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What is Salesbuildr?

Salesbuildr is a cloud-based sales platform specifically designed for managed service providers (MSPs), which combines distributor catalogs and pricing with tools for creating quotes, proposals, and managing sales pipelines. Sales teams can easily generate quotes using synchronized product catalogs, establish pricing and approval processes, and send out customized online proposals that feature client selections and digital signatures. Once quotes receive approval, they can automatically sync with systems like Autotask, ConnectWise Manage, or HaloPSA, and also support CRM integration with HubSpot. The platform offers additional capabilities such as recurring contracts, leasing calculations, multi-currency quoting, and localized proposal content, alongside features for prospecting and whitespace analysis to identify service gaps in client portfolios. A unique branded storefront is also available for self-service ordering, significantly improving the user experience. Moreover, the inclusion of a public REST API and webhooks allows for tailored integrations to meet diverse business requirements. Overall, Salesbuildr is meticulously designed to empower MSP sales teams to efficiently manage products and services sourced from distributors, while also effectively handling ongoing agreements and tracking customer opportunities to drive growth. This comprehensive approach ensures that sales representatives have all the necessary tools to succeed in a competitive marketplace.

What is BoltWise?

BoltWise presents a cutting-edge solution that leverages artificial intelligence to optimize the quoting process and streamline workflows specifically for industrial distributors and fastener sellers, with the goal of alleviating the burdens of sales, sourcing, and catalog management. By accelerating the quoting cycle, it delivers faster responses through sophisticated part matching technology that can interpret disorganized RFQs, correct errors, and reconcile customer and supplier part numbers with ease, thereby minimizing the reliance on laborious manual searches. Additionally, BoltWise enhances catalog management by converting varied part descriptions into easily searchable attributes and detecting duplicates, which allows teams to focus on their core responsibilities rather than memorizing part numbers. The platform also automates repetitive tasks like processing customer purchase orders and generating new orders, enabling staff to concentrate on improving customer service and pursuing strategic goals. Moreover, it includes an extensive supplier library that facilitates swift identification of vendors for difficult-to-source components, in conjunction with quoting analytics that offer crucial insights into parts trends, successful client acquisitions, productivity statistics, and operational areas needing improvement. This comprehensive strategy not only boosts organizational efficiency but also empowers teams with the data-driven insights necessary for making well-informed decisions, ultimately leading to enhanced competitive advantage in the market. As a result, businesses can expect to see significant improvements in their overall operational effectiveness.

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Media

Integrations Supported

Autotask PSA
HaloPSA
HubSpot CRM
Pax8

Integrations Supported

Epicor Prophet 21
INxSQL
The Business Edge

API Availability

Has API

API Availability

Pricing Information

$329/month
Standard is $329/month with a 12-month minimum term and includes 3 users and up to 6 distributor integrations. Additional users are $65/month each. A one-time $1,099 onboarding fee applies. API access is included with the Premium plan.

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

24 Hour Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Salesbuildr

Date Founded

2021

Company Location

Netherlands

Company Website

www.salesbuildr.com

Company Facts

Organization Name

BoltWise

Date Founded

2023

Company Location

United States

Company Website

getboltwise.com

Categories and Features

Proposal Management

Automatic Formatting
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Pipeline Management
Revision Management
Templates
Version Control

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Categories and Features

Quoting

Not specified

RFQ

Not specified

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