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collaboration

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
Building a Collaborative Sales Team with Salesmanna

If you manage a sales team (or are an integral part of one), you know how important collaboration is to success. To create a strong team, you need a balance between personality types and a way to facilitate communication. Without good workflow, it’s far too likely that poor communication issues cause mistakes in account management. How can Salesmanna help prevent those?

We invite collaboration through a feature called “Teams”. Creating a Team allows you to connect a Salesmanna user group together. The members of this team can speak to each other through an in-app texting feature, and those messages are shared to the ENTIRE user group. Team members are made up of those you select, and you can have multiple groups for as many projects or teams that you want to have. Because everyone can see the messages, no one is left out of important communication.

As a manager, you can also look at overall revenue goals within the teams you create. So if teams have specific goals related to their collaboration, you can assess those. You can see their wins and opportunities, as well as their combined proposals submitted. You’ll know how far you are from your goals and what efforts are needed from team members to reach it.

Lastly, collaboration efforts don’t keep your team tied to their computer. Conversation alerts can be established so your team members don’t miss a beat when they’re not logged in.

The more your team members are able to work together successfully, the more likely that you’ll see LOTS of good things happen. From customer retention to seller retention, increased orders, and efficiency… collaboration builds success. Salesmanna is designed to make sure your team is connected and ready to grow revenue.

Get out of the red and get into the black. To learn more about Salesmanna, please email us at info@Salesmanna.com.

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By Emily Cox