Know the client's needs, create a perfectly matched offer and analyze sales with one tool.
Show your company at its best. Use the power of visual language in conversation with the client.
Find out what specific needs and requirements your client has and, on this basis create the perfect offer. Use calculators and interactive surveys for this purpose.
Introduce the customer to the products that best meet his expectations, taking into account the type of room, room humidity, level of sound and heat insulation.
Present to the client the main advantages and benefits of the offered solution. How much money will he save, what impact will the replacement of windows have on the health and comfort of his family, etc.
Include in your offer the available discounts and programs guaranteeing the reduction of the costs of replacing windows with new ones.
Show the client how much heat will stay in his house thanks to the replacement of windows and how much on average this will reduce the heating costs of the property.
Create an initial cost simulation for the customer, including credit as an external source of financing.
Based on the collected data, generate a ready offer, present it to the client for approval and close the sale during the meeting.
The customer will receive a message with a summary and a generated offer automatically after the end of the sales meeting.
Automatically transfer the data obtained during the meeting with the potential client to CRM from Salesbook or an external system.
Analyze data from meetings and based on conclusions, improve sales activities. Duplicate your best practices and refine your sales process to perfection.
Transfer the order to montage windows in a specific location to an external company and control the entire process from the application level.
Use the calculators and surveys available in the application to collect all the necessary data about the rooms, the demand for thermal and acoustic insulation, and to choose the windows that are perfect for your client.
Use the potential of meeting with the potential client to close the sale. Create the perfect window replacement offer in real-time and present it to the customer for approval.
The application will automatically and in real-time send all information about the client and the meeting to the integrated CRM system. You can choose the CRM offered by Salesbook or integrate the application with the system you are currently using. This will improve the communication process between the company's employees and external subcontractors.
Systematizing the sales process and increasing the quality of customer service, combined with the automation of repetitive activities performed by sellers, will allow you to increase profits and more effectively reach new customers.
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