The most awaited updates are almost here!
Hey everyone,
We are continuously trying to make Salesmate easier to use. We have been working on some elements to simplify the entire platform and would love to hear your suggestions.
If there is anything that you find will add to making the platform simpler and seamless, do drop in your feedback in the comments.
We will make sure that we put in our best efforts to incorporate as many suggestions as possible.
Cheers,
Team Salesmate
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Official comment
Hello @Eddie
We have included call conferencing in our future roadmap and you should be able to see the new design changes very soon in the community portal for feedback and comments.
However, there is no timeline defined for the feature release.
For Group Text Messages we have made a note of it as a requested feature, do keep an eye on the release notes for future updates: https://www.salesmate.io/product-updates/
Comment actions -
Hello @Nadir (24 Royal Bloom)
Appreciate your feedback and concerns in this regard, the feedback is duly noted and the message is accordingly conveyed to our Mobile app Team.
We will request you to reach us over chat support and share some live examples to better assist you here wherein you can share the app and its version used by you to investigate the specific case.
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Simple usability request here. Why do tasks, notes, activities by default have so many lines and are double spaced? In the early 2000s before the cloud, CRMS were very compact and used space sparingly. Salesforce started the trend and everyone followed it which I think was a huge step in the wrong direction. The majority of your users are on phone calls I assume so they need to be able to glance at the contact and see all of the RELEVANT notes quickly like I do. But the way your templates are displayed, users have to scroll down forever to see if there are any notes. I might call someone 10 times before talking to them for a second time. In these instances I have to scroll waaaaaay down to see notes that are relevant. I do pin notes but that is still a bad solution and it breaks up the chronology of events.
Look at this note for a simple phone call. It has 5 lines double spaced. Couldn't this be one skinny line that is clickable and gives me the details if I need more information? I need to know 1 phone call, 2 date and time and 3 outcome. Also, if you used colors to denote if it is a call, task or email then this would save even more time and space.
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ADD THE ABILITY TO VIEW A PHONE SCRIPT DURING CALLS. Let users choose which script to use at the beginning of the call or have settings that allow the admin to have a specific script populate based on the stage of the lead or contact type.
Also, allow dependency fields (conditional logic) within the script. Example: admin can insert a question in the script, if the user clicks yes on the interactive that will lead to path A of the script, if they click no, it will lead to path B.
Also it would be nice to have the ability for a user to input values directly in the script during a call that gets saved to the deal or contact item once the call is completed. Then on the call activity it shows what information was updated on the call... -
Ability to associate multiple contacts with each other through '@'.
When logging notes of a call or making notes on a contact, oftentimes, the notes refer to another contact other than the primary one that was communicated with. It would be useful to be able to reference other contacts with an '@' tag, similarly to the way you're able to '@' tag other Salesmate users. As an example, today I had a call with two people. The main person called me, but had another person on the line as well. I would like that call record to show up on both people's contact record, and an easy way to accomplish this would be to title the activity "Call with Joe Smith & @Jane Smith." And then even in the notes, if another person was mentioned, I could say "Joe referenced connecting me with @Jennifer Jones for a potential new project." This would be so helpful.
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It would be so helpful to have a "news feed" or "activity feed" that would show updates across all contacts and companies. Ideally, it would show notes, call logs, and contact updates. This would serve as an internal LinkedIn or Facebook, showing what is happening with the contacts across the account so that we're all in the loop on the latest activity with our relationships.
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