Central Technology
Central Technology (CT) is a leading IT service provider based in Chesterfield, UK, with 95 team members and 20 years serving legal, hospice, manufacturing, charity, and professional services clients.
How did Central Technology fix its Autotask integration and quote approvals with Salesbuildr?
Central Technology replaced an inflexible quoting tool with Salesbuildr on Autotask. Margin checks and automation now let most quotes go out without manual approval.
Customer and PSA
- 95-person IT service provider in Chesterfield, UK, 20 years in business.
- PSA: Autotask.
Before Salesbuildr
- Changing the quote layout after a rebrand meant paying the old vendor for every change.
- Poor integration with Autotask.
- Every quote had to be approved by hand.
Results
- Seamless integration with Autotask PSA.
- Margin checks and automation let quotes go out without manual review of each one.
- On-brand proposals that match the new company identity.
How the Autotask integration works · PSA sync explained · More MSP case studies
Central Technology
Central Technology (CT) is a leading IT service provider based in Chesterfield, UK, with 95 team members. Over its 20-year history, CT has become an expert provider of outcome-driven IT solutions to the legal, hospice, manufacturing, charity, and professional services sectors.
What Central Technology Was Up Against
Central Technology faced limitations with their existing systems that hindered their sales effectiveness and operational efficiency.
- Limited proposal building functionality
- Poor integration with Autotask
- Inaccurate pipeline and forecasting
- Lack of automation leading to increased sales admin
How Salesbuildr Helped
CT adopted Salesbuildr, impressed by its proposal builder offering unparalleled flexibility in showcasing products, services, and company identity.
The automation capabilities and seamless integration with Autotask PSA eliminated manual data entry, improving forecast accuracy.
The platform enabled deeper customer engagement through streamlined processes and better data management.
The Outcome
The implementation resulted in significant improvements across their sales and operational processes.
- Creation of on-brand, competition-beating proposals twice as fast
- Standardised, categorised products and services synced with Autotask
- Accurate pipeline forecasting
- Reduced sales admin, enabling more customer-focused time
- Exploration of Salesbuildr’s self-service storefront for further sales process optimisation
Central Technology, Summarized
Challenges
- Limited proposal functionality
- Poor Autotask integration
- Inaccurate forecasting
- High sales admin overhead
Benefits
- Proposals created twice as fast
- Standardized product sync
- Accurate pipeline forecasting
- Reduced admin time
“Salesbuildr has transformed our proposal creation process. We can now create professional, on-brand proposals twice as fast while maintaining accuracy in our pipeline forecasting.”
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