Client contact management software for operations

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contact information within sales made CRM communication is the key to the success of customer relationship management as it lays the foundation for customer satisfaction and business growth with sales made CRM more avenues of communication are now available to reach out to customers than ever before let's explore each one of them in detail one of the core tenants of the sales made is contacts which gives you a holistic 360-degree view of all customer interactions and information that is easily accessible within the time line of the record it probably includes a history of every interaction they've had with your company everything they told you during the sales cycle every time they've called in for service it also includes information about who they are details about their business what businesses they're related to who has the buying power it's your customer story from beginning to end with sales made calling and texting feature enabled you can easily make receive and record conversations capture important notes during and after the call a service that efficiently handles calls voicemails and messages for your business using the VoIP technology with ADD note you can keep an organized track of your internal communication so there's no chance you miss upon any my new detail about the prospect you can add a custom mode insert attachments like any files images or table associated with that note you can also use the mention feature using act and tag your teammates to the communication thread sales mate will send notifications with the update pin the important notes so that you and your teammate stays on top of the communication history sending email becomes super quick as you can insert predefined templates or simply draft a custom email you can also schedule an email as per the customer time zone to make the best use of our sales made CRM you can use the reminder function here add a note to make any important points you can also select the reminder options from the drop-down and set yourself free from recalling you had to contact again managing the contact by an activity function will make it easier for you to plan activities in advance for the content you can schedule activities you are planning for the prospect select the activity type its due date time and duration from the selection field add relevant information like title description and tags would be more fields option you can see the associate records and include teammates and participants you can also send a calendar invite by simply checking the box here and coordinate with him at ease in case you need to perform similar tasks at regular intervals you can set the reoccurrence for the given activity what sales mate you can now log activity for the tasks that were not scheduled and hence cannot be logged inside sales man sometimes you perform a task and just want to log the activity in sales meter in these situations instead of creating a task and then completing it use the log activity feature you can also schedule a follow-up for the client within the log activity screen with the last option here you can simply attach files or Google Docs to have all the information for the respective client in an organized way for more questions feel free to connect with our customer success team subscribe to the sales meit youtube channel and press the bell icon to stay updated on our new features releases and insightful videos