Salesbuildr Sales Portal

Why use Salesbuildr ?

Our customers tell us that they're saving a ton of time creating and sending personalised, error-free proposals, quotes and contracts in about three minutes or less.

Because Salesbuildr is specifically designed for technology providers who sell any combination of hardware, software, services and labour, you will enjoy best practice workflows that removes the need for expensive and time intensive customisations.

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Watch a 4 Minute overview

Simplified catalog management

When it comes to managing what you sell, Salesbuildr enables you to connect to your distributors and import new products into your portfolio.

Smart filters and a powerful bulk editor enables you to keep your portfolio healthy with a minimum amount of effort.

You can combine any combination of hardware, software, services and labour into bundles to build solutions that drive business results for your customers.

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Connect your Distributors

Enjoy the easiest sales workflow in the industry:

Connect distributors
Search and discover new products
1-click import into your catalog
Auto bundle software and services
Send template based quotes
Process customer approvals
Automatically update opportunity
Automatically update quote
Automatically email stakeholders
Automatically update signed PDF

Impress with great looking proposals

When it comes to managing how you sell, our drag and drop template editor and smart building bocks will help you produce great looking and interactive quotes, proposals and contracts that will impress your customers.

Document analytics, tracking and audit trails provide you insights that can be used for continuous improvements.

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Self service Customer storefronts

Provide customers with a frictionless self service purchasing experience for items they buy on a regular basis. Perfect for co-managed it services. Approved quotes and opportunities are automatically updated in Autotask and attachments are uploaded and emailed to stakeholders.

Salesbuildr keeps your products and prices up to date
Create customer specific storefronts
Configure business rules for approvals
Automatically converts to won deals in Autotask

Make it personal

When it comes to managing who you sell to, Salesbuildr can help you add business rules for companies and contacts.

Configure customer specific access, catalogs, products, add-ons, pricing rules, termplates and approval workflows.

Customer can sign-in with SSO using their Microsoft 365 or Google Workspace credentials and enjoy a personalised experience.

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Get started with Salesbuildr

We'll provide you with a pre-onboarding checklist that clearly states what we need from you in order to get started.

After we provision and configure your Salesbuildr instance, you'll receive an invitation for the onboarding where our team will take care of you based on best practices.

We'll walk you through the platform and show you what we have done and how you can chance things using the post-onboarding checklist.

Are you ready to take your sales workflow to the next level with Salesbuildr?

Book a meeting today.

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