The Challenge: A lot of process to wrangle and no magic lasso
- Wearing Many Hats: Janet was responsible for sales, marketing, partnerships and rev ops.
- The Paperwork Problem: Closing a new deal should have been a celebration, but the tedious paperwork made it feel like a chore.
- Manual Processes: Editing forms and docs was painful—and manually inputting data into HubSpot and HelloSign was time-consuming and frustrating.
- Invoicing and Collecting: The messy process of chasing down invoices and ensuring timely payments added to Janet's already heavy workload.
The Solution: A superhero finds Salesbricks
Janet recognized the need for a solution that could automate and streamline daydream’s sales processes. Having used Salesbricks at a previous company, she knew it had the potential to transform their operations.
She understood the benefits of using Salesbricks and made the case to her leadership team. Salesbricks became Janet's "superpower," freeing her from mundane tasks and allowing her to focus on strategic initiatives that drove revenue growth.
- Unified Platform: Salesbricks centralized revenue operations, integrating quoting, contract management, and billing into a single system.
- Automation: The platform automated key processes, from quote creation to invoice generation and payment collection.
- An Intuitive Interface: Salesbricks provided a clean and user-friendly interface for creating and managing contracts.
- Customizable Contract Terms: The ability to customize contract terms and payment options provided the flexibility needed to accommodate different customer needs.
- Improved Visibility: Better insights into sales performance and key metrics—key for board and investor presentations.
The Impact: From overwhelmed to overachiever
- Reclaiming Time and Bandwidth: Janet estimated that Salesbricks has saved her approximately 30 minutes per deal. In addition to giving Janet more time to focus on high-priority tasks, Salesbricks alleviated the stress of daily operations.
- Delightful Experience: Salesbricks transformed the painful process of sales operations into a delightful experience—and her customers appreciated the smooth checkout experience as well.
- Seamless Integration: Salesbricks seamlessly integrated with other tools to further automate and streamline processes.
- Improved Data Accuracy: Salesbricks eliminated data silos and ensured consistency across all sales-related activities, resulting in more accurate reporting and forecasting.
By implementing Salesbricks, daydream transformed its sales operations, improved efficiency, enhanced customer satisfaction, and drove revenue growth. The case of daydream demonstrates the transformative power of Salesbricks in empowering sales professionals to become true superheroes.
