At Salesmate, our team of dedicated innovators has a vision of providing a smooth and easy life to every sales team on the face of this earth, and Salesmate is thrilled to announce the smart CRM’s latest and improved Import feature.

Import from Excel to CRM

This update is for…

In this latest update, our team has meticulously achieved the solution for the screen wait time of data import, so after hitting the import button, you need not worry about anything. You can carry on with your daily activities, schedule calls with prospects, arrange a personal meeting with clients and complete every task that is in your schedule for the day, while the data import will continue in the background.

Not just that, after the import is finished, the system will send you a notification for the same and an email will be sent to you that will have a detailed import status with the relevant link.

Import CRM report

How it benefits your Sales Team?

Time is of immense value for an organization and sales teams around the world are finding methods to cut down on their screen wait time of importing and exporting data from offline database to the CRM system or while switching CRM systems or migrating their data from any other system.

Our system allows the flexibility of nourishing your data in an offline mode with the export feature . The same flexibility helps your team use the import feature to bulk update your data.

When you are transferring data from your system to Salesmate, you are stuck on the screen that is showing you the estimated time of the data transfer, and other works are on hold because you are waiting for the transfer to finish.

Although the screen wait time depends on the overall data size and your system’s processor why should the task of file transfer affect your other sales process and refrain you from being productive?

Once the import is over, a detailed analytical report link will be sent to your notification panel with the complete report of the number of records added, updated and rejected because of validation.

So, no more hassle and delay while importing data into Salesmate CRM. We have upgraded our system to be simple, subtle yet effective.

Want to know more about how import feature works? Check out our support doc: https://support.salesmate.io/hc/en-us/articles/115000655189-Importing-your-data-into-Salesmate

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Saptarshi Das

A writer with an uncommon funny bone and a knack for perfection, Saptarshi loves to write about anything that can be of help to businesses, people, and dogs! A true human at heart, he likes to spend most of his time researching the internet to find ways technology is influencing our daily life (positively).