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Sales Enablement

Quote Builder: make the sale from anywhere

By Case Study, Insights, Sales Enablement

Quote Builder may become your sales reps’ new favorite tool.

Ready to streamline your sales interactions? Or simply improve efficiency? This straightforward web app is designed to make it easy for your sales team to place an order anywhere. It integrates smoothly with platforms like Showpad and CRM systems such as Salesforce, shortening the sales cycle and standardizing your ordering process.

Capture the Lead 

Quote Builder collects essential customer information — like name, email, company name, and more — making it easy to build a detailed customer profile. All this data can be saved and accessed later, even when offline.

Tailor Your Pitch

With powerful filtering options, Quote Builder helps sales reps quickly identify and present products that match customer interests. Say you’re selling snowboards. Now you can instantly filter gear options based on target audiences like men’s or women’s, board shape, length, and bindings. Customers see only the most relevant products, making their ordering experience smoother, and your sales rep’s sale, easier.

Put the Specs at Their Fingertips

Show customers detailed product information right on the spot. Sales reps can provide sell sheets and product details within this ordering tool, allowing customers to dig deep into the products they are most interested in. Customers feel confident in their purchase and the sales team has the information they need to close the deal.

Build Within the Budget

Sales reps use the Quote Builder’s dynamic pricing filters to focus on products within the customer’s budget. Adjust quantities, identify add-ons, and upsell items easily, keeping the customer informed about the total budget along the way. This transparency builds trust and ensures a smooth checkout process. The app calculates all the pricing, so customers can instantly see their final budget.

Close the Sale

When it’s time to finalize the sale, customers can accept the terms and conditions right in the app. This digital signature capability reduces paperwork and makes the transaction more efficient. Even when offline, sales reps can save the order and sync it later when an internet connection is available, ensuring no data is lost.

Deliver Comprehensive Documentation

Quote Builder can generate a PDF of the customer’s order details, which can be emailed for their records. This can even be tracked so the rep can see if the customer opened the PDF. This feature ensures clear communication and provides a reliable reference for both the customer and the sales rep.

Why Try Quote Builder?

Easy Integration: Connect with CRM systems like Salesforce and sales enablement platforms such as Showpad, keeping your sales data up-to-date.

Enhanced Customer Experience: Tailored product filters and real-time information provide a personalized shopping experience.

Efficiency and Accuracy: Real-time pricing calculations, digital signatures, and comprehensive order management streamline the sales process.

Offline Capability: Work efficiently even without an internet connection, ensuring your sales process is never interrupted.

Give Quote Builder a Try

Curious how Quote Builder can simplify your sales process? Let’s schedule your demo, and learn how your sales team can work smarter and more efficiently. 

People Productions helps drive sales enablement best practices. Check out our work for examples and inspiration that can help take your sales team to the next level.

Empower your sales team to make the sale anywhere

Schedule your free demo now. Contact us: call 303-449-6086, email Don Poe, or submit the form below. Your request will be answered within one business day.

    Case Study: Medtronic Virtual Reality

    By Insights, Sales Enablement

    Connect Using the Power of Virtual Reality

    Does Virtual Reality (VR) seem out of your reach? Think again. Today’s digital natives are thirsty for engaging experiences, and savvy marketers are eager to deliver. While you may associate VR with popular gaming platforms in the consumer market, its application in the B2B sector is loaded with potential, from marketing to training to trade shows. Imagine the possibilities! 

    Quick Look: Pelvic Health VR App

    Recently, Medtronic, the world’s largest medical device manufacturer, approached our team with the challenge of creating a strong presence at an upcoming conference. The Medtronic team wanted a new way to educate clinicians on their surgical products. The solution—a “hands-on” VR experience designed to educate, entertain and engage while setting Medtronic apart on the conference’s exhibit floor.

    The result? Surgeons were enthusiastic to speak with the people at the booth and exclaimed it was “the coolest thing” they experienced at the conference. Students were particularly excited, as they hadn’t learned this medical procedure and technical approach in their training yet. All of the participants were able to place a virtual needle in the patient, confirm placement and other key tasks virtually.

    VR for Medical Training

    Putting on that headset and navigating a virtual reality operating room captured 100% of this target audience’s attention. Rather than listening to a sales pitch, they were immersed and learned about the product in a hands-on way. Nothing works better for helping customers experience this product outside of actually performing the surgery. Goal achieved.

    Surgeons practicing to insert a needle at the right spot in a virtual setting.

    To bring a sense of realism, we used a special 360-degree camera in a real operating room. To help people learn how to navigate in the VR world, we had an on-camera nurse/host talk people through the steps they needed to take. A virtual 3D patient was on the operating table. As this was gamified, we provided coaching and tips for the surgeons to place the needle in the proper place. What a great way to showcase the new technologies from Medtronic! Once the needle was in the right spot, the surgeon was able to view the needle inside the body by making the skin go see-through, and they could see the skeletal and nerve structures they had to navigate. This builds confidence in their surgical technique. 

    How can VR transform your next customer interaction?

    Here are just a few ideas to spark your imagination.

    Bridge the Geographical Gap

    When your products are too large to lug to a conference or a client’s office, VR can bring them to your customer. Participate in conferences, product launches and team collaborations without the logistical challenges. VR replicates physical environments, offering an immersive experience that fosters better communication, improves productivity and reduces travel costs.

    Instead of making people travel to your facility, VR can bring people together from around the world right at their own desks. Show your manufacturing facility or let people look around your new lab. Imagine your prospects in Brazil and Germany putting on VR headsets and virtually taking a tour of your facility.

    Enhanced Training and Education
    With VR

    B2B organizations often deal with complex products and processes that require comprehensive training for their clients and employees. Virtual Reality can revolutionize training programs by simulating real-life scenarios and creating a risk-free environment for learning. Whether it’s training employees on intricate machinery or educating customers on product usage, VR offers a cost-effective and efficient solution.

    Gamification for B2B Engagement

    One of the best ways to help your customers learn about you is through games. Imagine a Jeopardy-style game or your key messaging and product benefits in a VR game. Get it right and hear the crowd cheer – and your customer learns about a new product in a highly memorable manner. They’ll be dragging other friends (and prospects) into your tradeshow booth.

    Streamline Prototyping

    By creating virtual prototypes, businesses can save time and costs associated with physical iterations. Stakeholders can evaluate and make changes to designs, improving efficiency and reducing time-to-market.

    Immersive Product Demonstrations

    Let your clients get their hands on your product virtually. VR allows them to experience products firsthand, virtually exploring their features and functionality. This enhances customer engagement, accelerates the sales cycle, and boosts conversion rates.

    Ready to see how VR can help you meet your goals?

    We’re all in to create your first (and next) VR experience. Contact us and we’ll put our best brains on it.

    Augmented Reality

    • Adds digital elements to a real-world setting
    • Users control their presence in the real world
    • Can be accessed with a smartphone or tablet without downloading any software

    Virtual Reality

    • Can exist in a real setting, such as an operating room or lab, or be in a computer-generated setting
    • Users exist in the virtual system
    • Requires a VR headset. We’ll walk you through the details!

    Want to learn more about AR?

    Read about engaging with customers using augmented reality sales apps in our blog post Seeing is Believing: Making Augmented Reality, a Reality.

    Deliver your product virtually!

    Schedule your free consultation now. Contact Don Poe at 303-449-6086 or don.poe@peopleproductions.com, or submit the form below.

      Seeing Is Believing:
      Making Augmented Reality a Reality

      By Insights, Sales Enablement

      Seeing Is Believing:
      Making Augmented Reality a Reality

      Using AR to connect your products to your customers

      Are your products tough to carry to a client’s office? Is it a challenge to show your products in an online call? Are they too sensitive to ship or take too long to set up? Now you can use augmented reality (AR) to easily show customers a 3D version of your product as though it is sitting right in front of you using your mobile phone/tablet.

      In addition to showing your device in the customer’s space, AR allows you to click buttons or ‘hot spots’ that can be instrumental in helping a sales rep tell your product’s story. As an example, click a button to start an animation that illustrates the inner workings of your new product. A different hot spot can show a close up image or provide a PDF with more information.

      This guided approach to selling helps engage with customers beyond a printed sell sheet or powerpoint presentation by giving it the perception of a physical presence. Clients can truly envision your product in their facility with AR.

      Your product, everywhere

      If you have products you sell, AR can be invaluable. Your sales rep can walk into a client’s clean room and show the small amount of space needed for your latest innovation. There’s no need to drag large capital equipment around to trade shows. Just have your presenter on stage show a virtual version on the screen as they walk around the new device.

      If you need to keep the competition from seeing your products, you can use AR to ensure that the image is only viewable when the camera can see a special image. For instance, you can send out a flyer to a customer, with directions to hold the card with the special image up to the AR tool on your website–this is similar to using a QR code. Then, the 3D image displays on the screen of your customer’s device. Your competition cannot launch the tool without the special card and image. This flyer or one-sheet approach can work as a brochure or have your sales rep use it as an intriguing ‘leave-behind’ that customers can use to educate other stakeholders in their organization. Best of all, it doesn’t require a download and is easy to launch.

      See data in new ways

      While AR is ideal to showcase new products, it’s also perfect to bring data to life in an engaging way. Charts and graphs can be mind-numbing, but when they are expanded with additional context and visuals, then your audience becomes involved and your message becomes memorable.

      For instance, make a splash with your hurricane wind data set and walk through the hurricane to point out the eye of the storm.

      Showing medical imagery can be larger than life using AR. Imagine showing an MRI or a CT scan of a patient, while you slide through the layers of the brain. Or show where a tumor in the lung is situated in a 3D rotating view. Even scanning electron microscopes can show each layer of the tissue – just a swipe of the finger and you can highlight each layer.

      Transporting goods to customers can be complex. Coordinating movements and solving problems that deal with procurement, distribution and maintenance can be cumbersome to train new sales reps on and explain to customers. AR can show diverse shipping routes in an entirely new and unique way.

      AR for product training

      eLearning is another effective use for AR to help embed training with your teams or customers. Now your trainee can click a button to hide the shell of your product and see how it functions inside – all without having to alter an actual product. AR can even be embedded into a SCORM package in your LMS.

      Your AR capability is waiting

      AR uses your web camera and a simple website or small web app. Also, an AR tool can be hosted on the Apple or Android app stores, or placed in a sales enablement platform.

      You don’t need to come to us with your AR plans fully finalized. Bring us your challenge or big idea and let our team help ideate and create a vision with you before we get into coding. Just supply your 3D model – or we can create a model for you. Creating an AR tool is a quick process. We are nimble and can get you up to speed quickly.

      Our team is made up of highly experienced marketing and sales enablement strategists with seasoned designers, copywriters, video editors, animators, and a savvy development team. We have everything you need for your marketing and app projects to be a success.

      Are you ready to make a memorable first impression? Let our team help you see how AR can be a powerful new tool in helping customers envision your products in their spaces. After all, seeing really is believing.

      Want to know more? Read our virtual reality app case study.

      Find out how a virtual reality sales app we created for medical device giant Medtronic educated clinicians on their surgical products at an important trade show.

      Deliver your product virtually!

      Schedule your free consultation now. Contact Don Poe at 303-449-6086 or don.poe@peopleproductions.com, or submit the form below.

        Case Study: Promega and Sales Enablement

        By Case Study, Insights, Sales Enablement

        Case Study:
        Promega and Sales Enablement

        Ann MacPhetridge – The highlight of my career

        Promega provides breakthroughs in diabetes, research in autism, and aids in solving crimes through forensics. Researchers at companies like Moderna and Abbott, and even home Covid tests are powered by Promega technologies. In 2022, they started a new chapter with a major product launch and needed the right collaborator and tools to make it a success.

        Promega turned to People Productions to support their biggest product release in years. Collaboratively and through several brainstorming sessions, key messaging was refined so the sales team could position this product against the goliath competitor. Ultimately, an interactive brochure was developed so the sales reps could be nimble in client meetings and showcase the features of the new product. 

        Ann MacPhetridge, Senior Global Commercialization Manager at Promega was inspired by working with People Productions. “Recognizing that we needed to have this experience in Showpad, it was critical that we worked with an agency that understood Showpad, that had experience with Showpad, and that could develop content that ran smoothly on Showpad. People Productions has been a wonderful partner to work with on this collaboration.”

        The analytics have been impressive with open rates 130% higher than industry averages — and 41% of asset views from customers.”

        Ann MacPhetridgeSenior Global Commercialization Manager at Promega

        Since launch of the app, the analytics have been impressive with open rates 130% higher than industry averages — and 41% of asset views from customers. Ann MacPhetridge found this new sales approach to be very effective, stating “This has helped move people through the sales funnel where they were perhaps a lead. Now we can pre-qualify them and ensure they become an opportunity.”

        Watch the video to hear about how this has been “the highlight of my career” for Ann MacPhetridge in developing this modern and effective way to connect with prospective clients. 

        Differentiate yourself with powerful storytelling.

        Schedule your free consultation now. Contact Don Poe at 303-449-6086 or don.poe@peopleproductions.com, or submit the form below.

          Case Study: Elevating PowerPoint for Sales Success

          By Insights, Sales Enablement

          Case Study: Elevating PowerPoint for Sales Success

          In the dynamic world of sales, presentations are often the make-or-break moment in sealing the deal. Crafting compelling, on-brand, and data-driven sales presentations is an art that can now be mastered effortlessly with our sales enablement Presentation Builder app.

          Our client needed to expedite a way to create new PowerPoint presentations that would make their training and sales pitches shine within the Showpad platform. In this case, they wanted the ability to extract essential slides from one or more of their multiple PowerPoint presentations and combine them into a unified cohesive presentation.

          Syncing with Sales Enablement Platforms

          Creating PowerPoint presentations within Showpad is a familiar process, our challenge was to enable users to consolidate specific slides from multiple PowerPoint presentations seamlessly within the Showpad platform, without the need to navigate out of Showpad. Our Presentation Builder app makes that possible.

          The Presentation Builder app operates seamlessly within the Showpad sales enablement platform. This app utilizes PowerPoint assets (both .ppt and pptx) that are available in Showpad, including MyFiles, Shared Spaces, and Collections. A user first identifies the slides that they want to extract from different PowerPoint presentations. Then they choose how to merge the selected slides into a single presentation. Showpad incorporates a built-in PowerPoint editing feature, allowing users to further customize the new deck.

          showpad logo, plus sign, powerpoint logo

          Our custom API delivers a seamless experience

          We developed a custom API that interacts with both the Showpad API and a third-party API to retain branding and formatting in the slides, while the sales reps can stay in Showpad the whole time using approved assets to create their new decks. In layman’s terms, this means we created new code to make different computer systems work together so reps can work easily and efficiently. 

          Sales enablement is a team effort. Our application facilitates collaborative editing and secure sharing, ensuring that the entire sales team can contribute their expertise to craft winning presentations. Discover how our app can revolutionize your sales presentations today.

          Differentiate yourself with powerful storytelling.

          Schedule your free consult now. Contact us: call 303-449-6086, email Don Poe, or submit the form below. Your request will be answered within one business day.