Más facilidad de uso, más alegría

Disfruta de las mejoras de tu CRM favorito

We’ve just gone live with a whole new Salesflare release!

This time it’s all about improving existing functionality: campaigns, tasks, reporting, internal notes, pipelines, … they all got better and easier to use.

Here’s which goodies are available to you now! 👇 (More to come very soon…)

 

Profundice en los resultados de las campañas por correo electrónico y actúe en consecuencia

This new feature has been live for a bit, but we haven’t included it in any full-blown announcement yet, so here we go!

You can now super easily see who has received, opened and clicked your email campaigns… and who hasn’t. From there you can dig in further by clicking to their contact details or to the related account. 👇

Wish you could export those lists and even send follow-up emails straight from the list? We’ve got you covered: that feature is coming up next. 👊

 

Informe sobre sus principales fuentes de clientes potenciales

Want to know what your top lead sources are? 🤔

We’ve added dedicated reporting for this to the Insights dashboard.

This enables you to easily see which acquisition channels are working for you… and which are not. 😏

 

Snooze tareas más rápido

If you’re a power user of Salesflare’s tasks, snoozing should be fast and easy. 💪

That’s why we’ve completely rebuilt the way you snooze tasks. You can now even select a custom date and time in a minimum amount of clicks.

Just click snooze and hover the “custom date and time” option to launch the date and time selector. 👆 Or select a quick option in one click.

 

Edite sus notas internas en línea

¿Te gustaría poder editar fácilmente las notas internas?

Here you go! 👊

Sólo tienes que pulsar el botón de edición situado detrás de los tres puntos, editar la nota interna y guardar (o pulsar intro).

 

Editar etapas ganadas y perdidas

Want to call your “Won” stage “Paid,” “Success” or something else?

¿Quieres ir de morado en lugar de verde? ¿O algo más elegante?

Así de fácil. Se trata de una mejora menor, pero solicitada a menudo.

 

Casillas triestatales

Finally, one for those who like to have their data 100%. 🤓

Salesflare now supports tri-state checkboxes / booleans, with a “true,” “false” and “unknown” state.

That means you can, for instance, make the difference between people who have not agreed to your terms (“false”) and people who haven’t agreed yet (“unknown”).

 

Muchas más mejoras y correcciones de errores

Hemos mejorado notablemente el rendimiento (¡mira la pantalla de contactos!), corregido los errores de los que nos informasteis, ajustado algunos flujos de la aplicación y mucho más.

Algunas de las mejoras más destacadas:

  • Easily copy phone numbers 📞
  • Quicker way to reach import data & customize fields screens 🖱
  • Account name also shown on the right in the accounts screen 👀
  • An even clearer onboarding process for new users ✨

As always, keep the feedback coming — we thrive on it!

 

Coming up next… 🥁

  • Filter in any way you can imagine 😲
  • An easier way to send email campaigns 👈
  • Export campaign results and send follow-up emails 💌
  • Save filters to create segments 💾
  • A secret project 🤫
Jeroen Corthout
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