2022 was a massive year for us in terms of taking customer experiences to the next level. We achieved amazing results last year, improving everyday productivity, CX, and new feature development.
We have solid plans for 2023, and this update is the first step.
This January, we improved two of our existing features – Sequences and Automation Journeys and introduced a new one.
What’s new in Salesmate Sequences?
We’ve made a logic change for editing Sequence steps. If you change the step of the Sequence…
– The logic remains the same for the Contacts that were personalized at the time of enrollment.
– But Contacts that were not personalized at the time of enrollment or were enrolled via Workflow or Automation Journey will follow the latest content from the sequence step at the time of execution.
So, from now onwards, you can change the step content, and it will be auto-updated for the contacts who haven’t reached that step.
So, no more editing within hundreds of contacts when you want to change the content or you want to rectify a mistake.
Please note that this will only work for the contacts getting enrolled after 25th January 2023. Any contacts enrolled before that will still follow the old logic.
Use your logo or image within Meeting Scheduler
We have come up with a new option for the Meeting Scheduler where you can choose to show the logo on the landing or detail screen of any scheduler.
You can upload these logos using the Brand Book feature, which is limited to the Meeting Scheduler right now, but we plan to use it over multiple places in the coming days.
In Automation Journeys, Smart Segment is an important trigger to drive personalized campaigns.
Now, you can see “Company” fields in Smart Segment as well. You can also access all the custom fields you’ve created in Company Module in Smart Segment.
That’s all for January. We hope these will simplify your experience with Salesmate. If you have any questions, feel free to reach out to support@salesmate.io.
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
2022 was a massive year for us in terms of taking customer experiences to the next level. We achieved amazing results last year, improving everyday productivity, CX, and new feature development.
We have solid plans for 2023, and this update is the first step.
This January, we improved two of our existing features – Sequences and Automation Journeys and introduced a new one.
What’s new in Salesmate Sequences?
We’ve made a logic change for editing Sequence steps. If you change the step of the Sequence…
– The logic remains the same for the Contacts that were personalized at the time of enrollment.
– But Contacts that were not personalized at the time of enrollment or were enrolled via Workflow or Automation Journey will follow the latest content from the sequence step at the time of execution.
So, from now onwards, you can change the step content, and it will be auto-updated for the contacts who haven’t reached that step.
So, no more editing within hundreds of contacts when you want to change the content or you want to rectify a mistake.
Please note that this will only work for the contacts getting enrolled after 25th January 2023. Any contacts enrolled before that will still follow the old logic.
Use your logo or image within Meeting Scheduler
We have come up with a new option for the Meeting Scheduler where you can choose to show the logo on the landing or detail screen of any scheduler.
You can upload these logos using the Brand Book feature, which is limited to the Meeting Scheduler right now, but we plan to use it over multiple places in the coming days.
Learn about Brand Book
Smart Segment with Company Fields
In Automation Journeys, Smart Segment is an important trigger to drive personalized campaigns.
Now, you can see “Company” fields in Smart Segment as well. You can also access all the custom fields you’ve created in Company Module in Smart Segment.
That’s all for January. We hope these will simplify your experience with Salesmate. If you have any questions, feel free to reach out to support@salesmate.io.
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.