The SalesCare workflow

Unlock the full potential of your service offering with a structured approach from the very start. The first step in SalesCare defines the scope of service with precision and clarity. By grouping products or equipment based on shared service requirements—whether added manually on the spot or pulled from existing installed base data—you lay a solid foundation for a tailored solution.

By asking value-driven questions, you then engage your customer and establish a mutual understanding of their true service needs. How is the equipment used? How critical is it to their business operations? The answers not only provide insight into the condition and importance of the equipment but also automatically shape the initial proposal to align perfectly with the customer’s priorities.

Leveraging the insights gathered from the initial analysis, SalesCare’s benchmarking engine steps in to recommend the optimal starting point for your service agreement. The entire service portfolio is at your fingertips, but SalesCare goes a step further by recommending the services and options that best fit your customer’s needs, presented in tailored packages.

SalesCare’s advanced rules ensure a seamless experience by automatically enabling or disabling services based on availability or dependencies, and allowing complete flexibility in how service products are displayed and interacted with. This means your sales reps can confidently rely on SalesCare’s intelligent guidance, freeing them to focus on what truly matters—understanding and addressing the unique needs of each customer.

SalesCare’s intelligent rules ensure accurate pricing, allowing you to focus on selecting the optimal solutions before discussing costs. As you walk through the structure, you can tailor the agreement to meet the specific needs of different equipment groups, ensuring that the customer feels their solution is uniquely designed for them.

Additionally, SalesCare allows you to seamlessly incorporate other offerings into the service agreement quote, such as stand-alone services, training, spare parts, or other valuable upsells and add-ons. This comprehensive approach ensures that every aspect of the customer’s needs is addressed, further enhancing the value and relevance of the service agreement.

In the final step you bring everything together to ensure a flawless delivery of the service agreement quotation. SalesCare allows you to preview and finalize all aspects of the agreement before sending it to the customer. Key features include a detailed summary of all configured services, agreement periods and payment terms (with the flexibility to adjust costs accordingly), and a preview of the actual quote.

SalesCare also makes it easy to enhance your proposal with additional attachments, whether standard documents from the system or custom files from your local computer. Once everything is in place, you can send the quote directly to the customer with just a click!
SalesCare connects to your CRM, storing all relevant data from the customer meeting and the resulting service quotation, which allows you to monitor every detail of the sales process, from initial contact to final agreement.