Salesbuildr’s drag-and-drop template-based quote creation system allows sales teams to easily and quickly generate professional-looking quotes.
The centralised product management function ensures that every product and service is standardised and organised into categories and sub-categories, all with optional and compulsory add-ons, such as a Microsoft 365 licence with every laptop, enhancing cross and upsell opportunities.
Salesbuildr’s integration with Autotask automated the updating of opportunities, product information, pricing, and availability, reducing manual data entry and minimising errors.
Since adopting Salesbuildr, the sales team at Fancit can now quickly and easily create professional proposals and quotes that resonate with their customers.
Introducing mandatory and optional add-ons has increased the number of cross and upsell opportunities across the board.
Specific Fancit customers have the option to purchase products and services via the self-service storefront, completely white labelled with Fancit's branding, fonts, colours and images. This also helps with cross and upsell, as well as freeing up time for account managers.