Prepare to shift gears in forklift sales and distribution. During our recent webinar, “Accelerating Forklift Sales: Mastering CPQ with CRM & LiftNet Integration,” we explored how CAT Forklift Distributors can speed up their sales process.
2. Housekeeping
• 30-minute presentation with Q&A
• Type questions into the "question box" and submit
throughout the presentation
• We'll send a copy of the deck and recording of the
webinar in follow-up emails after the event
Some key items before we get started
4. About
BrainSell
The Growth Enablement Company
Blueprint Digital Transformation
• Digital Strategy
• Process Mapping
• Change Management
Leverage Data as an Asset
• Modern Data Platform
• Unified Reporting
• Executive Dashboards
Modernize Technology
• Enterprise-level Architecture
• Automation
• Artificial Intelligence (AI)
We help companies grow and scale.
5. Agend
a 01 The Sales Challenge
02 A Modern Approach
03 Live Demo
04 Q&A
05 Special Offer
7. Sales
Challenge
• Creating quotes in multiple systems
• No consolidated pipeline view of new
equipment + all other products
• Lack of ability to automate quote approvals
and discounts
• No single place to view full quote lifecycle
IMPACT: WASTED TIME, LOST SALES, NO FORECASTING
8. A Modern Approach
Integrated Tech Stack (CRM, CPQ, ERP, etc.)
Real-time Data Access
Advanced BI & Analytics Reporting
Complete Pipeline Visibility
Faster Quoting Process
Check out our recent Microsoft Fabric webinar: Accelerating AI with Data
https://www.brainsell.com/resources/microsoft-fabric-recording/
11. Special Offer
45-minute complimentary discussion
1. Review your current tech and processes
2. Identify opportunities to leverage automation and
data for optimization and scale
3. Document actionable next steps
Sales Optimization Audit