Connects with your systems
CRM for building materials dealers.
Give your counter, showroom and outside sales teams one view of each contractor. SalesJack is an AI-native sales platform that syncs quotes, orders and permits without double entry, so reps can follow up on projects and sell more of your catalog.
Building materials dealers using SalesJack
Invested in growing the LBM industry
Sell more of each project
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Keep contractor follow-up connected
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Bring jobsite quotes and estimates together for outside reps, inside reps and estimators- Match permit and website leads to ERP accounts and the right rep
- Give reps their top quotes, permits and accounts to work each day
- Flag follow-up and cross-sell opportunities across the project
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Quotes and customer data in one dealer CRM
Supported ERP and manufacturer order data, permit activity, and email and call history are matched to companies and jobsites. Your reps get a consolidated customer view without entering the same information twice.
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Sales tools for multi-category dealers
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One contractor relationship across product lines
Collect project quotes and estimates in one place for your outside reps, inside reps and estimators. Track contractor conversations, coordinate the next task and follow up on windows, doors or other categories alongside the original order.
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AI answers and category dashboards for account growth
ERP-based email and text lists, campaigns and automations
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Permit leads filtered to relevant project types and regions
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Hands-on training for counter, showroom and outside sales teams
Building materials dealers
using SalesJack
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We handle setup. Your team hits the ground running.
1
We come on-site and train your reps in person
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Configure your sales workflow and coach reps on account follow-up
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Review your ERP connection and bring the right sales data into your CRM
Common questions from building materials dealers
Does SalesJack connect with our ERP?
SalesJack builds data feeds for industry ERPs, including Epicor, ECI, DMSI, Genetiq, Flitch and Ponderosa. We will review your system and confirm which quotes and customer data can feed your CRM.
How does SalesJack help sell across product categories?
SalesJack groups product classes and special-order items into key categories. Your team can use category views to identify cross-sell opportunities and follow up on more of the contractor's project.
Can our counter, showroom and outside reps work together?
SalesJack keeps account opportunities in one CRM. Reps can record customer communications, assign tasks and send email or text follow-ups. Dashboards can be configured for different sales and management roles.
How does permit prospecting work?
SalesJack connects to permit databases such as Construction Monitor, filters project types and regions, and matches existing customers and addresses. Existing customer leads can be assigned to their reps, while new leads go to the sales manager for assignment.
What does rollout involve?
We review your ERP and sales workflow, configure the CRM, and train your team in person. Documentation, training videos and ongoing support help reps build SalesJack into their daily follow-up.
Can reps ask questions about our customer data?
Yes. SalesJack's AI chat answers plain-English questions using your own connected data. Reps can explore account sales and category trends, while dashboards help managers follow the business.
See SalesJack for your full catalog
See how your reps can follow up on contractor projects and find the next category to sell. We will review your product mix, team and ERP connection.