1. Plan communication sensibly with Sequence Filters
2. Deeper email insights for contacts using new filters
3. Full-proof Sequence communications
4. Take personalized outbound messaging to the next level with Contact & Company fields in Chat Journeys
5. Associate Tags to Chat Journey conversations for stronger insights
6. Improve outbound messaging with a new Chat Journey trigger
7. Bring out lead data from your lead source emails automatically
8. Contact creation for text received from unknown numbers
9. Deal Stage Duration Report
10. Crucial insights for BigCommerce store owners with new Widgets
11. A better experience with secured email links
A couple of important additions and improvements this month.
There’s no specific theme to this month’s updates, but we have meaningful changes to Automation Journeys, Chat Journeys, Add-ons, etc.
And also, Lead Parsing is here!
Long story short, we picked issues based on customer interactions and went with them.
Hope you find these updates useful 😊
1. Plan communication sensibly with Sequence Filters
Communication wins customers – that’s a fact and we know it.
But sometimes, we completely lose track and end up communicating with subscribers/prospects a bit too much!
That’s why Sequence filters are here, so you can find out exactly how many contacts are enrolled in Sequences right now. Or you can find out which Sequence ended last, so you can plan a new campaign for these specific contacts.
In simple words, these filters will help you identify contacts associated with different Sequences with their respective stages, so you can plan your communication in a sensible way.
2. Deeper email insights for contacts using new filters
If you are always curious about knowing who opened or replied to an email with a subject, campaign, or template, then our new search feature is for you. No more jumping between multiple contacts to see if they have opened your email or not; simply filter them out and plan your next set of actions.
3. Full-proof Sequence communications
We have added a new option to send a test email and text before making the Sequence live.
Quickly choose a deal or contact to see how personalization fields will appear within your email and how specific contact is going to view it within their inbox. This new option is available under any of the sequence steps, simply click on the Actions buttons and select the “Send Test Email” option from the list.
4. Take personalized outbound messaging to the next level with Contact & Company fields in Chat Journeys
It’s much easier to leverage Chat Journeys for highly personalized outbound messaging.
While choosing Audience, you can find all the Contact and Company fields. So now, you can choose a specific audience to show personalized messages, offers, promotions, etc.
So, targeting a message to a handful of customers is also possible with Chat Journeys.
5. Associate Tags to Chat Journey conversations for stronger insights
Tags are one of the most crucial elements in conversation analysis, especially after the new Tag Reports.
And this update will power up the analysis further.
You can associate multiple tags to conversations handled by Chat Journeys.
It’s super helpful when you have multiple automation in motion. For example, you’d be able to see the number of conversations the bot handled for Pricing, Customer Support, Feature Requests, etc.
6. Improve outbound messaging with a new Chat Journey trigger
Our chat journeys now support a new trigger called “Event”, which broadens the scope of possibilities. Now send a message or show help to the visitor when they interact with your website or App. E.g., Triggering a chat journey is possible when they add or remove a product from the cart, book a meeting, or even submit a form for a case study download.
7. Bring out lead data from your lead source emails automatically
Every business relies on multiple sources for quality leads.
The real problem is when some providers share lead information via email. Though these emails are very simple in nature, they come with a big problem!
You have to manually create new leads by copy-pasting their names, companies, and locations, into CRM.
A lead parser can simplify this task and save hours of manual data entry for you.
We are launching email parsers to automatically bring out lead data from such emails and turn them into Contacts in Salesmate.
With Salesmate’s email parsers…
You can directly assign these leads to a user or a team (round-robin)
You can associate Tags that can be amazing filters for sorting
You can directly add them to a List for shooting highly personalized campaigns
So, no more data entry for these emails, all you have to do is choose from the list of pre-defined providers or set up a custom provider.
Don’t worry, the process is quite simple for both.
You can learn more about them in our support article or connect with our customer success team for a quick solution.
Right now, we have started with two lead providers – Homepie and IndiaMART. If you want us to add more lead sources, please connect with our support team. We’d be happy to move forward with your request 🙂
8. Contact creation for text received from unknown numbers
A simple text response can deliver an amazing experience for your brand. And you know, you can very well automate using Salesmate.
But that was particularly difficult when a text is coming from an unknown number.
Well, not anymore.
Now, in Automation Journeys, you can create new contacts when text messages are received from unknown numbers. Salesmate will use the phone number as the name and create a new contact.
Once a contact is created in Salesmate, you can execute further steps of automation and push them through the journey!
Deal stage duration reports provide you with detailed insights about how long each deal spends in each stage of your Sales pipeline.
This is extremely useful when you want to refine your processes and identify the stage which can be optimized to shorten the sales cycle.
10. Crucial insights for BigCommerce store owners with new Widgets
After connecting your BigCommerce Store with Salesmate, you’ll be able to see important insights in the Contact detail view. We have added three new widgets that’ll fetch insights from the store.
Recent Searches
Recently Viewed Products
Products in Cart
11. A better experience with secured email links
Now Salesmate custom email tracking links are SSL supported, so no more blocking by email or virus scanners tools. It will give your customers peace of mind that they are not clicking anything spammy.
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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Close deals faster with the CRM designed for sales success.Try Salesmate FREE
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
A couple of important additions and improvements this month.
There’s no specific theme to this month’s updates, but we have meaningful changes to Automation Journeys, Chat Journeys, Add-ons, etc.
And also, Lead Parsing is here!
Long story short, we picked issues based on customer interactions and went with them.
Hope you find these updates useful 😊
1. Plan communication sensibly with Sequence Filters
Communication wins customers – that’s a fact and we know it.
But sometimes, we completely lose track and end up communicating with subscribers/prospects a bit too much!
That’s why Sequence filters are here, so you can find out exactly how many contacts are enrolled in Sequences right now. Or you can find out which Sequence ended last, so you can plan a new campaign for these specific contacts.
In simple words, these filters will help you identify contacts associated with different Sequences with their respective stages, so you can plan your communication in a sensible way.
Learn more about Sequence Filters
2. Deeper email insights for contacts using new filters
If you are always curious about knowing who opened or replied to an email with a subject, campaign, or template, then our new search feature is for you. No more jumping between multiple contacts to see if they have opened your email or not; simply filter them out and plan your next set of actions.
3. Full-proof Sequence communications
We have added a new option to send a test email and text before making the Sequence live.
Quickly choose a deal or contact to see how personalization fields will appear within your email and how specific contact is going to view it within their inbox. This new option is available under any of the sequence steps, simply click on the Actions buttons and select the “Send Test Email” option from the list.
4. Take personalized outbound messaging to the next level with Contact & Company fields in Chat Journeys
It’s much easier to leverage Chat Journeys for highly personalized outbound messaging.
While choosing Audience, you can find all the Contact and Company fields. So now, you can choose a specific audience to show personalized messages, offers, promotions, etc.
So, targeting a message to a handful of customers is also possible with Chat Journeys.
5. Associate Tags to Chat Journey conversations for stronger insights
Tags are one of the most crucial elements in conversation analysis, especially after the new Tag Reports.
And this update will power up the analysis further.
You can associate multiple tags to conversations handled by Chat Journeys.
It’s super helpful when you have multiple automation in motion. For example, you’d be able to see the number of conversations the bot handled for Pricing, Customer Support, Feature Requests, etc.
Learn about Tags to Chat Journey
6. Improve outbound messaging with a new Chat Journey trigger
Our chat journeys now support a new trigger called “Event”, which broadens the scope of possibilities. Now send a message or show help to the visitor when they interact with your website or App. E.g., Triggering a chat journey is possible when they add or remove a product from the cart, book a meeting, or even submit a form for a case study download.
7. Bring out lead data from your lead source emails automatically
Every business relies on multiple sources for quality leads.
The real problem is when some providers share lead information via email. Though these emails are very simple in nature, they come with a big problem!
You have to manually create new leads by copy-pasting their names, companies, and locations, into CRM.
A lead parser can simplify this task and save hours of manual data entry for you.
We are launching email parsers to automatically bring out lead data from such emails and turn them into Contacts in Salesmate.
With Salesmate’s email parsers…
So, no more data entry for these emails, all you have to do is choose from the list of pre-defined providers or set up a custom provider.
Don’t worry, the process is quite simple for both.
You can learn more about them in our support article or connect with our customer success team for a quick solution.
Right now, we have started with two lead providers – Homepie and IndiaMART. If you want us to add more lead sources, please connect with our support team. We’d be happy to move forward with your request 🙂
8. Contact creation for text received from unknown numbers
A simple text response can deliver an amazing experience for your brand. And you know, you can very well automate using Salesmate.
But that was particularly difficult when a text is coming from an unknown number.
Well, not anymore.
Now, in Automation Journeys, you can create new contacts when text messages are received from unknown numbers. Salesmate will use the phone number as the name and create a new contact.
Once a contact is created in Salesmate, you can execute further steps of automation and push them through the journey!
Learn more about it
9. Deal Stage Duration Report
Deal stage duration reports provide you with detailed insights about how long each deal spends in each stage of your Sales pipeline.
This is extremely useful when you want to refine your processes and identify the stage which can be optimized to shorten the sales cycle.
10. Crucial insights for BigCommerce store owners with new Widgets
After connecting your BigCommerce Store with Salesmate, you’ll be able to see important insights in the Contact detail view. We have added three new widgets that’ll fetch insights from the store.
11. A better experience with secured email links
Now Salesmate custom email tracking links are SSL supported, so no more blocking by email or virus scanners tools. It will give your customers peace of mind that they are not clicking anything spammy.
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.