Case Study

Fancit

Autotask | Small-Medium MSP

Fancit

Fancit is a 22-employee MSP dedicated to taking their customers further and taking all IT worries off their hands. Their sales team of 6 manage over 250 customers across the Netherlands. Fancit specialises in IT services for GPs, wholesalers, food and agriculture.

Challenges

Fancit's team was searching for a faster and more convenient way to create impressive proposals and quotes. Their previous system was limited in terms of quote design. 

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They required a tool that could help them showcase additional products and services to their prospects and customers, increasing the number of cross-sell and up-sell opportunities.

At a glance...

Challenges:

  • Time-consuming proposal creation.
  • Looking to create better quotes.
  • Looking to improve cross-sell.

Results:

  • Easily and quickly create professional proposals.
  • Increased efficiency in the sales team.
  • More cross-sell opportunities.
  • Customers using the self-service storefront.

Solution

Salesbuildr’s drag-and-drop template-based quote creation system allows sales teams to easily and quickly generate professional-looking quotes. 

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The centralised product management function ensures that every product and service is standardised and organised into categories and sub-categories, all with optional and compulsory add-ons, such as a Microsoft 365 licence with every laptop, enhancing cross and upsell opportunities. 

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Salesbuildr’s integration with Autotask automated the updating of opportunities, product information, pricing, and availability, reducing manual data entry and minimising errors.

Results

Since adopting Salesbuildr, the sales team at Fancit can now quickly and easily create professional proposals and quotes that resonate with their customers.

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Introducing mandatory and optional add-ons has increased the number of cross and upsell opportunities across the board. 

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Specific Fancit customers have the option to purchase products and services via the self-service storefront, completely white labelled with Fancit's branding, fonts, colours and images. This also helps with cross and upsell, as well as freeing up time for account managers.

Since partnering with Salesbuildr, we can create professional proposals much more quickly and easily than with our old tools. Our Fancit branded customer store has been a great addition to the way we sell. We have seen improved efficiency in our sales team, with an increase in cross-sell opportunities to match.
Evert Zondag, Sales Manager, Fancit

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