Solution
Salesbuildr’s product management solution serves as a centralised catalogue for everything an MSP provides. Sales teams can sell only products from approved distributor feeds. Products from multiple distributor feeds are standardised, up-to-date, and systematically sorted into categories and subcategories. MSPs can create bundles with mandatory and optional add-ons, such as a Microsoft 365 licence with every laptop, increasing cross and up-sell opportunities.
Salesbuildr’s drag-and-drop, template-based quote creation system enables sales teams to generate professional-looking quotes quickly and easily. Salesbuildr’s seamless integration with Autotask ensures that product information, pricing and availability are automatically, instantly updated.
Salesbuildr’s seamless integration with Autotask automatically updates opportunities, product information, pricing, and availability, reducing manual data entry and minimising errors.
Results
i4’s sales team can now create professional proposals and quotes with ease. The template-based proposal editor, smart filters and bulk editing, and seamless Autotask integration have reduced sales admin time by 50%, removing the need for manual data entry across sales and PSA systems.
i4’s sales team now only sell approved, standardised products and services from one centralised location. Services and sales teams are much more aligned, as the whole business knows exactly what is being sold and delivered.
i4 are experimenting with Salesbuildr’s self-service customer storefronts. Specific customers can be granted access to purchase products and services directly from i4’s standardised portfolio within Salesbuildr. This makes upscaling new users frictionless and reduces sales admin time. Orders created in the storefront automatically update Autotask PSA to enable service teams to start immediately.