For SalesCollab resellers & direct sales reps
Walk into every meeting ready to sell.
The internal SalesCollab selling companion. Train on the service you want to sell, run a guided consultative interview live with your customer, then send an AI-drafted recap email — no paper forms, no re-keying into the CRM.
What you can sell
Three service lines. One sales tool.
Pick the service line that matches the customer's pain. Each has its own training track and guided customer engagement forms inside the tool.
Consulting
1 engagement formSell strategy & revenue architecture.
Lead with diagnosis. Use this when the customer talks about stuck pipelines, missed targets or messy processes.
Marketing
7 engagement formsSell lead generation & brand growth.
Use when the customer needs more qualified leads, content, campaigns or a stronger brand story. 7 specialist intake forms cover every scenario.
Sign in to sell MarketingConnect
2 engagement formsSell fibre, VOIP & connectivity.
Use for infrastructure conversations — connectivity gaps, hardware refreshes, multi-site rollouts.
Sign in to sell ConnectNot signed in yet? Sign in as a rep so your engagements save to your name and feed the pipeline.
How to use this tool
Four steps from first hello to qualified lead.
Whether you're a direct SalesCollab rep or a partner reseller, the flow is the same. The tool keeps you on script and captures everything for the pipeline.
Complete the brochure + 10-question quiz for the service you want to sell. You only unlock customer engagements once you've passed.
In front of the customer, choose Consulting, Marketing or Connect and launch the matching guided interview.
Work through the consultative questions live with the customer — every answer auto-saves against the lead.
Submit to get an AI summary and a drafted recap email for the customer. Qualified leads stage for Zoho CRM sync.
Training library
Know what you're selling before you walk in.
Every rep — direct or reseller — completes a short training track per service before the tool unlocks customer engagements for that service. Two reference decks every rep should review:
Customer Training Deck
Understand what SalesCollab does and how to position each service.
The full primer on the SalesCollab offer — start here on your first day, then revisit before any meeting where you're unsure which service to lead with.
Open Training DeckEngagement Forms Reference
Preview every question across all 10 customer interview forms.
A read-only reference so you can rehearse the consultative questions. In the live meeting, run them inside the tool — answers auto-save against the customer.
Open Forms ReferenceCustomer-ready brochures
Share the right collateral in seconds.
All current SalesCollab brochures in one place. Open from your phone in the meeting, or download to email after.
Pre-meeting checklist
Show up prepared.
Run through this before every customer meeting. Five seconds now saves you a re-call later.
- I've completed the training track for the service we're discussing
- I know which of the 3 service lines fits the customer's pain
- I have the engagement form open before the meeting starts
- I'm capturing answers live, in the customer's own words
- I've confirmed the decision maker and contact details for follow-up
In a meeting right now?
Jump straight into the engagement that fits the conversation. Your answers save as you go, and you'll get an AI recap email at the end.
Talk to SalesCollab
See Sales Companion on your own sales process
Book a live walkthrough of the tool our own reps use every day, then decide whether a built-to-order Sales Companion is right for your team.
+27 10 449 2626 · Mon–Fri, 08:00–17:00 SAST