Instal-Max streamlines field sales with Salesbook

“The implementation of the Salesbook sales system has structured our daily work and allowed us to better coordinate the activities of our teams. Thanks to customizing the tool to our needs, the work of our sales representatives and installation teams has become much more efficient.”
– Instal-Max

01 Challenge

Instal-Max, a company operating in the RES sector, is growing dynamically, and the number of sales representatives is constantly increasing. With this development came the need to organize documentation and ensure full visibility into the work of field teams.

The organization set a goal to implement a tool that would not only monitor and coordinate the activities of sales reps, but also improve communication between departments – from sales all the way to installation teams.

The company was looking for a solution that would enable central management of the customer service process, meeting planning, automatic offer creation, and easy data collection in one place.

02 Implementation

After analyzing the available solutions, Instal-Max decided to implement the Salesbook sales system. The implementation process went smoothly, and the team received full technical and substantive support. The system was tailored to the specifics of the company’s operations, which is why it quickly became an inseparable part of their everyday work.

Sales representatives use the Salesbook app mainly on iPads, which allows them to conduct audits, sign contracts and prepare quotes directly at the customer’s location.

Additionally, the system enables planning installation works – from uploading audit photos to coordinating field teams’ activities. The integration with the customer communication module allows for automatic SMS notifications about the assigned representative or scheduled installation, as well as sending offers via email for review.

03 Benefits

The Salesbook sales system enabled Instal-Max to fully digitize both sales and installation processes.

Thanks to data centralization, the company gained the ability to continuously monitor the work of sales representatives and instantly access the history of customer interactions.

Automatic creation of offers and calculations significantly reduced customer service time, while the organized CRM allows for quick modification of offers based on previously collected information.

The system also improved internal communication between the sales department and installation teams, which translated into better work organization, higher operational efficiency, and significantly increased the quality of service and transparency of internal processes.