Salesflare

What is Salesflare?

Salesflare is a simple yet powerful CRM designed for small and medium-sized businesses selling B2B. With Salesflare, you can automate your CRM data input, track emails, links, and website visits, and even get a LinkedIn sidebar, email sidebar, and mobile app. This CRM tool is perfect for those who want to invest in their sales team and boost their performance. It offers features like sending personalized email campaigns, setting user permissions, creating custom dashboards, and more. Salesflare's pricing is transparent and fair, with simple monthly or annual billing options.

Salesflare aims to help sales teams focus on their customers by reducing time spent on data entry and managing customer information. With Salesflare, you can automatically gather contact and company information from emails, email signatures, social profiles, and more, saving you precious time. The CRM tool also provides automatic logging of meetings and phone calls, as well as a handy document folder per customer for quick access to documents. Salesflare ensures that you never miss a follow-up again, making customer tracking effortless.

Salesflare offers different pricing plans to suit various needs and budgets. The Growth plan, priced at $29 per user/month (billed annually), includes features like automated CRM data input, email tracking, LinkedIn sidebar, email sidebar, and mobile app. The Pro plan, priced at $49 per user/month (billed annually), builds on the Growth plan with additional features such as sending workflows of multiple emails, setting user permissions, and creating custom dashboards. For larger teams, the Enterprise plan offers custom training, data migration services, a dedicated account manager, and more.

How to Use Salesflare?

Step 1: Sign Up and Initial Setup

• Go to the Salesflare website (https://www.salesflare.com).
• Click on the 'Try it for free' button on the homepage.
• Fill in your details to create an account.
• Verify your email address by clicking the link sent to your email.
• Log in to your new Salesflare account.

Step 2: Invite Your Team

• Go to the settings section by clicking on your profile icon in the top right corner.
• Select 'Team' from the menu options.
• Click on 'Invite team members'.
• Enter the email addresses of your team members and send the invite.
• Your team members will receive an email invite to join Salesflare. They need to follow the instructions in the email to join.

Step 3: Connect Your Email and Calendar

• In the settings section, click on 'Integrations'.
• Choose your email service provider (Gmail, Microsoft 365, or Exchange).
• Follow the prompts to grant Salesflare access to your email and calendar.
• Once connected, Salesflare will automatically sync your emails and calendar events to track your interactions with leads.

Step 4: Automate Your Address Book

• Navigate to 'Contacts' in the main menu.
• Salesflare will automatically convert your email inbox and calendar into an address book.
• Review and confirm the suggested contacts added by Salesflare.
• Manually add any additional contacts if needed by clicking the 'Add Contact' button.

Step 5: Set Up and Customize Your Sales Pipeline

• Go to the 'Pipeline' section from the main menu.
• Click on 'Edit Pipeline' to customize the stages according to your sales process.
• Add, rename, or remove stages as necessary.
• Drag and drop leads through the pipeline to track their progress.

Step 6: Automate Follow-ups with Reminders

• Navigate to a lead's profile within Salesflare.
• Click on 'Set Reminder' to schedule follow-up tasks.
• Salesflare will notify you when it's time to follow up with the lead.
• You can also view upcoming reminders in the central notification center.

Step 7: Monitor Email and Web Tracking

• Open the 'Emails' section from the main menu.
• Salesflare will track when recipients open your emails and click on links.
• Check for instant notifications on email interactions.
• Navigate to the 'Web Tracking' section to see which pages your leads visit on your website.

Step 8: Utilize Shared Communications

• Click on 'Team' in the main menu.
• View all shared communications with customers, including emails, calls, and meetings.
• Collaborate with your team by adding notes and comments to customer profiles.
• Ensure everyone is on the same page by sharing important details.

Step 9: Customize Reporting

• Go to 'Reports' in the main menu.
• Click on 'Create Report' to start building a custom report.
• Choose the metrics and data you want to analyze.
• Save and share the report with your team to monitor performance and make data-driven decisions.

Step 10: Integrate with Other Tools

• Navigate to 'Integrations' in the settings section.
• Connect Salesflare with other tools like LinkedIn, Zapier, and more.
• Follow the prompts to authorize and set up integrations.
• Use the mobile application for seamless access to Salesflare’s features on the go.

Salesflare Features

Feature 1: Automate your CRM

Automate your CRM with Salesflare to save time and energy managing data and emails. Salesflare keeps track of all your interactions with leads, eliminating the need for manual data entry.

Function Detail

• Salesflare automatically converts your business email inbox and calendar into an address book, populated with contacts you know.
• The platform enriches your accounts and contacts with data from publicly available sources and email signatures.
• Capture your interactions with leads through automated timelines for organized follow-up.
• Receive suggestions to add accounts and contacts you're in touch with, streamlining your contact management process.
• Engage with leads and customers at scale through personalized email sequences.

Feature 2: Follow up flawlessly

Never miss a follow-up again with Salesflare's seamless customer tracking and automated reminders. Stay on top of important updates and maintain consistent communication with leads and customers.

Function Detail

• Visualize your entire sales pipeline in one convenient overview, allowing you to track progress and make informed decisions.
• Receive automated reminders for follow-up tasks, email replies, and note-taking, ensuring no lead falls through the cracks.
• Track email opens, link clicks, and website visits to understand lead engagement and tailor follow-up strategies.
• Stay informed with live notifications on all customer interactions and updates.
• Create saved filters for easy access to segmented lists of contacts for personalized follow-up.

Feature 3: Work as one team

Collaborate seamlessly with your team on customer interactions and build stronger relationships together. Salesflare facilitates shared communications and relationship intelligence for enhanced team collaboration.

Function Detail

• Centralize all team's communication with a customer in one shared platform, promoting unified customer service.
• Leverage relationship intelligence to understand team connections within a company and strengthen relationships.
• Create shared email templates for standardized communication within Salesflare and Gmail.
• Utilize a permissions system to control data sharing and pipeline access with your team.
• Customize reporting with dashboards to track team performance and optimize sales strategies.

Feature 4: Integrate everything

Integrate Salesflare seamlessly with your existing toolset to boost productivity. With deep integrations with platforms like LinkedIn, Gmail, and Outlook, Salesflare ensures a cohesive workflow for your sales team.

Function Detail

• Integrate your CRM with emails and calendars for automated timelines and address book synchronization.
• Sync calls from your Android phone to Salesflare for seamless call logging.
• Access LinkedIn features directly within Salesflare and find business email addresses effortlessly.
• Connect Salesflare with over 5000 apps through Zapier and native integrations for enhanced productivity.
• Utilize Salesflare's mobile application for full CRM functionality on iOS and Android devices.

Feature 5: Simple Pricing and Guarantee

Salesflare offers simple and transparent pricing plans without hidden add-ons or limits. Choose the plan that suits your team's needs and enjoy fair, pro-rata billing for the features you use.

Function Detail

• Select from Growth, Pro, or Enterprise plans based on your team size and requirements.
• Benefit from features like automated CRM data input, email tracking, custom dashboards, and more based on your chosen plan.
• Enjoy fair billing with no unexpected charges or hidden fees for additional features.
• Access a free trial to experience 100% of Salesflare's functionality without the need for a credit card.

Salesflare Frequently Asked Questions