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Waiting list
Capabilities
Create proposals
Customer service
Self Service catalog
Customer enablement
Outcomes
Customer experience improved
Sales cycles shortened
Customer can self service
Your services productised
Front end and backend in sync
FAQ
Q: When is Salesbuildr expected to launch?
Q: Which PSA systems integrate with Salesbuildr ?
Next steps
How to exceed customers expectations
Most MSP use different systems to interact with their customers. A landing page to persuade, a contact form to convert, a quoting tool to sell, a ticketing system to support, a documentation system to educate, a reporting system to provide proof of work, email for communications and a billing system to invoice. If you are one of them, chances are your customers feel frustrated when it comes to their online interactions.
Buyers no longer are willing to accept less from their professional experience as B2B purchasers than they are accustomed to getting from their personal experience as consumers.
Results from this 2019 survey from McKinsey showed that those suppliers who provide outstanding digital experiences to their buyers are more than twice as likely to be chosen as a primary supplier than those who provide poor experiences, and about 70 percent more likely than those providing only fair ones.”
Bringing it all together
Salesbuildr is a cloud based customer portal that enables your customers to approve quotes, place orders, track updates, interact with tickets and access documentation. Salesbuildr consolidates information and day to day interactions into a single and easy to use interface that aligns with your brand.
It’s the first platform that combines offers sales enablement, customer support and customer enablement using an abstraction layer that talks to your existing apps.
1. Landing page
2. Contact form
3. Assessment tool
4. Presentation system
5. Quoting tool
6. Documentation system
7. Reporting
8. Ticketing system
9. Service catalog
10. Invoice
11. Messaging
Amazon like experience
Help the decision making proces by offering good, better and best versions of products and services and enable them to compare options side by side before adding their choice to the proposal builder.
When productization is done well, it creates transparency and organises your services into packages where everything is clearly priced, labeled and made attractive so your clients know exactly what they’re getting and for what price. If the connection is high, resistance is low.
If self service is quickly becoming the norm, why throw up barriers and manual effort in order to provide quotes for similar products like workplaces or requests?
Template based proposals
Offer fantastic looking proposals based on template based elements that contain text, media and products from your catalog. Enable self service for the simple stuff and collaborate on more complex solutions.
Get notified when a proposal gets viewed or commented on and automatically update records in your PSA system as you move trough the sales cycle.
If you appeal to a specific niche, or ideal customer profile, you can use language and visuals that are familiar to them in your quotes.
This will make your sales efforts much more effective than using generic language that appeals to nobody in particular.
A smart presentation layer
Automatically notify and update customers when something happens that requires their feedback or attention. Because Salesbuilder is built on top of an API layer, you are push information from inside your technology stack to
increase the level of automation across workflows. For example, you can automatically create or update a document in the Salesbuildr frontend, when something changes in your backend.
The same applies to tickets or orders, when records in your PSA platform change, the change is reflected in Salesbuildr.
This enabes you to provide a consistent customer experience, while enjoying the freedom to change and evolve your technology stack over time.
Integrations
Salesbuildr was setup with an API first approach to make it as versatile as possible and allow you to pull or push records between Salesbuildr and the rest of your technology stack.
Salesbuildr will provide adapters with some of the leading platforms out of the box, but will allow you to fill the timeline of your customers with information and events from any application that has an API in a similar way that Slack or Microsoft Teams allows you to push updates to a channel.
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