Get out of the red and into the black
CRM Simplicity for Everyone

Does your CRM software work as hard as you do? If you have to bend over backwards to accomplish something in your CRM, maybe it is time for a change. Enter: Salesmanna. In this brief post, I will explain 3 reasons Salesmanna can help you improve your sales process.


-Personal Information Management

The PIM section is an all-in-one hub for you to check your appointments, mail, and tasks for the day. The calendar default view is “Month” view, so you can get a 30,000 ft. view on your month. You can easily schedule appointments, calls, emails, and various other activities in one pane. You can send emails, put deadlines on your tasks, and check things off your list when you are done.


This is where you start to see how Salesmanna is a simple CRM. You can perform most necessary sales functions in the Contact List section. This will show you what companies and contacts on which you are calling. You can easily drill down to create an email, call a contact (and record the call!) from Salesmanna, and schedule a meeting.



Salesmanna has a simple Expenses section which will help to lower your administrative time and cost. There is an individual user section for your own expenses, and a manager can see the expense overview to approve outstanding expenses. This can include mileage, meals, airfare, entertainment, and many more categories. For opportunity cost tracking, you can attach your expenses to a contact to make it easier.

-Reporting on opportunities

The most important thing for your sales team and your manager is to know where your opportunities stand. Our Opportunities section will allow you to filter by close %, Owner, Opportunity, and other custom fields that you can set.

As a manager, you have access to a group of pre-built reports, but can also create one based on existing fields. If our reporting console gets too complicated, reach out! We would love to help you get the information that will propel your organization.



Our Teams section will allow you to share contact information that may be sensitive or role-specific. As an admin, you can simply invite users to be a part of your group, or request access if you do not “own” the group rights.


To collaborate on a specific contact, you can tag one of your team members in a conversation. This will send them an email from our workflow with the comments. This feature is a great way to keep everyone in one spot!


We would love to continue the conversation with you. Feel free to contact us or take a spin. Let us know what you think!

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By Michael Griffin
A Year of Success

The end of a year is often a time to reflect. It’s in the spirit of this season that I use to think about success that I’ve had, while I also look forward to celebrating the holidays with loved ones. It’s also a chance to think about where I’d like to be in the year ahead.

This year, I’ve had amazing experiences that have helped me to become the best seller I can be, and I owe a lot of thanks to many customers, friends, and mentors who have supported me, including the Salesmanna team. My colleagues are an amazing group of individuals who work towards the unending goal of product improvement. Even when a feature works well, they’re always working to make it easier, quicker, and more practical than before. It’s that kind of drive that makes an impact for Salesmanna users. It’s not just having great software… it’s having a team behind you that supports your efforts. It’s about buying you more time to do what matters most: selling.

The greatest impact that the Salesmanna product has made for me is the fact that I could use it quickly and see its value right away. I didn’t have to put a lot of time into getting started because the software is intuitive for users. I spent a short amount of time getting established and a lot more time getting out there selling. Salesmanna’s incredible features have saved me so much time. I love that I can import business cards by taking a picture with the card scanner on my phone. I love that I can track my mileage just by turning on the Salesmanna app and beginning the tracking. I love how the app interfaces with my phone to log my work activities through text, phone, and email. That’s less time I spend typing and more time I spend selling. I love that this software works from anywhere as a SaaS-based product. Salesmanna doesn’t slow me down: it moves with me, and it creates the platform for my success.

I’m proud to be a small part of the Salesmanna development team. I love how far we’ve come, and what lies ahead. 2018 will be a great year, with lots more exciting things to come.

May your holidays be filled with joy, and may 2018 be your most prosperous year yet.

Get out of the red and get into the black. Reach out to us at or click this link to drop a line!

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By Emily Cox
Measure Your Engagement with Salesmanna

There’s a lot of buzz around a certain word: engagement. It’s not Prince Harry that we’re thinking of, but the importance of marketing engagement with your customers and business prospects. If you’re a business owner, you know how important it is to have a fully-integrated marketing plan.  Besides being a savvy CRM, Salesmanna is designed to be a key piece of software for executing your email marketing strategy. Our team knows that if you combine the management of customer relationships with strategic digital communication, you can measure engagement and capitalize on active leads.

One of the key components of a strong marketing plan is to create and incorporate a targeted email marketing campaign. This means that you’ll select the messaging that’s most relevant to driving business and connect those messages to active customers or prospects. What are some of the best ways to make sure your email marketing is effective? First, remember that Salesmanna has an email marketing system built into our software. It’s one of the key pieces that sets us apart from other CRM’s. Here are some of the things that you can do with Salesmanna’s marketing features:

Create an Email Newsletter. Our templates make it easy to create a friendly, engaging email newsletter or e-blast. You can send communication to select contacts or everyone in your Salesmanna database. You don’t have to worry about missing an important prospect, or knowing if they received it, because Salesmanna monitors delivery for you!

See your results. You can track the number of people that open the email and engage with it. You can see if customers have engagement with one or multiple emails, or if different topics are more appealing than others to your targeted email list.

Perfect your Email Marketing Plan. Maybe a specific kind of message creates more engagement than others. Maybe contacts are more receptive to receive your messages on certain days. There may be trends that you see that change the structure of how you create and send communication. Often, this may tell you more about when to reach out and how to be most effective in your sales efforts.

When you spend the time to create and engage with your customers and prospects through targeted email communication, you’ll set yourself apart from your competition. You’ll build brand loyalty, and you’ll become a resource for your customers. In today’s world of many messages, one clear message needs to stand out…yours. Salesmanna is designed to be your go-to CRM software behind the scenes, and the forefront of your strategic digital communication efforts in front of customers. Salesmanna will help you create the engagement you need to drive business and maximize your business potential.

Get out of the red and get into the black. Let us talk you through our process.

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By Emily Cox
Salesmanna + Office 365™ = Your Road to Success

It’s a week of lists this week – Thanksgiving food, holiday decorating, Black Friday sales, etc. And that’s not including the work ahead before Thanksgiving is upon us!

I’m thinking so much about what’s ahead, that I have no idea about what I did last week, and that’s the problem for most sales people. We think about the future all the time. When looking ahead, it’s easy to forget what just happened.

The newest Salesmanna update includes a feature that makes it easier to remember the steps you took to connect with a client or prospect via email. When your Office 365™ (Microsoft Outlook) calendar is connected in Salesmanna, you can already view and engage with your emails and can send or receive them from Salesmanna’s PIM (this is the Personal Information Management icon on the left-hand taskbar). Prior to the last major release, you could send emails out from Salesmanna, but the reply, or any emails received, wouldn’t automatically be recorded in your account’s activity.

Now Salesmanna automatically picks up any emails that you send/receive in Microsoft Outlook and logs the activity, as long as the sender or recipient’s email address exists in your Salesmanna account as a Contact.  If there’s a match in your account based on the email address, the email will be recorded in the Conversations area of the contact’s profile and logged as activity.  This feature has not yet been implemented for connected Google accounts, but it will be in a future release.

You’ve got meetings, calls, goals, and more on your mind. Let Salesmanna do the work of logging your most recent activity and keeping track of your connections. It’s more accurate than just relying on memory, and we’ll help you to easily keep track of engagement so you can focus on everything else in your near future.

Get out of the red and get into the black. Reach out to us to learn more!

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By Emily Cox
Salesmanna Creates the Roadmap for Activity

If sales was considered to be an activity where everything happens in a streamline fashion – meaning that the exact number of calls equaled the exact number of appointments needed to make the exact amount of sales to reach your specified sale goal – then everyone could do it…right?

There are times when it might be hard to measure what activities lead to being most successful. But there are definitely strong correlations between action and success. Weeks where I had the most balance in my activity – between what was in my funnel and what steps I took to move customers through the pipeline – produced the most measurable results.

Some weeks, I was so busy that it was hard to keep track of all the things I did. And, after a demanding week, who wants to fill out a report? This is why I LOVE Salesmanna’s new Activity Board. I could not be more excited to share how this program feature produces your results in a format that is easy to understand and review. As long as activity is entered, it will help both sellers and managers to see clearly what’s working, and where adjustments may need to be made.

Sellers can access their activity by logging into Salesmanna and clicking “Activity” on the left-hand menu. The Activity Board will quickly load and show all activity starting with the most recent efforts. You can view just specific activity types, such as outgoing calls, conversations, e-mails sent or received, meetings or texts. You can also sort activity based on assigned asset tags, such as looking at activity related to specific campaigns, or you can filter activity by date, to show progress or achievements on a daily, weekly, or monthly basis, or for a longer length of time.

For managers, you can view any of these reports for an individual user OR your entire team by selecting the user(s) you’d like to see in your report. Every filter option is designed to see how the overall funnel looks for your team and how the cumulative efforts relate to performance and goals.

It couldn’t be easier to get a fair assessment of where you stand with Salesmanna, and it saves time by completing reports for you – as long as you enter your activity in a timely fashion. Who wants extra paperwork? Your activities speak for themselves. If you’re doing the right behaviors and accurately assessing your efforts, the sales will follow.

Get out of the red and get into the black. Reach us at, or click here to learn more.

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By Emily Cox