Don't use Salesmate unless you want to reduce and automate your workload
2. Customizable Sales progress tracking dashboards
3. Intelligent email campaign tracking mechanism
4. Makes my campaigns GDPR …
Salesmate is a single platform that helps create personalized experiences across marketing, sales, and service touchpoints across all channels – email, text, chat, web, calls, and eCommerce. It is designed to enable users to generate more leads, close more deals,…
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This is the technique of using software to automate certain sales-related tasks.
The software acts as a single source for all customer data and enables users to access that data efficiently.
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
Users can defines salesperson territories based on customer or market characteristics.
Users can track deals and create quotes.
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.
Users can create, process and fulfill price quotations and sales transactions.
Users can log and track all customer interactions through any channel, including social, email, phone and in-person.
The software allows for sales, territory, lead, order and account management for partners or OEM relationships.
This component of CRM software automates help desk, call center and field service management.
This includes incident/ticket creation, routing, escalation, and resolution.
This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.
This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.
This includes lead generation, scoring, qualification, routing, and nurturing.
This involves the ability to send mass email to groups of people based on particular qualifications.
This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.
This includes the ability to plan, track, collaborate and report on tasks.
Software provides a broad range of standard and the ability to build custom reports.
Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.
The software helps users accurately forecast sales based on volume and conversion metrics.
Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.
Users can create reports and dashboards unique to their needs.
This addresses a company’s ability to configure the software to fit its specific use case and workflow.
Users can create custom fields to store additional information on standard and custom objects.
Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.
Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.
The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.
Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.
Salesmate is a single platform that helps create personalized experiences across marketing, sales, and service touchpoints across all channels – email, text, chat, web, calls, and eCommerce. It is designed to enable users to generate more leads, close more deals, and build lasting customer relationships. It replaces many disjointed systems to save users time and money.
Salesmate offers businesses:
Sales CRM – Organize, filter, segment, and manage leads, prospects, and customers data in one place.
Lead Capture, Nurture, and Scoring – Automatically captures, assigns, and nurtures leads using web forms, emails, live chat widget, file import, and third-party lead sources.
Automation Journeys – Supports multi-channel drip campaigns, schedules follow-ups, automates repetitive tasks, score sleads, and automates end-to-end customer journey.
Sales Emails – Automates sales emails two-way email sync, templates, tracking, scheduling, bulk campaigns features.
Calling & Texting – Salesmate offers built-in calling with features such as call recording, call transfer, voicemail drops, power dialer, call insights, and text marketing.
Live Chat & Shared Inbox – Converts website visitors into customers and also offer chat support on web and mobile. A team inbox can be used to deliver email support collaboratively.
Sales Sequences – Save reps time and prevents follow-ups with leads using an automated sales sequences.
Automate Data Entry – Automatically enriches contacts and tracks all emails, meetings, follow-ups, texts, etc. to eliminate data entry.
Sales Pipeline – Includes a visual sales pipeline, salesforecasting and goal setting, and tracks rep activities to make sure no deals fall through the cracks.
Meeting Schedular – Enables prospects to book meetings online and save reps time that would have been spent on scheduling meetings.
Reporting & Dashboards – Actionable insights to improve sales performance and coach reps with pre-built or custom insights and dashboards.
Salesmate can be used with Google Apps, Microsoft Apps, Quickbooks, PandaDoc and 700+ other apps to streamline the sales workflow.
Pricing starts from $12/user. Salesmate supports businesses in SaaS, software, marketing, real estate, Insurance, finance, etc. industries. Salesmate can be tried free for 15-days.
Visit https://www.youtube.com/channel/UCZPKrO3O06QWrlhBl9Q7E5w to watch Salesmate video.
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | Apple iOS, Android, Mobile Web |
Consumers | 15% |
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Small Businesses (1-50 employees) | 25% |
Mid-Size Companies (51-500 employees) | 50% |
Enterprises (more than 500 employees) | 10% |
Salesmate has proven to be a valuable tool for users across various industries, providing solutions to a range of challenges. With Salesmate, users have successfully managed multiple sales pipelines and effectively tracked the stage of each client. The software's email organization and tracking capabilities have improved communication efficiency by allowing users to easily manage email conversations with clients. Users have also saved time by automating their follow-up emails through Salesmate's sequencing feature.
Another key use case of Salesmate is its goal setting feature, which has helped users stay on target with their sales activities. By setting goals within the software, users can track their progress and ensure that they are meeting their targets. Additionally, Salesmate's integration with API has allowed users to streamline their lead generation processes by generating leads from their websites.
Salesmate has also been praised for its seamless communication capabilities. With reliable email delivery and integration with Gmail, users can communicate with customers effortlessly. Furthermore, Salesmate supports communication through various channels such as email, SMS, WhatsApp, and chat, providing flexibility for users to engage with their customers in the way that suits them best.
The level of support provided by Salesmate has received high praise from users, contributing to overall customer satisfaction. The intuitive interface of the software has made it easy for users to navigate and utilize its features effectively. Additionally, Salesmate offers endless configuration and customization options, catering to different business needs.
By integrating with platforms like WooCommerce and Shopify, Salesmate has facilitated e-commerce management for users. It has also helped sales teams manage contacts, companies, leads, and the sales cycle of prospective clients. Users have utilized Salesmate to track tasks, activities, text messages, phone calls, and emails for clients, creating a centralized database.
Salesmate's integration with QuickBooks and DocuSign has streamlined document signing and financial management processes for users. The software's native calling and texting feature has enhanced communication capabilities. Moreover, Salesmate's robustness and user-friendliness have made it a preferred choice for users compared to other CRM options.
Overall, Salesmate has proven to be a versatile CRM solution that addresses the diverse needs of users across industries. Its features and capabilities contribute to improved organization, streamlined processes, and efficient communication, making it an essential tool for sales, marketing, and customer relationship management.
High Level of Customization: Users have praised Salesmate for its high level of customization, allowing them to tailor the software to their specific needs. Many reviewers have expressed satisfaction with the ability to customize sales pipelines and fields, enabling them to track relevant information and adapt the software to their unique business processes.
Responsive Customer Support: The customer support provided by Salesmate is highly praised by users for being responsive and helpful. Numerous reviewers have commended the quick response time and willingness of the support team to assist with any issues or questions that arise. The chat feature, in particular, has been highlighted as a valuable tool for obtaining prompt assistance.
Seamless Integration with Gmail: Users find the integration between Salesmate and Gmail to be seamless and efficient. Several reviewers have mentioned the convenience of syncing emails, contacts, and calendar events between both platforms effortlessly. This integration allows for easy communication management within one unified interface, streamlining workflow processes for users who heavily rely on Gmail for their daily operations.
Limited customization options: Some users have expressed the desire for more flexibility in customizing Salesmate to suit their specific business needs. They would like the ability to remove modules that are not applicable to their business, as well as customize fonts and colors.
Inconsistent functionality across devices: Several reviewers have mentioned that there are certain functionalities that do not work properly on the iPad compared to desktop. While they consider this issue to be minor, they still suggest improving the performance and ensuring a consistent user experience across different devices.
Need for better automation features: A common concern raised by users is the need for more robust automation features. Some users feel that while the app works fluently when set up properly, they would like to see improvements in areas such as chatbots and templates for sales pipelines. They also express a desire for automation triggers for deal pipeline stages and calendar scheduling, suggesting that these enhancements would greatly improve their workflow efficiency.
Users commonly recommend Salesmate for small and mid-sized businesses, emphasizing its suitability for their specific needs. They mention that the software helps in solving actual business problems and provides valuable analytics and insights.
Another common recommendation is for Salesmate to enhance its reporting capabilities and allow for scheduled data exports. Users believe that these improvements would further enhance their ability to analyze and track customer interactions.
Users also frequently recommend Salesmate as a cost-effective alternative to Hubspot and Pipedrive, especially for sales purposes. They highlight the software's seamless functionality and ease of use, making it a desirable choice for businesses looking for an affordable CRM solution.