Next-generation sales automation CRM explained in videos
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We are keen to show how quickly you will be up and selling with Salesbox CRM.
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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)