What is Salesbuildr?

Salesbuildr is an advanced tool that allows sales teams to easily configure quotes, create contracts and capture customer data, minimising repetitive tasks.den. The integration with Dynamics 365 for Sales combines sales data and customer insights, leading to more efficient sales processes and increased clout within the team.

This powerful collaboration allows you to manage leads better, respond faster to customer needs and close more deals thanks to always up-to-date data and seamless processes.

What is Dynamics 365 for Sales?

Dynamics 365 for Sales is an advanced solution from Microsoft that helps companies manage their entire sales process, from lead to customer. It automates sales activities, provides valuable insights and integrates seamlessly with other Microsoft tools such as Outlook and Teams. Even if you are not yet using Dynamics 365, this solution provides an excellent basis for optimising your sales processes.

Curious about what Dynamics 365 for Sales can do for your organisation? Find out 8 reasons in this blog article Why this solution takes your sales team to the next level.

10 benefits of integration with Dynamics 365 for Sales

1. Fewer errors through automatic data flows 

The integration ensures that all important data - such as customers, quotes and products - are automatically synchronised between Salesbuildr and Dynamics 365. This eliminates errors caused by manual input and enables your sales teams to focus on their core tasks: Serving customers and selling.

2. Time savings for your sales team

Industry research shows that an average salesperson spends up to 40 hours a month on administrative tasks. Salesbuildr can return up to 50% of this time to the team by automating repetitive tasks such as quote creation and customer data. This means more time for valuable customer interactions.

3. Faster decisions thanks to real-time insights

Integration with Dynamics 365 gives you access to advanced reporting, KPIs and dashboards in real time. This helps companies identify trends, make sales forecasts and make strategic decisions based on accurate data. Companies can accurately track their sales performance and make improvements where needed.

4. Stronger relationships with your customers

With a fully integrated system, sales staff always have access to the full customer history. This allows them to have customer-centric conversations and proactively respond to needs, ensuring better customer satisfaction. This not only increases the likelihood of repeat purchases, but also strengthens long-term customer relationships.

5. Growth without limits through scalability

This solution is scalable and flexible, meaning it is suitable for companies of any size. Whether your sales team is small or large, Salesbuilder adapts to your organisation's needs, while ensuring seamless integration with your existing Dynamics 365 solutions.

6. From quotation to order without manual work

Salesbuildr provides an online portal where customers can view quotes, modify them if required and approve them immediately. Once an offer is approved, it can flow directly to Business Central for order creation, without any additional steps required from your sales team.

7. Greater customer satisfaction with self-service capabilities

Customers can prepare quotes and order products independently, giving them more control and making the process more efficient. The sales team can also prepare a shopping basket that customers can easily complete and pay for via an online platform.

8. Professional quotations with customised templates

Salesbuildr's template functionality allows you to create quotations quickly and easily, tailored to your customer's specific requirements. In addition, the platform allows you to design quotations and the self-service portal entirely in your own house style, ensuring a consistent presentation to customers.

9. Increase your sales through centralised product management

Salesbuildr also offers centralised product management, managing products from different distributors in one system. This ensures that your product catalogue is always up-to-date, which can be useful for cross-selling and upselling.

10. Link sales and finance for an integrated ecosystem

Another opportunity: you can link between Dynamics 365 for Sales and Business Central, allowing you to work in a fully integrated ecosystem. Sales and financial data, such as credit limits, payment behaviour and invoices, are always up-to-date. Quotations and orders can be forwarded directly to the backoffice for faster processing, saving time and increasing customer satisfaction.

More focus on customer experience

One of the biggest benefits of the integration is the impact on the customer experience. With better and faster follow-up, customers get the personal attention they expect. Thanks to the combined insights, you can not only respond faster to queries, but also more specifically address their specific needs. This not only increases customer satisfaction, but also contributes to customer loyalty and the success of repeat purchases.

Case study: Smarter sales thanks to integration

Picture this: You are a growing company and thanks to the integration of Salesbuildr and Dynamics 365 for Sales, you get a 360° view of your customer base. The sales team sees at a glance which customers are ready for upsell and which prospects are further down the sales funnel and need targeted follow-ups. These insights allow the team to focus on the most promising leads, significantly improving conversion rates. Thanks to a smoother sales cycle, deals are completed faster and revenue increases.

Ready to take this step with VanRoey?

We have years of experience implementing customised IT solutions that optimise our customers' business processes. Our expertise in connecting systems such as Salesbuildr and Dynamics 365 for Sales helps organisations work more efficiently, make more strategic decisions and better serve their customers. As a Thought Leader in IT, we strive to provide our customers with the best tools to drive their growth and success.

Want to know more about how this integration can transform your sales processes? Contact us today and discover the possibilities for your organisation.