Passive Instal transformed its sales process

The implementation of Salesbook has revolutionized the way we work and manage the sales process on a daily basis. Our sales team can respond faster and more effectively to customer needs, creating personalized offers almost in real time. This has not only greatly increased our efficiency, but has also allowed the company to grow rapidly.

– Patryk Galus, RES Customer Advisor, Passive Instal

01 Challenge

Passive Instal, planning to expand its business, faced significant challenges. A key need was to provide easy, fast and transparent insight into the entire sales process – from meeting with the customer, through installation, to finalizing the required documentation.

In the context of continued growth and plans to hire more sales representatives, the company needed a tool that would help standardize sales processes and enable representatives to operate efficiently and independently. The choice fell on Salesbook, a sales team support platform that met all these expectations.

02 Implementation

Salesbook as a dedicated tool has enabled a complete transformation of the work of Passive Instal‘s sales department and sales process. Thanks to the digitization and standardization of processes, the application has significantly improved the preparation of offers and the management of customer appointment information.

Implementing all products to the platform data base contributed to an increase in the number of created offers and minimized the risk of missing important arranged contacts with customers. Saving time previously spent on manual cost calculations and price consultations with the office has become one of the key advantages.

03 Benefits

The implementation of Salesbook has brought many benefits to the company. First, it enabled the hiring of more salespeople, which translated into a triple-digit increase in sales. It also reduced the time needed to train new employees, giving them quick access to the necessary information and tools.

In addition, easy access to sales performance and stage of completion data allowed better management of the sales department and faster response to changing market needs.

Salesbook has become a key component of the company’s growth strategy, enabling Passive Instal to effectively scale its business and become more competitive organization.