Monthly Archives: October 2017

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 put custom 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.

Get out of the red and get into the black. Reach us at info@Salesmanna.com or click here to enter your info.

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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 info@Salesmanna.com 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.

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

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By Emily Cox