Meer gebruiksgemak, meer plezier

Geniet van de verbeteringen aan je favoriete CRM

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…)

 

Resultaten van e-mailcampagnes uitdiepen en hierop actie ondernemen

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. 👊

 

Rapportage over uw belangrijkste leadbronnen

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 taken sneller

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.

 

Bewerk je interne notities inline

Wil je interne notities gemakkelijk kunnen bewerken?

Here you go! 👊

Druk gewoon op de knop Bewerken achter de drie puntjes, bewerk de interne notitie en sla op (of druk op enter).

 

Gewonnen en verloren etappes bewerken

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

Wil je helemaal paars in plaats van groen? Of iets nog chiquers?

Zo eenvoudig is het. Dit was een kleinere maar vaak gevraagde verbetering.

 

Drie-staten selectievakjes

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”).

 

Veel meer verbeteringen en bugfixes

We hebben de prestaties aanzienlijk verbeterd (bekijk het contactenscherm!), bugs verholpen die jullie hebben gemeld, een aantal appflows aangepast en nog veel meer.

Enkele van de vele verbeteringen die we hebben aangebracht:

  • 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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