๐Ÿ“ Notes & manual tasks

Salesmachine provides a dedicated working environment for your Customer Success team, helping them to increase their productivity, proactivity, and to manage their daily tasks priorities. The following actions are available in every customer's profile page (account & contact level) and are made to improve communication, collaboration & transparency in the team

Notes

Keep notes & important information regarding your customers.

Log Past Activities

Summarize a customer's interaction & keep track of them. All logged activities will also be part of the productivity report. You can choose the kind of activity (call, meeting, or email) you would like to log, the date, attach it to a team member (Assigned to), and attach it to a specific customer (Link to).

Create Future Tasks

You can create reminders for incoming tasks. Define the kind of task (call, meeting, or email), the date, attach the activity to a team's member (Assigned to) & attach it to a specific customer (Link to). Every task created will be available on your personal 'Inbox'.

Send emails directly from the platform

Thanks to our Gmail integration, you can send your email directly from Salesmachine

Pro tips ๐Ÿ’ก: Create an email signature directly on 'Your Settings'

Pulse

A pulse is an individual feeling about your last interaction with your customers. It will allow you to keep a 'human touch' in this data-driven environment.

Pro tips ๐Ÿ’ก: The pulse can also be used as a Health Score condition