Salesmate product overview

Salesmate is an all-in-one cloud-based CRM platform that enriches customer interactions, boosts sales productivity, and helps win more deals. It provides a user-friendly solution to simplify the complex sales processes of businesses of all sizes and shapes. It benefits sales reps to be more productive, increases their sales, and engages deeply with their customers.

With Salesmate, it is simpler for businesses to manage their pipeline, save time at all stages of the sales cycle, and win new customers without breaking their back on busywork. The platform delivers automation, simplicity, and insight. Along with CRM, the software comes with advanced marketing automation capabilities. Marketing teams can create personalized marketing campaigns in minutes using Journey-based Automation and execute them right away.

Customer support teams can leverage Salesmate for interacting with customers and gaining deeper insights into their needs. Salesmate lets customer reps connect with prospects, collect information, and take surveys efficiently through automation.

Pros of Salesmate

It allows sales teams to manage multiple pipelines and set up manual task automations.
Salespeople can start calling right from the CRM and keep track of every communication progress as the software comes with Built-in Calling & Texting. Businesses don’t have to depend on external tools for these purposes.

Cons of Salesmate

According to some users, Salesmate’s scheduling feature needs improvement.
Others commented that the system lags occasionally.

Breakdown of core features

Contact management

Salesmate lets businesses get a clear picture of all the deals present in their sales pipeline and move them across stages. The software also facilitates communication over multiple channels, empowering teams to perform their best in every deal with a clear view of every client’s important data. Its contact management feature enables users to create multiple pipelines and manage contacts based on their business types, prioritize them, and deliver results.

Sales activity tracker

The platform’s sales activity tracker allows team managers to plan ahead, track their team’s activities, and automate sales process steps. Users can plan and track meetings, calls, demos, lunches, and emails for every deal, contact, and company. Additionally, they can get a personalized sales to-do list that syncs with their calendar and mobile devices. The sales activity tracker keeps users informed about past and future actions for each deal and contact.

Sales automation

With Salesmate, businesses can create sales automation that isn’t complex. Teams can automate tasks and build a streamlined sales process to engage, convert and delight customers. The sales automation feature lets sales reps stay connected with the prospects and customers at every touchpoint with automated emails, reminders, and contextual conversation. Users can also automate manual tasks, such as updating records and assigning deals or tasks to sell more.

Email management

Marketing teams can utilize Salesmate’s email templates to leave a lasting impression on leads and build a template library with a few clicks. Users can also send personalized emails that connect with leads and get better responses. The software also has a smart BCC feature that keeps a log of every email conversation. Irrespective of the email provider or client, users can forward every email to the personalized BCC email address to never miss out on an important conversation. Salesmate automates the process by recognizing the email address and attaching it to the right deal or contact. Moreover, it tracks email opens and clicks to analyze which subject line or CTA works well with prospects.

(Last updated on 06/21/2022 by Liz Laurente-Ticong)