Cabeau Hub, by role
Short guides and narrated videos for the sales team. Pick your role to see your daily workflow and every screen you use.
VP of SalesTeam performance, territories, forecasts, approvals and lead assignment across every rep.Business DevelopmentProspects, lead generation, the pipeline from first contact to a new customer.Account ManagersYour own accounts, monthly forecasts, accounts going quiet and follow-ups.Features by moduleEvery feature, module by module: customers, orders, pricing, leads, forecasting, reporting and more.WorkflowsStep-by-step guides for everyday tasks: lead gen, follow-ups, reorders, forecasting and more.
What Cabeau Hub is
Section titled “What Cabeau Hub is”Cabeau Hub is where the sales team runs its accounts, pipeline and forecasts. Customer accounts, orders, stock and pricing come across from NetSuite, Outlook email is filed against the right account, and an AI assistant answers questions about your data in plain English.
Each person sees what their role needs. The VP of Sales sees the whole team. Business Development owns prospects and the lead pipeline. Account Managers see their own accounts.
How these guides work
Section titled “How these guides work”- Every feature page opens with a short narrated video, usually under two minutes, with captions and a transcript you can click to jump to a moment.
- Screenshots come from the Hub itself. Customer emails and phone numbers are blurred.
- Each role section starts with a workflow chart showing how the pieces fit into a normal week.