Follow up with quote context
Put approved quote and customer context into the rep workflow so follow-up is easier to prioritize and document.
Keep Spruce running point of sale, inventory, purchasing, accounting, and ecommerce while SalesJack gives reps a focused view of the accounts and opportunities that need action.
SalesJack works with the ERP your team already uses. See why ERP-to-CRM data flow matters
What connects
SalesJack builds the data feed during implementation and maps the Spruce information required for approved sales workflows. The exact connection approach depends on the access and environment available to your business.
Spruce supports point of sale, quotes, contractor pricing, inventory, purchasing, accounting, analytics, and ecommerce for LBM dealers. SalesJack maps approved customer, sales, and product-category context into CRM and account-growth workflows.
View official ECI Spruce product informationFrom ERP event to rep action
Put approved quote and customer context into the rep workflow so follow-up is easier to prioritize and document.
Use mapped sales and order history to highlight customers whose activity has changed and may need attention.
Group approved product history into useful categories so reps can find accounts with relevant cross-sell potential.
Implementation
SalesJack reviews your Spruce environment, confirms the available data path, maps approved fields and categories, validates outputs with your team, and trains users on the resulting workflows. Scope and timing are confirmed for the specific setup.
No. Spruce continues to support core dealer operations. SalesJack turns approved connected information into CRM updates and sales actions.
The final field map depends on your environment and permissions. Typical planning focuses on customer, quote, sales, order, product-category, and rep context needed for approved workflows.
No. SalesJack confirms the available connection method, data structure, field mapping, and update cadence during implementation.
We'll show you a live demo using your product lines and ERP data - not a generic walkthrough.