As we approach the close of 2024, we’re excited to bring you a few key updates designed to make your business processes more efficient and your day-to-day smoother. These updates may seem like small tweaks, but they’re packed with the potential to save you time and boost your productivity. Here’s what’s new in your Salesmate toolbox:
1. Duplicate Management: Take Full Control of Your Data
Data cleanup just got easier. With Salesmate Duplicate Management, you get to decide how duplicates are handled. Set up your own matching rules, choose to either warn users or block duplicates, and maintain clean, reliable data.
When duplicates are identified, they’re displayed on-screen, giving you the power to review and merge them in seconds quickly. No more headaches with messy records—just streamlined data ready to drive your business forward.
2. Enhanced Webforms: Capture More, Do More
Webforms are evolving to help you gather better data. Now, you can add custom form-specific fields and even enable file uploads. Whether it’s a lead submitting a proposal or a customer sharing essential documents, you’ll have the tools to capture everything you need in one place.
Here’s the kicker: with these upgrades, you can use the collected information in Smart Flows, automating tasks like follow-ups or approvals. That’s efficiency on another level, helping you stay ahead of the game.
3. Snippets: Reusable Text at Your Fingertips
Repetition can drain productivity, but with Snippets, those days are over. Snippets let you save frequently used text—like quick replies, FAQs, or product details—and use them effortlessly across emails, chats, or text messages.
This isn’t just about saving time—it’s about maintaining consistency in your communication. Create your go-to responses once and make them available to your team wherever they need them.
P.S. Chat canned responses have a new home—they’re now part of Snippets! You’ll find them in Setup, ready to use with added flexibility.
These updates are live and waiting for you to explore. Log in to your Salesmate account, try them out, and see how they can improve your workflow. Here’s to a smooth finish to 2024 and an even more productive 2025!
Let’s make every interaction count.
As we approach the close of 2024, we’re excited to bring you a few key updates designed to make your business processes more efficient and your day-to-day smoother. These updates may seem like small tweaks, but they’re packed with the potential to save you time and boost your productivity. Here’s what’s new in your Salesmate toolbox:
1. Duplicate Management: Take Full Control of Your Data
Data cleanup just got easier. With Salesmate Duplicate Management, you get to decide how duplicates are handled. Set up your own matching rules, choose to either warn users or block duplicates, and maintain clean, reliable data.
When duplicates are identified, they’re displayed on-screen, giving you the power to review and merge them in seconds quickly. No more headaches with messy records—just streamlined data ready to drive your business forward.
2. Enhanced Webforms: Capture More, Do More
Webforms are evolving to help you gather better data. Now, you can add custom form-specific fields and even enable file uploads. Whether it’s a lead submitting a proposal or a customer sharing essential documents, you’ll have the tools to capture everything you need in one place.
Here’s the kicker: with these upgrades, you can use the collected information in Smart Flows, automating tasks like follow-ups or approvals. That’s efficiency on another level, helping you stay ahead of the game.
3. Snippets: Reusable Text at Your Fingertips
Repetition can drain productivity, but with Snippets, those days are over. Snippets let you save frequently used text—like quick replies, FAQs, or product details—and use them effortlessly across emails, chats, or text messages.
This isn’t just about saving time—it’s about maintaining consistency in your communication. Create your go-to responses once and make them available to your team wherever they need them.
P.S. Chat canned responses have a new home—they’re now part of Snippets! You’ll find them in Setup, ready to use with added flexibility.
These updates are live and waiting for you to explore. Log in to your Salesmate account, try them out, and see how they can improve your workflow. Here’s to a smooth finish to 2024 and an even more productive 2025!
Let’s make every interaction count.
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! 🌟