Pioneer-360 Wins More Deals with Competition-Beating Proposals
Pioneer-360 is a Managed Security Service Provider (MSSP) based in New Philadelphia, Ohio, with a team of 36 IT professionals focused on security and compliance solutions for the financial industry, holding SOC 2 Type II certification. Salesbuildr replaced a rigid, poorly integrated quoting setup with a fast, competitive proposal workflow on Autotask.
A Rigid Setup Holding Back Competitive Proposals
Pioneer-360 faced limitations with its existing quoting system that hindered its ability to create competitive proposals.
- Limited customization on quotes
- Poor integration with Autotask PSA
- Lack of automation features
- Outdated proposal templates
- Restricted account permissions on quotes
An Intuitive, Template-Based Editor on Autotask
Pioneer-360 implemented Salesbuildr, which provided an intuitive, drag-and-drop, template-based editor for creating competitive sales proposals and quotes.
- Drag-and-drop, template-based editor for proposals and quotes
- Seamless integration with Autotask PSA, automating stages of the sales workflow
- Self-onboarding sales approach with a hands-off trial and expert-led onboarding for a smooth rollout
Better Proposals, Better Margins
The implementation resulted in significant improvements to Pioneer-360’s sales process and proposal quality.
- Quick and easy initiation of a free trial
- Intuitive interface and easy-to-use platform
- Creation of great-looking, competition-beating proposals
- Accurate forecasting breakdown by team member
- Improved quote and proposal creation process, leading to increased margins on opportunities
What Pioneer-360 Says About Salesbuildr
“Salesbuildr has transformed our proposal creation process. We can now create professional, competitive proposals quickly and efficiently, which has directly impacted our success rate and margins.”
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