SalesChain is proud to announce a major overhaul of our lead entry screen. We’ve replaced our existing form with an all-new bundled solutions selling lead screen. This updated version includes significant enhancements aimed at helping dealers with diverse offerings sell all the different products and services they offer right from SalesChain’s order breakdown CPQ tool.

In this article, we’ll cover the reason for these updates and give you a summary of the features that have been updated.

Why Build a New Lead Screen?

Quite simply, the purpose is to create a tailor-made experience for the different sales teams that work in today’s complex dealers. As dealerships continue to expand into more and more diverse offerings, it’s likely that specialists in each different segment of the business are looking for more product or service-specific details.

It’s clear from industry feedback that users selling IT products and services don’t want to use a software product that is designed exclusively for those selling copiers. In response to this feedback, SalesChain has created a single platform with lead and opportunity management processes for imaging hardware and services, IT products and services, document management and scanning services, VoIP systems, and more. This allows salespeople to work in their way with their vernacular, and it allows businesses to better sell and track blended solutions.

Why Focus on Blended Solutions?

As we elaborate on in this recent article,  product diversification in the office technology field is becoming increasingly necessary, as dealers focus on offerings that are compelling for WFH and hybrid offices.

The problem is that there are currently separate software ecosystems to accommodate sales in imaging, IT products, and services, as well as management functions like forecasting, analytics, and commissioning.

What we have created instead is a single, unified system that seamlessly connects all the separate processes required to keep your business running. The merging of these separate worlds can help dealers with diverse offerings get more of their product offerings to their customer base to future-proof their services and grow intelligently.

One System for Dealers in Imaging and IT.

Watch this brief video to learn a bit about where our offering is headed in 2022!

What’s Different?

New Look and Feel – SalesChain’s new lead screen has received a facelift and now matches our updated user interface look and feel. Large font and buttons indicate the most important pieces of information to convey while details are clearly organized for the user’s review.

Tabs for Specialists – Each offering that your business has can be configured as a tab for your respective specialists, giving them familiar fields to enter information. Users can switch between tabs or view the “all” tab to review the details of the entire blended solution.

Simplified, Tailored Selling – We have segmented the lead screen to allow specialists to show only the information which is relevant to their portion of the forecasted deal. A VoIP specialist can navigate to the VoIP tab, for example, and view only the information which is most important to them.

ConnectWise Manage Integration – We have added the ability for users to request help from IT specialists working in ConnectWise Manage by creating tickets right from the lead view. This integration can help leverage the efforts of teams working in different systems to improve the CPQ process overall.

Purpose Built IT Forecasting

Along with this updated lead screen, we’ve added a new blended IT solutions forecasting tool to complement our existing six options. This focused forecasting tool lets users compare revenue from IT services, IT products, IT setup fees, hardware, and service without getting bogged down by the segments of business outside of the IT realm.

SalesChain has featured our category-based forecasting tools for many years as the standard for tracking revenue across a dealership’s separate offerings. Segmented forecasting can help dealer owners understand which offerings are being leveraged to their maximum potential, and which might need a boost in the form of incentive programs or blitzing campaigns in order to see their full potential.

Want to Learn More?

This new lead screen will be available to all SalesChain Gold and Platinum subscription holders. SalesChain users interested in this feature can contact the SalesChain help desk for more information at (203) 262-1611. If you’re interested in the SalesChain System and are not currently a user, you can schedule a discovery call with our team 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.

Free Demo