Key Takeaways
- Discover how Commusoft Sales+ is the ideal solution for large-scale businesses looking to streamline their entire sales journey.
- Explore the main features of Sales+ in-depth and see how they work in practice.
- Learn how to recognise when it's time to upgrade your software, and how Sales+ can transform your pipeline management.
Commusoft Sales+ was devised to streamline customer journeys, capture leads instantly, and create winning quotes, all within the same system businesses use to manage their daily jobs.
It’s the perfect solution for busy teams who are looking to scale their output without increasing their workload. With features like easy-to-use automation, an intuitive digital proposal builder, and a visual sales pipeline, it gives you everything you need to drive your business forward.
Let’s explore the wide-ranging benefits of upgrading to Commusoft Sales+ , the essential features you need to know about, and how to recognise when it’s time to change your software.
Signs It’s Time to Upgrade Your Sales CRM
If your current sales CRM is causing you more problems than it solves, it’s a clear sign you should upgrade. While switching to a new software provider understandably feels daunting, you’ll quickly see how the right solution can optimise your workflows.
Here’s how to recognise when it’s time to upgrade to a new system:
- You’re wasting too much time on admin: You should be able to navigate your system with ease, not feel like you’re constantly battling to get anything done. Frequently losing time to repetitive admin tasks is a nightmare for growing businesses, when maximising productivity is critical for success.
- You’ve outgrown its functionality: Your current setup might not be suitable anymore if it’s struggling to handle your increasing capacity. More advanced software is designed to support complex, multi-service operations, and evolve alongside your business.
- Your team is getting frustrated: If your team is always complaining about the system, it’s not great for morale. They may also be reluctant to use the software and look for workarounds to make their role easier, which can cause operational chaos.
- It doesn’t integrate with your other platforms: Managing multiple different systems isn’t ideal if you’re focused on scaling, often causing duplicate information, data silos, and wasted time. Consider how much you’ll benefit from an all-in-one system that’ll connect all your tools together in one place!
Investing in a new sales CRM is a smart move if any of these problems sound familiar, allowing you to transform scattered enquiries into a structured workflow that delivers a professional buying experience every time.
What’s Included with Commusoft Core Sales
Commusoft’s Core Sales is included as standard in our plans, and is built for businesses who are looking to move away from messy paperwork and unmanaged inboxes to a structured digital environment.
It’s a great starting point for streamlining your sales journey, helping you capture leads effortlessly, standardise site surveys, and send professional quotes out faster. Let’s consider what’s available with this package:
- Basic opportunity reporting: Monitor the progress of leads and possible opportunities in your own custom reporting spreadsheet.
- Digital site survey templates: Record site details and photos directly on the Commusoft field service mobile app, which instantly syncs to the office and is stored securely against the customer’s record.
- Multi-tiered proposals: Present multiple choices in your proposals to increase your chances of winning new clients, with access to pre-built templates where you can easily add material and labour costs.
- Defects & recommendations: Identify and log on-site opportunities on the mobile app, turning single site visits into revenue-generating opportunities.
Benefits of Adopting Commusoft Sales+
Our Sales+ add-on is designed for large-scale operations with dedicated sales staff who want to scale their output without increasing headcount. Let’s explore the benefits you can expect by adopting this:
Increase Your Win Rate
Commusoft Sales+ is powered by automation, thereby eliminating a lot of manual work that can result in opportunities falling through the cracks.
From capturing leads instantly to moving opportunities through the pipeline automatically, you’re able to send customers quotes promptly before you lose them to a competitor.
Offer a Seamless Buying Experience
Commusoft’s digital proposal builder allows you to turn a standard quoting process into a modern, web-based experience.
Impress prospects with video, high-res media and a sleek, customisable layout that immediately builds trust and proves your value. Useful additions like automated reminders also remove friction from the buying journey, and save your team from having to manually follow-up with every prospect.
Accelerate Your Cash Flow
Protecting your profit margins is a top priority for any growing businesses, which is where Commusoft’s embedded financial tools prove valuable. These not only help to accelerate your cash flow, but ensure transparency throughout the buying journey.
Using these tools is simple, too; on your self-service portal, you can quickly generate quotes with clear budgeting to streamline payments, or offer attractive customer financing options to win larger jobs. Customers can then accept and even pay a deposit online, without your finance team needing to get involved!
Main Features of Commusoft Sales+
Commusoft Sales+ boasts a range of useful features designed specifically for busy sales teams. This includes an intuitive digital proposal builder for creating premium designs, integrated financial tools for streamlining payments, and analytics tools for tracking sales performance.
Here’s a closer look at the features of Commusoft Sales+ so you can gain a better understanding of how it works:
Visual Sales Pipeline for Monitoring Progress
Sales+ offers users access to their own visual sales pipeline, allowing you to monitor opportunities with greater precision than our Core Sales product. It’s the perfect solution for businesses looking to manage higher volumes of leads without worrying about them being lost to clunky manual workflows.
You’ll gain enhanced visibility across your entire sales funnel with this feature, where you can track every deal’s status from start to finish. It’s presented as a kan-ban style dashboard to deliver a seamless user experience and make it easy to track progress.
If your main goal is moving opportunities through the sales pipeline faster, you can also schedule follow-ups, tasks and emails to keep your team organised. This standardises processes across your business and ensures important details are not forgotten.
The customisation on offer is another highlight of Sales+, giving you the freedom to develop workflows that match your business’ exact needs. An excellent example of this would be creating custom views for specific departments to manage your operations more efficiently, and to get real-time insights into their unique processes.
An Intuitive Proposal Builder for Premium Designs
Upgrading to Commusoft Sales+ provides users with access to a premium design package that elevates your proposals beyond the standard email attachment to support you in winning more work.
Building sleek, professional quotes has never been easier with our intuitive digital proposal builder, which features advanced style settings for fonts, colours, and logos to supply you with complete control over your design.
Leveraging this tool can reduce your quote turnaround times, too. That’s because of useful functionalities like the following:
- Dynamic content blocks: Add reusable sections, such as ‘About Us’ or ‘Why Choose This Plan’, to assemble proposals faster.
- Version styling: Save specific design themes for different job types (e.g. high-end installations vs service contracts).
- Self-service media portal: Facilitate access to a dedicated portal for customers to upload photos and e-sign documents, empowering you to generate an instant estimate without needing to carry out a site visit.
Commusoft Sales+ also securely stores important information so you can avoid repetitive admin work that drains time. Our content library illustrates this well by acting as a central repository for all of your assets. From this, your staff can pull approved content into proposals with a single click.
You can save even more time with our version history feature. This allows you to track every version of a proposal, see exactly what was modified, and who made the adjustments. This guarantee best practices are always followed by your team, which is critical when your lead volume is constantly increasing.
Integrated Financial Tools to Streamline Payments
Commusoft’s integrated financial tools are built to accelerate your cash flow, streamline payments, and boost productivity, so you can prioritise achieving sustainable growth.
Your digital proposal builder comes in handy again here, enabling you to display financing options and finance templates straight onto your quote to showcase your affordability.
Including payment plans is particularly useful for heat pump installations, when grant applications are often involved. By offering this option in your proposal, it increases your chances of the offer being accepted. That’s because it allows customers to better manage the upfront costs of implementing their new system.
You can even embed payment links and direct debit setups into your digital proposals. Subsequently, clients enjoy a smooth buying journey where they can select their preferred choice and pay immediately, saving you from chasing invoices later.
Once a customer has selected their options and makes a payment, this instantly syncs with your accounting software like Xero, Quickbooks, or Sage. This eliminates manual data entry, keeps your accounts accurate, and removes the hassle from invoicing.
Automated Workflows to Reduce Repetitive Admin Work
Commusoft Sales+ comes equipped with zero-touch workflows that significantly reduce repetitive admin work, making it perfect for large-scale operations and multi-person sales teams.
The powerful automation simplifies the sales process by targeting key customer touch points. This also removes any friction from the customer journey, allowing your team to close larger deals faster.
Let’s explore a few examples to showcase how this works in practice:
- Automated proposal chasing: Design automated SMS and email reminders that follow up with customers who haven’t responded to a quote.
- Pipeline automation: Move opportunities through their stages automatically based on specific triggers and actions. This ensures your sales funnel remains accurate and up-to-date effortlessly.
- AI:den: Drawing from key details, photos and equipment straight from the field, AI:den enables you to draft accurate, customer-ready quotes in moments.
Our integrated reporting tools are a must-have for growing trades businesses as well. This provides you with detailed insights into your performance, including why you’re winning or losing opportunities, who sells the most, and how much you’re earning.
Close Deals Faster with Commusoft
You’ve seen how upgrading to Commusoft Sales+ will equip you with powerful features to elevate your customer experience, streamline the sales journey, and close deals faster.
Why not get started today by booking a call with our friendly sales team? They will be happy to discuss how Commusoft’s field service management software can help your business scale confidently!
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