A refined engine for your advanced reporting needs
Make your next campaign better with useful filters
Associate Product information with other modules
Nothing better than starting a new year with updates and improvements.
Let’s start with some of the most demanded updates of last year.
A refined engine for your advanced reporting needs
Our reporting engine has leveled up and now supports five modules (up from 2). Experience a refined interface that eliminates screen-hopping, offering a seamless and efficient data analysis journey.
Along with the new capabilities, you’ll also find the visual journey of reporting is also improved. It’s simple to drag and drop fields you want to include in your report.
Presenting two innovative reports by Salesmate! Enhance your dashboard with seamless integration to gauge employee or team performance in a tabular view. Effortlessly track email volumes, meeting completion, deal victories, and much more. Instantly identify top contributors within your team.
Make your next campaign better with useful filters
How many Contacts got bounced in the last campaign?
Who clicked on the URL in my last email, and how many times?
How many people opened my email on a specific date?
These questions become important when a series of campaigns are co-related. Or a campaign is just the first step of your sales process, and the real selling starts over a call.
Well, we are bringing some important Campaign-related filters in the Contact grid view so you can find out the right prospects/customers for the next campaign or simply for insights.
Unleash the power of direct relations by associating product modules with other available modules. Dive into enhanced tracking capabilities, from products sold to wish lists, policy purchases, asset management, and beyond.
Product association, along with custom modules, will help you achieve business scenarios that were not possible before. And that’s possible with Product Lookup Field.
That’s all folks. We will see you soon with interesting updates.
Cheers 🥂
Kashyap Trivedi
Kashyap Trivedi
Kashyap Trivedi is working with an awesome marketing team at Salesmate CRM. He is deeply interested in learning digital marketing trends and try them out! When he’s not working, you’ll find him reading a good book or meditating.
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Here at Salesmate, we’re always working to make your CRM experience faster, smarter, and more efficient. This February, we’re thrilled to roll out a set of new updates designed to help you automate more and work smarter, not harder.
Better visibility for deal cards and control conversations effectively. Customize your Deal Cards You can now choose the fields which should appear on your deal cards in your selected pipeline. With t
Nothing better than starting a new year with updates and improvements.
Let’s start with some of the most demanded updates of last year.
A refined engine for your advanced reporting needs
Our reporting engine has leveled up and now supports five modules (up from 2). Experience a refined interface that eliminates screen-hopping, offering a seamless and efficient data analysis journey.
Along with the new capabilities, you’ll also find the visual journey of reporting is also improved. It’s simple to drag and drop fields you want to include in your report.
Learn more about Multi-module Reports
Presenting two innovative reports by Salesmate! Enhance your dashboard with seamless integration to gauge employee or team performance in a tabular view. Effortlessly track email volumes, meeting completion, deal victories, and much more. Instantly identify top contributors within your team.
Here is a quick glimpse of these reports.
Learn more about Employee Stats Reports
Make your next campaign better with useful filters
How many Contacts got bounced in the last campaign?
Who clicked on the URL in my last email, and how many times?
How many people opened my email on a specific date?
These questions become important when a series of campaigns are co-related. Or a campaign is just the first step of your sales process, and the real selling starts over a call.
Well, we are bringing some important Campaign-related filters in the Contact grid view so you can find out the right prospects/customers for the next campaign or simply for insights.
You can learn more about these filters from this support article.
Associate Product information with other modules
Unleash the power of direct relations by associating product modules with other available modules. Dive into enhanced tracking capabilities, from products sold to wish lists, policy purchases, asset management, and beyond.
Product association, along with custom modules, will help you achieve business scenarios that were not possible before. And that’s possible with Product Lookup Field.
Learn more about Product Lookup Field
That’s all folks. We will see you soon with interesting updates.
Cheers 🥂
Kashyap Trivedi
Kashyap TrivediKashyap Trivedi is working with an awesome marketing team at Salesmate CRM. He is deeply interested in learning digital marketing trends and try them out! When he’s not working, you’ll find him reading a good book or meditating.