Skip to main content
← Browse GTM Playbooks

Salesbricks - CPQ Software Documentation

Introduction​

Salesbricks is a comprehensive CPQ (Configure, Price, Quote) platform designed for B2B sales teams. It offers an intuitive interface and automates back-office processes to streamline the quoting and deal-closing workflow.

Key Features​

  • Seamless Configuration: Sellers can build proposals and quotes with a "Shopify-like interface" for ease of use

  • Back-Office Automation: The platform handles revenue recognition, billing, and reporting tasks automatically

  • Enhanced Collaboration: Enables efficient back-and-forth communication with customers for revisions and edits

  • Real-Time Tracking: Sellers monitor deal progress and access crucial metrics instantly

  • Diverse Product Support: Accommodates usage-based products, user licenses, and platform access models

  • Time-Saving Efficiency: Significantly reduces time required to create and send proposals, contracts, and invoices

  • Comprehensive Pipeline Visibility: Sales teams gain clear insights into their sales pipeline for better forecasting

  • Customer Relationship Management: Centralizes contact information, purchase history, and support tickets

Benefits​

  • Accelerated Deal Closure: Streamlines the proposal, contract, and invoice generation process for faster deal completion

  • Enhanced Pipeline Management: Real-time visibility allows sales teams to optimize strategies and identify improvement areas

  • Streamlined CRM: Seamlessly manages customer relationships to improve service and foster long-term growth

  • Robust Customization: Businesses can tailor the platform to align with unique processes and needs

  • User-Friendly Interface: Designed for simplicity, ensuring a smooth learning curve for sales teams