2: Make sure your sales reps all have a gmail account

Since we are going to be sharing the company calendar with them they need to have a gmail address and google calendar too.  This calendar needs to be the default calendar on their phone.  More on that later.

You might ask why are we doing all of this sharing calendars stuff when I can just give them the login to my company calendar and save that extra step!  Because unfortunately turnover does happen and the chances are at some point the rep and the company will part ways.  When and if that time comes you will want to have the ability to prevent the ex-employee from having access to your precious leads.  You do this by removing them from the sharing option.

Step 3: Share your company calendar with your sales rep

You will need to know their gmail address in order to complete the sharing

Here is a video on how to share your company calendar

Step 4: Make the gmail calendar default on reps phone

For iPhone and iPad

For Android

Step 5: Start setting appointments in SPOTIO and now they will appear on your company calendar.

Now your whole team can share appointment times and dates to be on the same page.  If you need to remove somebody from your shared calendar then just follow step 3 to unshare it with them.

Why not announce to the whole team or maybe just the manager when a new sell happens in SPOTIO?

In many phone rooms around the world they have a Gong that gets rang when a sell or something positive happens. I doubt you want to carry a gong around with you while knocking doors so we can settle for a text.

Being a manager or an owner it would be great to know that everytime you got a text while your team was out working you knew there was money being put in the bank.

Its as easy as ever with SPOTIO and Zapier. Here’s how.

This is assuming you already have a Zapier account, here’s how to get the SPOTIO zap if you don’t already have it.

Step 1: Choose the Trigger app and the Action App

Step 2: Connect or Create Phone Account

Use the phone number of whomever is going to get the text.  If you want to send it to the whole team then you will have to create an individual Zap for each phone.

Step 3: Set the Filters

In this example we are going to send a SMS text when a PIN is created or updated to the Sold status.  You can use the top filter to choose either Created or Updated but if left blank then it will default to either.

Step 4:  Create Your Message

I had a little fun with this one.  You may just want to put the Reps name and Address or any other custom info you might have such as the Contract Price.

Just go through the next few steps to finish creating the zap and you will now be notified every time a PIN is move to the Sold status.

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SPOTIO is the #1 sales engagement and territory management app to increase your revenue, maximize your profitability, and increase your team’s productivity in just 2 weeks.

Want to see a product demonstration? Click here to see how SPOTIO can take your sales game to the next level.