Salesbuildr for Autotask

Salesbuildr natively integrates with Autotask to optimise your IT sales process, enabling powerful capabilities for a streamlined and efficient workflow.

When you create or alter an opportunity or quote in Salesbuildr, these changes are automatically and instantly reflected within Autotask, ensuring your customers, contacts, opportunities, and quotes are always up to date.

Salesbuildr's seamless integration with Autotask ensures your products, services, labour, and customer records are consistently in sync.

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Reduce manual data entry and save up to 50% of time spent on admin.

MSP Success Stories
No more redundant, time-consuming input tasks. Companies, contacts, opportunities, quotes, and products are automatically created and instantly updated within Autotask the moment you make changes in Salesbuildr.

This streamlined process minimises the risk of human error, ensures accurate data synchronisation, and liberates your sales and operations teams to focus on more strategic tasks that drive growth and profitability.

Salesbuildr is the sales and revenue operations platform for growing MSP's using Autotask

Opportunities
With Salesbuildr, your opportunities in Autotask are created automatically. This means less time spent on tasks, and more time spent on making sales.
Quotes
Our sophisticated integration ensures quotes and line items are instantly created in Autotask and remain in sync with every change you make.
Companies & Contacts
Salesbuildr brings your companies and contacts from Autotask into a user-friendly interface. Any changes to companies and contacts are updated across platforms in real-time.
Services
Salesbuildr automatically pulls through and syncs recurring your services in that are setup in Autotask. Sales teams can easily add recurring services to quotes and proposals. This ensures what is being sold in Salesbuildr aligns with what your service teams will see in Autotask.
Products
Salesbuildr integrates with your non-recurring products from Autotask, allowing you to arrange them in easily navigable categories and subcategories. Salesbuildr automatically enriches products with information, cost, markup, and price from your connected distributors.
Labour
Roles in Autotask (labour) can be added to Salesbuildr to be used in quotes, proposals and your customer storefront. Labour can be automatically added to certain products and services as a mandatory add-on, ensuring your teams never forget to add labour to a quote.
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
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Less time on admin, more time on sales.

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The synchronisation between Salesbuildr and Autotask goes beyond just record keeping. It enables IT providers to create an optimised sales workflow, enhancing productivity and ensuring your teams can work more efficiently.

Consider a scenario where a quote is approved in Salesbuildr. The proposal, product, and service information are instantly uploaded to Autotask. This automated workflow reduces sales admin time by up to 50%. By spending less time on admin, sales teams have more time for customers.

How Autotask Complements Salesbuildr

Autotask is an industry-leading PSA, but it becomes even more effective when integrated with Salesbuildr. Autotask's customisable dashboards and reliable uptime work harmoniously with Salesbuildr's automation capabilities, providing a unified, comprehensive view of your entire business operation.

With the ability to pull in products and recurring services from Autotask, Salesbuildr enables you to organise your product catalogue in a structured and standardised manner.

The integration leverages Autotask's robust APIs, adding another dimension to Salesbuildr's capabilities, making the combined platforms an essential tool for boosting sales and customer satisfaction.

Seamless Distributor Integrations

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Salesbuildr automatically pulls in product information, pricing, and availability from all leading distributors, ensuring accurate, and up to date, quotes and proposals.

This is the same information that is shown in Autotask, keeping sales and services teams aligned.
Labour
Salesbuildr pulls in your roles from Autotask so you can use them in your quotes, proposals and self-service customer storefront.

This includes hours added as labour quote line items, pre-defining description, cost, and sales price for each role, and automatically updating your products in Autotask with name, description, cost, markup, and sales prices.
Shipping
With Salesbuildr, shipping types set up in Autotask can be used for quotes and proposals.

You can pre-define cost and sales price for each shipping type through Salesbuildr and set rules to automatically add shipping to quotes and proposals based on the product category.
Vendors
Salesbuildr allows you to use vendors that are set up in Autotask as custom suppliers for products.

You can update products in Autotask with cost prices from vendors, define custom or special bid prices from vendors, and automatically update the product entity in Autotask.
Inventory
Salesbuildr integrates your product inventory from Autotask into Salesbuildr.

You can choose the distributor you would like to synchronise and set alerts and notifications for items that fall below a specific stock level.

Maximise Your Competitive Edge with Special Bid Pricing

Salesbuildr enables MSPs to leverage special bid pricing as easily as copy and paste, giving you an edge over the competition.

1
Win More Business:
Salesbuildr utilises special bids to offer your end customers competitive pricing and incentives, giving you an advantage in securing new business. It also streamlines the creation of bundled packages of hardware, software, and services at discounted prices, enhancing your customers' purchasing experience.
2
Boost Profitability:
Special bids can improve your profitability by providing access to discounted pricing. Salesbuildr simplifies special bid management, helping you optimise resources, reduce costs, and maintain healthy profit margins.
3
Foster Strong Vendor Relationships:
Special bids facilitate stronger relationships with your vendors and distributors. Salesbuildr’s platform enhances communication and collaboration, demonstrating your value as a partner.

Why Choose Salesbuildr for Autotask?

Watch our on-demand demo now to discover how Salesbuildr can optimise your IT sales process.

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Salesbuildr was created to fill a gap in the market for a robust sales tool for IT providers using Autotask. With our platform, you can leverage the power of Autotask, manage your sales more efficiently, and enhance your bottom line.
For MSPs using Autotask, Salesbuildr stands out against other sales platforms with our seamless PSA integrations, robust automation, and excellent user experience.
Salesbuildr enables IT providers to more effectively manage what they sell, who they sell to, and how they sell.

Frequently Asked Questions

Does Salesbuildr’s integration with Autotask require any manual intervention for updates?
No, the integration between Salesbuildr and Autotask is designed to be automatic and instant. Any change in Salesbuildr reflects immediately in Autotask.
Can I still use Autotask's features when I integrate with Salesbuildr?
Absolutely. The integration is designed to enhance and complement the features of Autotask, not replace them. You can continue to use and enjoy all the benefits Autotask provides.
 I have existing data in Autotask. Will it sync with Salesbuildr?
Yes, Salesbuildr can pull existing companies, contacts, products, services and labour from your Autotask instance.
Can I control which Autotask data is accessible in Salesbuildr?
Yes, Salesbuildr respects the permissions and business rules set in Autotask, ensuring only the right people have access to sensitive data.

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