Ana Marquez
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Articles
Recent activity by Ana Marquez-
5. Communication Tools
As a salesperson, keeping customers informed and projects on track is essential for closing deals and ensuring smooth operations. Supermove provides built-in tools to streamline communication, cent...
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How to Set Up Playbooks
OverviewPlaybooks in Copilot function as sales scripts that guide your team through customer interactions, ensuring they ask consistent questions and gather the right information on every call. Thi...
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6. Job Management
OverviewThis checklist outlines the core steps salespeople should follow to manage jobs effectively in Supermove. Use it to ensure every job is accurate, tasks are tracked, documents are confirmed,...
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How to Use Playbooks
OverviewPlaybooks in Copilot function as sales scripts that guide your team through customer interactions, ensuring consistency in questioning and information gathering. This guide will walk you th...
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7. Troubleshooting: Resetting a Job & Restarting Your Tablet
As a mover, sometimes you may run into technical issues with the Crew App or your tablet. Knowing how to quickly troubleshoot these problems helps you stay on track, complete jobs without delays, a...
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8. Job Wrap-Up & Accounting Checks
As an office user, your role includes wrapping up jobs accurately and efficiently. This means finalizing bills, collecting payments, ensuring documentation is complete, and closing out projects. Su...
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How to Create, Edit, and Use Battle Cards in Copilot
What are Battle Cards?Battle cards are rebuttals that appear on your salesperson's call screen when specific trigger words or phrases are said by the customer. These provide your sales team with im...
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Project, Job & Sales Status Overview
Overview Statuses in Supermove can help you track the progress of your sales pipeline and your move projects. These statuses are available by default on your account. Go to the sections below for a...
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Export Leads to Smart Moving
Introducing Lead Export to Smart MovingWith the latest update, Copilot now supports exporting leads directly to Smart Moving. This integration allows companies to seamlessly transfer lead informati...
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Log-in to Copilot
OverviewWith the latest release, we’ve made it easier for users to log into AI Sales Copilot. Previously, users were required to sign in using their phone number, which posed challenges for those u...