New features - Knowledge

The word audit does not get good PR. It is associated with inspections, long-lasting analysis of results, and searching for mistakes. A lot of companies have decided to take this step as a last resort. It usually happens at a moment when there are some irregularities in a sales process or during the performance of the service. The Audit module from Salesbook allows companies to perceive an audit in a unique way. It is a chance to increase competitiveness and regularly check the quality.

Thanks to the Shop module in Salesbook, you can simply organize and automate your work that deals with creating orders and their processing. You can always check the list and status of orders as well as the stock level. What is more, you can divide your products into suitable categories. As a consequence, customer service will be easier.

In the RES industry, a signed contract is only half the battle. For the customer service process to be considered complete, there is one more very important element on our way: installation. At Salesbook, we make sure that this process goes smoothly and quickly, and that ordering installation for selected customer is simple and automated.   

The end of the year is around the corner, but we at Salesbook are not slowing down. The last few months have been busy working on new features that improve work on our tool. Read our latest article and check out what new features we have prepared this time.

For our users, we have prepared a brand new layout and features of the offer generator.

The Call Center module from Salesbook is a reliable tool designed for salespeople who previously relied only on an Excel file or notebook and spent long hours making phone calls. 

The Additional Products Offer Calculator is a new module that we have created in response to the needs of customers who expect a comprehensive, detailed offer and a high level of customer experience.

The New Year brings changes in Salesbook. We are introducing a refreshed user panel layout, which will be even more intuitive. The changes relate to the visual layer and functionality. Check what new features we have prepared this time.

Use Salesbook wherever you are. The iOS version will give you easy access to the most important features of our app from your smartphone.

We are constantly working to make the use of Salesbook comfortable and as safe as possible. This is why we have made changes to the login method for all users. Check what new features we have prepared this time.

By using the Client Panel, you save time and allow the client to control the task execution on his own. Your phone will stop getting red hot from inquiries about the stage of implementation, delivery date or montage.

The module for montage team will allow you to plan the installation and provide detailed information to the team that is to go to a specific customer.

The reference customers module is an indispensable tool when you want to gain the customer’s trust and assure him that your team has the appropriate competencies and experience.

The Heat pump calculator allows the salesperson to create a personalized offer during the meeting.

We are pleased to announce that at https://status.salesbook.com/ there is a newly created website which purpose is to monitor and inform about the status of Salesbook services.

We want you to always be informed about changes and news on our platform. In this article, you will find the most important changes in the latest version of Salesbook.

This article shows a new function of Salesbook – CRM module. We show its capabilities in the context of Sales Acceleration tools.