Watch a quick overview of what makes Salesbox CRM different
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Efficient prospecting, from Linkedin, via personal mass emails, call lists to won deals (6:16)
Watch how a visual view of your pipeline shows where to focus your attention (3:46)
Save hours, automate next steps and track what is important (1:26)
Learn how and why to copy deals or orders in Salesbox (1:06)
Push deals through multiple milestone 1, 2, 3 pipelines (solution selling) (0:35)
Rapidly, qualify, categorise and assign next steps for the whole team (4:04)
Watch how to quickly add prospects with assisted data entry (1:11)
Watch how to build, run and react to email campaigns with the Mailchimp (1:28)
Assign to a specific colleague or to the unassigned lists (2:49)
How to install and use LeadClipper for LinkedIn by Salesbox (4:07)
Use document templates and e-Signing on deals/orders, companies & contacts (2:04)
Watch how to create your own document templates on deals/orders, companies & contacts (5:43)
Watch how to e-Sign your quotes & contracts on deals/orders, companies & contacts (2:20)
Never forget what’s important with the easy to use reminders (6:18)
Create and sync your appointments with Office365 G-Suite from within Salesbox (1:43)
Setup and share a meeting in seconds without ever leaving Salesbox (2:13)
Learn how to add, invite to and start MS Teams meetings from Salesbox (1:25)
How to invite, chat, take actions from the chat, access project rooms from Salesbox (2:56)
Automate next actions to ensure your prospects and customers always get what they need (1:35)
A short video on how Salesbox innovative one-page contact management saves you time (6:40)
A short video on how the innovative one-page company management saves you time (3:42)
Save time advanced searching to quickly find what you need (5:21)
See how Salesbox insights & reports can can help you track your most important KPIs (3:54)
See how easy it is to replace your MS Excel call lists (2:05)
Watch this video to see some of the new features we have added
Learn how to personalise your experience of Salesbox (1:39)
Personalise your experience of the right side panels in Salesbox (1:17)
Check out how to get started in a structured way – quickly (1:15)
Connect your favourite tools to Salesbox in a second (1:43)
After changing rights the user need to logout/in again (0:41)
Learn how to set sales and activity targets for your colleagues (0:53)
Learn how to subscribe, cancel and resubscribe (2:27)
Company & contact lists, call lists and prospect lists (3:05)
Learn how to add, update, copy & remove pipelines (3:22)
How to add & remove users and units and how to move users (1:53)
How to change values in drop downs, change currency etc. (0:47)
How to add, use, search with and import to your own data fields (2:54)
How to add groups, types and individual products and use them (1:41)
How to easily manage all your consultant profiles and CVs (9:14)
How to follow up the occupancy level per month or week (2:26)
How to share consultant profiles in the consultant partner network (1:16)
How to find & add candidates to recruitment cases and move them through the process (4:35)
