What does your integration with MarketSharp do?
Information Pulled from MarketSharp:
- Users
- Jobs
- Appointments
- Sales Process Stages
Information Pushed to MarketSharp:
- Sales Process Stages
- Proposal & Agreement PDF
- Emailed PDF
- Signed PDF
Users: Pulls users from the CRM and maps those users to the current OCC users automatically if the email matches, manually via an Admin UI
Jobs: Pulls jobs from the CRM. This can be mapped differently depending on the CRM.
Ex: Salesforce uses opportunities, Job Nimbus uses jobs/contacts, Improveit360 uses
appointments, SalesRabbit uses leads.
Appointments: Pulls appointments from the CRM. This can be mapped differently depending on the CRM.
Sales Process Stages: Pulls stages from the CRM to use them in the OCC UI to sync back to the CRM.
Sales Process Stage: Once a Salesrep in OCC sets the sales stage, that syncs back to the CRM.
Estimate PDF: The Salesrep can trigger an Estimate PDF to be synced back to the CRM. Where it goes depends on how the job was created from the CRM.
Emailed PDF: When the Salesrep emails a Contract or Estimate PDF, the OCC org admin has the option of syncing the PDF via an org preference.
Signed PDF: When the Salesrep and customer sign a contract, the PDF is synced back the CRM. Where it goes depends on how the job was created from the CRM.