Monthly Archives: August 2017

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!

Get out of the red and get into the black. Reach us at info@Salesmanna.com or click this link for our contact form!

Read More

By Emily Cox
Salesmanna 2.11.0 – Introducing Merge Tags

We’ve upgraded! Welcome to the newest version of Salesmanna. For those already using our software, the upgrade includes a slightly new color scheme, and revised, simpler graphics, along with some very cool additional features that we’ll share now and in the coming weeks.

One of the best new features is the ability to import a document and work with Merge Tags. In layman’s terms, this means that you can create a standardized document (an invoice, a letter, a contract, etc.) and connect this document to selected Salesmanna accounts to populate standard fields. Here’s an example: I’d like to send a thank you letter to a client for a great meeting. I have a generalized thank you letter that I created in Word. For each time that I meet with this or any client, I’d like to generate that thank you letter, include his/her name and mailing address. To populate the correct fields, I will go in and add the Merge Tags that I want to include. (See the next paragraph for how to find the correct title for merge tags.) In this case, it would be:



{contactCity}, {contactState} {contactZip}

Once the document is completed, I can go into Account Settings, then Document Templates. (If I didn’t know the names of the Merge Tags that I wanted to include, I would click on the “?” and a list will pop up of fields from Salesmanna accounts that I can incorporate.) Once those are included, and my document is finalized, I upload it on the Document Templates page.

Now the document is in my document library and ready for use anytime I need it. To produce the thank you letter, I go to a contact, Files, Generate Document, and pick out the thank you letter. And with one click, the document is generated and ready to mail or email with the merge tags correctly filled in.

The template feature can help you create standard letters, basic invoice headers, proposals and contracts. Even more, it creates multiple ways of producing touchpoints. I’m more likely to follow through with more correspondence when it’s easy to click a button and have a letter generated. And, the activity is logged for each client in Salesmanna.

I have a great CRM, and now I have the ability to make touchpoints even easier than before. That’s the value and forward-thinking I get from working with Salesmanna.

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

Read More

By Emily Cox