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Small Business. The special version of Salesbook for growing organizations in the RES and HVAC industries

Small Business. The special version of Salesbook for growing organizations in the RES and HVAC industries

Do you run a company in the RES and AC industry? Do you want to spread your wings and reach your potential customers faster? The “Small Business” package from Salesbook is your chance! Sales automation, a modern CRM system, costs of license tailored to the needs of small companies, and free configuration of the platform – these are only several advantages of our package. Learn more and read our article.

The “Small Business” package. Who is it for?

Do you want to develop your business but do not know which solutions are suitable for you? Which modern tools are at your fingertips? How can you improve customer service and reach new clients? Luckily, you do not have to gain potential customers on your own.

You have got Salesbook right beside you! Considering difficult times for smaller companies, Salesbook introduces a special package – “Small Business” – to support sales reps, customer service representatives, and sales teams working in the RES and AC industries.

Salesbook is a modern and complete platform of support for sales leaders. It has been used by top companies such as Polenergia, Sunday, and Respect Energy. It is also a sales acceleration tool that can improve sales productivity by 50%. If you are wondering how to reach new customers, automate certain repetitive tasks in your company, and optimize the sales process, solutions from Salesbook should interest you.

Thanks to the “Small Business” package, you gain access not only to an app for sales reps but also to CRM software. Moreover, if you use Salesbook, you present your company to new customers and prepare offers faster.

What is more, Salesbook is also a modern CRM system (a cloud-based CRM). It allows your customer service representatives or salespeople to do administrative tasks and take care of customer relationships at the same time. Remember that choosing the right CRM software can affect sales reps’ engagement, collaboration, and closing deals. Consequently, their productivity can lead to increased sales.

All functions mentioned above are available at a reasonable price in one CRM system.

A package that you can afford

Salesbook has created the “Small Business” package having smaller companies in mind. They have to face many challenges such as a limited budget and strong competition.

There are opinions that modern Customer Relationship Management systems (CRM) and other innovative tools supporting sales teams are expensive. Obviously, many CRM vendors sell CRM solutions at very high prices. However, the situation does not have to be this way. Salesbook proves that a professional CRM platform can be affordable.

The “Small Business” package is available in two options and the fee can be paid monthly or annually.

If you choose a monthly paid package available for 5 users, you pay monthly only 149 GBP.

Two configurators are included in the price. You choose two from the following four: PC configurator, heat pumps configurator, AC configurator, and additional products configurator.

The CRM system and the price list
Fig. 1. The price list of the “Small Business” package that includes CRM and a complete sales support platform.

If you choose the annually paid package, you gain more you get the free configuration of the platform and save 799 GBP.

What does the configuration mean? Our consultant will place your company’s materials inside the app, including the logo, products, presentation, and pricing.

Effective sales process. Choose between the 4 configurators

What is the biggest advantage of a configurator? You can use it to prepare offers for your existing customers and new clients. This tool allows you to create different variants of offers depending on your customers’ needs and problems.

The “Small Business” package includes 4 configurators:

  1. PV configurator – a customer gives a sales rep information about their needs and a configurator gathers important data. It collects information on the place of installation and calculates the parameters and money needed for this investment. As a result, it creates a personalized offer that a salesperson can show to a customer.
  2. AC configurator – a configurator adjusts parameters, and the type of the air conditioner, it also calculates the power of the chosen device. As a result, it creates a personalized offer that a sales rep can show to a customer.
  3. heat pumps configurator – a configurator can choose a suitable heat pump, calculate its power, and predict savings. As a result, it creates a personalized offer that a salesperson can show to a customer.
  4. additional products configurator – you can define which products or services from your offer should be included in this configurator. You should choose the ones which you sell most often.
Using a configurator during the sales process
Fig. 2. You can choose two configurators to create personalized offers at no extra charge.

Everything is based on sales automation. The CRM system receives customer data and stores them in one place. The CRM data system gets information when a sales rep has a conversation with a client during a meeting.

Sales automation improves your customer interactions because the needs analysis is thorough and runs smoothly. What is more, if a salesperson knows detailed customer preferences, they can propose even several variants of the offer. This increases customer loyalty and affects future profitable relationships

Sales automation and customer journey
Fig. 3. A sales rep gets to know customers’ needs and can prepare a personalized offer.

Furthermore, Salesbook is equipped with the Configure Price Quote tool, which means that sales reps can prepare a 100% personalized offer with different variants of prices, products, and bonuses. This kind of solution allows you to win numerous sales opportunities and can increase sales. If you personalize the offer, you can affect your customer satisfaction and solve their problems.

The “Small Business” package in practice

As we have mentioned, The “Small Business” package gives you access to the app for sales reps, the customer relationship management (CRM) system, and the administration panel for sales managers. However, do you know what CRM software is?

CRM stands for Customer Relationship Management. CRM tools are used for data management (customer data mainly), lead management, and controlling sales operations. They also improve communication between different departments in a company. Moreover, CRM software makes it easier for sales managers to implement new solutions, monitor the sales cycle, and the number of sales leads.

The CRM, app, and administration panel
Fig. 4. The “Small Business” package includes access to the CRM, app, and administration panel.

If you have not used a CRM tool so far or your current CRM is not enough, read what Salesbook can do for your sales teams and customer service teams.

CRM and complete support for sales management

The “Small Business” package includes access to CRM, app, and administration panel but it has also other important advantages.

You receive:

  • access to the CRM system updates and its new versions,
  • cloud-based CRM (hosting),
  • standard technical support in the form of e-mail contact and hotline (working Monday–Friday, 9:00–17:00 GTM+1),
  • one online training on the use of the application and back office (CRM),
  • 20 GB of storage space (If you need more, you can buy additional disk space).

Stand out thanks to the “Small Business” package

However, there are many more advantages that go with the “Small Business” package. First of all, a salesperson receives enormous support in a form of a tool that helps prepare a professional presentation about a company. At the same time, it improves the customer journey and can speed up the sales cycle.

It is essential because salespeople have direct contact with clients. You can make a good first impression only once, therefore, Salesbook takes the lead from the beginning. A salesperson just needs to upload all necessary materials to the app: logo, pictures, videos, 3D models, or simulations. This will help in giving an interesting presentation.

Visualisation of products and meeting with potential customers
Fig. 5. Attractive presentations influence customer satisfaction.

The way of presentation is very meaningful, especially nowadays, when it is even harder to draw customers’ attention, and salespeople have to work hard to increase customer loyalty.

Thanks to the app from Salesbook, the sales process turns into an interactive meeting with a client. Your customer becomes more engaged in a conversation and is eager to listen to sales arguments.

Gather customer data and improve your customer service with Salesbook

The professional CRM system from Salesbook supports sales teams during presentations and is also responsible for professional customer service. All of this is available with the “Small Business” package.

For example, the CRM system from Salesbook can create a sales thread, organize tasks for the entire team, remind you of a meeting with a customer, send SMS-es, and generate contracts.

Of course, it also stores customer information and can identify gaps in your customer service. Apart from standard functions in the CRM system, you can buy additional modules. You will learn about them in the rest part of this article.

What else can Salesbook CRM do for you?

The CRM system from Salesbook does not restrict itself only to the basic functions of many CRM products. Obviously, it gathers customer information such as addresses, names, or telephone numbers. However, CRM software from Salesbook will provide you with complete qualitative and quantitative data. Thanks to this, you will be able to analyze sales in your company. It is a key driver of increased sales.

Sales automation and CRM make gathering information easier. A salesperson does not have to type data manually into the CRM system. Instead of that, CRM software gathers data on the basis of a conversation between a sales rep and a customer.

Gathering of customer data
Fig. 6. The CRM system gathers data gained by a sales rep during a meeting.

Apart from that, CRM contains such data as the number of calls, interactions with customers, using scripts, and activities of a given salesperson during a sales cycle. Moreover, in a CRM system, you can find information about the sales value of chosen products, or lead data (costs and numbers).

The CRM platform from Salesbook provides you with complete data, and, therefore, you can automatically generate reports that help you analyze the situation in your company. Thanks to reports, you can also monitor every single sales process.

Automation of sales in practice

As we have already proved, automation and CRM come together. In Salesbook we believe that small businesses can achieve their financial goals due to sales acceleration solutions.

If you run your own small company, you are certain to know how significant is to find professional employees who work effectively.

Sales operations in the sales process
Fig. 7. Thanks to sales automation, sales teams can prepare effective offers.

However, if you are still skeptical of CRM and similar solutions supporting deeper customer relationships, read about more arguments.

Sales automation and its profitability

Thanks to sales automation, salespeople can complete some tasks faster. It is possible because repetitive tasks are done by Salesbook. These tasks can be: gathering data, generating reports, preparing and sending automated offers, or follow-up e-mails after meetings.

When Salesbook is responsible for mundane tasks, your salespeople can focus on clients and gather more leads. The McKinsey Global Institute reports that even 30% of sales activities can be completely automated.

Sales automation. Sending follow-up e-mails

One of the other advantages of CRM is the possibility of sending follow-up e-mails to customers. These e-mails are simply messages summing up previous conversations and meetings. You should not neglect such kind of communication because follow-up e-mails affect closing up deals. Moreover, it is another way of maintaining good relations with customers. Thanks to sales automation, salespeople do not have to write e-mails manually. They already have information in the CRM after a meeting.

Automatically generated contracts

The next benefit of CRM is the possibility of generating contracts automatically. A salesperson can upload the necessary templates and then just use them during meetings. Signing contracts is not problematic and time-consuming – you can do it via SMS or an iPad. You save the time of your employees and your money – they do not have to drive to another city to have a meeting.

Automatically generated reports and complete sales analysis

There are more benefits of sales automation and CRM. If you regularly analyze your sales data, you or your sales manager can react every time you see something disturbing. It is easier because you monitor if your team excels or underperforms in the sales lifecycle. It is significant if you run a small company.

A meeting with potential customers
Fig. 8. CRM is a good platform to analyze sales process, support customer interactions, and speed up sales.

Data and various reports (for example, about effectiveness and details of meetings or sales value) are always available in CRM. Employees of middle management and sales managers can filter them to see information on the performance of given salespeople, data, or groups of products.

However, Salesbook CRM offers a lot more. It uses artificial intelligence (software algorithms that perform calculations) to help teams learn from previous experience. It uses predictive analytics to forecast future sales.

Practical additional modules

If you find that the “Small Business” package and CRM from Salesbook are useful (when it comes to customer relationship management), you can choose additional modules. They will help you develop processes in your company. The additional modules have their separate price list that can be sent to you by your consultant.

Examples of additional modules:

  • Assembly teams– thanks to this module, you can plan and monitor the installation of solar panels, heat pumps, and air-conditioning,
  • Audit module – you plan and carry out an audit in detail, from choosing an auditor and place to controlling the quality of service,
  • Online customer service panel – every information about your customers and installations is available in one place,
  • Referral codes – your customers receive referrals codes that can be given to their friends, if they become your clients, they will receive discounts,
  • Telephone campaigns module – this module allows you to plan and carry out campaigns in Call Centers,
  • Sending SMS – SMS-es are automatically sent,
  • Custom domain – you choose your own name for the domain that use.

There are more additional modules. You can integrate Salesbook with Advicos Call Center systems. You can choose Helpdesk Thulium, Invoicing, and Autenti (the platform that gives you the opportunity of signing documents using various devices with access to the Internet).


The “Small Business” package is a good solution for the sales cycle in small businesses. It takes many needs and challenges into account. It helps save the time of salespeople, affects revenue growth, measure key performance indicators, and improves work of the entire time. So, it is essential in times when it is so hard to stand out and gain new customers.

Salesbook is something more than professional CRM software. It is a well-thought-out tool created to automate sales processes and support sales teams.

Check the advantages of the “Small Business” package

If you want to know how the “Small Business” package works, contact our consultant at sales@salesbook.com.