SalesChain to Sponsor This Week’s Building my Business Webinar Featuring Kate Kingston

Kate’s Video Intro

Let Kate tell you what she’s going to discuss in this webinar!

Customer Service Matters

At SalesChain, we believe that service is the most important part of any software your business is using. That’s why when you call our help desk, you’ll always reach a real person who is knowledgeable in our system and can answer your questions. This is amongst many benefits that set us apart from big box software, and helps us keep our amazing customers for decades.

A Word From Kate: During this webinar, you will learn five action items you can implement right now to level up your dealership’s customer experience to show consistent customer appreciation and deliver a more professional communication experience throughout the entire organization — because any dealership can sell technology, but it is the customer service relationship that keeps the client.

Ask yourself these questions:

  • How is your dealership maintaining a meaningful customer relationship before, during and, especially, well beyond the sale?
  • What must your dealership do differently in 2021 to ensure your customers always receive an exceptional customer support experience and do not leave you for your competitors?
  • Do you know what impression your contracts department, AP/AR, technicians, customer service reps or delivery team members are making with each interaction they have with your customers in person, over the phone or in writing?

Who Is Kate Kingston?

Kingston, founder and president of KTG, has been exclusively educating office technology sales executives on every type of prospect across 60-plus industries and how they proprietarily use technology for the last 20 years. This knowledge is the cornerstone of KTG’s prospecting training and empowers the sales executive to schedule more net-new meetings at the C-level with a vertical focus through foot, phone, email and social media to (money-back) guarantee at least a sustainable 50% increase in net-new meetings so they can sell more hardware, software, document management, managed IT, MPS, MS, ECM, 3D, supplies, telecom and mailing solutions across the entire salesforce. This results in a sales force that can recommend the right technology infrastructure solutions by enhancing their understanding of their prospects’ business, creating more robust proposals and sales. Kingston is a recognized authority on lead generation, recruiting new hires from a prospecting skill base perspective and new business development. She is a sales-driven, energized communicator who uses humor, audience participation, proven techniques, handouts and real-time phone calls in her training sessions.


How is SalesChain’s Service Superior?

Read More here or schedule a demo! One of our SalesChain experts would be glad to walk you through the system and talk to you about our help desk process!

SalesChain and DLL Announce Real-Time Credit Processing API.

SalesChain and DLL Are Proudly Announcing a Comprehensive API Integration Between Our Systems

With this integration, Saleschain will now be able to deliver real-time credit processing and decisioning to the dealership on nearly 86% of deals, * avoiding timely delays and manual data entry.

“This is a game changer,”  says Tim Szczygiel, President of SalesChain.  “Until now, dealerships have had to employ many resources to enter data into multiple systems and wait for emails or phone call decisions. Now, the same system that sales reps price proposals and orders in will automatically send credit applications directly to DLL’s system and return a decision within minutes.”

 


 

Dealers Can Get Funded Faster

SalesChain understands the utilization of financial services is critical to the office equipment industry. SalesChain’s industry-leading proposal and order pricing system enables dealers to price and document proposals and orders in minutes. With SalesChain you can expect unprecedented efficiency. By eliminating lengthy processes and providing superior automation, we aim to grow together.

 


 

About DLL

For over 50 years, DLL has been a leading provider of flexible payment solutions in the office equipment industry. We have grown from a small leasing company, to a global business partner, which gives us a unique understanding of the challenges and opportunities our partners and customers face in growing and sustaining their businesses. We combine our global reach, with strong local teams of leasing and finance experts, to create the right solutions for your business. Click here to learn more about DLL

*Some disclosures may apply. All customers are subject to DLL’s credit review and approval. Additional terms and conditions may apply.

 


 

What Does Real-Time Credit Processing Mean for You?

Learn more about this new integration, the process, and it’s benefits in a one-on-one demo.

See You In Orlando?

Visit us at our booth on March 19th and 20th! We can’t wait to see everyone and to catch up after so much time apart! You Can learn more about the conference and sign up to attend here: https://www.bta.org/page/SESpring21


Ready to Streamline Your Business?

Use the link below to schedule a discovery call for a demonstration of the SalesChain system. One of our representatives would be happy to assist you, answer your questions and see if SalesChain is the right partner to help you grow your business.

Commissions is the GLUE

How Does Commissions Hold The Whole SalesChain System Together?

Because Commissions are integrated into the SalesChain software instead of being a separate system. That means it’s easy to view trends and know which products are selling and create incentive programs to reward reps for selling specific products.

It also means that the data you’re viewing is more trustworthy, since it’s never been translated between platforms.  Proposals and orders will be created and priced within the SalesChain system.  Allowing commissions to be processed and reconciled to confirm this data accuracy.  The direct result is that all of the data will be in the system allowing us to create accurate and timely reports.

In short, you can use Commissions to Guide your strategy, Leverage and Understand your data, and Extract meaningful results.


 

Commissions is the GLUE

In this episode of Coffee With Tim: How can commissions act as a motivator for better company-wide acceptance of a single automation system?


 

Use trends to GUIDE your strategy

“Salespeople make more money when they understand how the business makes money.” – Tim Szczygiel, Creator of SalesChain.
With SalesChain Integrated Commissions, Reps and managers alike can view sales data in easy-to-understand dashboards and use trends to shape a more successful sales strategy.
The integrated accounting approach gives increased visibility to the sales force in the form of an accessible electronic dashboard.

 

LEVERAGE and UNDERSTAND the data

SalesChain Business Intelligence and Forecasting tools are accessible by all users, including the sales force.
This accessibility allows them to see where the company is making money so that they can capitalize on best selling products and suggest new, compatible ones to clients.
SalesChain workflows are specific to their clients, so the tools you employ and degree of access to them are customizable at not only the client but the dealer level.

 

EXTRACT from the data to increase revenue

The SalesChain commission program helps to focus employees by making it easy to see important trends in sales data.
EXTRACT patterns from the data and understand your market to know what products to focus your attention on and use integrated commissions to incentivize selling those products.
SalesChain’s Forecasting tools use this information to predict future sales successes, and provide an estimate of profits.

 

How Can Integrated Commissions Help Your Business?

Check out our features page to learn more about the SalesChain’s commissions system, it’s features and function, and it’s potential benefits.

What Can SalesChain Do For You?

Interested in learning what the SalesChain system has to offer? One of our SalesChain experts would be glad to walk you through the system and show you exactly what our software can do for you.

Remote Work Is Here To Stay

Remote work is here to stay.

According to a Gartner study, over 80% of companies will continue to offer remote work options after the pandemic, yet nearly one-third of HR professionals are worried about reduced productivity within this workforce.
Finding solutions to help remote staff work as efficiently as possible is critical. SalesChain’s cloud-based model has been bringing the office to your fingertips since 2002.
Our software is packed with features that enable remote productivity including:
Step up your off site productivity today. Schedule a demo below or call our office. We look forward to growing with you!

Ready to Streamline Your Business?

Use the link below to schedule a discovery call for a demonstration of the SalesChain system. One of our representatives would be happy to assist you, answer your questions and see if SalesChain is the right partner to help you grow your business.

Introducing: Build Your Own Dashboards

Introducing: Build Your Own Dashboards

The goal of SalesChain’s business intelligence tool is to provide our users with a wealth of information about their business in an easy to understand format. So that you can see exactly the information that’s most relevant to you, we included a feature which allows every user in the system to create custom dashboards!

How Does It Work?

1) Activate our business intelligence suite in your SalesChain system.


2) Select “User Settings” from the menu and click on “Manage Dashboards”


3) Choose what information to include by selecting charts from our list of 175!


Ready to Streamline Your Business?

Use the link below to schedule a discovery call for a demonstration of the SalesChain system. One of our representatives would be happy to assist you, answer your questions and see if SalesChain is the right partner to help you grow your business.

What’s New In SalesChain Platinum?

New Year, New Features.

Looking back at a challenging year, our silver lining has been developing game-changing new features for our software. We urge you to take advantage of the full power of SalesChain in the new year! Explore some of our most exciting new features below. Contact us to book a one-on-one demo of any of these offerings.

1) Microsoft Outlook 365 Integration

Two-way integration with Microsoft outlook means when you schedule, edit, and cancel appointments in outlook which will automatically appear on your SalesChain calendar.
Appointments are automatically associated with Account records in SalesChain. When an appointment is created in Outlook we automatically comb our database for a matching email to associate that appointment with an account.

2) NEW: Business Intelligence Charting Tool With Customizable Dashboards

SalesChain combines quality data and understandable metrics for a better business intelligence solution
SalesChain already has accurate data. When a sales rep performs an action, we add it directly to your charting tools.
Displaying information in an easy to understand way is critical. Organizing these charts into custom dashboards lets you see exactly the information you want.

3) Create Attractive Proposals With The Proposal Wizard

Create attractive, custom proposals with the flexibility to tailor your message for the most detailed sales rep using the SalesChain Proposal Wizard. No more need for Power Point or spreadsheets… in just a few simple clicks you can have a comprehensive proposal ready to print, email, and E-Sign for acceptance.

4) Upgraded Hubspot Integration

Our two-way integration to HubSpot was updated in early 2020, and allows for the sales and marketing departments to work seamlessly together to effectively market, nurture and identify opportunities for sales. SalesChain pulls lead information in from HubSpot and allows marketing staff to target qualified leads for salespeople. In turn, any account information added by salespeople is transferred back into HubSpot.

Ready to Streamline Your Business?

Use the link below to schedule a discovery call for a demonstration of the SalesChain system. One of our representatives would be happy to assist you, answer your questions and see if SalesChain is the right partner to help you grow your business.

Are you making the most of your SalesChain Platinum Subscription?

Are you making the most of your SalesChain Platinum Subscription?

Salespeople and business owners are always looking for ways to save time and money. Today, many of the tools we employ to make our lives easier are software-based. Technology can be great… if you use the right tools and maximize their benefits.

You have chosen the right technology to allow you to implement efficient workflows and automate redundant tasks, thereby saving you time and money – We’re here to help you use them to their full potential.

Here are 6 ways you can make the most of your SalesChain Platinum subscription:


1) Create Attractive Proposals With The Proposal Wizard

From intricate, intelligent legal paperwork accepted by all of the major leasing vendors, to auto-populating manifests, to customized, beautiful proposals, SalesChain’s document generation capabilities are truly best-in-class. You may already be using the system to generate order manifests, pick up/move forms, and lease order fulfillment paperwork, but are you generating proposals from the system?

If you are, you may be able to improve your experience by using the proposal wizard. This utility, developed and implemented in late 2019, allows salespeople and managers further customization of the documents being sent to prospective clients. With the ability to generate multiple proposals on the same order, choose which pages are included, and determine inclusion or redaction of certain financial figures, such as buyout value, this utility allows more control than ever.

Click here to view a video about the proposal wizard.

Have you imported a custom-designed document into the system to make the best impression on your customer? Whether you’re using the proposal wizard or not, SalesChain allows you the ability to import your company’s own proposal document to the system so you can stay on brand, maintain the best-looking design, and impress your customers with beautiful documents that send a powerful, organized message.

If you do not have a custom proposal document for your business, we have recently partnered with MJS Live, a video marketing and graphic design firm, who would be happy to work with you to design a new document. You can find them here.


2) Automate your CPC Service Pricing

The Service Pricing Module allows dealers to publish CPC rates and provide sales reps intelligent and flexible tools for pricing blended service pricing in minutes.
Integrated bid desk pricing workflows simplify and track secure pricing. Service pricing achievement is clearly measured within our dashboarding tools.
The Service Pricing Module allows reps to easily tailor service rates on a deal-to-deal basis. It can be configured by our system administrators to lock reps into a series of specified “Tiers” of pricing, and can even allow reps to “Buy Down” service rates, donating a portion of their commission to lower the price of the deal in tight pricing situations, or when you’re pricing against a competitor. This easy to use module is a staple of our pricing too.

3) Configure Automatic Order fulfillment Workflow Automation

Define customized workflows that best represent the needs of your fulfillment process. Fulfilling an order for 2 copiers involves different steps than say providing IT services for a law firm. Each step of the process may be defined with characteristics.

By default, the SalesChain Platinum system is configured with a standard set of notifications and generated tasks to keep your office flowing quickly and efficiently. If you do things differently than the “standard” dealer, you may mistakenly ignore these automatic notifications, or dismiss them altogether as spam. To take full advantage of the system, you are encouraged to set up a configuration of notifications and tasks generated based upon the unique workflow of your organization.

Call our office today to ask about setting up  a custom workflow, or click here to view a sample workflow model.


4) Integrate Your Commissions

“Commissions are the glue.” Tim talks about what this means to us in a video here. One of the best ways to motivate everyone to use the software, keep up to date with their actions, and build a complete data set is to process sales commissions WITHIN SalesChain.

The reality is, salespeople are in this industry to make money. What sometimes gets lost is the fact that salespeople can make more money when they understand how the business makes money. The integrated accounting approach allows for greater understanding through transparency. When someone clicks a button in SalesChain (to process an order for example) and the commissions system is calculated within the same suite, that information is the most up to date and remains untainted by human or machine error. Because of the wealth of information which automatically syncs to update within the system, users of the software can immediately know who is selling what, when and where with the greatest success.

Try integrating commissions with the SalesChain system and we guarantee that more of your staff will use the system more consistently.


5) Bi-Directional Integration to e-Automate

Bi-directional data injection into e-Automate avoids redundant data entry and synchronizes data across disparate systems. This level of integration ensures consistency through your sales orders with active synchronization. Whenever a sales order is created in e-Automate, a deal is automatically priced in SalesChain with all the appropriate figures populated for you. When a deal is priced in SalesChain there is no more need to type the order into e-Automate once a salesman has made the order in SalesChain.
Seamlessly create sales orders and work harmoniously to achieve superior productivity.

6) Schedule a User Training Session

Ease of use and employee training also play a huge role in the successful implementation of technology. Even if your people have used the system daily for years, it never hurts to freshen up on the fundamentals or to learn about properly using some of our newest features!

Contact our office to schedule virtual training, or a demo of our newest features! Or visit our YouTube Channel to brush up on some of the basics! Be sure to subscribe so you don’t miss any feature showcases or update videos!


When you use the system to it’s fullest potential, you not only increase your company’s efficiency, but also generate more data. With this abundance of data you can generate and understand more complete and accurate reports. When data is complete and accurate, it becomes actionable. It allows you to make Data Driven Decisions and take your company forward confidently in a direction supported by fact.

Learn more about how our Business Intelligence Dashboards are helping our customers make Data Driven Decisions –> Here

Ready to Streamline Your Business?

Use the link below to schedule a discovery call for a demonstration of the SalesChain system. One of our representatives would be happy to assist you, answer your questions and see if SalesChain is the right partner to help you grow your business.

What is Business Automation?

What is Business Automation?

Defining SalesChain as a product can be difficult.  This is mainly because there is such a large variety of services that we provide to the end user. To understand ourselves, as well as the product we provide, we had to take a step back and ask some general questions. What umbrella encompasses Integrated Workflow Systems, Sales CRM, Commissions, the Delivery Desk, Business Intelligence Dashboards and other fulfillment measurement systems within our suite?

The answer: Business Automation. How did we come to this conclusion? What exactly is encompassed within “Business Automation?” Let’s take a microscope to this topic and define exactly what “Business Automation” is.


Defining Business Automation

We can learn a lot about Business Process Automation (BPA) by considering its title. The process involves automating the more routine, time-consuming and tedious processes within your business.

BPA goes beyond traditional data management and records to advanced software systems and programs that integrate all your applications. Automation can permit your company to maintain control over various issues, such as customer relationships, analytics, planning, sales, standardization, and development. Automation can target not only complicated information technology tasks, such as managing your system users and troubleshooting network issues, but also programs like email marketing services.

By offloading statistical, organizational, and data-oriented tasks to intelligent software and computer systems, we take the load off your staff and enable more work to be done in less time. Therefore, BPA enables businesses to minimize costs, increase efficiency and streamline processes.


The Effect of Business Process Automation

These days, business automation is everything: it provides alleviation from rigorous, precise, and tedious, manual tasks, ensures your business is running efficiently and accurately, and leaves your staff with better morale. To remain competitive in the modern business world, this relief is simply essential.

Daily business processes involve a lot of moving parts. From email chains, document revisions, and meeting schedules to delivery itineraries, manifests and configuration lists, it’s safe to say hundreds of tiny decisions make a company function on a daily basis.

Business automation tools like SalesChain provide the tools necessary to achieve the hairpin precision each of these tasks required. In short, it mitigates many possibilities for minor errors associated with the human condition which can leave customers and employees, both,  feeling lost in the chaos of undirected communication, revisions, delays, and compounding frustration.


What is Business Rules Management?

For a Business automation system to run properly, it needs a set of defined rules. The system needs to know which tasks it is to perform, and when; It needs to know the specific ways your company combines data in order to provide the most valuable metrics; And, most importantly, it needs a defined workflow customized to the infrastructure of your business’ processes and hierarchy.

A Business Rules Engine is an application with a defined, custom workflow that runs within a business automation system and makes decisions automatically based on preset rules. These decisions usually involve transitioning to a specific path, task or action in a workflow definition, for instance assigning a task to someone or saving a document to a particular folder in a document management system.

SalesChain works individually with our customer base to define and each dealer’s workflow, adding custom variables to Business Intelligence reports or product categories where necessary in order to make our software work for the customer, rather than making the customer work within ridged confines of a single iteration of our system. Our robust system represents a variable Business Rules Management system.

 


Consistent Processes = Informed Decisions

When your company’s workforce uses consistent processes in integrated systems they begin to build a complete and accurate data set. With this data set, viewed in an understandable format, like SalesChain’s Sales Analytics Dashboard and BI dashboarding tools, that data becomes actionable; This information allows you to make informed decisions more confidently.

To Review:

  • Automation can permit your company to maintain control over various issues, such as customer relationships, analytics, planning, sales, standardization, and development. While taking the load off your staff and enabling more work to be done in less time.
  • Business automation tools like SalesChain provide the tools necessary to achieve the hairpin precision required in daily business tasks
  • Once you define a workflow, a BPA tool can save your business money, time, and hassle.

Ready to Streamline Your Business?

Use the link below to schedule a discovery call for a demonstration of the SalesChain system. One of our representatives would be happy to assist you, answer your questions and see if SalesChain is the right partner to help you grow your business.

SalesChain and Vision-E Partner to Migrate MobilePro Users

Written by

Matthew Szczygiel
Marketing Manager
Phone: (203) 262-1611
Email address: support@saleschain.com

SalesChain, “The best solution for the dealers,” according to John Hand, will onboard MobilePro users for New Years Go-Live.

WATERBURY, OCTOBER 27th 2020 – As of January 1st, 2021 Vision-E’s MobilePro platform will no longer offer CRM services to its user base. After a thorough vetting of the competition, Vision-E found that the most valuable partner to provide an alternate solution is SalesChain. Because of the quick turnaround demanded by this project, MobilePro team members have committed to work hand-in-hand with SalesChain in order to facilitate a smooth and expedient transition.
In a letter to all the related dealers, John Hand, CEO of Vision-E, confirms, “We have evaluated all of the CRM options and we believe that SalesChain provides the best alternate solution.” Hand continues by listing the reasons why SalesChain is the best fit for his user base.
Comparable Offerings: SalesChain is offering dealers special pricing, particularly on their advanced features. The integrations and advanced feature set offered by SalesChain are cited as the primary influence in Hand’s selection, specifically, SalesChain’s two-way e-Automate integration, built in electronic signature capabilities, Catalogs Made Easy, price books, HubSpot integration and more.
Tim Szczygiel, CEO of SalesChain welcomed these dealers in his proposal and urged them to attend one of three special demo sessions, or to personally reach out to him with any questions.