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Accelerating Forklift &
Material Handling Sales
Mastering CPQ with CRM and LiftNet Integration
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
Meet the
Expert
Vice President of CX
BrainSell
GARRETT
HOGAN
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.
Agend
a 01 The Sales Challenge
02 A Modern Approach
03 Live Demo
04 Q&A
05 Special Offer
Let’s Take a Poll
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
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/
Live Demo
Audience Q&A
Have questions? We have answers.
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
THANK YOU
FOR JOINING
US!
(866) 356-2654 growth@brainsell.com www.brainsell.com

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Accelerating Forklift Sales: Mastering CPQ with CRM & LiftNet Integration

  • 1. Accelerating Forklift & Material Handling Sales Mastering CPQ with CRM and LiftNet Integration
  • 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
  • 3. Meet the Expert Vice President of CX BrainSell GARRETT HOGAN
  • 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/
  • 10. Audience Q&A Have questions? We have answers.
  • 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
  • 12. THANK YOU FOR JOINING US! (866) 356-2654 growth@brainsell.com www.brainsell.com

Editor's Notes

  1. Poll questions How many quoting tools on average do you access in a day? Are you using a CRM?
  2. Poll question