Proposals + Amplify

Article Overview

Say goodbye to the days when managers couldn’t gamify rep behavior around proposal efforts in real-time. Now, reps are motivated and enabled to receive real-time insights into their sales and to compete socially with their peers. This is an incredible milestone for SalesRabbit showing the life-cycle of a deal from the beginning of lead generation to deal closed, making SalesRabbit the premier “Sales Platform.”

Feature Summary:

When a milestone happens in the proposal sales cycle real-time metadata syncs to Amplify every 5 minutes. In addition to real-time metadata syncing, the feature also includes an Initial Automatic 7-Day Back Sync and a Historical Back Sync option.

Feature Breakdown:

Available Metadata
- Proposals Created - All proposals that have a created date.
- Proposals Sold - All proposals that have a sold date.
- Final System Cost: The total price of the system for the customer.
- System Size (kW): The size of the system capacity measured in kilowatts.
- Total Price Per Watt (PPW): The cost of the system per watt of capacity.
- Financing Option: The method/product offering used to finance the system purchase.
- Financier: The entity providing the financing for the system.
Initial Automatic 7-Day Back Sync - The first time the integration is enabled and configured; when the Finish button is pressed we will automatically back-sync and import seven days of data.
Historical Back Sync - Similar to the core SalesRabbit x Amplify integration we provide a form URL in the configuration that allows customers to perform up to a 30 day back sync of data.