5 Time-saving tricks using Salesmate CRM to engage your contacts more efficiently

Salesmate is an innovative sales CRM that offers immense flexibility to its users for managing leads, contacts, activities, and deals. That is the reason it perfectly fits the description of a smart contact management software too. This article will focus on handling your overall sales time while automatically saving and managing your contacts inside Salesmate sales CRM using smart automation.

Let’s begin.

1. Quicker contact management that provides more selling time

Salesmate CRM is a platform that stores all your contact data in the same place, in other words, it acts as a centralized contact repository. As a sales-driven organization, following up with your prospects and customers, scheduling meetings with them and taking notes during scheduled calls plays a crucial part in contact management.

With its automation feature, Salesmate CRM enables you to save precious selling time by going past the traditional roadblocks that exist in every sales process. Make good use of this software that will allow you to provide complete attention to your existing and future clients.

• Through a single page, you can view and take care of the needs of your prospects and contacts.
• All the activities done by the customers or the sales reps are available under a unified graphical timeline.
• Integrate this smart sales intelligence software with third-party apps and access all your data and files from Salesmate itself.
• Manage and maintain your sales task records and pull them up in the form of insightful reports whenever required.
• Integrate your website form and automate the task of contact creation so that you can move forward with establishing communication.
• Import your contacts in .csv or .xls format and store them inside Salesmate CRM.
• Provide the permission of accessing your contacts to a limited number of people and ensure full data safety.
• Access your contact data from any place, any device and at any time using the cloud-based CRM tool.

2. Sales automation that saves more selling time

Closing more deals while taking a lesser amount of time is the primary focus of every business — no matter their working capacity or organizational size. Using workflow automation inside Salesmate CRM, business owners, managers, and sales reps can automate their selling process.

• If you are a sales manager, then you can create simple automation that will auto-assign follow-up tasks to your sales team.
• Salesmate can add contacts using the details filled by visitors on your website contact us forms.
• You can automate the task of sending out follow-up emails to these prospects.
• Salesmate also enables users to set alerts whenever a client, prospect, email recipient takes certain actions against a deal, or email.
• You can make phone calls, without losing much time on guessing when email recipients will open your emails.
• During client onboarding, automate personalized emails with related downloadable content that will act as learning tools for them.
• Tag your high valued clients and look them up using the universal search panel without losing much time.
• See the last communication, the date of the communication and the tool used for the communication in the contact timeline.
• Always stay updated about the actions your clients, leads or prospects are taking.

3. Smart emails with instant reporting of contact response

Email campaigns are a crucial part of sales outreach programs. They help in delivering your knowledge base to the prospects, leads and onboarding customers. Every customer category must send out different types of emails. Such bifurcation requires manual labor and leads to time-consumption. Salesmate CRM’s intuitive workflows allow you to use the tag features to automate emails to different customer categories.

• Send out your promotional emails that include a certain discount percentage to your new and loyal customers.
• Send out company portfolio and past success stories to your leads and prospects.
• Send out downloadable content such as images, word document or PDF files to your onboarding clients.
• You can even customize your emails, create and save your own templates inside Salesmate CRM.
• Moreover, the smart email functionality track when your emails were opened by the customers, how many times they were opened and what was their email content interaction.
• You can also see which email templates are doing well and make changes to those that are not making an impact.
• See which email subject lines are working for you and quickly make amendments to those which aren’t.

4. Built-in telephony for getting in touch with your contacts

Keeping yourself at the back of your customers’ minds is really important for your business. Never lose touch with your contacts with Salesmate CRM’s built-in phone system. The calling and messaging functionalities are available in web and mobile app, to suit your on-the-go working style. Make and receive important calls and stay in touch with your customers with text messages.

Scheduled a call using smart email tracking and workflow automation? The sales CRM will notify you regarding the same on the web and mobile app; make the scheduled call with a single click.

• You can record and save the whole conversation.
• Takedown important notes and save them for future reference.
• Forward incoming calls to the mobile devices if your sales reps are away from their work station.
• Auto logs the calls made from both web and mobile apps.
• Create insightful call reports to measure the performance of your sales reps.
• Distribute your incoming calls based on the availability of your sales reps during the working hours.
• Set welcome and busy messages for incoming calls so that your customers know they called the right business number.
• Get toll-free numbers that can be used by your customers to reach out to you when they are facing any issue with your product or service.
• Transfer calls to the right sales reps or superiors.

5. Smart activity management for quicker contact follow-ups

Sales reps spend most of their time opening emails from their superiors, replying to inquiry emails and tracking their daily sales schedule. To make their work more productive and efficient, Salesmate CRM enables sales managers to automate the activity creation and assignment process.

• Once a deal gets created inside Salesmate, a sales activity, like a sales call, will be assigned to your sales rep.
• The CRM will notify the concerned sales rep about the same via desktop, email and mobile app notification.
• Your sales reps, as well as sales managers, can plan and track their meetings, calls, demos, lunches, and emails for every deal, contact, and company.
• You will receive a personalized sales to-do list that can be synchronized with your calendar.
• With the pipeline board, you can easily filter out the deals that have overdue activities
• With the activity tracking functionality, users can easily take the right actions for the right deals and push them towards successful closure.

Conclusion

Salesmate CRM has been created by keeping innovation, growth and scaling in mind. The biggest advantage of using this CRM is that it is fast, reliable and secure. The pricing of this sales CRM goes in line with the budget of many sales and mid-size businesses too. Moreover, this CRM tool is easily customizable to suit varied sales processes and offers many other features. If you want to know more about what this ultimate sales CRM can do for your business, then get in touch with us. If you want to feel the CRM’s functionality yourself than you can enroll for a 15-day free trial too.