Next-generation sales automation CRM explained in videos

Sit back and avoid all that heavy reading.

We are keen to show how quickly you will be up and selling with Salesbox CRM.

Feel free to share with friends and colleagues. 

Salesbox in 99 seconds

Watch a quick overview of why Salesbox CRM is different

See the platform with data

Not ready to sign up for a free trial? Check out Salesbox loaded with data

Prospecting on LinkedIn

Efficient prospecting, from Linkedin, via personal mass emails, call lists to won deals (6:16)

Learn more about Salesbox pipelines

The kanban pipeline

Watch how a visual view of your pipeline shows where to focus your attention (3:46)

How to add a deal

Save hours, automate next steps and track what is important (1:26)

Copy deals and orders

Learn how and why to copy deals or orders in Salesbox (1:06)

Change pipeline status on a deal

Push deals through multiple milestone 1, 2, 3 pipelines (solution selling) (0:35)

How to manage prospects

Rapidly, qualify, categorise and assign next steps for the whole team (4:04)

How to add prospects

Watch how to quickly add prospects with assisted data entry (1:11)

Campaigns in minutes

Watch how to build, run and react to email campaigns with the Mailchimp (1:28)

Assign reminders & prospects

Assign to a specific colleague or to the unassigned lists (2:49)

Reminders, meetings, companies & contacts

How to work with reminders

Never forget what’s important with the easy to use reminders (6:18)

How to use the calendar

Create and sync your appointments with Office365 G-Suite from within Salesbox (1:43)

How to add a meeting

Setup and share a meeting in seconds without ever leaving Salesbox (2:13)

Microsoft Teams meetings

Learn how to add, invite to and start MS Teams meetings from Salesbox (1:25)

Microsoft Teams chat

How to invite, chat, take actions from the chat, access project rooms from Salesbox (2:56)

Get reminder after any activity

Automate next actions to ensure your prospects and customers always get what they need (1:35)

How to use Contacts

A short video on how Salesbox innovative one-page contact management saves you time (6:40)

How to use companies

A short video on how the innovative one-page company management saves you time (3:42)

Insights, call lists, search & user experience

How to search

Save time advanced searching to quickly find what you need (5:21)

All about insights & reports

See how Salesbox insights & reports can can help you track your most important KPIs (3:54)

How to use call lists

See how easy it is to replace your MS Excel call lists (2:05)

What’s new in Salesbox v4.0

Watch this video to see some of the new features we have added

Settings, customisation & personalisation

My settings

Learn how to personalise your experience of Salesbox (1:39)

Personalise the side panels

Personalise your experience of the right side panels in Salesbox (1:17)

Built-in get going guide

Check out how to get started in a structured way – quickly (1:15)

Plug & play integrations

Connect your favourite tools to Salesbox in a second (1:43)

Change user rights

After changing rights the user need to logout/in again (0:41)

Set sales targets

Learn how to set sales and activity targets for your colleagues (0:53)

How to subscribe

Learn how to subscribe, cancel and resubscribe (2:27)

.CSV file imports

Company & contact lists, call lists and prospect lists (3:05)

Configure pipelines

Learn how to add, update, copy & remove pipelines (3:22)

Add/remove users

How to add & remove users and units and how to move users (1:53)

Configure standard fields

How to change values in drop downs, change currency etc.  (0:47)

Configure custom fields

How to add, use, search with and import to your own data fields (2:54)

Configure products

How to add groups, types and individual products and use them (1:41)

Manage consultant profiles, reports & recruiting

Manage your consultants

How to easily manage all your consultant profiles and CVs (9:14)

Occupancy reports

How to follow up the occupancy level per month or week (2:26)

Share CVs with partners

How to share consultant profiles in the consultant partner network (1:16)

The recruitment pipeline

How to find & add candidates to recruitment cases and move them through the process (4:35)