Case Study

Campai

Autotask | Small-Medium MSP

Campai

Campai is a Dutch MSP that provides Managed IT, Cloud Services and VoIP to a wide range of sectors in the Netherlands. Their efficient team of 17 employees relieves their customers of the burden of IT, allowing customers to focus on making their business more productive and profitable.

Challenges

The sales team at Campai wanted to be able to easily and quickly create professional-looking proposals. Their old system relied on manual data entry and duplication in Autotask, causing unnecessary admin.

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The leadership team wanted to ensure sales only offered approved, standardised products and services to prospects and existing customers. They needed a centralised system to manage products from multiple distributors and Campai’s managed services.

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Campai wanted to offer select customers the option to buy products and services directly, without needing account managers to handle the orders.

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At a glance...

Challenges:

  • Time-consuming proposal creation.
  • Only sell approved, standardised products and services.
  • Reduce sales admin tasks.
  • Uses feeds from multiple distributors.
  • Customers have to order from an account manager.

Results:

  • Easily and quickly create professional proposals.
  • Standardised and centrally managed products and services from multiple distributors.
  • Up to 50% reduction in sales admin time.
  • Campai branded customer storefront.

Solution

Salesbuildr’s drag-and-drop, template-based quote creation system enables sales teams to generate professional-looking quotes quickly and easily. Salesbuildr’s seamless integration with Autotask ensures that product information, pricing and availability are automatically, instantly updated. 

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Salesbuildr’s product management solution serves as a centralised catalogue for everything an MSP provides. Sales teams can sell only products from approved distributor feeds. Products from multiple distributor feeds are standardised, up-to-date, and systematically sorted into categories and subcategories. MSPs can create bundles with mandatory and optional add-ons, increasing cross and up-sell opportunities.

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Salesbuildr’s self-service customer storefront can be completely white-labelled and branded as the MSP. Customers can easily upscale new employees in minutes. Each customer can have unique settings and accessibility for the self-service storefront, completely controlled by the MSP.

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Results

Campai’s sales team can now create professional proposals and quotes with ease. The template-based proposal editor, smart filters and bulk editing, and seamless Autotask integration have reduced sales admin time by 50%, removing the need for manual data entry across sales and PSA systems. 

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Campai’s sales team now only sell approved, standardised products and services from one centralised location. The product feed pulls in products from multiple distributors, giving their sales team more options for cross and upsell opportunities. 

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Designated customers can purchase products and services autonomously via Campai’s self-service storefront. This makes upscaling new users frictionless and reduces sales admin time. Orders created in the storefront automatically update Autotask PSA to enable service teams to start immediately.

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Salesbuildr is crucial to our sales process. Our sales teams have seen a spike in productivity since moving to Salesbuildr, spending less time manually updating Autotask and more time communicating with customers. Customer experience is important to us at Campai and our customers are growing fast. We wanted to allow specific customers an easier way to purchase new products and services for new users without a traditional sales process.
Diederik Twickler, Director, Campai

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