How Salesbuildr Fits Into Your MSP Sales Workflow

Salesbuildr helps MSPs streamline their sales process with the power of automation and seamless integrations with PSA, CRM and distributors.

Optimising the IT Sales Process
with Salesbuildr

Seamless Integration with Existing Systems

Salesbuildr integrates effortlessly with Autotask PSA, ConnectWise PSA and all major distributors, streamlining your sales process and ensuring your product and service catalogue is always up-to-date.

Salesbuildr automatically updates, in real time, any changes made to opportunities, product information, pricing, and availability, reducing manual data entry and minimising errors, allowing you to focus more time on growing your business.

Centralised Product Management

With Salesbuildr's centralised product management, you can easily manage what you want your teams to sell, including hardware, software, services, and labour. Connect to your distributors to automatically import product information, availability, and pricing, and create business rules to add mandatory or optional add-ons to product categories.

Enhance communication with your team and customers through interactive product pages to better educate your customers about your offerings. A centralised product matrix ensures sales and services teams are aligned and product information, pricing and availability are always up to date.

Create Competition-beating Quotes

Creating professional and tailored quotes has never been easier with Salesbuildr. Template-based quotes ensure your sales team is sending great-looking, on-brand proposals, whilst having the freedom to easily add approved, standardised products and services as easily as drag-and-drop.

Template widgets allow your teams to easily drag in whole sections dedicated to specific products or service categories. This saves hours on the quote creation process, giving back time to your teams to focus on what really matters.

Offer Solution-based Bundles to Boost Revenue and Margins

Combine hardware, software, services, and labour into tailored bundles that address your customers' unique business needs. With category-based up- and cross-sell items, increase revenue and margins while offering a buying experience that aligns with your customers' preferences.

Send Interactive Proposals and Manage Approvals

Effortlessly send proposals to your customers with a personalised email template. Customers can review proposals online, provide their e-signature, and approve the proposal. Salesbuildr automatically converts the approved proposal to a signed PDF, which is emailed to the customer and account manager. Proposals are converted to a ticket, project or contract in your PSA/CRM.

Streamline the Sales Process with Customised Storefronts

Provide a frictionless self-service purchasing experience for your customers with customised storefronts. White labeled storefronts enable your customers to place orders for standardised products and services. Salesbuildr keeps your products and prices up-to-date, enables customer-specific approval workflows, and automatically converts won deals into your PSA.

The Anatomy of an Optimised MSP Sales Workflow

Our MSP Guide breaks down what an optimised MSP sales workflow looks like and why it's essential to growth and success.

Read Now

Take Control of Your IT Sales Process

Salesbuildr enables MSPs to streamline their sales process by helping them manage what they sell, who they sell to and how they sell.

A sales workflow can only exist with a standardised set of products and services.

With Salesbuildr's centralised product management, you can easily manage hardware, software, services, and labour.

Connect to your distributors to easily import products into your sales portfolio and create rules to add mandatory or optional add-ons to product categories, such as a Microsoft 365 license with every laptop sold.

Product information, availability, and pricing are all automatically updated, so you can be sure your sales quotes are always up to date.

Your customer, company, and contact information is securely stored in Salesbuildr through the integration with your PSA/CRM.

With Salesbuildr, you can customise your data entry and workflows with automation and setting business rules.

Salesbuildr helps MSPs save up to 50% of their admin time, enabling them to focus on what really matters.

Salesbuildr's template-based drag-and-drop quote creation system allows you to generate professional and tailored quotes quickly for your customers.

Through seamless integration, every time a quote or opportunity is altered or updated in Salesbuildr your PSA platform or CRM is automatically updated instantly, ensuring that your team is always working with the most up-to-date information, improving efficiency and reducing the chance of errors.

Salesbuildr’s storefronts enable you to provide a white labeled, frictionless self-service purchasing experience for your customers.

Salesbuildr keeps your products and prices up-to-date, enables customer-specific approval workflows, and automatically converts won deals into PSA/CRM updates.

Success Story - Campai

Salesbuildr is crucial to our sales process. Our sales teams have seen a spike in productivity since moving to Salesbuildr, spending less time manually updating Autotask and more time communicating with customers.

Diederik Twickler, Director, Campai

Less Time on Admin,
More Time for Sales

On average, MSPs using Salesbuildr report a 48% reduction in admin tasks such as gathering information, updating the sales pipeline and crafting proposals, compared to a manual sales process.

Automate Business Rules for Better Control

By utilising Salesbuildr’s automation and standardisation capabilities, MSPs have seen reduced errors through locked-down business rules, accurate product information, pricing and availability thanks to a more streamlined process.

Real Return on Investment

Salesbuildr MSPs can enhance the customer experience with interactive proposals and customised storefronts, leading to increased revenue and margins by automatically including up- and cross-sell opportunities.

Expert Onboarding
and Support

Get the most out of Salesbuildr by leveraging your our team of MSP industry experts that will guide you through the onboarding process, helping you to configure Salesbuildr to suit your MSP workflows. Our ongoing support ensures you continue to succeed with Salesbuildr.

Secure and
Scalable Platform

With Salesbuildr, your data is secure and protected. Our platform follows the best practices in security and data protection, ensuring your sensitive business information remains safe. Salesbuildr operates on Google Firebase and Elastic search.

Intuitive & Efficient Drag-and-Drop Proposal Editor

Salesbuildr's template-based quote creation system allows you to generate professional and tailored quotes quickly for your customers.

Ready to start?
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Discover how Salesbuildr can help your MSP take control of its sales process. Book a demo today.

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