Salesmanna has always been on the cutting edge of adding features that will create simplicity and value for users. We had to ask ourselves “what would make it easier to track calls for prospects?” The answer is found in our sleek phone integration feature. Let’s dive in for a look at what you can do.
One of the most frustrating things when you are on the road is to get a call from a prospect and not be able to track any information or remember what they said. With Salesmanna’s VoIP feature, you are able to record your conversations. These conversations are then stored in the contact record so you don’t miss a thing. Problem solved.
In our mobile app, you can very easily see your recent conversations. This is especially useful when you don’t have someone’s information stored in Salesmanna. Call logs are vital to your success with Salesmanna’s mobile experience.
With the Phone tab in Salesmanna’s mobile application, you can call someone much like you normally would. If you have someone’s number but they are not in Salesmanna yet, this makes a phone call easy.
Our desktop application’s phone functionality is a little more robust, allowing you to select more options for your phone calls. With this is the ability to delete or save the recorded call.
We’re not done yet!
In our mobile app’s “More” section, you’ll see a few options with which to expand your capabilities. The capstone of this is the import contacts feature. If you have Apple or Android devices, this feature is optimized specifically for you. When you click Import Contacts, you will see all of the local contacts on your phone. Then you will be given the option to individually select contacts or “Select All” to import everyone.
We’re excited to use this functionality in Salesmanna, and we hope you will be as well. Please reach out with any questions you may have, and we will be glad to serve you!
We are excited to have the new feature of being able to automatically create contacts from emails you send to your contacts. In this brief overview of the Contact Creation feature, you will find out the why, what, and how of what this feature will do for you.
Why is automatic contact creation such a big deal?
Our goal at Salesmanna is for everything to be accessed within a single pane. Automatic Contact Creation (and email sync) is a feature that will let you do this. We are really excited about being able to create contacts from emails sync’d into Salesmanna. Essentially, when you authorize one of your accounts (for instance, an Office 365 user account), you are allowing Salesmanna to Create a new contact and pull in all of the emails from this user.
What difference does it make to you?
When you use this feature, it take the pain out of having to individually create contacts, go into your conversations, or copying/pasting any correspondence. Your frustrations are gone with this new feature! We have developed this feature with the user in mind, to increase productivity and decrease time and effort.
How do I go about setting this up?
To set up Automatic Contact Creation, go into Account Settings -> App Integrations. If you see the below snapshot, there is a checkbox that says “Create Contacts?” Make sure this is checked. After this step, prepare for the emails to start rolling in!
The good news? Your privacy is highly regarded. If you have confidential information where you don’t want the conversation to show up in Salesmanna, you have an “email privacy” field. This allows everything to be blocked out from viewing when you are on the contact form. Even if the contact is shared with your team, they are not able to see anything they aren’t supposed to.
We hope you enjoy using Salesmanna, and we are always open to your feedback! Please reach out with any questions you may have about our CRM, its features, and how we may be able to help you get out of the red and into the black.
Does your CRM software work as hard as you do? If you have to bend over backwards to accomplish something in your CRM, maybe it is time for a change. Enter: Salesmanna. In this brief post, I will explain 3 reasons Salesmanna can help you improve your sales process.
-Personal Information Management
The PIM section is an all-in-one hub for you to check your appointments, mail, and tasks for the day. The calendar default view is “Month” view, so you can get a 30,000 ft. view on your month. You can easily schedule appointments, calls, emails, and various other activities in one pane. You can send emails, put deadlines on your tasks, and check things off your list when you are done.
This is where you start to see how Salesmanna is a simple CRM. You can perform most necessary sales functions in the Contact List section. This will show you what companies and contacts on which you are calling. You can easily drill down to create an email, call a contact (and record the call!) from Salesmanna, and schedule a meeting.
Salesmanna has a simple Expenses section which will help to lower your administrative time and cost. There is an individual user section for your own expenses, and a manager can see the expense overview to approve outstanding expenses. This can include mileage, meals, airfare, entertainment, and many more categories. For opportunity cost tracking, you can attach your expenses to a contact to make it easier.
-Reporting on opportunities
The most important thing for your sales team and your manager is to know where your opportunities stand. Our Opportunities section will allow you to filter by close %, Owner, Opportunity, and other custom fields that you can set.
As a manager, you have access to a group of pre-built reports, but can also create one based on existing fields. If our reporting console gets too complicated, reach out! We would love to help you get the information that will propel your organization.
Our Teams section will allow you to share contact information that may be sensitive or role-specific. As an admin, you can simply invite users to be a part of your group, or request access if you do not “own” the group rights.
To collaborate on a specific contact, you can tag one of your team members in a conversation. This will send them an email from our workflow with the comments. This feature is a great way to keep everyone in one spot!
We would love to continue the conversation with you. Feel free to contact us or take a spin. Let us know what you think!
The end of a year is often a time to reflect. It’s in the spirit of this season that I use to think about success that I’ve had, while I also look forward to celebrating the holidays with loved ones. It’s also a chance to think about where I’d like to be in the year ahead.
This year, I’ve had amazing experiences that have helped me to become the best seller I can be, and I owe a lot of thanks to many customers, friends, and mentors who have supported me, including the Salesmanna team. My colleagues are an amazing group of individuals who work towards the unending goal of product improvement. Even when a feature works well, they’re always working to make it easier, quicker, and more practical than before. It’s that kind of drive that makes an impact for Salesmanna users. It’s not just having great software… it’s having a team behind you that supports your efforts. It’s about buying you more time to do what matters most: selling.
The greatest impact that the Salesmanna product has made for me is the fact that I could use it quickly and see its value right away. I didn’t have to put a lot of time into getting started because the software is intuitive for users. I spent a short amount of time getting established and a lot more time getting out there selling. Salesmanna’s incredible features have saved me so much time. I love that I can import business cards by taking a picture with the card scanner on my phone. I love that I can track my mileage just by turning on the Salesmanna app and beginning the tracking. I love how the app interfaces with my phone to log my work activities through text, phone, and email. That’s less time I spend typing and more time I spend selling. I love that this software works from anywhere as a SaaS-based product. Salesmanna doesn’t slow me down: it moves with me, and it creates the platform for my success.
I’m proud to be a small part of the Salesmanna development team. I love how far we’ve come, and what lies ahead. 2018 will be a great year, with lots more exciting things to come.
May your holidays be filled with joy, and may 2018 be your most prosperous year yet.
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.