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Salesbuildr Integration
Transform your Halo PSA into a revenue-generating powerhouse with Salesbuildr.
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Overview

Salesbuildr revolutionizes the way Managed Service Providers (MSPs) and IT Value-Added Resellers operate by transforming complex sales operations into streamlined, automated workflows. As the industry’s most comprehensive sales acceleration platform, Salesbuildr bridges the gap between your customer relationships and business operations, creating a unified ecosystem where sales excellence meets operational efficiency.At the heart of our Halo PSA integration lies the powerful Whitespace Revenue Discovery Engine—an advanced feature that transforms your existing PSA data into actionable sales intelligence.

By analyzing your customers’ current technology stacks and service contracts within Halo PSA, Salesbuildr automatically identifies gaps, expiring contracts, and missing critical services, presenting your sales team with qualified upsell and cross-sell opportunities that would otherwise remain hidden. This proactive approach to revenue generation ensures you capture every opportunity to expand wallet share while delivering maximum value to your customers.

Our powerful integration creates an intelligent, bidirectional data flow that eliminates double data entry, accelerates quote-to-cash cycles, and ensures perfect synchronization between your sales and service delivery teams. By combining Salesbuildr’s advanced quoting engine, template management system, distributor connectivity, and sophisticated billing management, you unlock unprecedented efficiency gains that directly impact your bottom line. Experience the power of true sales automation where every quote, product, service, and customer interaction flows seamlessly between platforms, creating a single source of truth for your entire organization.

Website

salesbuildr.com

Integration Type

Third-Party

Linked Guides / Articles

salesbuildr.com

Integration Features

📊 Whitespace Revenue Discovery Engine 

  • Transform HaloPSA data into strategic revenue opportunities. 
  • Automatically identify technology gaps, expiring contracts, and missing services across your customer base. 
  • Heat-mapped visualizations show exactly where each customer lacks coverage, enabling targeted upsell campaigns that increase customer lifetime value while strengthening their security posture. 

📝 Template Management

  • System Accelerate quote creation with reusable templates that guarantee consistent outcomes. 
  • Drop product links from your catalog or distributors directly into templates - Salesbuildr auto-populates pricing and specifications.
  • Widget-based templates combine hardware, software, services, and labor, reducing quote creation time by 80%. 

🚀 Opportunity & Quote Management 

  • Bi-directional synchronization keeps opportunities and quotes perfectly aligned between platforms. 
  • Custom field mapping, pipeline stage sync, and automated status updates ensure every approved quote triggers the right workflows in both systems. 

💰 Distributor Connectivity 

  • Access pricing and availability from Ingram Micro, Tech Data, and regional distributors across North America, Europe, and APAC. 
  • Direct API connections eliminate manual price checking while automated updates keep your catalog current. 

 

🔄 Data Synchronization 

  • Intelligent field-level sync handles companies, contacts, products, services, labor, and subscriptions. 
  • Custom field mapping and automatic conflict resolution maintain data integrity across platforms. 

 

📈 Sales Order & Contract Automation 

  • One-click conversion from approved quotes to sales orders in HaloPSA. 
  • Automatically trigger recurring contract setup with accurate billing cycles and commitment terms, maintaining full traceability from opportunity to revenue. 

 

🎯 Advanced Quoting & Subscriptions 

  • Handle complex scenarios with sophisticated billing term mapping. 
  • Deep Pax8 integration ensures accurate Microsoft licensing quotes with NCE subscriptions, annual commitments, and hybrid billing models perfectly represented in both systems.