Bring order context into follow-up
Give reps a clearer view of approved customer and order history when deciding where to follow up next.
CRM for building materials retailers using DMSi Agility
Turn DMSi Agility data into sales actions with SalesJack
Keep Agility focused on orders, inventory, accounting, and production while SalesJack turns connected dealer data into sales priorities, follow-ups, and account opportunities.
- Keep DMSi Agility as the operational system of record
- Automate approved CRM updates from connected dealer data
- Give reps clearer quote, account, and cross-sell priorities
SalesJack works with the ERP your team already uses. See why ERP-to-CRM data flow matters
What connects
Keep DMSi Agility in place. Make its data easier to act on.
The connection
SalesJack builds the data feed during implementation and maps the Agility information required for your approved sales workflows. The exact connection approach depends on the access and environment available to your business.
The data foundation
Agility supports quote-to-invoice order management, customer pricing, inventory, accounting, production, and mobile sales workflows. SalesJack maps the approved account and transaction context needed for CRM updates, sales visibility, and opportunity detection.
View official DMSi Agility product informationFrom ERP event to rep action
Build sales workflows around the data your team already trusts
Spot changes in account activity
Use mapped transaction history to identify customers whose buying patterns warrant attention from the assigned rep.
Surface product opportunities
Organize approved product and category history so teams can see where an account may have room to grow.
Implementation
Built around your DMSi Agility setup
SalesJack reviews your Agility environment, confirms the available data path, maps approved fields and categories, validates the outputs with your team, and trains users on the resulting workflows. Scope and timing are confirmed before launch.
- 1Review the environment
- 2Map approved data
- 3Validate the outputs
- 4Train the team
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.