Customizable Opportunity Statuses = User-Friendly

The team at Salesmanna knows it takes effort to define and track leads. What’s in your funnel isn’t just a conversation between sellers and managers: it’s your livelihood.

To make it easier to accurately track pending business, we’ve revised how you label Opportunity Statuses. While the Opportunities section of your Dashboard tracks pending business, Opportunity Statuses allow you to create customized labels to apply to pending business. These indicators can tell the level of engagement by the prospect, the probability of closing, and more.

To create Customized Opportunity Statuses, go to  your Account Setting tab and select Opportunity Statuses. If you have not created any fields, Opportunity Statuses will default to six standard choices: Won, In Negotiation, Proposal Submitted, Followed Up, Contact Made, and Lost. The likelihood of closing corresponds with the Status Label.

Here are the Opportunity Status features that you can create to track business more efficiently:

Status Label: What level of progress have you made? Is this someone you’ve just contacted, or do you have more skin in the game? You can customize status labels to reflect wins, losses, or any titles you’d like to give to represent victory.

Context: The Status Label can be further defined in the Context field. This is ideal for when “Won” or “Lost” doesn’t cover the detail needed in a proposal’s status. For example, you can have multiple Won or Lost statuses, such as Won – Awaiting Payment, Won – Paid, Lost – Partial, or anything else you’d like to create.

Probability: If you’re somewhere between 0%-100%, create a custom probability level to show the likelihood of the account closing on your proposed business.

The Salesmanna team recognizes that different industries track pending in unique ways. That’s why we’re excited to offer customizable Opportunity Statuses to help you track your path to success in the way you’d most like to measure it.

Get out of the red and get into the black. Reach us at info@Salesmanna.com.

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By Emily Cox
New Mobile Features: Mileage Tracker and Expenses

The Salesmanna team knows that busy sellers want ways to save time when it comes to routine tasks. (Who wants more paperwork when you could be out selling something?)

The newest features in Salesmanna Mobile are likely to excite both managers and sellers alike: Mileage Tracking and Expenses.

Mileage Tracker works like a custom GPS just for your sales calls. When you open the app, click on the “More” tab at the bottom and you’ll see Mileage Tracker in your icons. When you select this feature, you’ll see a screen that allows you to start tracking your mileage. When you are ready to drive to your destination, press “Start Tracking” and the distance will be logged as you travel. This feature will run as long as the app is open. Underneath, you’ll see a field labelled “Description” where you can include additional information about your call or destination. When you press “Stop Tracking,” the distance is saved in Salesmanna as a mileage expense under your account.

If you need to manually add mileage, you can also do so from the app or from the desktop version. And, if you have reps that need mileage reimbursed, there’s an easy way to submit that.

Expenses are also under the “More” tab. When you first use this feature, you’ll likely see a mostly blank screen. To add expenses, press the “+” icon, and you’ll be able to input a new expense instantly. You can include the amount, expense date, and a description. You can also add an Expense Type or attach a picture if needed. Fill out as much as is required for your expense history, and you’re ready to submit it.

Once submitted, expenses can be managed within the desktop version of Salesmanna. Under the Account Settings tab, click on “Expense Reports”. Then, click on “My Expenses” to see, review, edit, and submit your expenses to your supervisor. You can also review mileage and export any expenses that you’d like to save as a report.

With Salesmanna’s Mileage Tracker and Expenses, you’ll save time, resources, and cut down on paperwork, so you can put your time into what matters most… sales!

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

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By Emily Cox
Salesmanna 2.11.0 – Introducing Merge Tags

We’ve upgraded! Welcome to the newest version of Salesmanna. For those already using our software, the upgrade includes a slightly new color scheme, and revised, simpler graphics, along with some very cool additional features that we’ll share now and in the coming weeks.

One of the best new features is the ability to import a document and work with Merge Tags. In layman’s terms, this means that you can create a standardized document (an invoice, a letter, a contract, etc.) and connect this document to selected Salesmanna accounts to populate standard fields. Here’s an example: I’d like to send a thank you letter to a client for a great meeting. I have a generalized thank you letter that I created in Word. For each time that I meet with this or any client, I’d like to generate that thank you letter, include his/her name and mailing address. To populate the correct fields, I will go in and add the Merge Tags that I want to include. (See the next paragraph for how to find the correct title for merge tags.) In this case, it would be:



{contactCity}, {contactState} {contactZip}

Once the document is completed, I can go into Account Settings, then Document Templates. (If I didn’t know the names of the Merge Tags that I wanted to include, I would click on the “?” and a list will pop up of fields from Salesmanna accounts that I can incorporate.) Once those are included, and my document is finalized, I upload it on the Document Templates page.

Now the document is in my document library and ready for use anytime I need it. To produce the thank you letter, I go to a contact, Files, Generate Document, and pick out the thank you letter. And with one click, the document is generated and ready to mail or email with the merge tags correctly filled in.

The template feature can help you create standard letters, basic invoice headers, proposals and contracts. Even more, it creates multiple ways of producing touchpoints. I’m more likely to follow through with more correspondence when it’s easy to click a button and have a letter generated. And, the activity is logged for each client in Salesmanna.

I have a great CRM, and now I have the ability to make touchpoints even easier than before. That’s the value and forward-thinking I get from working with Salesmanna.

Get out of the red and get into the black. Reach us at info@Salesmanna.com.

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By Emily Cox
Tips for Building Better Web Forms

Ever heard the phrase “Ask the right question, get the right answer”? Web Forms are one of the top ways we can learn about a potential customer or prospect before we even make contact.

One of the key goals of a web form is to help you identify the wants of someone who interacts with you. They’re looking for a desired outcome, and it’s your job to help guide them down that path. What are some of the key tips to understanding web form success?

  1. Make the form easy to understand. Studies show that the shorter the length of the form, the more likely you are to have someone answer all the questions.
  2. Ask questions that show distinction between clients. The last thing a client wants is to have their time wasted. Look to add questions that distinguish your customer’s needs so that you’re specific and credible when you follow up with them.
  3. Don’t always ask yes or no questions. It’s easier to help identify the unique nature of the request and garner better specifics for follow up if you know a touch more than yes or no.
  4. Make contact information a required field. This seems easy enough, but it’s easy to forget that the ability to follow up is the most pertinent information you need. Don’t forget that you can ask additional questions such as preferred mode of communication and how to reach someone.
  5. Bring value to desired outcomes. Ask the prospect how they’d like to receive follow up. Maybe they would like immediate attention, or maybe just to be added to your email list. You never know until you ask.
  6. Send an immediate follow-up before responding. A form email is fine, but specify in the email your thanks for their submission and when someone will respond.

Lastly, remember that the form is just one strong tool in the sales process. The most important piece in the process, is you, the seller. How you react to that information and how you follow up will be the key to converting prospects into clients.

Get out of the red and get into the black. Reach us at info@Salesmanna.com.

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By Emily Cox
Web Forms

Today’s announcement from Salesmanna might change your life.

What if you had a way to know what prospects are thinking before you speak to them? What if you could ask them what they’re most interested in knowing about your products and services, before you ever speak? What if there was a way to capture that information as a lead, right as the information is submitted, so that you have their contact information stored and secured?

The most reliable information about a prospect comes straight from the prospect. That’s why Web Forms matter. Web Forms can be created by anyone, and they plug straight into your website or microsite. The form can capture any information you ask, and now, you can create these forms in Salesmanna.

It takes just a few steps to create a Web Form. First, select the questions you want answered. Do your prospects have a need they’re looking to fill, and could your product potentially fill that need? Are they interested in a specific product or service? Do you need their email or their phone number? The form is easy to make and drop into your website or current marketing campaigns.

So once you ask it, what happens next? Here’s where Salesmanna comes in. When the form is completed, the information is added directly into Salesmanna as a new contact. That lead is provided to you with the information secured from the form. Now, you can know exactly what your prospect wants to know prior to reaching out to them. Web Forms warm up cold calls and open discussions to develop business.

When working with Web Forms, the information you receive is only as good as the questions you ask. So it’s important to think through how a prospect might want to engage with you, and how many questions they’re willing to answer prior to submitting.

Creating a form is easy. The hardest part will be wishing you’d implemented this sooner. Salesmanna’s Web Forms do the work for you to make sure you capitalize on leads and have the knowledge to convert prospects into sales.

Get out of the red and get into the black. Reach us at info@Salesmanna.com.

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By Emily Cox