Monthly Archives: June 2018

Using Salesmanna, You’ll Always have a Team

Using Salesmanna, You’ll Always have a Team   

 You’ll Always have a Team


How to Create Teams  

Behind the scenes of your Salesmanna account, we encourage you to stay organized! Under the Teams tab, on the left of your dashboard, you’ll find out how you can organize and maintain your employees in a desired format, specific to your company’s needs.  

Let’s walk through the process. After you’ve clicked Teams, you’ll have the option to create a new team using the blue plus sign in the upper left-hand corner.  Once you have clicked to add a new team, you will see a screen similar to what you see below:

 New Team

The next step is simply choosing your team name. Many companies group teams together based on departments, manager positions, or sales team. However, one thing we love about Salesmanna is that you can choose to organize your company as you please!  

You can send conversation alerts by just checking the box under the Team name. If you choose to do so, you can receive alerts of contact between team members. 

Next, be sure and add a description and add team members to the desired groups. Once you create the team it will appear on the homepage for your employees to view.   

The main benefits of teams are:

-Creating Teams allows you to use each feature of Salesmanna to its full potential.

-Teams keep your employees organized and enhances communication within each department.

-Our Teams feature helps you tag your cohorts for streamlined tracking of goals and opportunities.

Sharing an opportunity with your teammates is vital for continuity of business. Don’t miss out on the collaboration that could be taking place within your sales organization!


If you have any needs or concerns related to filling and executing on your sales pipeline, please feel free to reach out. We are available to help and are happy to lend our resources to provide value. You’ll always have a team here at Salesmanna.

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By Michael Griffin
5 Reasons You Need a CRM 

Salesmanna exists to help your customer journey become simpler. Find out how a CRM will serve you by checking out this quick tip list on why you need a CRM.

5 Reasons You Need a CRM

Interested in closing more business deals? Frustrated with not knowing where to narrow in when it comes to potential customers? We get it. CRM is specifically designed to help you take your business to the next level. CRM software gives your business a central place to store all data and it’s all presented in a format that won’t make you scream. 

Allowing you to focus on your customers and close more deals.



First and Foremost: Safety  

Ensuring the safety of your company’s contacts, files, and other important documents is one of the many reasons why CRM software exists. It enables sales people to have a center place of storage for their sales opportunities. CRM software gives unlimited access to the database from multiple locations, ensuring all your information is correctly stored.

Define and Target your Audience 

CRM helps identify which leads can turn into customers by allowing you to track which customers are opening emails and which aren’t. This gives you a clear understanding on where you should be spending your time and who is worth your time.  

Spend a little, Save a lot  

CRM software is ultimately an investment back into your own company. It allows you to save money in the long run, by reducing errors made by sales people. The cost made by an error can easily be much higher than your CRM costs. CRM also saves you time. What is more valuable to your company than time? By helping you define your potential customers, you are given more time to invest into those leads and current customers.  

Know your Customer 

Knowing your customer is your key to success. All customer- related data is stored within your CRM, allowing you to analyze the needs of customers and in some cases, anticipate their future issues.  Knowing your customer adds value to your company because it increases customer satisfaction and ultimately higher profits.   

Stay updated  

CRM ensures all team members are connected through shared calendars and e-mail integration. CRM encourages the communication between sales management and sales people.

We would love to provide more value to you on a consistent basis. Please reach out for any suggestions or requests.

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By Michael Griffin
Creating a One-Time Campaign in Salesmanna

Be the designer of your email content with Salesmanna features:

Creating a One-Time Campaign  

Creating content for your customers has never been simpler. Salesmanna allows you to personalize your newsletters, also known as a one-time campaign, to fit your business’s style and convey your message your customer. 

The Email Design tab will take you exactly where you need to be to start creating. Choose the blue plus sign in the top left.  


Be sure to add a clear title and a subject line. When deciding what to enter for your title, consider what you want your customers to think when they see your email in their inbox.  

After you have decided to customize either a plain text email or a graphical one, you can move forward to designing your content! This is the fun part.  

If you decided to create using the graphical option, after you clicked on design you will see several options of “blocks” to choose from.  

Newsletter builder

You are free to add blocks to your desired format, insert images that coordinate with your content, and adjust font size and color! Type your desired content within the textboxes and add additional blocks if needed. 

Once you have created a newsletter you are pleased with, enter in an email address to view how your content will appear to your customers. 

Address line 

If you want to keep editing, you are free to go back in and make the desired changes.  

Ready to send out your one-time campaign?  

Begin by selecting campaigns and add a new campaign.  


Choose one-time campaign, unless you are wanting to send out a series or advanced campaign. From there add your newsletter using the change button, next to email.  

 campaign 2

Select your desired email and send or schedule when you would like your email to be sent.

After you send the email, Salesmanna allows you to track metrics on your email performance. This allows you to adjust your pitch to fit your target market. If you have any questions, please reach out and we are happy to serve you.

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By Michael Griffin