In this video, Victor Raessen, the founder of Salesbuildr, will show you how to upgrade your sales process using Salesbuildr. We will discuss the roadblocks and issues you may encounter in your sales process, how to create accurate and attractive proposals, the benefits of working with a sales portfolio, and how to leverage a template library.
Introductions
00:00 Introduction
01:21 Roadblocks in Proposal Creation
Creating proposals
03:56 Creating proposals in Salesbuildr
04:25 Navigating the dashboard
04:35 Creating a quick quote
05:25 The proposal editor
05:45 Inserting widget templates
06:42 The quote settings panel
06:50 Accessing the quote chat messages
07:10 Adding line items from your sales portfolio
08:00 A look at adding up and cross sell items
08:30 Editing line items
08:43 Checking distributor prices
10:20 Inserting page breaks into proposals
10:45 Enabling single or multiple choice
11:30 How to open and change the linked opportunity
12:11 How to insert a managed services bundle
13:04 How to manage the contents of a bundle
14:05 Sending options for your proposal
15:08 Changing the content of your proposal
15:20 Using dynamic merge fields
15:45 Sorting pages in your proposal
16:10 Sending the proposal to your customer
16:40 What you customer will experience
18:30 Using thank you or order confirmation pages
19:45 Approval workflows
21:22 Using opportunity defaults for pipeline automation
Managing your sales portfolio
22:45 The benefits of the automated sales portfolio
24:54 Managing your portfolio categories and subcategories
25:25 Managing category settings
26:10 Managing category add-ons for up- and cross sell
27:34 How products and services are synchronised
28:10 How to manage your products and services
29:10 Landing pages for products and editing products
30:34 How to create and manage bundles
31:19 Inserting items from your portfolio into a proposal
32:40 A visual overview of your sales portfolio
Managing your template library
34:19 The benefits of working with templates and best practices
36:50 Navigating your templates and styling options
37:40 How to manage you templates
39:00 How to link widgets to templates
39:45 How to configure quote settings for templates
41:14 How to manage widgets
42:17 How to manage cover pages
43:02 Templates and widgets in practice
44:41 Creating different types of widgets
Next steps
46:28 What to do next
9 июл 2024
