“Smart Builder” is used by Sales reps to assemble proposals and sales/marketing collateral within seconds. It searches through thousands of specific assets in Salesforce and pulls the exact matches for each deal into a personalized, customer-ready document. By taking away the manual work for Sales reps to assemble documents, they now have the time to crush quotas!
Seamless with Salesforce
With our deep integration with Salesforce, “Smart Builder” automatically enters all the relevant sales data and activity as the rep works through their day – increasing productivity x10. In the Office, or on the Road, all activity is automatically tracked in Salesforce without data entry.
In the office or on the road
Whether you’re away from the office or on the road, “Smart Builder” is built for Inside Sales and Field Sales teams. Inside Sales enjoy saving time on creating proposals and data entry. Field Sales enjoy presenting sales/marketing content offline without worrying about connectivity with all relevant content synced with Salesforce.
Built for high volume, complex sales teams where the biggest bottleneck is the time to assemble the follow up documents and proposals, “Smart Builder” saves all that time for other productivity. On average each sales rep can assemble and send ten proposals in the time it used to take to create one.