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’re proud to offer a cloud-based SaaS CRM that you can use anywhere and everywhere. And now, there’s another reason to make Salesmanna your go-to CRM. For the outside sales teams, sellers that work remotely, and the ones that love their mobile devices, we knew that we had to create a Salesmanna app.
Here’s a quick overview of how the app works. There are three main features that can be utilized while on the go:
Contacts. All of my contacts are listed within the app, and that by itself is enough to make me glad to have Salesmanna at my fingertips. I can sort through my contacts by People, Organization, or ones that I’ve “Starred” meaning my go-to or most utilized contacts. If you select a person, you can email or call them instantly. I can also access their address, AND with just one click, map out how to get to them. I love the ease of using it. I know it’s stored safely within the CRM. Unlike updating contacts in your phone, the data is protected through Salesmanna. I have my portfolio of customers with me everywhere I go and can access them whenever I want.
Card Reader. I love shortcuts, and who doesn’t when they’re busy??? This feature allows you to photograph business cards, and from that photo, the contact fields are automatically filled in. Instantly, I have a new contact that is saved directly into Salesmanna. This feature will also create a new Organization profile if that contact works at a business that’s new in your activity.
Phone Calls and Texts. When you make phone calls or send text messages from within Salesmanna Mobile, it all gets saved under that contact. You can record phone calls and play them back later, or share the call with your colleagues or sales team. Remember, it’s all in the cloud, meaning you can review your call logs and communication on any of your other devices!
The Salesmanna CRM is easy to use, and works anywhere, anytime. Salesmanna Mobile is in the Apple App Store now, with an Android version coming up in subsequent weeks. The ability to connect on the go is priceless. Shouldn’t you have a CRM that has the features you need right at your fingertips?