Introduction
This article provides an overview of how to install and configure Salesbuildr for a trial period. Use this trial to experience the features Salesbuildr offers and understand how it can benefit your business.
If you're new to Salesbuildr, we invite you to check out our success stories on our website. We'd be happy to arrange a call for you with any of these companies to learn more about their experiences. Click the button below to schedule a meeting with our team.
Security
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Data Synchronization with Your PSA
Salesbuildr is designed to function as a standalone platform. You can explore all features and workflows without needing to connect your PSA right away.
Once you are confident that Salesbuildr suits your company’s needs, you can integrate it with your PSA. Jump to the pre-onboarding checklist to learn how to set this up.
For those currently using a quoting tool, you can evaluate and use Salesbuildr alongside it without interrupting your existing workflow. Rest assured, Salesbuildr will never delete data in your PSA. To facilitate testing, consider creating a test customer within your PSA for generating opportunities and proposals.
The following table outlines the entities that will link between Salesbuildr and your PSA to synchronize essential information. Upon activating your PSA integration, Salesbuildr will conduct an initial synchronization of internal users, companies, contacts, products, services, and labor.
Salesbuildr Entity | Action | PSA Entity |
Users | Salesbuildr can read from your PSA | Users |
Companies, including User Defined Fields | Salesbuildr can read, create and update | Companies |
Contacts | Salesbuildr can read, create and update | Contacts |
Products | Salesbuildr can read, create and update | Products |
Services | Salesbuildr can read, create and update | Services |
Labour | Salesbuildr can read from your PSA | Labour |
Opportunities | Salesbuildr can read, create and update | Opportunities |
Quotes | Salesbuildr can create | Quotes |
Tickets (coming soon) | Salesbuildr can read, create and update | Tickets |
Purchase orders | Salesbuildr can read, create and update | Purchase orders |
Sales orders | Salesbuildr can read and create | Sales orders |
Salesbuildr can create companies and contacts in your PSA and utilize our Apollo.io integration to automatically fetch information.
Opportunities created in your PSA will synchronize with Salesbuildr, allowing you to create quotes linked to those opportunities. While Salesbuildr can create quotes, it does not synchronize them back to your PSA.
Salesbuildr Training
Training Video
Watch this video on YouTube to learn about the benefits of Salesbuildr and how to navigate the platform effectively. The video features chapters covering all relevant functions for easy reference.
Here are links from the video:
For any assistance, please use the chat icon located at the bottom right of this page. Our support team is available Monday to Friday from 09:00 to 17:00 CEST. If we're unavailable, our GPT-4 chatbot can answer most queries.
Pre-onboarding Checklist
Review the pre-onboarding checklist to learn how to create an API user for Salesbuildr if you wish to connect it to your existing Autotask or ConnectWise PSA platform.
If you do not use a PSA platform, Salesbuildr can still be utilized effectively. You can bypass the setup steps required for PSA integration.
How to Start Your Free Trial
Follow these steps to set up your own Salesbuildr instance.
Visit this screen and sign in using your company SSO. You may need admin consent for the Salesbuildr app in Microsoft Azure Portal, based on your company’s policies. Refer to this article for more details.
Salesbuildr will attempt to retrieve your company information from our Apollo.io integration using your domain tied to the email address. You can review and adjust the information as necessary, then click confirm to start your instance.
Your instance of Salesbuildr will now be provisioned.
Once setup is complete, you will be redirected to the homepage where you can login in the top right corner.
After logging in with the same SSO account used for signup, you will be directed to your dashboard.
Connecting to Your PSA Platform
To connect your PSA platform, click on the Configure your PSA integration tile to input the API user credentials. Refer to this section for detailed instructions. Upon saving your credentials, Salesbuildr will initiate the synchronization process, and you will receive a confirmation email once it’s completed.
Verify Your Default Opportunity Settings
Salesbuildr will utilize best practice settings for standard opportunity fields. However, if you've established custom opportunity pipeline stages, categories, and sources, be sure to review and set your default opportunity settings under Settings > Admin > Opportunities. For further information, see this article.
Verify Your Default Quote Settings
Salesbuildr will automatically apply the default payment terms for new quotes. If custom payment terms have been created, verify these under Settings > Admin > Quotes > Configurations. Consult this article for more details.
Start Your Instance
Now that you’re familiar with the setup process, you can begin by clicking the button below.
Next Steps
Your trial version of Salesbuildr allows you to explore the platform's full potential. Discover how it enhances your sales process and operational efficiency. Check out our various subscription options to find the ideal fit for your needs.
NOTE: Salesbuildr never deletes data in your PSA. Although you may set products and services to inactive, you can easily reactivate them with a single click.
If you’re using a quoting tool, rest assured that you can evaluate and use Salesbuildr concurrently without disrupting your existing workflow.
For guidance on navigating Salesbuildr and effective usage, refer to the Getting Started article, which includes all pertinent documentation links.
When you're prepared, click the button below to schedule an onboarding meeting where we’ll assist you in connecting to Autotask, ConnectWise, or Halo for a seamless integration of your business data with Salesbuildr.