To reduce the time spent on orders without compromising on customer service, Rob was looking for a more efficient quoting tool. Rob and his team quickly found the solution with Salesbuildr’s template-based quoting functionality.
Running IT’s sales teams can now build and send quotes in minutes. Automated real-time stock and pricing from their distributors meant there were no pricing or availability issues, all whilst instantly updating Running IT’s Autotask PSA records.
To ensure customers only bought approved products and services, Running IT utilised Salesbuildr’s product management and self-service customer storefront, completely white labelled and branded as Running IT to their customers.
Running IT’s customers can now easily upscale new employees in minutes. Each Running IT customer has unique settings and accessibility for the self-service storefront, completely controlled by Running IT.
Since adopting Salesbuildr, quotes can be easily created by sales support staff. Customers receive more value from senior account managers, as they have more time for in-depth conversations.
The link between sales and service teams has been made stronger. Customers have a standardised set of products and services to choose from via the storefront. This standardisation allows Running IT to manage what they sell, who they sell to and how they sell it.
Running IT is soon going to switch to a fully “zero touch” process when it comes to hardware and software sales. Running IT’s team can now offer approved products that are automatically delivered to customers via their chosen distributors
Overall, Running IT’s team now spend less time on administration and more time on their customers.The additional time spent with customers has led to stronger relationships and, through the standardisation of their service offerings, has led to increased revenue across their customer base.