Get out of the red and into the black
Custom Fields for Contacts

As a young salesperson, I landed an account that would become one of my most meaningful customers. To become my client, this customer really wanted me to show a personal touch that told them I wasn’t just treating them as a number. I worked hard to prove my worth beyond the first sale and developed that relationship. As the years went by and they saw that I cared about their success, they started doing a really cool thing: They would wish ME a happy anniversary from the date of our first sale. I was speechless the first time I got that call, and haven’t forgotten that some dates are worth remembering.

I wish back then that Salesmanna had existed, because I would have had the perfect way to work with contacts and create a system to stay organized beyond the sale. For those who already use Salesmanna, we hope that you’ve found that Salesmanna IS that system. But even for our devoted users, we’re upping the level of communication and interaction provided with your contacts.

You can now customize fields in your contacts to help organize and prioritize customer information of any kind. Would you like to remember to call your clients on the anniversary that they came to you? Would you like to see their birthdays, holidays, or their children’s names? You can create a custom field for your contacts by going to Account Settings, then clicking on Custom Fields. The “+” sign in the upper left quadrant will allow you to create your first Custom Field for contacts. Give the field a label, select a field type (if it’s checkbox, a text box, or more) and then assign it to your contacts. (For managers, you may also choose if you want this field to be “Global” meaning that the whole team can use it, or just for your own usage.) You can choose if you want to use that field on all contacts, specific contacts, or just one important customer.

There’s more… Custom fields can also be assigned to organizations or products.  When working with organizations, you can create a profile to identify important traits such as someone who has an additional budget or a key-decision influencer. For products, you could create a text box for an item number, a drop-down list for the type of service you’re providing, etc.

The more detailed the contact, organization, or product information, the more likely you’ll have good prospects and provide better service. With custom fields, don’t miss a moment that could turn a sale into a lifelong client. Salesmanna gives you the tools needed to set yourself apart from the competition.

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By Emily Cox
Communicate Effectively with Mentions

Every busy person has at least 1,000 things they’re thinking about on a given basis. At least.

The Salesmanna team has created a new way to communicate important messages amongst your team, and to identify important tasks or assignments related to specific accounts.  Mentions are the ability to communicate tasks through Conversations. It’s an open field where you can write notes about anything that involves the account, pending sales, or communication. But you can also use this field to link team members and tasks together.

To begin, click on a contact or an opportunity, and the first tab you’ll see is Conversations. Type your team member’s username with the “@” symbol in front. (Usually, an account user name is the first part of an email address before the domain name, such as “@info” would be the username for our account.) After you enter the username, type the action you’d like them to complete, such as “@JohnSmith Please call Craig on Thursday and make him this offer…” or “@JaneSmith Drop by and meet Sue at her store next week.” When you press Enter, you’ll automatically create a notation in the comments that the person tagged can see. Salesmanna will also generate an email that will be sent to your tagged team member with your comments. That team member can review it and respond in Conversations to you, or act upon it. And, there’s a record of your interaction.

In addition to Mentions, Salesmanna has several tools to help you manage your tasks wisely and prioritize effectively. In our Personal Information Management system (PIM), you can add To-Do’s for important tasks, while connecting with your calendar and email to see relevant communication and scheduling. There’s also Salesmanna Connect which tracks mobile activity and client engagement, and Reminders to make sure you’re staying on top of your most important tasks.

There’s lots of ways to be engaged in the sales process. Salesmanna is here to make sure you have all the tools to create the best return on your time and accomplish the things that are most important in your sales efforts.

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By Emily Cox
Customizable Opportunity Statuses = User-Friendly Pending

The team at Salesmanna knows it takes effort to define and track leads. What’s in your funnel isn’t just a conversation between sellers and managers: it’s your livelihood.

To make it easier to accurately track pending business, we’ve revised how you label Opportunity Statuses. While the Opportunities section of your Dashboard tracks pending business, Opportunity Statuses allow you to create customized labels to apply to pending business. These indicators can tell the level of engagement by the prospect, the probability of closing, and more.

To create Customized Opportunity Statuses, go to  your Account Setting tab and select Opportunity Statuses. If you have not created any fields, Opportunity Statuses will default to six standard choices: Won, In Negotiation, Proposal Submitted, Followed Up, Contact Made, and Lost. The likelihood of closing corresponds with the Status Label.

Here are the Opportunity Status features that you can create to track business more efficiently:

Status Label: What level of progress have you made? Is this someone you’ve just contacted, or do you have more skin in the game? You can customize status labels to reflect wins, losses, or any titles you’d like to give to represent victory.

Context: The Status Label can be further defined in the Context field. This is ideal for when “Won” or “Lost” doesn’t cover the detail needed in a proposal’s status. For example, you can have multiple Won or Lost statuses, such as Won – Awaiting Payment, Won – Paid, Lost – Partial, or anything else you’d like to create.

Probability: If you’re somewhere between 0%-100%, create a custom probability level to show the likelihood of the account closing on your proposed business.

The Salesmanna team recognizes that different industries track pending in unique ways. That’s why we’re excited to offer customizable Opportunity Statuses to help you track your path to success in the way you’d most like to measure it.

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By Emily Cox
New Mobile Features: Mileage Tracker and Expenses

The Salesmanna team knows that busy sellers want ways to save time when it comes to routine tasks. (Who wants more paperwork when you could be out selling something?)

The newest features in Salesmanna Mobile are likely to excite both managers and sellers alike: Mileage Tracking and Expenses.

Mileage Tracker works like a custom GPS just for your sales calls. When you open the app, click on the “More” tab at the bottom and you’ll see Mileage Tracker in your icons. When you select this feature, you’ll see a screen that allows you to start tracking your mileage. When you are ready to drive to your destination, press “Start Tracking” and the distance will be logged as you travel. This feature will run as long as the app is open. Underneath, you’ll see a field labelled “Description” where you can include additional information about your call or destination. When you press “Stop Tracking,” the distance is saved in Salesmanna as a mileage expense under your account.

If you need to manually add mileage, you can also do so from the app or from the desktop version. And, if you have reps that need mileage reimbursed, there’s an easy way to submit that.

Expenses are also under the “More” tab. When you first use this feature, you’ll likely see a mostly blank screen. To add expenses, press the “+” icon, and you’ll be able to input a new expense instantly. You can include the amount, expense date, and a description. You can also add an Expense Type or attach a picture if needed. Fill out as much as is required for your expense history, and you’re ready to submit it.

Once submitted, expenses can be managed within the desktop version of Salesmanna. Under the Account Settings tab, click on “Expense Reports”. Then, click on “My Expenses” to see, review, edit, and submit your expenses to your supervisor. You can also review mileage and export any expenses that you’d like to save as a report.

With Salesmanna’s Mileage Tracker and Expenses, you’ll save time, resources, and cut down on paperwork, so you can put your time into what matters most… sales!

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By Emily Cox
Leaderboard – New Features, New Access

Knowledge is power, and the most impactful way to know what’s ahead is to see the cumulative activities of today to forecast the future.

For sales managers, we’ve got new capabilities and features in your Leaderboard that will advance your ability to predict outcomes. What can you see now? The answer is everything you’ll need for stellar forecasting. Here’s an overview of our Leaderboard page and the features you’ll want to utilize:

Users – This section shows all Salesmanna users under your umbrella. They’re connected for aggregate reporting. You can see everyone’s reported activity and pending together as a complete team roll-up.

Calls, Texts, and Emails – How many pieces of communication are being made? Is there an average number of calls that each sales person should make to reach goal? Use these areas to track your team’s communications against set goals.

Appointments – The number of meetings conducted can be a huge success indicator. Who has a need and who’s willing to meet?

Shared Opportunities – This area can show duplicated accounts, OR can show shared accounts. In either case, duplication can be displayed to be factored into, or out of, pending.

Team Pipelines – This section shows the overview of the pending information provided by team members, and breaks out their individual forecasts into these sections:

  • Opportunities Pending – What’s in the funnel for the team, and in what timetable will that materialize?
  • Opportunities Won – What successes have been brought to the table?
  • Opportunities Lost – Who have we missed?

These features give a true overview of where you and your team stand at any time. It’s clear from the perspective of your team and you as to what areas are prosperous and where improvements need to be made. When you have the knowledge to accurately forecast, you’ll have more time to focus on goals, develop the potential of your sales team, and ultimately, create the pathway to success.

Get out of the red and get into the black. Reach us at

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By Emily Cox