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Introduction
Welcome to our guide on how to use Salesflare CRM. Whether you’re a small business owner, sales professional or entrepreneur, Salesflare CRM is a powerful tool that can help you streamline your sales process, save time and increase revenue. In this article, we’ll give you everything you need to know to become a Salesflare expert, from setting up your account to creating custom workflows, and much more.
When it comes to using a CRM, we understand the challenges that many businesses face. Many users find the interface cumbersome, while others struggle with setting up automation workflows. Our goal is to provide you with a step-by-step guide that will help you maximize the potential of Salesflare, so you can focus on what really matters: closing deals and growing your business.
So, let’s dive in and start exploring all the great features and capabilities of Salesflare CRM.
Getting Started with Salesflare CRM
Creating Your Account
Before you can start using Salesflare CRM, you’ll need to sign up for an account. Visit the Salesflare website and click on the “Start your free trial” button, which will prompt you to provide some basic information such as your name, email address, and company name. Once you’ve submitted this information, you’ll receive an email from Salesflare with instructions on how to activate your account.
Setting up Your Pipeline
The first step in getting started with Salesflare CRM is setting up your pipeline. The pipeline is essentially a visual representation of your sales process, and it’s where you’ll track your deals as they move through various stages until they are closed. To get started, click on the “Pipeline” tab in the main menu, and then click on “Add Stage” to create your first stage. You can customize the stages to match your sales process by clicking on the gear icon next to each stage.
Importing Your Contacts
Once you’ve set up your pipeline, it’s time to start importing your contacts. Salesflare CRM allows you to import contacts from a variety of sources, including Gmail, Outlook, and CSV files. To import your contacts, click on the “Contacts” tab in the main menu, and then click on “Import Contacts.” Follow the prompts to select your source, and then choose which contacts you want to import.
Creating Custom Fields
Salesflare CRM allows you to create custom fields that you can use to store additional information about your contacts. To create a custom field, click on the “Settings” tab in the main menu, and then click on “Custom Fields.” Click on “Add Custom Field” and then follow the prompts to create your new field. You can choose from a variety of field types, including text, dropdowns, checkboxes, and more.
Adding Notes and Files
One of the great features of Salesflare CRM is the ability to add notes and files to your contacts. This can be incredibly useful for keeping track of important information about each contact, such as their preferences and interests. To add a note or file, simply click on the “Notes” tab in the contact record, and then click on “Add Note.” You can also drag and drop files directly into the contact record.
Setting Up Tasks and Reminders
Another great feature of Salesflare CRM is the ability to set up tasks and reminders. Tasks are things that you need to do, such as follow up with a contact, while reminders are notifications that prompt you to complete a task or take an action. To set up a task or reminder, click on the “Tasks” tab in the contact record, and then click on “Add Task” or “Add Reminder.”
Using the Salesflare Chrome Extension
The Salesflare Chrome Extension is a powerful tool that allows you to access Salesflare CRM directly from your browser. With the extension, you can easily create new contacts, log emails, and set reminders without ever leaving your email inbox. To install the Chrome Extension, visit the Chrome Web Store and search for “Salesflare.”
Advanced Salesflare CRM Features
Creating Custom Workflows
One of the most powerful features of Salesflare CRM is the ability to create custom workflows. Workflows are essentially automated processes that allow you to save time and streamline your sales process. To create a custom workflow, click on the “Automations” tab in the main menu, and then click on “Workflows.” Follow the prompts to set up your workflow, which can include triggers, conditions, and actions.
Integrating with Other Tools
Salesflare CRM integrates with a wide range of other tools, including Gmail, Outlook, Zapier, and more. These integrations allow you to automate tasks such as sending emails, creating tasks, and updating contact records. To explore the integrations available for Salesflare CRM, click on the “Integrations” tab in the main menu.
Using Salesflare CRM on Mobile Devices
Salesflare CRM is available as a mobile app for both iOS and Android devices. With the mobile app, you can access your contacts, deals, and tasks, as well as log emails and calls directly from your phone. To download the mobile app, visit the App Store or Google Play Store and search for “Salesflare.”
Customizing Your Salesflare Dashboard
The Salesflare Dashboard is where you’ll find all the key metrics and insights about your sales process. You can customize your dashboard to display the metrics that matter most to you, such as the number of deals in each stage of your pipeline, the average deal size, and more. To customize your dashboard, click on the “Dashboard” tab in the main menu.
Using Salesflare Reports
The Reports feature in Salesflare CRM allows you to generate custom reports on your sales performance. You can create reports on a wide range of metrics, such as the number of deals won or lost, the revenue generated, and more. To create a report, click on the “Reports” tab in the main menu, and then click on “New Report.”
Collaborating with Team Members
Salesflare CRM is designed to be a collaborative tool that can be used by teams of all sizes. You can invite team members to join your account, assign tasks and deals, and share notes and files. To invite team members, click on the “Settings” tab in the main menu, and then click on “Team Members.”
FAQs
How much does Salesflare CRM cost?
Salesflare CRM offers a range of pricing plans to suit businesses of all sizes. The basic plan starts at $35 per user per month, while the Pro plan is $70 per user per month. There is also an Enterprise plan available for larger businesses.
Can I try Salesflare CRM before I buy it?
Yes, Salesflare CRM offers a free trial period of 14 days. To start your free trial, visit the Salesflare website and click on the “Start your free trial” button.
Does Salesflare CRM offer customer support?
Yes, Salesflare CRM offers customer support via email and chat. You can also access a comprehensive knowledge base that includes tutorials, FAQs, and more.
Can Salesflare CRM integrate with other tools?
Yes, Salesflare CRM offers integrations with a wide range of other tools, including Gmail, Outlook, Zapier, and more. To explore the integrations available for Salesflare CRM, click on the “Integrations” tab in the main menu.
Can I access Salesflare CRM on my mobile device?
Yes, Salesflare CRM is available as a mobile app for both iOS and Android devices. With the mobile app, you can access your contacts, deals, and tasks, as well as log emails and calls directly from your phone.
Can I customize the fields in Salesflare CRM?
Yes, Salesflare CRM allows you to create custom fields that you can use to store additional information about your contacts. To create a custom field, click on the “Settings” tab in the main menu, and then click on “Custom Fields.”
What is a workflow in Salesflare CRM?
A workflow in Salesflare CRM is an automated process that allows you to save time and streamline your sales process. Workflows can include triggers, conditions, and actions, and can be customized to match your specific needs.
How can I collaborate with team members in Salesflare CRM?
You can collaborate with team members in Salesflare CRM by inviting them to join your account, assigning tasks and deals, and sharing notes and files. To invite team members, click on the “Settings” tab in the main menu, and then click on “Team Members.”
What is the Salesflare Chrome Extension?
The Salesflare Chrome Extension is a powerful tool that allows you to access Salesflare CRM directly from your browser. With the extension, you can easily create new contacts, log emails, and set reminders without ever leaving your email inbox.
Does Salesflare CRM offer any training resources?
Yes, Salesflare CRM offers a comprehensive knowledge base that includes tutorials, FAQs, and more. You can access the knowledge base by clicking on the “Help” tab in the main menu.
How does Salesflare CRM help businesses save time?
Salesflare CRM helps businesses save time by automating tasks such as sending emails, creating tasks, and updating contact records. This allows sales professionals to focus on what really matters: closing deals and growing their business.
Is Salesflare CRM easy to use?
Yes, Salesflare CRM is designed to be user-friendly and easy to use. The interface is intuitive, and the tool offers a range of features and capabilities that can be customized to match your specific needs.
Can Salesflare CRM help increase revenue?
Yes, Salesflare CRM can help businesses increase revenue by streamlining the sales process, automating tasks, and providing insights into key metrics such as deal size and close rate.
What is the Salesflare Dashboard?
The Salesflare Dashboard is where you’ll find all the key metrics and insights about your sales process. You can customize your dashboard to display the metrics that matter most to you, such as the number of deals in each stage of your pipeline, the average deal size, and more.
Conclusion
We hope this guide has provided you with everything you need to know to become a Salesflare CRM expert. We’ve covered everything from setting up your account to customizing your workflows, and much more. With Salesflare CRM, you can streamline your sales process, save time, and increase revenue. So why not give it a try and see how it can help you grow your business?
If you have any questions or need further assistance, please don’t hesitate to reach out to our customer support team. We’re here to help you succeed.
Closing/Disclaimer
This article is not affiliated with Salesflare CRM or any of its affiliates. All information contained herein is provided for informational purposes only and does not constitute legal, financial, or professional advice. We make no representations as to the accuracy or completeness of any information contained herein, and we are not responsible for any errors or omissions or for any loss or damage of any kind arising from or in connection with the use of this article. Use of Salesflare CRM and any integrations or tools mentioned in this article is at your own risk.
