Salesboard for Consultancy


Salesboard for Consultancy firms

Imagine your consultants having access to all your company data and presentations during customer visits. They would be able to visualize their story with up to date market information, interactive calculations and other tools, which are all available to them on the spot. If they also have access to account information, synchronized from your CRM, they will be able to directly log meeting information and content usage back into your systems, providing a truly integrated cycle.

You will know how your valuable content is used in customer meetings, opening a world of data that you can use to improve your services.

We will be able to get you up to speed quickly and efficiently. A Salesboard account can be set up within 2 days and any required integrations with your operational systems will be completed in a matter of weeks.

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Challenge: send the reps to the right place

To get the most out of your expensive field sales channel, you have to deliver the right pitch on the right spot. You currently share lead lists or postcode areas with your partners or employees via phone, paper sheets and excel sheets. Or you don't get involved at all and let the reps in the field handle all the decision making. You don't share your knowledge about your target groups with your partners. And vice versa, your sales partners don't capture anything in the field and share with you.

As a result, you don’t have a clear overview of the activities in the field. It's a black box: you only count incoming contracts but you don't have any controls to improve your channel. A status quo that leads to a very expensive sales channel with huge dependencies on others and responsibilities where they don't belong.

How Salesboard helps

Easy distribution of relevant data. You can upload lists of relevant data (current customers, end date of current agreement, demographic data etc) into the Management Area. We will then geocode the database using our worldwide geographical database and display the data on the map for the sales reps.

Advanced territory management. On the worldmap in the Salesboard Management Area, divide your playground into geographical territories and allocates those to your sales reps or sales partners. Sales managers can pick up from there and further divide the territories amongst their own offices or teams.

Lead lists. All addresses within the allocated territories will be available to the reps on their tablet in the Salesboard app. Based on the data you’ve added, the pins are color coded on the map so your sales team knows exactly where to go and what to avoid.

Realtime insights. Reports in the Salesboard Management Area offer real-time insight in the locations of your reps, the amount of doors that where knocked, number of customers that have been enrolled, etc. You will collect very valuable data that you can analyze and learn from.

Typical results

Performance based managing of sales reps.
15-35% increase in sales conversions.
10-30% lower cancellation rates.
Up to 50% more quality visits per day per sales rep.

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Challenge: deliver the perfect pitch with up to date content

You want the reps to tell your story. Distributing new versions of the sales collateral however is challenging, time consuming and costly, especially if you work together with multiple field sales partners or if you have offices in multiple locations. Changing your rates, T&C's or presentations overnight is almost impossible. So, outdated propositions are sold in the field, contracts come in with wrong rates and the reps don’t have the information they need to present and represent your company the way you want them to.

How Salesboard helps

Advanced content management system. Upload or update content in your own look & feel in the Salesboard Management Area and publish realtime to the teams in the field in a few clicks. Differentiate the content per proposition and / or per team. If content is critical, don't allow the reps to deliver a pitch until they have updated.

Easily add your own tools. Salesboard Addons allow you to add any custom made HTML5 page, for instance to present your rates in a dynamic, interactive way. If you already have a rate calculator on your website, you can embed it into Salesboard within minutes.

Insight in the story that is told. Salesboard knows which content has been used and is presented by the reps during their pitch. Analyse which presentations and other sales collateral is used and how they contribute to your conversions.

Typical results

Up to 90% reduction of content distribution costs.
15-35% increase of sales conversions.
 Improved data to coach your sales teams.
 0% cancellations due to incorrect tariffs.

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Challenge: smooth and error free enrollment

When signing up a new customer, you want to receive clean customer data and you want to offer a smooth onboarding process to your new customer. Sales reps make mistakes when signing up a customer and paper contracts do get lost every so often. The process of collecting all the paper contracts, validating and verifying the data, then manually entering all the data in files or systems and sending the welcome email or package might take days. Not to speak about the high error margin and costs involved. All in all not a smooth customer journey.

How Salesboard helps

Validation of data before the customer signs. You create your own forms in the Management Area and align field validations with the validations of your existing (ERP) systems. We will create the first forms for you and train you how to make changes.

Sign agreements on the tablet. Contracts are signed right on the tablet and then synced to the Salesboard Management Area in real-time.

Automatically forward copies of the agreement via the Salesboard API’s. With the Salesboard API's, all data will be completely integrated in your business processes. For example, we can send the data to your Third Party Verification (TPV) vendor and/or ERP system. Connect to your e-mail server to send a welcome e-mail and copy of the contract to the customer immediately. Talking about a smooth user journey.

Typical results

Error free data, no more cancellations due to incorrect data.
Up to 70% lower fulfillment costs.
Improved customer experience.
Up to 50% lower cancellations.

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