Monthly Archives: March 2017

Reporting: A Window into the Selling Process

Every sales manager, accountant, analyst, revenue generator, and bean counter knows one important thing… numbers don’t lie. They tell your strengths and areas for improvement. They show the shortfalls and the surpluses as you work to achieve success. Numbers certainly don’t lie, but they don’t tell the entire story either. And that’s why having a CRM is important. Salesmanna doesn’t just show numbers, but shows activity and efforts in the stages of success. Our software shows your ability to improve your efficiencies and streamline your efforts towards success.

And this is where reporting comes in. Reports are a window into the sales process for both a manager and a seller. Salesmanna includes three different kinds of reporting options:

Monthly Opportunity Totals. This section helps to break down the places in the sales funnel where each seller has made progress, including gains and losses. The report will show the last month of reported activity, the sum total (dollars that are pending in the potential sale), and the status (a.k.a. potential to close).

Recently Entered Contacts. How many connections does it take to close the right amount of new business? Do you have enough leads out there? Is enough activity taking place to make your goals? This section will tell you when and how many contacts have been entered, along with sharing relevant contact information.

Team Sales Performance. This report gives managers (and sellers) a look at the overall performance of the team.

You’ve heard the saying “Luck is what happens when preparation meets opportunity.” The reporting feature gives you the advantage of showing if the preparation is there to succeed. Reports show where you have the potential to gain revenue and boost efforts, and where to focus your efforts to reach your goals.

It’s not luck that you found Salesmanna. Make sure that you’re prepared for your next opportunity with a CRM that has all the features for one easy monthly price.

Get out of the red and get into the black. Reach us at info@Salesmanna.com.

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By Emily Cox
Marketing Made Easier with Salesmanna

I have to admit that every now and then, I want the sales “easy” button. Sales is tough at times, sure. But sales is about consistency, and that can mean a couple of things. First, keeping consistent efforts yields results. Some of the easiest ways to do this are maintaining progress and meeting client expectations.  Second, it can also mean consistent communication. The easiest way to build rapport is not just by keeping touch, but by showing your value.

Salesmanna includes a valuable feature: the ability to build a newsletter. As amazed as I was to first learn about this feature, I worried about the time it would take. Like most sales people, I work hard to protect my selling hours. But if an effort produces results – in other words, I see the value – I’m all in.

Creating a newsletter sounds daunting, but it’s not. It’s an e-blast. It’s a touchpoint and a personalized selling feature that will set you ahead of your competition and take minimal time to create. Here’s an example. I wanted to share a recent success story about a partnership that generated positive outcomes. I can cut and paste pictures and send this information in an email, but I wanted a better layout and an explanation about how my products and services can help others like this customer. I wanted something more professional too.

With the newsletter feature, I can create an e-blast in a matter of minutes. I can include my logo, contact information, pictures, stories, and more. It takes less than 15 minutes to create a story that can generate hundreds of leads. I measure the ROI in my time invested by giving the newsletter stats a quick review. Who opened my emails and spent time with them? The engagement statistics tell me who my BEST prospects are and who connected with my message. I now have stronger credibility to follow up when I ask if someone enjoyed what I shared. It’s the best version of an “easy” button I could ask for, and it creates value that is memorable for your prospects.

Here’s another reason why this feature makes communication easier than you can imagine. Unlike using a separate e-blast system, my contacts are all in one place. I don’t have to import them or manage subscriptions (and I don’t have to pay when I have above 2,000 contacts). In just a couple of quick steps, I can create distribution lists for specific campaigns or send to all my contacts at once. The newsletter feature adds a touch of professionalism and value that puts you leaps and bounds ahead of your competition.

Value matters. And with Salesmanna, you get all the valuable features for one easy price.

Get out of the red and get into the black. Reach us at info@Salesmanna.com.

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By Emily Cox
How to be More Efficient with Salesmanna’s To-Do List

I love Salesmanna because I’m task-oriented. I prioritize because the result I want to achieve is to meet my goals. It’s what every good seller should want, and what sales managers strive to achieve.

I look at my goals every week as I organize my schedule and tasks. I want to know what tasks make sense to complete first, in what order they need to be done, and how I want to allocate my time towards their completion. In other words, I want to plan the steps I need to take to reach those goals.

Salesmanna’s To-Do List is an easy to use asset that helps me to organize and prioritize my tasks. To add a task, you click the “+” icon, write what you need to accomplish and assign a date. Task items are assigned to one of three categories: To-Do, Completed Today, and Overdue. It’s a quick overview into what I need to accomplish and how I need to organize my day or week ahead. I use Salesmanna’s To-Do List to start my day, prioritize and complete major tasks first, and plan ahead for what I couldn’t finish and need to complete the next day.

I love the fact that I can easily reorganize my priorities by clicking and moving any item higher or lower on my priority list. I can also mark an item as completed to remove it, or move an item to another column. Salesmanna’s To-Do List is easy to use. My efforts and activity are transparent, and I’m more engaged in my own plan to make success happen.

We get 40 hours a week to accomplish the major tasks that get you to your goals, so make those hours count! With Salesmanna’s To-Do List, you won’t lack the tools to be successful, organized, and far ahead of your competition. And with Salesmanna, you get all the features you need to be organized for one easy price.

Get out of the red and get into the black. Reach us at info@Salesmanna.com.

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By Emily Cox
What Sellers Really Need to Succeed

I haven’t ever forgotten that at one time, I was a very disorganized person. I needed a little organizational help in order to get more done. The Excel spreadsheets I had weren’t enough to keep up with the amounts of data and contacts I was making, and reminders on my Outlook calendar weren’t helpful enough to count as a “reminder” of who I needed to call on to make my level of activity really effective.

A few years ago before Salesmanna, a previous employer adopted a CRM system.  Surprisingly, most of my coworkers weren’t that excited. It wasn’t apprehension about learning something new, it was the time involved in setting up a CRM and organizing data to make a system work. “How much time is this going to take away from selling?” “What do I do if I need more training and don’t have the time?” We each brought our own apprehensions to the table when we launched a new product. And guess what? The good sellers were right. It took nearly an entire week of training to implement, and even then we still had flaws. If a CRM isn’t user-friendly, the adoption process will take too much time away from selling, and your best sellers will resent the software.

Flash forward to today, where I work with Salesmanna. Here’s a great example of why this software is different. It’s absolutely refreshing that I work with a program that is user-friendly, cloud based, and intuitively designed. I spent a couple of hours learning, and after that, I was ready to go.

I added my email address and calendar, and connected right away. It’s easy to add appointments, meetings, and reminders all in one place. Contact Management gives you the opportunity to work with multiple types of prospects and clients and set up a strategic plan of communication. I can create marketing campaigns without ever having to leave the software. I can mark the time off on my calendar where I need to make calls, and then prepare that call list directly from my contacts. Salesmanna creates transparency within the sales process for myself and my supervisor. The time that I spend with it makes me a better, more effective seller. And when I need help, my local Salesmanna team is right there to make sure I get answers quickly.

What a seller really needs to succeed is a software that is truly designed for them. Salesmanna is great for the seller that wants to get up to speed quickly. They don’t have to spend days in training, because the software is agile. It moves WITH them and aids them at the times they need it most.

Good sellers really do care about the time they spend in the field, actively pursuing leads, and Salesmanna will help them to be more efficient and take them to the next level.

Get out of the red and get into the black. Reach us at info@Salesmanna.com.

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By Emily Cox