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.
There’s a lot of buzz around a certain word: engagement. It’s not Prince Harry that we’re thinking of, but the importance of marketing engagement with your customers and business prospects. If you’re a business owner, you know how important it is to have a fully-integrated marketing plan. Besides being a savvy CRM, Salesmanna is designed to be a key piece of software for executing your email marketing strategy. Our team knows that if you combine the management of customer relationships with strategic digital communication, you can measure engagement and capitalize on active leads.
One of the key components of a strong marketing plan is to create and incorporate a targeted email marketing campaign. This means that you’ll select the messaging that’s most relevant to driving business and connect those messages to active customers or prospects. What are some of the best ways to make sure your email marketing is effective? First, remember that Salesmanna has an email marketing system built into our software. It’s one of the key pieces that sets us apart from other CRM’s. Here are some of the things that you can do with Salesmanna’s marketing features:
Create an Email Newsletter. Our templates make it easy to create a friendly, engaging email newsletter or e-blast. You can send communication to select contacts or everyone in your Salesmanna database. You don’t have to worry about missing an important prospect, or knowing if they received it, because Salesmanna monitors delivery for you!
See your results. You can track the number of people that open the email and engage with it. You can see if customers have engagement with one or multiple emails, or if different topics are more appealing than others to your targeted email list.
Perfect your Email Marketing Plan. Maybe a specific kind of message creates more engagement than others. Maybe contacts are more receptive to receive your messages on certain days. There may be trends that you see that change the structure of how you create and send communication. Often, this may tell you more about when to reach out and how to be most effective in your sales efforts.
When you spend the time to create and engage with your customers and prospects through targeted email communication, you’ll set yourself apart from your competition. You’ll build brand loyalty, and you’ll become a resource for your customers. In today’s world of many messages, one clear message needs to stand out…yours. Salesmanna is designed to be your go-to CRM software behind the scenes, and the forefront of your strategic digital communication efforts in front of customers. Salesmanna will help you create the engagement you need to drive business and maximize your business potential.
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.
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.
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.