Saleswah CRM powerful user management features

There is a lot the Saleswah user account admin can do

Change user password

We now made it possible for the Saleswah user account admin to change the password for any user.

To do this, goto your admin area, and click on Users and Licenses.

Goto the user list.

Yes, it is that simple! Your users will be sent the new password by email.

Deactivate user

The admin can select any user in the above user list and click- deactivate user.

The user will lose access to the CRM immediately. And, the Saleswah user license he had would not become available to be assigned to any other user without a license.

Remember, deactivating the user does not affect the data. All accounts, contacts, deals which were looked after by the user, would continue to be shown under him. Other active users, who had earlier access to his data, would continue to do so. In fact, he would continue to show up in the user hierarchy in all the lists- Contact, Account, Deals, Tasks etc.

As a matter of fact, this helps when a sales executive leaves and a new one is going to join in his place. So, you can transfer “the territory” from old to new with minimal disruption.

Re-assign territory- from old executive to new

  1. Go to the Accounts List.
  2. Use the user hierarchy filter to drill down to the old user who is still showing up. So, now you have only the accounts which are assigned to the old user on screen.
  3. Select the accounts- in bulk and click on Assign accounts- follow instructions to assign to the new user.

Remove user from hierarchy

Once you have re-assigned all accounts from this user to another, then you can remove the user from the hierarchy totally. To do that, go to the Users and License section again. Select the user to remove from the hierarchy and click on Remove from Hierarchy.

 

 

Guide to drive successful CRM adoptions

Why CRM implementations fail

The reasons why there are so few truly successful CRM implementations vary from industry to industry and even one country to another.

I can give you my reasons based on my observations over the last decade. The reasons are in 3 broad groups:

  1. No clarity on existing process:
  2. Lack of clarity on expectations.
  3. Commitment should start from the top- but it does not.

Much before the search for a CRM- either for the first time or to replace an existing system, there must a serious effort to document existing processes. If they need to  fit a software – understand what is critical and what is not.

A CRM like Saleswah is a fairly large piece of software with multiple features. Rare is the customer who uses all the features and that is okay. What the successful implementer does is understand how his must have processes will work in the CRM.

Process clarity and expectation setting

Process documentation even if not very formal, is must. Have the internal clarity before you speak to the vendor.

A shortcut that often works, is to ask (as a customer)

  • what reports do I need to run and grow my business?
  • what data do I need to capture to get those reports?
  • how can I make the job easier for my people (who will get me the data)?

Reports and required data: these are self explanatory. Ask these questions and you will be surprised how easy the process for looking for a CRM and getting it to work for you will become.

Leading by example

Now for the boss- the one that needs to drive the implementation.

For the user adoption and implementation to work, the boss needs to use the CRM.

Sounds trivial. But it isn’t. Bosses are busy and they simply are unable to fit the CRM usage into their schedule.

So, here’s what we suggest. If you are the boss and you want the CRM implementation to go smoothly, get your reports ONLY from the CRM. Let it be known to your entire team that they do not need to send you reports separately. You will get your reports from the same source- the CRM.

Tell them you won’t read their forecast reports or funnel health or win-loss reports offline or sent on mail. You will only read it in the CRM.

Have you encountered other issues why CRM implementation/ adoption stalled in your company? What did you do to solve them?

 

 

Email templates for sales campaigns

Email templates that win sales

We use email templates for marketing campaigns. What is less appreciated is using email templates for running sales campaigns.

Unlike marketing campaigns, sales campaigns focus on more immediate revenue generation activities- tasks that relate to specific funnel stages.

Why do you need templates?

Sales people are busy and there is a lot of demand on their time. They win business when they are in front of their customer- face to face or on phone.

But, there is a lot of paperwork in sales. The need for paperwork stems from:

  1. Cold prospecting- or introduction.
    • Have you ever faced this? You call a prospect and he says, “can you send me a mail saying exactly what you do?” If you sat around and sent out a mail only hours later, he may even forget you called, or the context of the conversation.
    • Having a template for an “intro-mail” is a no-brainer. It saves time. Imagine getting off the phone and firing off the email at the click of a button. It does not have to be complex. It may contain bare facts about your company, how your product relates to his needs and what you will do next.
    • You will obviously tweak the text a little bit before sending it to personalize it.
  2. Meetings notes: minutes
    • You have a meeting. Either on the phone or face to face. If you are sending the minutes, let it be professional. Nicely formatted and the names of meetings attendees recorded in the email.
  3. An email for every occasion:
    • Thank you for a meeting..
    • Thank you for an order.
    • Gentle reminder for follow up on a visit.
    • Update on a commitment.
    • Relevant company news.
    • Sending literature.
    • Response to a demo request.
  4. Email for proposals.
    • Product/ category wise preliminary proposal: cover salient specs, budgetary ideas and success stories.
    • Product/ category wise firm proposal: cover detailed specs, clear budget and other standard terms of business.

How many of these can you automate? To save your time and that of your team? And help win business faster?

Metamorphosis: Saleswah CRM new look

Saleswah CRM now sports a brand new look

Since being launched more than 5 years back, Saleswah CRM just went though the most comprehensive overhaul of UI ever in its life. Saleswah CRM for Sales users will henceforth login to a totally different interface.

Now, we all know that UI changes can be problematic. As a user, you are used to a button being at a certain place. Or the menu revealing a certain number of options in a certain way.

Suddenly that changes.

So, we have been testing with a variety of current users who were generous enough with their time and we know we are on the right path- we have not yet had to set up a demo with anyone. So, if the test was to be intuitive, simple yet retain the functionality of the old UI, we believe it passes.

We took a few daring decisions with the UI- we believe it paid off.

First, the new UI has far fewer pages than the old one. And it makes use of the calendar to subsume the Tasks, Meetings etc.

Secondly, we have gone overboard with reports- the number of reports are many more and the dashboards are more informative.

We set out to create a look which was modern yet simple. But, we also wanted our pages to load faster and improve user experience.

We have rolled this out now to all users who have a Saleswah CRM for Sales account. And any new registrations will make you use the new UI.

New UI, new home

Saleswah CRM for Sales users will henceforth login to their accounts at www.saleswahcrm.com.

We are working to migrate the service accounts users to a new UI too. Watch this space!

Hope you like what you see. Please mail us at accountservices AT saleswah DOT com and let us know your feedback and if you need some help.

 

Unbeatable offer: Lifetime CRM access on Saleswah CRM

Lifetime CRM access with Saleswah

Lifetime CRM Access offered by Saleswah CRMTired of paying for a CRM every year or every month?

So, here’s the deal. Pay once, just once – for a lifetime CRM access with Saleswah for your individual CRM account.

No limitations. All platforms, now and in the future. Today, you can use Saleswah in the web, Android, Windows desktop and phone. Tomorrow, if we came up with an iOS app, your credentials will work there too!

Storage restrictions- none.

For those who sign up for a paid access, from now till 31st March 2017,

  • Usage restrictions – none.
  • Number of records- unlimited
  • Connectivity with Google or Outlook- yes.

For a price which is about the same as a yearly subscription in Saleswah CRM, you get a chance to use Saleswah in perpetuity. No limitations. No small print.

And, just to check out what you get when you get Saleswah CRM lifetime access, register and test drive Saleswah for 15 days. Absolutely free!

Customize or customized, how do you like your CRM?

Customized CRM or custom-built?

Forgive this play on words. Do you want to have a customized CRM; build on your CRM- add features: views, workflows or reports? Or do you want to build the CRM ground up, custom-built for you?

I guess we all know the second option is very expensive. But, assume for a second that money is no object and the expected benefits- cost savings, sales upswing etc- far outweigh the costs. Would you then all vote for the second option?

[poll id=”2″]

Before you go further, please vote in the poll above. It is completely anonymous. And we have no biases- we do both.

Done?

Continue reading “Customize or customized, how do you like your CRM?”

Towards more actionable sales call reports

Weekly sales call reports

How they hide more than they show and what could be better

Sales call reports, whether daily sales reports or weekly or monthly have always been on top of the pet hate list of salesmen.

Sales call reports from mobile teamAnyone starting a sales career quickly learns about the requirement of the sales report, but he is rarely convinced of the need for one. Funnily, as the sales executive progresses in his career becomes a manager and acquires a team, he starts demanding a report from his team on a regular basis!

There are two reasons sales call reports help the manager.

  1. It helps her keep control- the efficiency factor- on the number of calls for example that an executive is on everyday. It helps her benchmark, understand operational issues in territories.
  2. The focus and the effectiveness: in the drive to ensure you are logging “minimum number of calls” per day, are you making sure the calls are productive? Are you making too many “relationship calls”? Do your sales calls have a proper agenda and importantly, the required preparation? Which of your running “deals” have seen no visits? Which task was closed without a visit?

Unfortunately, as a long suffering sales manager, I have never managed to get daily or weekly sales call reports the way I want and when I want them. Even if it establishes some control initially, most salespeople know how to inundate their boss in garbage. So, the bad news will always be buried in the deep end. Also it is humanly impossible to sift through time and date data related to visits- nor possible to correlate them with tasks and deals records.

As for effectiveness, unless you have historical data and able to run analytics, you will not go far. Deep dive does not work- and as for second tier managers being able to zoom in and find potential trouble-spots, just forget it!

What about the Sales executive, though?

The executive sees very little gain from sales call reports. He needs to set aside time for his reporting every day or every week. Now, as he does that, he needs to remember the salient details of conversations and actionable insights and put it all down. This on top of remembering meetings logistics- venue and timing.

Sales call reports aligned to businessIt is clear that we need to make it worth his while. So, if we can facilitate taking meetings notes as and when he is in the meeting and also tag that with the contact, account, deal or task that the visit related to- it addresses him having to remember the details later.

Now, all he needs to do is flesh out the details of the conversation later on, if warranted. He can do that later- and he will have skeletal points taken during the meeting anyway to help him.

The benefit is the report is virtually real-time and it is constantly being updated. And we know which deals are being worked on. We also know the actionable items in the call immediately.

So, what could be better with sales call reports?

Firstly,  we are not a great fan of sales reports that are static. We prefer reports that have multiple dimensions yet easy to dive into and decipher. To be useful, sales call reports must serve to perform both roles.

  1. They must provide the manager immediate feedback regarding work being done at ground level.
  2. They must also help the manager understand the focus and impact of the sales calls.

We see the sales executives benefiting the most. They will log visits and jot down meeting notes; if the daily or weekly sales call reports are generated automatically out of that. Of course these reports are not static and are update-able. But, that should be welcome. Both managers and executives should welcome the ability to tag a call with a sales opportunity or a pending task so they do not have to create a parallel report on screenshot_2016-09-08-12-17-57what physical action is happening on the sales opportunities.

Behavior change will be needed. When sales managers manage through the CRM then the executives will work better on their CRM as well. But, obviously the right reports need to be generated and enough insights must be available for making it happen.

 

It will be mobile first in implementation

The data for generating the sales call reports need to come from the field, as the meeting is happening. So notes need to be logged and updated on the mobile. There in lies the potential for greatest productivity improvement.

So we are moving towards reports which are live, always updated and actionable. You can format them in weekly or daily or monthly formats. But the benefits are now in how both the managers and executives can base their judgement and action on the reports.

 

 

 

Goodbye Saleswah Lite, Hello Saleswah CRM Plus

New version Saleswah CRM Plus on playstore

1. The current version of Saleswah CRM Lite has been withdrawn from the Google playstore.
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2. The new version, available now from the Playstore is called the Saleswah CRM Plus. This is the download link for Saleswah in playstore..
3. Please delete/ uninstall your installed version.
4. Please install the new apk. You existing credentials (short account name, login id and password will still work to login.
In case you have forgotted the password, please regenerate at https://crm.saleswah.com/ForgotPassword.aspx
The new version is more secure; much faster UI and fixes a few bugs.
In case you have forgotten the user name/ short account name, please send an email to accountservices@www.saleswah.com
For those who have used it before, this is a simply faster and cleaner version- free of bugs as well.
For those who have not, please download to discover simply the most comprehensive CRM mobile app built for the SME who wants to sell like the large enterprises.
Minus the complexity.
download Saleswah from Google Playstore
Manage all your Contacts and Accounts and their appointments, tasks and related sales opportunities. Send pre-templated proposals – right from the mobile. Call your contacts, right from within the app and get prompted to log the comments against a pending deal or task.

Saleswah CRM customization

We allow our customers to login and use the software for free for a month. So, it is not often understoood that what you see is just one “flavour”. Something that showcases some of the best features of the software but hides perhaps just as many.

Does that mean that you get a “hobbled” product? No. All it means is, if there is something you need and don’t see it upfront on the product on the web- the one you registered and logged in to- ask. Pick up the phone or drop us a mail.

You will be surprised. Saleswah CRM customization can create a product that is surprisingly close to your needs.

We have customized Dashboards, added large work-flows, hidden large parts of the software away. And done it in less time and with less effort than we ourselves thought it would take.

Saleswah CRM customization dashboard
Cuztomized dashboard – Saleswah CRM

All this while keeping the core product intact. Yes, sometimes it does result into “stress-testing” the software but we are happy to report Saleswah has so far stood up to the stress well.

The other work we have done on Saleswah has been in creating totally custom mobile app UI- to handle totally different work.

Some of the customization work ends up being not so custom- after all. They become mainstream. For instance the work we did in creating a calendar at a client request has now ended up in the main product. If you have not seen it already, time you did!

Saleswah CRM Customization - standard dashboard
Saleswah CRM standard dashboard

SMTP setting just got easier

We just put in a couple of days of hard work so that your task of setting up the SMTP service in Saleswah CRM becomes easier.

If you logged in after today, you will notice a little change in the SMTP settings panel. It now looks like this:

easy smtp settings

The key is, we have allowed you the choice in selecting if your mail server has SSL or not. In case you are using Gmail, your servers have SSL by default. But in some cases, they may not be. So, try it out.

And, once you save your SMTP setting, send a test email to a known email address and check your configuration really works!