call recording

How Utilizing Salesmanna Connect Makes Dollars and Sense

Salesmanna is more than just a CRM. It’s a tool that teaches sellers how to be better sellers, and managers how to be better coaches. The time investment is minimal, and the return is incredible.

Salesmanna Connect is a way to work with our desktop and mobile app to make the most out of your sales efforts. The first part of working with Salesmanna Connect is to enable this feature through your settings. Once this is done, your cellular phone is now connected to your Salesmanna account.

When working with our app, any phone calls with your contact are logged as activity under that contact’s profile. With one touch, I can call out and connect with anyone on my list, and that activity is noted.  This feature is extremely helpful when documenting the most recent efforts to connect by showing when the last phone call was made, so you don’t have to try and remember when you last made communication. It keeps contact efforts open, honest, and transparent.

After the phone call is made, you can go to the contact and click “Add a Conversation” to make a notation. This feature can be used to add notes about the call and indicate the appropriate next steps, from sending a proposal to indicating a time to follow up.

Salesmanna Connect also allows you to record your phone calls. This is a great user-friendly technique for coaching. Either the seller or the manager can review the call and give coaching on how to change techniques to make the call more effective. Salesmanna Connect doesn’t take away from your phone’s call time, as the app utilizes VoIP (Voice over Internet Protocol) technology.

Activity creates prospects and sales. And anything that saves time creates more room for activity, which is why I’m all for the features I get with Salesmanna at one affordable monthly price.

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

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By Emily Cox
Salesmanna is Mobile!

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?

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

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By Emily Cox