Salesbox explained in videos

We are keen to show how quickly you will be up and running with Salesbox

Salesbox in 99 seconds

Watch a quick overview of what makes Salesbox CRM 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)

Import leads from LinkedIn

How to install and use LeadClipper for LinkedIn by Salesbox (4:07)

Document templates & e-Signing…

Quote templates & e-Signing

Use document templates and e-Signing on deals/orders, companies & contacts (2:04)

Create document templates

Watch how to create your own document templates on deals/orders, companies & contacts (5:43)

e-Sign PDF documents

Watch how to e-Sign your quotes & contracts on deals/orders, companies & contacts (2:20)

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)