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In Salesbook we believe that every company in the world can make its sales even better by building
a perfect experience of a customer meeting, automating the process and standardizing it based on precise data.
Consequently we change the consultative sales process to give salespeople time for important things: building relationships with the customers and providing them an outstanding business value.
New module: Heat pump calculator. Save time and sell more
Klaudia Drwęcka
2021-11-10
Salesbook is developing to consistently improve the sales process and support salespeople in their daily work. Today we want to present you our next novelty.Learn more about our heat pump calculator.
The Heat pump calculator allows the salesperson
to create a personalized offer during the meeting. As a result, the customer
immediately receives a document with detailed parameters, and the seller saves
time that would have to be spent on the subsequent preparation and sending of
the offer.
If you want to add a new Heat Pump Calculator module in your app, please contact your salesbook manager or write to sales@salesbook.com.
Step by step, the salesperson goes through the
next stages of configuration together with the customer. The clear interface
gives the customer a sense of control over the entered data at all times, and
the seller is sure that all entered parameters are fully legible and
understandable for the customer. The calculator intuitively guides you through
the process of creating an offer.
In the first step, the seller collects
information on the legal form of the client, heated space, building structure
and type of heating. It determines the number of people in the household, the
average daily water consumption and the heating power demand.
After completing the required parameters, the
application suggests devices that meet the customer’s requirements.
Then, the seller and the customer determine which
components the heat pump should have and which additional products or services
(e.g. excavation of the area) will be necessary to complete the project.
When all the necessary information has been
entered, a summary of the selected device will appear in the next step, along
with the proposed gross price and planned energy consumption.
The vendor can also provide the customer with a
comparison of the projected annual home heating costs for different ways of
supplying the heating system. It will certainly be a strong sales argument.
If the customer uses the “Clean Air”
program or the Thermo-modernization discount, in the next step the seller will
be able to determine exactly how it will affect the final price.
In the financing stage, the seller has the
opportunity to present the customer with sample loan and leasing calculations.
The last stage is generating a ready-to-use
offer. The seller also has the option of checking the correctness of the
entered configuration and presenting the offer to the customer before sending
it.
At the end of the meeting, it is enough to send
the generated offer to the client by e-mail from the application. The created
offer will be automatically placed in the customer panel.
The heat pump calculator will unify the process
of generating offers in the company. Thanks to it, sellers will not waste time
taking notes from the meeting and preparing an offer after returning to the
office. The tools available in the calculator will allow you to carefully
examine the customer’s needs and dispel any objections arising in the sales
process.
If you want to add a new Heat Pump Calculator module in your app, please contact your salesbook manager or write to sales@salesbook.com.