| You can register clients and generate customized sales materials through SharpSpring's Deal Registration and START features. This requires that you answer a few questions about a client or prospect and then download a customized sales and tactics guide to help you with your sales pitch. This article will detail what materials are available to agencies through Deal Registration and START.
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| Marketing Automation | ✓ | ||||
| CRM Ultimate | |||||
| CRM PRO | |||||
| CRM Free | |||||
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| Users: | |||||
| Administrators | ✓ | ||||
| Company Managers | |||||
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| Sales Managers | |||||
| Salespersons | |||||
| Jr. Salespersons | |||||
Registering Clients and Deals
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Before you can generate customized sales materials for prospects or clients, you will first need to register those prospects or clients. It is imperative that you register your clients and prospects. That way, if your clients and prospects directly communicate with SharpSpring, SharpSpring can avoid contacting them and instead reach out to you. To begin the registration process, do the following:
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Important: Deals are valid for up to 90 days after creation.
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Note: When entering the website URL, enter either the http:// or https:// URL prefix before it. A complete URL with the prefix will appear similar to the following:
https://www.sitename.com |
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User Menu > Settings in SharpSpring's top toolbar.
Customizing Sales Materials
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In order to receive a customized sales deck of materials, you will need to fill out a form and submit it to SharpSpring. This is a relatively quick and straightforward process. To begin customizing your sales approach, do the following:
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 Click to enlarge. |
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Note: If you have a pop-up blocker, make sure that its settings allow pop-ups from your instance of SharpSpring.
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Once the form is submitted, it will take a moment for your materials to automatically download. However, if your materials do not automatically download, click the supplied download link under the download message. Additionally, completed sales material packages are located on the START Sales Materials page. You can download or delete the sales material by selecting 
Options and selecting the desired menu option.
Form Terminology
The START Sales Materials form asks more than a few questions. Many of these questions have terminology that you might not be familiar with. The following table will provide definitions for certain terms found in the form.
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B2B |
Business-to-business. This is commerce between two businesses and not commerce between businesses and consumers. |
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B2C |
Business-to-consumer. This is commerce where a business sells goods or services directly to consumers. |
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Cross-sell |
Selling a similar good or a service during or after the sale of another good or service. |
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Enterprise |
A business or company. | |||
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Professional |
An individual with expertise in a particular field that provides a specialized service relating to that field for a company. Examples include lawyers, analysts, and investment brokers. |
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SMB |
Small-and-midsize business. Generally speaking, businesses with fewer than 100 employees are considered to be small, and businesses with 100–1000 employees are considered to be midsize. |
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Upsell |
Persuading a customer to purchase more expensive goods or services, upgrades to a good or service, or additional goods or services during a sale. |
Accessing Sales Materials
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Once you have submitted your materials form, your materials will automatically download as a .ZIP file. To access your customized sales materials, do the following:
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The customized sales materials are delivered as PowerPoint files. This allows you to quickly move to present the benefits of using SharpSpring to clients and potential clients.