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.
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.
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.
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.
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.
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.