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DIRECT SALES.
EASIER. FASTER. BETTER

The leading direct sales and door to door app

Direct sales done right

Salesboard is the leading tablet solution for direct sales and door to door activities. Your sales reps will efficiently operate their assigned area, use up-to-date, company branded sales collateral and sign up contracts with validated data on the spot, while you watch their progress with real-time reports and grow your business based on valuable market information.

product tourDoor to door product tour     watch the videoDirect sales video


Salesboard industries

Managing and optimizing residential door to door and SME campaigns.

Improve storytelling and optimize direct dialogue fundraising.

Up-sell & cross-sell to existing customers, win back campaigns, enroll new customers.

Managing and optimizing residential door-to-door and SME campaigns. Up-sell & cross-sell.

Publish presentations to improve customer facing sessions. Record meeting feedback and sync back to your CRM.

Publish digital brochures, record meeting feedback and sync back to your CRM.


Prepare a direct sales campaign

 

Territory Management

  • Get the most out of your field sales or door to door campaigns
  • Define territories based on postcodes or demographic data and assign to teams and reps
  • Visual map view of all addresses & leads around current location
  • Synchonize leads with your CRM
  • Record address feedback and generate reports

The perfect direct sales pitch

 

The Perfect Pitch

  • Publish all your sales collateral to the field with just one click
  • Presentation mode with clear and crisp pitch cards
  • Intuitive User Interface that your sales reps will love
  • Easily import your existing files (Powerpoint, PDF, MPEG-4, etc)
  • Build your own calculation tools with HTML5 addons

Direct sales customer enrollments

 

Smooth Enrollment

  • Build your own forms with our powerful Form Builder
  • A digital signature on a PDF contract seals the deal
  • Upload tables in Excel and print dynamic content on the contracts
  • Process incoming contracts and orders automatically with our APIs

Direct sales reports

 

Real-time Reports

  • Real-time view on all field activities
  • See visits, pitches, contracts and content views on the map
  • Learn from the data and improve the pitch
  • Know who performs, learn from them, train the others