How Jaedon transformed customer service and sales with Salesmate

The challenge: Outgrowing outlook and facing collaboration gaps

For years, Jaedon relied on Microsoft Outlook as its sales tracking tool. Tracy had built a robust system of contacts, notes, and customer categories since 2006-but Outlook lacked scalability, stability, and true team collaboration.

Key pain points:

• No real CRM: Outlook acted like a CRM, but was difficult to access, fragile, and hard to maintain across users.
• Email limits & spam flags: Bulk messages often triggered spam filters-especially problematic for government clients.
• No remote access: Lockdown exposed the limits of Outlook, making collaboration nearly impossible without central access.
• Onboarding new reps was tough: New team members couldn’t easily find customer histories or order-specific details.

The solution: A CRM that fits a small but mighty team

Salesmate offered the right mix of affordability, functionality, and simplicity for Jaedon’s growing needs. After exploring custom builds, third-party tools, and Salesforce (which was too expensive and complex), they partnered with a local university student who recommended Salesmate-and it was a perfect fit.

Smooth migration with expert support

• Jaedon imported over 8,500 contacts from Outlook into Salesmate.

• Salesmate’s team helped resolve field limitations and guided them through a seamless onboarding process.

• Custom Excel mapping and formatting ensured that historical notes-some dating back to 2006-were retained and searchable.

Efficient customer management and collaboration

• Centralized contact records include logos, corporate files, sizing specs, and past communications.

• New hires can instantly understand a customer’s order history, requirements, and contacts.

• Jaedon added onboarding videos from Salesmate’s YouTube tutorials to train staff quickly and efficiently.

Smarter email campaigns-Without spam risk

• Salesmate’s automated email tools let the team segment contacts and send campaigns without being flagged as spam.

• Instead of Outlook’s 99-recipient cap, Jaedon now sends 1:1 messages in timed intervals-boosting deliverability.

Resilient remote work

• When COVID lockdowns hit, Jaedon continued operations without skipping a beat.

• Staff accessed Salesmate from home, responded to inquiries, and stayed aligned across roles and regions.

Results: Better service, Stronger sales, and Business resilience

• Unified CRM with 8,500+ records: All customer data-spanning utilities, emergency services, and dairies-was successfully migrated, enabling a single source of truth for the entire business.

• Smarter onboarding and handoffs: Salesmate gave every team member instant access to contact history, notes, made-to-measure info, and logos-ensuring seamless support even if the original contact is unavailable.

• Improved email deliverability to critical clients: With Salesmate, Jaedon could send compliant email campaigns that avoided government spam filters-especially important when engaging with police, fire departments, and national utilities.

• Exceptional customer support: Salesmate’s support team was always accessible-helping Jaedon resolve issues quickly, adapt to updates, and learn new features with minimal technical know-how.

What’s Next: Refinement, Integration, and More Learning

As Jaedon continues to grow, they’re exploring more integrations and functionality-like smarter filtering, better Outlook sync, and improved contact clean-up.