Get out of the red and into the black
Measure Your Engagement with Salesmanna

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.

Get out of the red and get into the black. Let us talk you through our process.

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By Emily Cox
Salesmanna + Office 365™ = Your Road to Success

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.

Get out of the red and get into the black. Reach out to us to learn more!

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By Emily Cox
Salesmanna Creates the Roadmap for Activity

If sales was considered to be an activity where everything happens in a streamline fashion – meaning that the exact number of calls equaled the exact number of appointments needed to make the exact amount of sales to reach your specified sale goal – then everyone could do it…right?

There are times when it might be hard to measure what activities lead to being most successful. But there are definitely strong correlations between action and success. Weeks where I had the most balance in my activity – between what was in my funnel and what steps I took to move customers through the pipeline – produced the most measurable results.

Some weeks, I was so busy that it was hard to keep track of all the things I did. And, after a demanding week, who wants to fill out a report? This is why I LOVE Salesmanna’s new Activity Board. I could not be more excited to share how this program feature produces your results in a format that is easy to understand and review. As long as activity is entered, it will help both sellers and managers to see clearly what’s working, and where adjustments may need to be made.

Sellers can access their activity by logging into Salesmanna and clicking “Activity” on the left-hand menu. The Activity Board will quickly load and show all activity starting with the most recent efforts. You can view just specific activity types, such as outgoing calls, conversations, e-mails sent or received, meetings or texts. You can also sort activity based on assigned asset tags, such as looking at activity related to specific campaigns, or you can filter activity by date, to show progress or achievements on a daily, weekly, or monthly basis, or for a longer length of time.

For managers, you can view any of these reports for an individual user OR your entire team by selecting the user(s) you’d like to see in your report. Every filter option is designed to see how the overall funnel looks for your team and how the cumulative efforts relate to performance and goals.

It couldn’t be easier to get a fair assessment of where you stand with Salesmanna, and it saves time by completing reports for you – as long as you enter your activity in a timely fashion. Who wants extra paperwork? Your activities speak for themselves. If you’re doing the right behaviors and accurately assessing your efforts, the sales will follow.

Get out of the red and get into the black. Reach us at info@Salesmanna.com, or click here to learn more.

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By Emily Cox
Custom Fields for Contacts

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.

Get out of the red and get into the black. Reach us at info@Salesmanna.com or click here to enter your info.

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By Emily Cox
Communicate Effectively with Mentions

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.

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

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By Emily Cox