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year end review 2020

Salesmate year-end review: 2020 in a nutshell

6 Min read

2020 hasn’t been easy for any of us. However, this tough time made us even stronger. Your trust and positive reviews motivated everyone at Salesmate to strive harder. Neither did we give up, nor did we leave our esteemed clients.

Thank you for your support and cooperation; it helped us make Salesmate more powerful amidst the COVID-19 crisis. 

We not only expanded our team to offer you the best services but also strengthened our CRM with many new features and enhancements.

We know you are excited to embrace the festive spree. Wishing you a blessed and joyful holiday season.

So, let’s take a look at Salesmate’s successful journey in 2020 that wouldn’t have been possible without you.

Salesmate’s enhancements in the year 2020

Web app 💻

web app enhancements 2020

MMS with text messages

Engaging text messages have a better response rate. We gave our users the flexibility to add multimedia files like images, videos, documents, and audio with text messages. 

Customizable list view 

We always strive to make the life of our customers as easy as possible. Therefore, we made the list view even more customizable so that our clients could easily view the data that matters.

Form the relationship between records using a lookup field 

Relationship management is pivotal in sales. With the addition of Lookup Field, we allowed users to build one-to-many and many-to-many relationships between records inside the CRM.

Introducing the all-new boost plan 

The modern sales teams need advanced features. So, we came up with a boost plan in 2020. It has all the essential features that a growing sales team needs to achieve their sales quota and maintain a strong customer relationship. 

Contact and company type

Nobody wants to miss out on a lucrative opportunity. Therefore, we introduced a new file for both contact and companies to help users categorize their records more efficiently. Moreover, color-coding provides much better visualization of contacts and companies.

Power dialer 

Most sales reps find calling to be an arduous task. To ease this tedious task of calling, we introduced Power Dialer this year. This excellent feature automatically dials selected numbers one after the other, taking away manual efforts and help improve productivity by 3X.

Teams

Collaboration helps in achieving better results in less time. So, we’ve added the Teams feature to boost collaborative productivity. Users can easily coordinate with team members, mention them in any module, and keep them informed about important activities.

Voicemail drop

Voicemail drop is one of the most useful functionality added in 2020 that helps in saving calling time. Users can easily record a custom voicemail message and drop it whenever customers do not answer the call.

Reports 2.0 and dashboard 2.0

We’ve improved our reporting capabilities and made our dashboard more intuitive for a better user experience. This new update provides more detailed analytics to spot improvements and track the progress of the sales team.

More powerful import engine

Importing data isn’t a hassle anymore with our powerful improvised import engine. With this new update, users can import files up to 25MB or 50,000 records. We’ve given the flexibility to import data in CSV, XLS, or XLSX files.

Mobile app 📱

Mobile app enhancements 2020

Call log filter in mobile app 

We’ve added a call log filter in the mobile app for bifurcating call logs in a better way. So, using the newly added tabs like pending, recent, missed calls, and voicemail, users can easily filter call logs.

Added media manager

This new update has helped users send media-rich emails. Users can easily compose an email on Salesmate’s mobile app and add images as well as documents directly from the phone’s gallery or file manager.

Passcode in mobile app

To help our users keep their vital data secured, we’ve added an extra layer of security with the passcode feature. In addition to the passcode as security, users can also secure the Salesmate mobile app using Touch ID and Face ID.

Clearbit integration

Finding the client’s data is a time-consuming process. However, Salesmate users do not need to worry about it as the mobile app can be integrated with Clearbit. So, through auto-profile enrichment, users can fill up the missing client details.

Check out the product update timeline here.

Integrations

Extra is always better. To extend the capabilities of Salesmate, we came up with various productive integrations. So, users don’t have to juggle between two apps. They can easily manage their taxes, track calls, analyze data, and do a lot more without leaving Salesmate CRM.

We’ve integrated with the following apps:

Here is a sneak peek of what’s coming in early 2021

Here are a few of the major additions and improvements that we are working on currently and it’s on the way to get delivered in early 2021. So, stay tuned.

  • A fresh experience for contact and company details.
  • DocuSign Integration
  • PandaDoc Integration
  • Built-in live chat for sales and support
  • Advanced marketing & sales automation
  • Lead capture forms

Awards and Recognition in 2020

Salesmate is renowned for its useful features. Due to its wide capabilities and commitment towards the clients, Salesmate has captured many popular reviewing sites’ attention.

Salesmate has acquired a space in many award categories.

Awards from GetApp:

  • Category leaders 2020
  • Best functionality and features 2020

Awards from SoftwareAdvice:

  • Frontrunners 2020
  • Most recommended 2020
  • Best customer support 2020

Award from SoftwareWorld

  • Best Construction CRM 2020

Award from SaaSworthy

  • Top 20 Highly Rated CRM Software

Why Sales Teams Love Using Salesmate CRM – Reviews

The number of sales teams using Salesmate has increased in 2020. Due to its advanced functionalities, Salesmate has become a preferred choice for many businesses. 

Here is what our happy customers have to say about us:

Salesmate review
salesmate crm review

Check out more interesting customer stories here.

Our commitment for 2021 

As you prepare to welcome the year 2021, we are also preparing to give you a stronger, faster, and better CRM in 2021 with useful enhancements and new features. You can sit back and enjoy the holiday season. We will brainstorm on new functionalities to offer you a better experience of using Salesmate in 2021.

An avid writer who likes to explore new fields and research about interesting subjects. She is a versatile content developer who plays with words to express her thoughts. Calm, carefree and creative are the words that describes her the best.

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