Salesbuildr
Salesbuildr is a sales operations platform designed for Managed Service Providers, streamlining quote creation and product management.
Need help?
We can help you find specialists for Salesbuildr. Let us connect you with the right experts to assist you.
*User registration required
Description
Salesbuildr is a comprehensive sales operations platform tailored specifically for Managed Service Providers (MSPs) that utilize Autotask or ConnectWise PSA systems. The platform facilitates the management of products, customer interactions, and workflows, thereby optimizing the sales process for MSPs.
Key Functionalities:
- Centralized Product Management: Easily manage a catalog of products and services, ensuring you have a streamlined list available for quotation and sales.
- Automated Quote Creation: Generate quotes automatically based on predefined parameters, reducing the time spent on manual entry and allowing for quicker customer response times.
- Integration with PSA/CRM Systems: Offers seamless integration with leading PSA systems like Autotask and ConnectWise, enhancing the flow of information between sales and service teams.
- Customizable Storefronts: MSPs can create tailored storefronts for different customers, providing a personalized purchasing experience that aligns with their brand.
- Analytics and Reporting: Gain insights into sales opportunities and customer interactions, aiding in decision-making and strategy adjustments.
By reducing administrative burdens and enhancing communication between teams, Salesbuildr allows MSPs to focus on building relationships with customers and maximizing sales potential. This integration of sales automation and customer engagement tools addresses challenges typically faced by MSPs, resulting in improved efficiency and revenue growth.
Features
Centralized Product Management
Manage a comprehensive catalog of products and services from a single interface, simplifying the sales process.
Automated Quote Creation
Generate quotes quickly with automation, minimizing manual input and errors.
Integration with PSA Systems
Seamlessly connect with Autotask and ConnectWise to enhance communication and data flow within your organization.
Customizable Storefronts
Create tailored storefronts that reflect your brand and cater to the specific needs of your customers.
Analytics and Reporting Tools
Utilize advanced analytics to gain insights into sales performance and customer interactions, facilitating informed decision-making.
Tags
Documentation & Support
- Installation
- Documentation
- Support
- Updates
- Online Support