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.
As a proud Pax8 marketplace vendor, we were particularly interested when Jonathan specifically highlighted Salesbuildr as a disruptive solution that's changing how MSPs approach sales and pipeline management.
What Jonathan Said About Salesbuildr (Timestamp Link)
Jonathan positioned Salesbuildr as an exciting disruptor 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."
He noted how Salesbuildr combines CPQ and CRM functionality while integrating with PSA tools – doing all the things legacy tools did but with added AI capabilities.
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 top CRMs like Salesforce, sales staff often begrudge 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 vendors like us have learnt that making implementation painless is non-negotiable. - 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 best insights from the conversation weren't about specific tools but about creating an environment where sales can flourish:
- Bridge the sales-service gap: Foster relationships between sales and service delivery teams – it's the key to expansion opportunities
- 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"
Getting Started
If you're looking to streamline your sales process and integrate with your PSA, Salesbuildr offers the modern approach that Jonathan was describing. We've built our platform specifically for MSPs who want to reduce admin overhead while increasing sales effectiveness.
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.
