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Sales careers

Own the customer pipeline that is yours

A workspace you create: your customers and their care history live in it, you know who to call first, and you can export your data any time.

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Priorities today
  • Dong A Steel Co.Close to closing91
  • Hoa Binh SupermarketViewed the quote68
  • Tan Viet BookstoreNeeds a follow-up meeting47
Illustrative data

Find your trade

Sound familiar? Flip a card to see how SB handles it.

Sales careers: the journey on SB

Customers are scattered across your contacts, Zalo and Excel. Change companies and you leave everything behind.

  1. Customers are in your contacts, Zalo and Excel files. Change phones and they are gone.

    Import contacts from Excel or CSV, preview, then apply. One record per customer.

    CustomersLeadsData import
Data import
  • ccustomer-contacts.xlsx326 rows · 312 valid · 14 duplicatesPreview
  • LDuc LongDong A Steel Co. · 0909 xxxValid
  • PMai PhuongHoa Binh Supermarket · 0912 xxxValid
  • KTrung KienDuplicate of an existing recordSkipped
Illustrative data
Step 1/8
CustomersWorkMoneyGrowthStep 1: All customers in one place1Step 2: Know who to call first2Step 3: Do not let opportunities go cold3Step 4: Quote right away4Step 5: Track the money coming in5Step 6: Referrers earn commission6Step 7: The whole team sells the same way7Step 8: An asset that keeps growing8CustomersWorkMoneyGrowthStep 1: All customers in one place1Step 2: Know who to call first2Step 3: Do not let opportunities go cold3Step 4: Quote right away4Step 5: Track the money coming in5Step 6: Referrers earn commission6Step 7: The whole team sells the same way7Step 8: An asset that keeps growing8

What SB changes: Sales careers

Quote
Q-0318 · Hoa Binh Supermarket
  • A2 display shelf × 20VND 46,000,000
  • In-store installationVND 6,500,000
  • 5% wholesale discount−VND 2,625,000
TotalVND 49,875,000
Customer agreed
Illustrative data

Quote the moment a customer asks

Quotes take prices from your price list and keep versions. When the customer agrees, it becomes a draft order.

Stuck opportunities
  • BTan Viet BookstoreKhanh · stuck at quote for 12 daysAlert
  • CAsia Print Co.Lua · no next step for 9 daysAlert
  • SHoa Binh SupermarketTuan · following the workflowOn track
Illustrative data

The whole team sells the same way

The team lead sets the sample workflow and automation rules, stuck opportunities are flagged, and the head of sales sees the forecast.

Referral commission
Order O-0912 · Hoa Binh Supermarket · net revenue VND 49,875,000
  1. Tier 1Quang Vinh5%VND 2,493,750
  2. Tier 2Ha My2%VND 997,500
Illustrative data

Referrers earn commission

When a referrer brings in an order, SB records the source and calculates commission automatically, up to 3 tiers that you choose.

Frequently asked questions

Is this workspace really mine?

You create the workspace yourself, and your customers and care history live in it. You can export your data to a file any time, so you can take it with you if you change companies.

How does each role use SB differently?

Sales reps and BD: all customers in one place, know who to call first, quotes from your price list. Team leads: sample workflows and automation rules, with stuck opportunities flagged. Heads of sales: revenue forecast and each person’s workload.

What happens to my data if my plan expires and I have not paid?

The workspace switches to read-only: you can still sign in, view and export your data. Once you pay, it reopens right away.

How do I start a free trial?

You sign up yourself and start your free trial right away, with no demo booking or phone call. SB sets up a workspace built around the opportunity pipeline so you can add customers and go.

Create your own workspace

Sign up, pick your trade, and SB sets up templates and terminology that fit your business.

Start free trial