Salesmate Webinar: Summer Release - Unveiling exciting updates & features on 18th Jul 2024, Thursday at 1:00 PM EST. Reserve your spot.

Save calls against companies and track on-field sales team

Thank you so much for being a part of Salesmate’s journey till now. We are back with some more updates that will allow major sales productivity enhancements and help save more selling time.

What’s new:

  1. Save calls against companies
  2. Track on-field sales team members

1. Save calls against companies

Businesses are individual entities and this fact is known to many of us. Our B2B users who interact with businesses on a daily basis can now add a number inside the company details. This update will allow users to communicate important deal-related information or update businesses regarding any upcoming schedule over a phone call or text message.

Save businesses as contacts

Enjoy seamless ease-of-use while making calls, logging the calls and sending out texts to the businesses. Sales reps can go back to the company timeline and look at the past communication to stay in sync with client requirements and plan the follow-up process accordingly.

2. Track on-field sales team members

Many business owners lose crucial deals because for some or the other reason the field sales reps didn’t properly execute their scheduled tasks. Salesmate’s latest Geo-location tracking update will enable business owners and sales managers to know whether their sales reps/team members were actually present at the location or not.

Geo-location

Whenever the sales rep creates a new contact or completes an activity, the coordinates of their location will automatically get logged inside Salesmate CRM, using the devices’ GPS.

Track on-field sales team members

By using this feature every business owner and manager will be able to track the location from where the sales rep(s) created contacts, companies, activities or deals.

Brownie updates for providing even better emailing experience

    • Users can now forget about selecting default email address time and again, and set their default outgoing email address from email settings.
    • You can also set the default font size and style for your emails from email settings itself.
  • Just copy-paste a video link and the video thumbnail will be automatically inserted inside your email.

*We have also provided the same functionalities inside our mobile apps that are easily available for Android and iOS devices.

**Update your Salesmate app today on Play Store or the App Store and unlock a new way of enhancing your productivity.

Still not using our dynamic mobile app?

Don’t miss out on your productivity, download Salesmate CRM mobile app today!

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Increase the pace of your sales, operate and track your activities from anywhere through Salesmate Mobile App

Are you a small or midsize business? Is your struggle of finding the best sales CRM not over yet? Allow your sales team to enjoy sales and save more time. Take the 15-day free trial and see the power of cloud-based smart sales CRM for yourself.

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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).

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