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Ultimate sales enablement CRM. Powered by AI
Transform your sales team into real winners. Implement effective processes, streamline daily tasks, and save time on repetitive activities such as reporting and follow-ups. Elevate your sales game and achieve unparalleled success!
With Salesbook Formula every sales rep is a champ
Salesbook is a complete platform that helps your team to work within best possible process and achieve extraordinary results.
We provide a set of tools that helps your salespeople at all stages of the sales process.
Company presentation
Customer needs analysis
Agreement signing
Offering
Reporting & Follow-ups automation
CRM
Analytics and AI
Showcase your company
and build customer trust
Utilize the library materials to construct a sales presentation process, which can be implemented in the sales representative app. This approach enables adherence to best practices, establishing a repetitive set of actions that contribute to enhancing the overall customer experience and trust.
Discover your customers’ real needs and pain points
Use well-designed tools to get all the information you need from customers to set up the product and create an offer. You can use easy forms or more interactive screens where customers make choices in a visually appealing setup.
Create a dedicated offer
and calculate the benefits
Use visual configurators to help you see customized products instantly. Make changes during meetings for quicker decisions, saving your sales team time. Upload pricing lists, and Salesbook creates a stylish offer based on gathered information, ready for on-the-spot client discussions.
Sign the contract during the meeting
When the customer is prepared to sign the contract, Salesbook will populate your uploaded agreement form with customer data. Sign it directly on the tablet using a biometric signature, or if it’s a remote meeting, sign via SMS.
Automate tedious
and repetitive tasks
Automatically send all meeting-created data to the customer’s inbox and update CRM simultaneously. This process saves approximately 65% of your sales team’s time. Utilize workflows for tasks like automated email follow-ups, CRM status updates, and task prioritization to further streamline your team’s efforts.
Stay in control of
the process with CRM
Establish a comprehensive repository for your customers and leads, aiding your sales team in effective contact management and staying informed about changes. Customize customer journey funnels to track client stages, and set rules to guide your sales team in taking timely and appropriate actions.
Get useful insights,
suggestions and predictions
Gain comprehensive insights into your entire sales process with our advanced analytics module, covering funnel efficiency and team meeting insights. Access over 100 preconfigured reports or create your own. Our advanced AI provides clear information on the likelihood of closing deals, enabling your sales team to focus on what truly matters in the funnel.
Take your first step to become a sales hero.
