Now, you can create folders for Email Campaign templates and manage them effectively.
That’s all for now, folks.
Cheers!
Kashyap Trivedi
Kashyap Trivedi is working with an awesome marketing team at Salesmate CRM. He is deeply interested in learning digital marketing trends and try them out! When he’s not working, you’ll find him reading a good book or meditating.
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Here at Salesmate, we’re always working to make your CRM experience faster, smarter, and more efficient. This February, we’re thrilled to roll out a set of new updates designed to help you automate more and work smarter, not harder.
Better visibility for deal cards and control conversations effectively. Customize your Deal Cards You can now choose the fields which should appear on your deal cards in your selected pipeline. With t
In our tailored webinar on Salesmate 3.0, we already announced how we see social media integrations.
We believe they are super-crucial for a truly omni-channel experience.
After WhatsApp and Facebook, the next logical move was to introduce Instagram.
And it’s here!
Bring Instagram messages, mentions, and responses to Unified Inbox
More than half of Instagram users follow brands on the platform and prefer to communicate via DMs as well.
While a typical customer success team would prefer to focus more on live chat, an Instagram inbox might feel a bit unnoticed.
This ends now.
With the new integration, you can connect your Instagram account with Salesmate inbox and start responding to messages without a miss.
Not just messages, but you can also respond to Story Mentions, and Story Replies right from your Salesmate inbox.
Learn more about this integration
Deeper insights into visitor and customer behavior
We have introduced 6 new chat reports that’ll give you much more clarity and insights on chat behavior.
A closer look at the performance overview
Drill downs help you take a closer look at the data and go one level deeper.
Activity Performance Overview and Deal Performance Overview reports now support drill-down.
Take a look.
More meaningful detail views for teams
We have added a new option of Visibility Rule in the detail view for the top action bar.
The top action bar has options for communication, logging activities, creating deals, etc.
If you want to highlight specific options based on team requirements, the visibility rule can make that happen.
So, if you want to show communication options for only leads, specifically for sales teams, that’s possible.
This offers a personalized experience to different teams based on their requirements, and other teams don’t have options that they don’t really need.
Fast-track WhatsApp communication with templates
Templates make mass communication 10X simpler and faster.
In our last update, we introduced WhatsApp integration, and now it supports template creation as well.
Users can create WhatsApp templates in different categories, languages, and design styles.
Once creation, the system will send your templates to Meta for approval, which typically takes 24 hours.
Read more about WhatsApp templates
A minor update for better hygiene
Now, you can create folders for Email Campaign templates and manage them effectively.
That’s all for now, folks.
Cheers!
Kashyap Trivedi
Kashyap Trivedi is working with an awesome marketing team at Salesmate CRM. He is deeply interested in learning digital marketing trends and try them out! When he’s not working, you’ll find him reading a good book or meditating.