Exporting your data to any other preferred marketing systems is now easy with Salesmate CRM’s latest export feature. With Salesmate’s export feature, select the columns you want to bring to excel and create customized reports and use them for further analysis. You can build and present reports on the go, and feed them back into the system later because Salesmate helps you export the data in a re-importable format.

Select, edit and save the essential information you wish to export and systematically maintain records of the exported data in the historical data section for future reference. Gain complete control over your data and export it as per your convenience. You can export the data from predefined lists or setup segments.

Export what you need within minutes; Salesmate gives you the flexibility to filter your fields and export exactly in the manner required when you want to re-import the data with specific modules.

Salesmate facilitates secure transfer so that you can safely export your data to the system without fearing about any security breach or loss of crucial data.

How is this latest update going to benefit the users?

If as a user you have been looking for an option to export your contact list, in say, an accounting software then this can be quickly done with the Salesmate’s export feature.

Export from CRM

Liberty of customizing the columns before downloading the data. Just select the data that you want to download and hit export. From there you can go to any section of the CRM as the export will continue in the background.

Salesmate will notify you when the export is completed and will provide the download link for the recently exported data.

We are preparing your export

To know more about this exclusive export feature, you can click on the support link below:

https://support.salesmate.io/hc/en-us/articles/115001104931

 

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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).