Dealer ProgramDealers

Every rep. Every door. One portal.

Goals, rankings, commissions, canvassing and training for your whole sales team, under one sign-in.

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The SHP Sales Portal dashboard: this month's appointments, leads and deals against goal, the rep's projects and today's schedule.

Built for everyone on the sales floor.

Reps see their numbers. Managers see the whole floor. Everyone works from the same playbook, in the same portal.

This month Set goals

Appointments 2 / 3 Falling short

Leads 15 / 10 Exceeded

Deals 2 / 2 Goal met

Reps

Reps start the day knowing the number.

Appointments, leads and deals are tracked against goals each rep sets: daily, weekly, monthly or yearly. Today's schedule and every open project sit right below.

Doors knocked2,83812.4% Appts set3456.9% Closes918.1%

Closers · this monthDeals

1ATAidan Thompson12
2AHAlex Hunter11
3AOAmanda Ortiz10
4AAAndrew Adams9
5ABAnna Brooks8
6BBBrandon Bell8
7BCBrittany Cole7
8CHCarter Hughes6

Managers

Managers see the whole floor.

Step 365 rolls up doors knocked, pitched, set, sat and closed by office and by rep, and the leaderboard shows who's out front this month.

Everyone

Everyone works from the same playbook.

Learn 365 keeps courses, scripts, pricing sheets and contracts in one library, with every rep's progress tracked lesson by lesson.

Three tools. One sign-in.

Sales Portal, Step 365 and Learn 365 share one sidebar, so your team isn't juggling spreadsheets, group texts and shared drives.

Your rank, your pay, your goals.

The Sales Portal is home base for every rep. Office and company rankings, a bank that itemizes every funded deal down to the reserve, goal-setting by day, week, month or year, and swag requests without a phone call.

SHP Rankings: average deal size, gross and net sales, office and company rank, and the closer leaderboard by deals and installs.

SHP Bank: paid total against goal, deals paid, and one funded deal itemized from monthly monitoring to net funded.

Work the territory with a plan.

Step 365 maps the territory rep by rep, tracks every door from knock to close with office and rep roll-ups, and keeps each contact's status and owner in one list you can filter, export and map.

Step 365 Canvassing Console: doors knocked, opened and pitched, appointments set and sat, and closes, rolled up by office and rep.

Step 365 Area Map: the territory divided into rep areas, with lead clusters on a satellite map.

Train the team. Find anything.

Learn 365 holds the courses, video lessons and quizzes that bring new reps up to speed, a FileHub for scripts, pricing and contracts, and a directory of everyone in the company by department.

Learn 365 Courses: courses with progress, modules and video lessons, each with a quiz.

Learn 365 FileHub: folders for onboarding, sales materials and compliance, with pricing sheets and calculators.

See SHP
in action.

Tell us about your sales team. A Safe Home specialist will walk you through the portal and how it fits the way your reps work. No pressure, no scripts.

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