At Salesmate, your success is at the heart of everything we do. In 2024, we dedicated ourselves to understanding your needs, solving your challenges, and delivering tools that help you achieve more with less effort.
From groundbreaking AI innovations to smarter automation, every update and feature was designed with a single focus: enabling your business to grow and thrive.
Here’s a quick look at how Salesmate evolved this year, making 2024 a transformative year for you and your team.
Sandy AI (Public Beta): Your Personal Productivity Partner
We know your day is packed with emails, meetings, calls, and follow-ups. That’s why we created Sandy AI, your conversation-first assistant, to take the load off your plate and help you focus on what matters—building relationships and closing deals.
Here’s how Sandy AI made your work easier in 2024:
Summarized Conversations
No more digging through endless notes or emails. Sandy condensed lengthy conversations into concise summaries, highlighting key points like action items, deadlines, and next steps.
Personalized Communications
Sandy crafted tailored email drafts and suggestions for each lead, making every outreach feel personal and relevant. Customers reported higher response rates thanks to this personal touch.
Call Transcriptions and Insights
Sales calls became more actionable with Sandy’s real-time transcriptions and insights. Teams could identify trends, track performance, and refine follow-up strategies instantly.
Impact: Sandy AI isn’t just a tool—it is an extra team member, helping you work smarter, not harder.
Ticketing Software: Elevating Customer Support
We understand that exceptional customer service is critical to your success. Our Ticketing Software simplified support management, enabling you to respond quickly and effectively to client issues.
What This Meant for You:
- Tailored Ticket Pipelines: You could design ticket workflows suited to specific needs—customer support, internal requests, or back-office tasks.
- Real-Time Notifications: Instant alerts kept your team aligned and responsive.
- Detailed Insights: Pre-built reports offered valuable data on ticket trends, enabling continuous improvement in service delivery.
Impact: Salesmate’s Ticketing Software didn’t just resolve issues—it strengthened your customer relationships by ensuring every inquiry was handled professionally and efficiently.
Quote Management: Closing Deals Faster
We heard from you that creating and managing quotes was often time-consuming and error-prone. That’s why we built Quote Management, making it simpler than ever to handle this crucial part of your sales process.
Key Highlights You Loved:
- Integrated seamlessly with Salesmate CRM, so all your sales data was in one place.
- Allowed you to track quotes from creation to approval, ensuring nothing fell through the cracks.
- Gave your team a professional edge with polished, accurate quotes that impressed prospects.
Impact: Many of you shared how this feature helped close deals faster and more efficiently.
Empowering SLA Compliance: Deliver on Your Promises
Take your support standards to the next level with Salesmate’s Service Level Agreements (SLAs). Designed to ensure timely, high-quality responses, SLAs help you deliver exceptional customer service.
Key Highlights You Loved:
- Simple Setup: Easily configure SLA policies with predefined conditions for prompt responses and resolutions.
- Urgency Prioritization: Define urgency levels to address critical issues first.
- Deadline Enforcement: Set clear deadlines for First Response, Resolution Time, and Escalations to ensure accountability.
- Custom Notifications: Get instant alerts for breached SLAs, keeping stakeholders informed and proactive.
Impact: Many of you reported faster resolutions and improved customer satisfaction by staying compliant and proactive.
Goal Management: Stay on Track to Hit Targets
Achieving goals is the backbone of business success, and at Salesmate, we’ve taken goal tracking to the next level with Goal Management.
Key Highlights You Loved:
- Expanded Goal Tracking: Create and track diverse goals—from sales targets to completed activities and service objectives.
- Custom Module Support: Set advanced goals on custom module records for tailored performance tracking.
- Flexibility: Monitor progress, boost productivity, and align your team toward shared objectives.
Impact: Teams shared how the feature fostered a results-driven culture, improving performance and collaboration.
Duplicate Management: Take Charge of Your Data
Keeping your data clean and reliable has never been easier with Salesmate’s Duplicate Management.
Key Highlights You Loved:
- Custom Matching Rules: Define the criteria for identifying duplicates tailored to your needs.
- Flexible Actions: Choose to warn users or block duplicates to ensure data integrity.
- Quick Review & Merge: Instantly review and merge duplicates with an intuitive on-screen display.
Impact: Many of you expressed how this feature saved time, eliminated clutter, and ensured accurate, actionable data.
Facebook Lead Forms and Audience Sync: Simplify Social Media Outreach
Expanding your social media reach is now effortless with Salesmate’s Facebook Integration.
Key Highlights You Loved:
- Lead Form Integration: Automatically capture inquiries from Facebook lead forms directly into Salesmate—no third-party tools required.
- Audience Sync: Seamlessly sync customer lists with Facebook audiences for precise targeting and retargeting.
Impact: Users reported smoother campaign management and better lead nurturing directly from their CRM.
Enhanced Layout Widgets: Tailored Views at Your Fingertips
Our revamped Layout Widgets offer even more control and customization, giving you quick access to relevant information.
Key Highlights You Loved:
- Sorting and Filtering: View records based on specific needs, such as completed or open activities.
- Custom Widgets: Create tailored views to track performance or tasks efficiently.
Impact: Many of you shared how the improved widgets saved time and brought clarity to daily operations.
Instagram Integration: Centralize Your Social Conversations
Over half of Instagram users follow brands, making it essential to manage these interactions efficiently. With Salesmate’s Instagram Integration, you can do just that.
Key Highlights You Loved:
- Unified Inbox Connection: Manage Instagram DMs, Story Mentions, and Replies directly from Salesmate.
- Seamless Responses: Handle messages alongside live chats for a holistic customer experience.
Impact: Teams loved the streamlined workflow, which helped them stay responsive and enhance customer satisfaction.
Here Are Some Other Features We Introduced in 2024
While our major updates stole the spotlight, we also rolled out several other features to enhance your Salesmate experience:
- Enhanced Webforms: Gather better data with custom form-specific fields and the ability to enable file uploads.
- Auto Increment Fields: Automatically generate unique identifiers for deals, contacts, or any custom field, keeping your records organized with a running sequence.
- Multiple User Signatures: Personalize your emails with ease by creating and selecting multiple signatures for each email account.
- Outbound Chat Message: Initiate conversations directly with customers over chat or WhatsApp, without waiting for them to reach out first.
- Edit Journey Emails: Customize your journey emails for improved engagement and campaign refinement.
- Dark Mode: Enjoy a sleek, modern interface that's easier on the eyes, with Dark Mode now available across all views and screens in Salesmate.
Check all our features and updates here
Your Wins are Our Wins
2024 wasn’t just about updates; it was about listening to your needs and delivering solutions that matter. Whether it’s helping you close more deals, save time, or serve your clients better, every feature was built with you at the center.
We’d love to hear from you:
- What feature made the biggest impact on your business this year?
- How did these updates help your team grow?
Let us know in the comments or share how it helped your team grow! 👇
What’s Next in 2025?
We’ve got even more in store for the coming year. Expect deeper integrations, enhanced automation, and tools designed to make your sales and customer journey management even more intuitive.
At Salesmate, your success is at the heart of everything we do. In 2024, we dedicated ourselves to understanding your needs, solving your challenges, and delivering tools that help you achieve more with less effort.
From groundbreaking AI innovations to smarter automation, every update and feature was designed with a single focus: enabling your business to grow and thrive.
Here’s a quick look at how Salesmate evolved this year, making 2024 a transformative year for you and your team.
Sandy AI (Public Beta): Your Personal Productivity Partner
We know your day is packed with emails, meetings, calls, and follow-ups. That’s why we created Sandy AI, your conversation-first assistant, to take the load off your plate and help you focus on what matters—building relationships and closing deals.
Here’s how Sandy AI made your work easier in 2024:
Summarized Conversations
No more digging through endless notes or emails. Sandy condensed lengthy conversations into concise summaries, highlighting key points like action items, deadlines, and next steps.
Personalized Communications
Sandy crafted tailored email drafts and suggestions for each lead, making every outreach feel personal and relevant. Customers reported higher response rates thanks to this personal touch.
Call Transcriptions and Insights
Sales calls became more actionable with Sandy’s real-time transcriptions and insights. Teams could identify trends, track performance, and refine follow-up strategies instantly.
Impact: Sandy AI isn’t just a tool—it is an extra team member, helping you work smarter, not harder.
Ticketing Software: Elevating Customer Support
We understand that exceptional customer service is critical to your success. Our Ticketing Software simplified support management, enabling you to respond quickly and effectively to client issues.
What This Meant for You:
Impact: Salesmate’s Ticketing Software didn’t just resolve issues—it strengthened your customer relationships by ensuring every inquiry was handled professionally and efficiently.
Quote Management: Closing Deals Faster
We heard from you that creating and managing quotes was often time-consuming and error-prone. That’s why we built Quote Management, making it simpler than ever to handle this crucial part of your sales process.
Key Highlights You Loved:
Impact: Many of you shared how this feature helped close deals faster and more efficiently.
Empowering SLA Compliance: Deliver on Your Promises
Take your support standards to the next level with Salesmate’s Service Level Agreements (SLAs). Designed to ensure timely, high-quality responses, SLAs help you deliver exceptional customer service.
Key Highlights You Loved:
Impact: Many of you reported faster resolutions and improved customer satisfaction by staying compliant and proactive.
Goal Management: Stay on Track to Hit Targets
Achieving goals is the backbone of business success, and at Salesmate, we’ve taken goal tracking to the next level with Goal Management.
Key Highlights You Loved:
Impact: Teams shared how the feature fostered a results-driven culture, improving performance and collaboration.
Duplicate Management: Take Charge of Your Data
Keeping your data clean and reliable has never been easier with Salesmate’s Duplicate Management.
Key Highlights You Loved:
Impact: Many of you expressed how this feature saved time, eliminated clutter, and ensured accurate, actionable data.
Facebook Lead Forms and Audience Sync: Simplify Social Media Outreach
Expanding your social media reach is now effortless with Salesmate’s Facebook Integration.
Key Highlights You Loved:
Impact: Users reported smoother campaign management and better lead nurturing directly from their CRM.
Enhanced Layout Widgets: Tailored Views at Your Fingertips
Our revamped Layout Widgets offer even more control and customization, giving you quick access to relevant information.
Key Highlights You Loved:
Impact: Many of you shared how the improved widgets saved time and brought clarity to daily operations.
Instagram Integration: Centralize Your Social Conversations
Over half of Instagram users follow brands, making it essential to manage these interactions efficiently. With Salesmate’s Instagram Integration, you can do just that.
Key Highlights You Loved:
Impact: Teams loved the streamlined workflow, which helped them stay responsive and enhance customer satisfaction.
Here Are Some Other Features We Introduced in 2024
While our major updates stole the spotlight, we also rolled out several other features to enhance your Salesmate experience:
Check all our features and updates here
Your Wins are Our Wins
2024 wasn’t just about updates; it was about listening to your needs and delivering solutions that matter. Whether it’s helping you close more deals, save time, or serve your clients better, every feature was built with you at the center.
We’d love to hear from you:
Let us know in the comments or share how it helped your team grow! 👇
What’s Next in 2025?
We’ve got even more in store for the coming year. Expect deeper integrations, enhanced automation, and tools designed to make your sales and customer journey management even more intuitive.
Pawan Kumar
Marketing Head at Salesmate | Digital Storyteller | Poll Enthusiast | 📈 Data-Driven Innovator | Building bridges between tech and people with engaging content, stories, and creative marketing strategies. Let's turn ideas into impact! 🌟