Product Overview of Salesflare
Salesflare is an intelligent and user-friendly Customer Relationship Management (CRM) system specifically designed for small and medium-sized businesses, particularly those engaged in B2B sales. Here’s a detailed look at what the product does and its key features.
What Salesflare Does
Salesflare is engineered to streamline sales processes, reduce manual data entry, and enhance the overall efficiency of sales teams. It integrates seamlessly with various tools and platforms, such as Gmail, Microsoft 365, Exchange, iCloud, and LinkedIn, to automate many aspects of sales management. This CRM aims to convert your business email inbox and calendar into an automated address book, enriching your accounts and contacts with data from publicly available sources and email signatures.
Key Features and Functionality
Automated Data Collection
Salesflare features an intelligent, automated data collection engine that gathers client contact information from the internet, email accounts, and existing databases. This engine automatically populates the CRM’s contact book, significantly reducing the time spent on manual data entry by over 70%.
Contact and Account Management
The CRM automatically imports contact information from email signatures and publicly available sources, suggesting the addition of important contacts and companies to the CRM. It also tracks interactions with leads and customers, creating detailed timelines that help in organizing follow-ups.
Sales Pipeline Management
Salesflare provides a visual and easily controllable overview of the entire sales pipeline. Users can drag and drop leads through different stages of the pipeline, ensuring that no opportunity is missed. The system also offers funnel reporting and pipeline management features to keep the sales process organized.
Integration and Collaboration
The CRM integrates with a wide range of productivity tools, including Microsoft 365, Gmail, MailChimp, Trello, and Slack. It allows teams to share all communication with a customer in one place, ensuring cohesive customer service. Salesflare also syncs calls made on Android phones and logs calls automatically.
Task and Follow-Up Reminders
Salesflare includes features like follow-up reminders, email reply reminders, and meeting note reminders to ensure that no interactions are forgotten. It tracks when emails are opened, links are clicked, and what content is read on the website, helping in timely follow-ups.
Relationship Intelligence
The CRM continuously measures the strength of your team’s relationships with clients, identifying who knows whom best at a certain company. This helps in building stronger relationships and ensuring the right approach to each client.
Lead Scoring
Salesflare automatically scores leads based on their engagement levels, marking accounts as “hot” or “on fire” when they show increased activity such as opening emails or browsing the website. This feature helps in identifying the best moments to reach out to potential customers.
Customizable Templates and Reporting
Users can create reusable, standard email templates that can be quickly inserted into emails within Salesflare and Gmail. The CRM also offers performance reporting, funnel reporting, and other analytical tools to provide insights into sales performance.
Accessibility and Hosting
Salesflare is accessible on both desktop and mobile devices via its Android and iOS apps. It is hosted in the cloud, making it easily scalable for businesses of various sizes, from small to enterprise-level organizations.
In summary, Salesflare is a powerful yet intuitive CRM that automates many aspects of sales management, enhances team collaboration, and provides valuable insights to help businesses grow their sales efficiently.