Welcome to SalesView

SalesView by IdeaRoom provides our clients with an administrative website for managing leads generated by IdeaRoom configurators. With SalesView, you can track & assign leads, grant access to Sales Tools, and manage dealers. Over time, this service will continue to provide greater capabilities for managing your sites for Sheds, Carports & Buildings!

Enhance Sales Cycle Efficiency with Lead Management Capabilities

SalesView gives you access to an organized view of every save, quote or purchase that comes through your configurator. 

  • View all saves, quotes, and purchases made through your configurator
  • Assign leads to an owner
  • Set the status of a lead
  • Create custom lead states

 

Review Customer Designs & Accelerate Outreach

Immediately access customer designs including total quote amounts, and reach out to them directly from SalesView!

  • Search on a customer name, reference ID, or email address
  • Sort to easily see all leads from a single customer
  • Open the design directly from SalesView
  • Quickly see the submitted design and quote amount
  • Reach out to the customer directly using email or phone

 

Seamless Management of Dealers & Sales Team Members

Keep your team running smoothly with an ability to instantly update your dealer network, and who has access to your configurator's Sales Tools.

  • Review, sort and search members of your dealer network
  • Add or remove dealers
  • Set custom deposit amounts for dealers
  • Add or remove email addresses with access to Sales Tools

 

Ready to get rolling? 

To request access to SalesView, please click the button below to send an email to support@idearoominc.com. You will receive an email with instructions on creating an account for your site.

 

REQUEST ACCESS TODAY