Get the whole plant to say yes, not just the person who took the call.
The plant manager wants it. Engineering has questions about the spec. Procurement wants three quotes. Finance wants the payback. Each of them gets a different slice of the story from a different email, and the deal waits for the one person who heard everything to relay it. TrailerCast records the technical walkthrough, edits it into a trailer the buyer forwards to engineering and finance, keeps the quote, the spec sheets, and the questions in one room, closes with an embedded signature, and briefs your installation and service team on every promise.
- 01DiscoveryNeeds assessment
- 02DemoSpec and equipment walkthrough
- 03Decision RoomThe quote room
- 04ClosePO and signed agreement
- 05HandoffInstall and service kickoff
How an equipment sale runs in TrailerCast
Needs assessment
AI Notetaker joins the virtual assessment call. Throughput targets, constraints, integration questions, and the buying group are captured in a summary you can search later.
The walkthrough
The equipment or spec walkthrough becomes a branded trailer: the application, the configuration, the numbers that matter, in your applications engineer's voice. Engineering watches the ten minutes that answer their question.
The quote room
One room per opportunity: the trailer, the quote, spec sheets, drawings, lead-time and milestone plan, and a question thread for engineering, procurement, and finance. You see who viewed the ROI section and who forwarded it.
Order and install
Send the agreement for signature from the room. On completion, the Handoff Brief fires to installation and service with the configuration promised, the timeline agreed, and the risks flagged.
What industrial sales teams run into, and how TrailerCast solves it
Four buyers, four different versions of the pitch.
One trailer and one room for the whole buying group. Everyone hears the same walkthrough, and you see which section each of them watched.
Your applications engineer cannot be on every call.
Their best technical walkthrough becomes a reusable trailer, and they join the room as a collaborator only when the technical questions start.
Technical answers given on a call are misremembered weeks later.
Every call is transcribed and searchable. When procurement asks what was said about lead time or tolerances, jump to the moment.
Install and service learn about the promises after the customer does.
The Handoff Brief fires on signature with the configuration, the timeline, and every commitment made in the sale.
See it on an open quote.
A 20-minute walkthrough on a live opportunity: the technical trailer, the quote room your buyer forwards to engineering and finance, the signature step, and the Handoff Brief your install team would receive.
Stop juggling five sales tools. Run the deal from one workspace.
Conversation intelligence, AI demos, Decision Rooms, embedded eSignature, and AI handoff briefs. One platform, one AI. Free to start, no credit card required.