Follow up after configuration
Define how a completed or revised quote should reach the rep's sales workflow, with the correct customer and a clear next step.
Paradigm · Estimating and quoting
A configured quote. A connected sales conversation.
Keep complex window and door quoting in Paradigm. Plan how approved quote and customer context can support your SalesJack pipeline and the rep's next conversation.
Discuss your integration
Sales priorities to review
- Follow up after configuration
- Keep customer decisions together
- Review the quote-to-order handoff
About Paradigm
Where it fits in your sales process
Paradigm Omni is configure, price and quote software for windows and doors. It supports dealer quote and order management, customer records, customer pricing and back-office integration. Paradigm's Vendo product serves a distinct in-home selling workflow.
The connection scope
Paradigm Omni documents APIs for managing data and connecting other systems. That capability does not establish a standard SalesJack connector. Confirm the Paradigm product, catalog setup, access rights and commercial records available for your specific workflow.
The data to review
Quote and order context, customer references and commercial status are useful areas to review. Keep catalog rules, configuration and pricing logic in Paradigm. Agree the approved CRM field mapping rather than assuming Omni and Vendo expose the same information.
From context to customer conversation
Sales workflows to discuss with your team
Keep customer decisions together
Use SalesJack to manage conversations and opportunity progress while product options and pricing remain in the configured quoting environment.
Review the quote-to-order handoff
Agree how an approved order or quote status relates to the CRM opportunity so the sales team knows what is complete and what still needs customer attention.
Implementation
Start with your Paradigm setup
Confirm whether your business uses Omni, Vendo or another Paradigm product. Review access and representative commercial records, agree the customer and quote references to share, and test the proposed handoff before rollout.
- 1Confirm product and access
- 2Agree the data and permissions
- 3Test matching and updates
- 4Validate the rep workflow
FAQs
Are Paradigm Omni and Vendo interchangeable?
No. Omni supports product configuration and multi-channel quoting, including dealer workflows. Vendo is a separate in-home selling product. Confirm the product in scope before discussing integration details.
Does Omni's API guarantee every quote field in SalesJack?
No. The approved implementation determines accessible records, field mapping, permissions, direction and timing. Vendor API availability alone is not a SalesJack integration specification.
Where should product configuration and pricing remain?
Keep catalog rules, configuration and pricing checks in Paradigm. SalesJack's role is the customer relationship and sales follow-up using the commercial information agreed for the connection.
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Make your next sales step clearer.
Bring your Paradigm workflow to the conversation. We'll review the available connection, the sales information your team needs and the scope of a practical rollout.
Book a Demo