Partnerup found Salesbuildr and, after watching our on-demand quick demo, knew this could be the solution they were looking for. Salesbuildr’s template-based quote creation system enabled their teams to easily generate professional and tailored quotes quickly for their customers, as easy as drag and drop.
Salesbuildr’s product management solution serves as a centralised catalogue for everything an MSP provides. Each product and service is 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 seamless integration with Autotask PSA ensures that product information, pricing and availability are automatically, instantly updated and pushed to Autotask from Salesbuildr. With smart filters and bulk editing, MSP teams spend less time on tasks and more time on clients.
Since adopting Salesbuildr, Partnerup’s team can easily and quickly create professional proposals and quotes for prospects and existing customers. Their proposals look great in the eyes of their prospects and also help improve brand consistency across their documentation.
Partnerup’s proposals now only include approved, standardised products and services from one centralised location. Providing standardised products and services has removed unnecessary friction between sales and services teams. Each side of the business is now fully aligned on what is being sold and what is being delivered.
Thanks to Salesbuildr’s seamless integration with Autotask, sales no longer manually enter product information and update opportunities or pricing. Partnerup reported that their sales teams now spend 50% less time on administrative tasks, allowing them to dedicate more time to customers.