Monthly Archives: November 2017

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 info@Salesmanna.com, or click here to learn more.

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By Emily Cox