This article explains how to get started with Salesbuildr and how to find your way across the different pages and features.
Explainer Videos
If you are new to Salesbuildr, please take some time to watch the videos below to quickly get an understanding for how Salesbuildr can help you with different workflows.
Click a a tile to learn more about that specific module. We have added links below that will take you to the relevant article for that module that explains how to configure and use it.
General overviewThis video provides an overview of what Salesbuildr can do
| CRMSee how you can manage companies and contact using Salesbuildr
Learn how to manage companies and contracts here. | WhitespaceLearn how you can find opportunities in your customer base
Learn how to use the Whitespace overview here. |
Portfolio ManagementLearn how Salesbuildr can help you standardise your sales portfolio
Learn how to manage what you sell here. | Sales ManagementWatch how you can track your sales performance and drill down if needed
Learn more on opportunity management here. | Proposal EditorLearn how you can create great looking proposals
Learn how to create and send proposals here. |
Customer StorefrontsSee what you can do with customer storefronts
Learn how to setup storefronts here. | Product DemoWatch a 37 minute product deep dive below.
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Here some links to resources to provide you with insights and inspiration:
Getting ready for onboarding
Follow the pre-onboarding checklist to make sure you are ready to get started.
Post onboarding checklist
After completing the steps in the pre-onboarding checklist, you can walk trough the post-onboarding checklist to make sure you have completed all the steps necessary to start working with Salesbuildr.
After this steps, please continue reading below to follow all relevant links to the documentation.
The Dashboard
Below is a screenshot of your Dashboard. From here, you can take actions such as create a new quote, product or contact. The dashboard also shows a summary of your quotes sorter by different stages.
Your dashboard contains an overview of actions and a summary of your proposals in different stages as well as a navigation bar links to the following pages and subpages:
Dashboard: Read this article to learn about what you can do on this page.
Categories: Read this article to learn how to manage your categories.
Products: Read this article to learn how to manage your products and services.
Opportunities: Read this article to learn how to manage your opportunities.
Quotes: Read this article to learn how to create and manage quotes.
Companies: Read this article to learn how to create and manage companies.
Contacts: Read this article to learn how to create and manage companies.
Users: Read this article to learn how to create and manage your users.
Here are some links to get you on your way:
Learn how to create and send a simple quote in a couple of minutes.
Learn how to build a great looking template from scratch.
How to configure your product catalog and use the product bulk editor to keep it nice and clean. Looking for inspiration? View the example category structure
Learn how to configure dynamic pricing so that salesbuildr automatically updates your sales prices based markup rules that you set on product categories.
Learn how to add new products to your catalog or create a managed services bundle by combining multiple items from your catalog into a single line item.
Learn how to configure add-ons on product categories to standardise and automate your up-and cross sell items.
Learn how to create, manage and leverage landing pages.
Customer support and feature requests
Please use the chat icon on the bottom right of this screen to engage with our team. We provide support between 09:00 and 17:00 CEST from Monday to Friday.
Feature requests can be submitted using this link. Customers can vote on submitted feature requests to help drive our future roadmap.