How Salesbuildr Cuts Through the CRM/CPQ Noise: Insights from Pax8's Operational Chief
In a Pax8 Academy conversation about automating MSP sales, Jonathan Cox of Pax8 named Salesbuildr as a tool to look at for CPQ and CRM. Here is what he said, and his advice on the human side of sales.
- In a Pax8 Academy conversation, Jonathan Cox named Salesbuildr as a tool MSPs can run pipeline and quoting from.
- The problems he described are admin time, updating CRM records, and another integration to look after.
- He also talked about the people side: coaching, a clear sales path, and a closer link between sales and service delivery.
- Quotes in Salesbuildr come from one catalog, with a two-way connection to Autotask, ConnectWise and Halo.
Table of contents
Recently, Pax8 Academy Senior Executive Coach Keith Marciano sat down with Jonathan Cox, Manager of Operational Solution Consultants at Pax8, to discuss sales automation and tools that can help MSPs sell more efficiently.
Salesbuildr is a Pax8 marketplace vendor, so we were pleased to hear Jonathan name Salesbuildr as an example of the newer tools in sales and pipeline management.
Watch the full conversation: Automating Your MSP Sales (Pax8 Academy).
What Jonathan Said About Salesbuildr
Jonathan on newer tools in the CPQ and CRM space:
“now there's other exciting disruptors entering the market. A Salesbuildr is a really great example of that where you're starting to leverage AI in that process. You're starting to have your sales folks work exclusively out of a tool like Salesbuildr where they can manage their pipeline and they can do all those things like I was talking about, which is what is the most priority thing that I need to do today? What are those tasks that need to be completed? And that manages all of those things and more, right? Hooking into Etilize and doing all the things that the legacy tools did. So Salesbuildr, I think, is one that I would take a look at from a CPQ and CRM standpoint. It kind of combines both those things, but also integrates into your PSA tool.”
In short: CPQ and CRM in one tool, connected to your PSA.
See the admin a quote can skip
Bring your PSA. We will build a quote from the catalog and show what syncs back.
Why This Matters for MSPs
The conversation highlighted several key challenges that MSPs face with their sales processes:
Admin overhead steals selling time
Salespeople hate admin work, seeing it as time away from revenue-generating activity. Even with a CRM like Salesforce, salespeople resent the time spent updating records.
Integration fatigue is real
When Jonathan was asked about the “oh great, another integration” problem, he pointed out that modern APIs make integration far simpler than five years ago, and that vendors have learnt implementation has to be painless.
Process before automation
Jonathan kept coming back to a critical point: you can't automate what isn't defined. The temptation to buy the “easy button” often leads to wasted money and time if you haven't sorted your process first.
Beyond the Tech: Human Elements That Make Sales Work
Some of the most useful advice in the conversation was about the people and the environment sales works in:
- Bridge the sales-service gap: Build relationships between sales and service delivery; that is where expansion opportunities come from
- Invest in coaching: Every professional athlete has a coach for good reason
- Create bowling with bumpers: Give your sales team a framework that keeps them on track while allowing their own style to develop
- Localise information: Make sure your sales team has easy access to the specific information they need
- Get buy-in on changes: Any process change must relate to the salesperson's “why”
Talk through your sales process
We will map where a quote starts today and where it can start in Salesbuildr.
Getting Started
Salesbuildr is built for MSPs that want less sales admin. Quotes come from one catalog, and the two-way integration with Autotask, ConnectWise and Halo keeps your PSA up to date.
For a broader discussion on improving your sales approach, the Pax8 Academy offers free courses that can help you take those first steps toward better sales processes. As Jonathan put it: “What is the one thing that I can do to take that next step?”
Want to see how Salesbuildr fits into your sales process? Speak to your friendly Pax8 Account Manager or book a demo today and we'll loop them in.