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Success in sales with Conceptboard for Sales Teams
The sales team often faces special challenges. Here, not only their own time counts, but also that of the customer. With Conceptboard, meetings can be optimally prepared and necessary information can be visually presented. You can share all this in real time with your team and external parties – in full compliance with data protection laws! Your ideas and those of the customer are safe with us. You share – we care.
This is how you use Conceptboard in Sales
Presentations
Presenting products and proposals to customers is part of sales. Bring your presentations to life by using various visualisation options. In the same tool, you can then also give the presentation.
Brainstorming-Sessions
Supercharge sales brainstorming with Conceptboard’s virtual collaboration platform. Remote or hybrid, visualize ideas in real-time using sticky notes, images & drawings!
Roadmaps
Create your roadmaps with visual aids that are clear and engaging. Then share your screen and present them to your customers and team members via live moderation.
Feedback
In sales, feedback is more than valuable. Invite your customers to your digital whiteboard and get direct feedback on your ideas and suggestions.
Planning and implementation of projects
Make planning implementations and projects simple, clear and without gaps. Invite your team members and customers and collaborate in real time. This way, everyone involved is always up to date.
Trainings and workshops
Conduct trainings and workshops remotely – so you don’t have to get your customers and team members at the same table. Presenting, facilitating and collaborating online works across locations with Conceptboard.
Overview of data and responsibilities involving your contact person
Every customer and every project is different. That’s why it’s important to keep track of data and responsibilities. With Conceptboard, this is no longer a problem.
Organization of customers meetings
Your customers expect you to be well-prepared for meetings. Summarize all the necessary information and visualise the content in an appealing way. Now you’re so well-prepared, you can convince your customers in meetings sustainably.
We'll show you how to use Conceptboard as effectively as possible within the sales team and when working with customers - saving you and your customers valuable time:
✓ Presentations
✓ Feedback
✓ Roadmaps
✓ Brainstorming sessions
✓ Project Planning and implementation of projects
✓ Organisation of customers meetings
✓ Trainings and workshops
✓ Overview of data and responsibilities involving your contact person
They say it better than we do
Conceptboard has become an indispensable tool for us, enabling us to work with flexibility and effectiveness in an increasingly digital world.
David Trenkle
Project Management | Digitisation and IT (DIGIT)
City of Freiburg im Breisgau
The partner program offers plenty of opportunities for my creativity, experience and experimentation. In collaboration with the Conceptboard team, I can design new processes and structures for my customers in an appealing way – whether in face-to-face, online or hybrid concepts.
Ursula Hesselmann
Based in the Allgäu, Ursula Hesselmann supports companies during change and is an expert in interpersonal relationships.
Hesselmann Consulting & Training
Conceptboard has become the virtual space where we meet for collaboration. Thanks to the impulses from the individual teams, it is now the central platform for creative collaboration and efficient teamwork in our company, and it is indispensable.
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Handan Kartal
Lead Product Owner Digital Workplace & Smart Collaboration
EnBW
With the introduction of Conceptboard, we have taken a significant step towards achieving our goals for the Ki:GO movement: participation, self-learning, and new non-hierarchical forms of work. We can advance the digitalization of administration both internally and together with the citizens of Kiel.
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Jesko-Alexander Zychski
Deputy Chief Digital Officer
City of Kiel
Conceptboard, as a digital whiteboard, best supports the digital cultural transformation in administrations with its functionality and provided templates.
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Franziska Rimmele
Digital Coach Ki:Go Initiative
City of Kiel
The partner program is a great opportunity to incorporate my experience from supporting my customers into the further development of Conceptboard. Conceptboard is the ideal program for creating teamwork online and hybrid. Trainings, workshops and project work can be implemented perfectly.
Uwe Schettler
Born in Kiel, he accompanies teams during change processes and is an expert for (visual) moderation of online workshops.
Consultant and Illustrator | MODERATIO Business Moderation
We were surprised with how quickly our teams were able to seamlessly adopt Conceptboard into their workflow. Conceptboard makes the entire collaboration process fluid, saving us time and resources so we can be as environmentally sustainable as possible.
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Isaac Korn
Director of Innovation
Perry Ellis International
Conceptboard makes it easy and simple to manage our packaging review process. It quickly became our favorite Marcom tool; it allowed us to collaborate with the different departments involved, and it helped improve the quality and consistency of our brand.
Elianne Garay
Sr. Marketing Operations Manager
Corsair
After many tests of similar apps, Conceptboard is the clear winner for me. Thanks to the “infinite” screen, it enables me to present complex projects of large and small customers in a perfectly clear manner.
Dominic Pfeffer
Founder
Heldenmacher.at
As a leader, I feel that leadership is about getting people working together. It’s about collaboration, it’s about active listening, and Conceptboard is a platform for enabling leadership to happen.
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Hayden Smith
Transformation Leader, Global GP R&D Product Integration
Siemens
Conceptboard for Sales Teams
Redesign your sales processes
In the area of sales, you have to reconcile a lot of things. Cooperation with your team as well as with your customers plays a major role. You’re probably familiar with this: there is a multitude of e-mails and documents for every topic. With Conceptbaord, this is a thing of the past. Create digital whiteboards for your customer projects and share them with your contacts. Brainstorm remotely in real time with your customers, saving time for everyone involved. You can share your online whiteboards with your customers without hesitation – Conceptboard works completely privacy compliant.
Find the solution that suits you best
All license models include an unlimited number of powerful online whiteboards with many real-time features, access to 100+ templates and GDPR-compliant data security.
How prettygoodideas transitioned to virtual workshops with Conceptboard
Find out how agencies such as prettygoodideas have successfully transitioned to virtual workshops and client sessions thanks to Conceptboard, while also improving productivity and saving time. Read more →
Integrate your most important tools into Conceptboard
As a team, you probably use different tools for your collaboration. Bring your tool set together now! You can integrate all the apps that are important to you into Conceptboard.
For example, use Microsoft Teams, Google Drive, Dropbox, Confluence or Full-Page Screenshot as usual and benefit from the uncomplicated Conceptboard integration. In addition, the upload function allows you to place files directly and clearly on the board.
Practical templates for all cases
We have what you need. Enclosed you will find a selection of suitable templates as well as some helpful features on the board. Choose from over 100 ready-made templates exactly the right template for your project or workshop.
Learn more about virtual collaboration on our blog
Everything you need to know to improve your collaboration: exciting articles and inspiration on selected use cases, templates and success stories can be found in our blog. Enjoy reading more!
How we at Conceptboard reduce our e-mail amount
Get to the point: how to communicate your ideas effectively
Understanding Your Customer With 3 Essential Templates
For those who want to know more: Learn Conceptboard
Conceptboard is intuitive to use and an uncomplicated tool for your everyday working life. But we also know: No master has ever fallen from the sky. The best way to get to know a digital tool is to use it. We’ll show you how.
Visit our free basic training and learn the basics of operation as well as a variety of tips and tricks for working with elements, modules and templates. No matter how you use Conceptboard, we’ll turn you into a real pro. Our regular trainings are free of charge and open to everyone – whether you’re a newbie or an advanced user. Secure your place now!
Visualise what you want to say
Pictures say more than a thousand words – and icons even more. Give your boards a personal character and facilitate mutual understanding with our numerous icons.
Conceptboard offers you a large selection of different icons, so you can easily represent what you want to say. This is especially helpful for multilingual and international teams!
You have questions? We have answers.
If you want to learn more about our features and functions in detail and learn how Conceptboard works and how to use it, you can find our Help Center here. Take a look!
