With more filtering & improved email workflows
Years ago, Salesflare’s website used to say “Less work, more sales” and that’s still very much what Salesflare stands for today. 💪
There are two major ways to make more sales with less work - those are:
- Automating the right parts of the work
- Working on the right leads (at the right time)
This product update is more focused on the latter.
And while the new features may seem like small additions, their implications are quite profound.
Let us take you for a ride! 👇
Identify opportunities that are (not) moving through your pipeline
Want to see which opportunities recently moved to another stage of the pipeline? Or maybe those that haven’t changed stages in a while?
You can now simply filter opportunities by “last stage change date”. 🚀
As always, Salesflare’s filtering options are available across entities, which means that you can also filter your accounts, contacts or even tasks to find those for which the related opportunities changed or didn’t change stages.
One example: you can use this new functionality to email every contact related to an opportunity that recently hasn’t changed stages. 👇
You can now also build reports based on this “last stage change date”.
For example: if you want to know where in the sales pipeline opportunities are stuck, you can build a reports as follows:
- Report on: “Opportunities”
- View by: “Opportunity stage”
- Measure by: “# of opportunities”
- Filter by: “Opportunity stage change date more than x days ago”
- Apply dashboard time filter to: Turn on the advanced option “Don’t apply the dashboard time filter”
Or you also can use it to build a weekly progress report, for the team or per sales team member. 🤯
Let us know what you end up building! 😁
List your accounts with incomplete tasks
What if you want to get a list of all accounts where you have outstanding work, aka incomplete tasks? 🤔
You can now filter accounts by “# incomplete tasks”. ✨
To find all the accounts with outstanding tasks, you can for instance filter on “# incomplete tasks is greater than 0”.
Of course, you can easily save this filter for later use!
And, as always, the same is possible in other places as well, like on the opportunities pipeline for instance. 👇
Easy!
Adjust how many emails your workflows can send
As spam filters have recently become more restrictive than before, it’s generally a good idea to start sending emails at lower volumes. 💡
In the past, you could always ask our team to lower your email quota. From today on, you can just adjust it yourself. ✨
Salesflare’s email workflows will not send more emails per time period than the limit you set (note that to avoid causing any trouble at all, it counts your individually sent emails towards the quota too! 🧙).
If you’re interested in the topic (or just don’t want to land in spam folders 😏), we have more tips on improving your email deliverability here.
Track your email workflows with the new tracking
In our last product update (on June 1), we announced the gradual roll-out of an entirely new email tracking system.
Today, we’ve enabled the new email tracker on your email workflows as well. 🚀
We hope you enjoy it!
Many more improvements and bug fixes
We fixed the bugs you reported, upped the performance in a few places, tweaked some app flows, and much more. As always, keep the feedback coming through the live chat on our homepage — we thrive on it! 😍
Coming up next... 🥁
- Manage your tags in an easier way⚡
- More visual account suggestions 🔮
- The possibility to export reports 💾
- Custom fields that can connect anything 🔗
- A new Outlook add-in with broader support 📬
- More possibilities to uncover new leads 🕵
Ready to power up your sales? Give Salesflare a try.
We’re an easy-to-use sales CRM for small & medium-sized B2B companies that’s chock-full of automation and always up to date!
We hope you liked this feature update. If you did, follow us on social media!
👉 You can follow @salesflare on Twitter, Facebook and LinkedIn.