TL;DR
This session walks through the self-service tools you can use to update base pricing, manage components, and communicate clearly with buyers—all before the busy spring selling season begins. Learn how keeping your data accurate and your messaging consistent turns IdeaRoom into the ultimate sales tool, helping you sell faster, with confidence, and without manual work slowing you down.
Intended Audience
Subscribed suppliers, subscribed dealers, and SalesView Admins
Webinar Overview
Get ready for the spring selling season with a streamlined walkthrough of IdeaRoom’s self-service tools for updating pricing, managing components, and communicating clearly with buyers. Built for subscribed suppliers, subscribed dealers, and SalesView Admins, this session covers managing users and dealers, customizing banners and promotions, updating business info and branding, adjusting sales tax and deposits, and optimizing for mobile. You’ll also learn how to switch to the Boost UI, quickly apply base price changes, discounts, surcharges, and component updates (like doors and windows), and use view-only product catalogs to better understand your data—so you can sell faster with confidence and less manual work.
Key Takeaways/What You’ll Learn
How to manage your users and dealers
Using customized banners and messages to share promotions
Adjusting default sales tax and deposits
How to customize and update business information
Making the switch to the Boost user interface
Modifying pricing for components such as doors and windows
Adjusting base prices and other pricing elements on your own
Adding sales/discounts or surcharges and price increases
Access and view-only version of your product catalog to better understand your data
Detailed Content Covered
Users and Dealers: Add your entire team to SalesView to make the most out of your subscription and manage leads more effectively.
Banner and Messages: Customize notices to tell your customers about promotions or other important information.
Business Information and Branding: Keep all contact information up to date and polish your colors and logos
Mobile Optimization: 70% of traffic is mobile; make your site and CTA buttons responsive and visible above the fold.
Boost UI: A major upgrade for user experience. Those using Boost see 20% more leads and a $0.54 drop in cost per lead.
Pricing Components: Keep your pricing up to date for building components like doors, windows, cupolas, vents, etc.
Base Pricing: Update your base prices to keep up with your current pricing.
Pricing Walls: Buildings and Carports clients can adjust the pricing on different types of walls and panels.
Discounts or Surcharges: Add sales or surcharges quickly and easily.
View-Only Product Catalogs: Understand your data so you can see and speak to changes that need to be made more specifically.
Linked Resources
Webinar Recording - Link
How to Add New Users - PDF Attached Below
How to Add New Dealers - PDF Attached Below