The more you know going into a conversation, the better you can decide who to talk to and how long to spend. Canvass’ data systems allow you to make those decisions with more precision, from soft credit checks to organized and prioritized lists your team can share.
Complete Sales Pipeline Transparency
All the tools the sales rep needs in one place. Organize your day and visually retrace your steps for easy record keeping with a Planner and Timeline feature as well as personal notes. Plus, save time by prequalifying your customers right on the doorstep and talk to the right people from the beginning.
Real-time Notifications to Ensure Flow
Don’t get stuck in the mud. Canvass keeps your pipeline fully visible and notifies you automatically if anything unforeseen affects your deal in any way. Installer isn’t going to make it to a customer’s home as scheduled? No problem. Pipeline notifies you immediately on your cell phone or tablet and prompts you to take action with the customer to save the deal!
Fully Visible “Buckets” Enable Complete Visibility of all Your Accounts
All necessary documentation and appointments kept in one convenient and fully visible place, fully customizable to fit your needs and processes. Set up to automatically push the account to the next bucket when that phase’s necessities are satisfied.
Snooze or Cancel an Account within Your Pipeline
Occasionally an account will need to wait before it can progress through your pipeline. Canvass makes it convenient to either snooze or cancel the account where it will wait inside a special “bucket” until you’re ready to bring it back into active status. Set snooze for a specific time and date, or indefinitely, according to the needs of the account.
Canvass For Sales Leaders
Mentor and instill accountability in your reps.
Clearly define rep work areas and see where they are working
Create training opportunities in real time
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