How to Use Salesmate CRM to Automate Workflows in 2026

Do you feel like good leads are constantly slipping away?

It is frustrating when you lose track of important customer details.

You likely waste hours every day switching between five different apps just to do your job.

You miss meetings and forget to follow up.

This mess stresses you out and costs you real money.

Stop the chaos right now. 세일즈메이트 CRM is the simple solution you need.

세일즈메이트

Ready to boost your sales and 만들다 your team happier? Salesmate has helped over 5,000 teams in 70 countries.

Salesmate를 무료로 사용해 보세요 Salesmate review 세일즈메이트 대안

Salesmate CRM Tutorial

This guide covers the best features to help you sell more.

We will set up reports, automatically book meetings, and create email templates.

Follow these simple steps to save time and close more deals. Let’s get started.

How to use Report Analytics

You cannot improve what you do not measure.

One of the top best practices in sales is tracking your numbers.

You need to know what works and what does not.

Salesmate’s Report Analytics shows you the health of your 사업.

This guide is a quick min read to get you started.

Step 1: Navigate to the Reports Dashboard

• Open your Salesmate dashboard.
• Look at the menu bar on the left side of your screen.
• Click on the Reports icon. It looks like a small bar graph.
• This page shows you the main hub with all your 데이터.

Step 2: Create a New Custom Report

• Find the + New Report button at the top right corner.
• Click it to start a fresh report.
• Choose the “Primary Module” you want to study. You can pick options like Deals, Activities, or case studies from your past projects.
• Select “Summary Report” to see totals or “Matrix Report” to compare different numbers.

Step 3: Filter and Customize Your Data

• Click on the Filters tab to remove data you do not need.
• Set a filter for “Deal Stage” to see who needs follow ups.
• Drag and drop columns to organize your view.
• Group your rows by “Sales Owner” to see who is performing best.
• Clean data helps you identify bottlenecks so you can close deals faster.

Step 4: Visualize and Save Your Report

• Click on the Chart icon to turn your numbers into a picture.
• Pick a style like a Pie Chart or Bar Graph that is easy to read.
• Click the Save button.
• Name your report something clear, like “Monthly Sales Goals,” so you can find it 나중에.

How to use Meeting Scheduler

Going back and forth via email to find a meeting time is a waste of time.

It frustrates your clients and slows you down.

To achieve sales success, you need to make booking easy.

The Meeting 스케줄러 is one of the most useful sales tools. It puts your calendar on autopilot.

Step 1: Access the Meeting Scheduler Tool

• Go to the main menu on the left side of your screen.
• Click on the three dots that say More if you do not see the scheduler.
• Select Meeting Scheduler from the list.
• 세일즈메이트는 크름 designed for sales, so this tool is built right in to help you.

Step 2: Set Up a New Meeting Link

• Click on the button that says + New Meeting Link.
• Fill in the “Event Name.” You can call it “30-Minute Discovery Call.”
• Choose a “Location” like Zoom, Google Meet, or a phone call.
• Add a short description so the client knows what to expect.

Step 3: Define Your Availability

• Choose how long the meeting will last, like 15 or 30 minutes.
• Pick the days of the week you want to work.
• Set your hours, for example, 9:00 AM to 5:00 PM.
• You move faster with the 크름 when you let the system manage your time slots for you.

Step 4: Customize the Booking Form

• Decide what you need to know before the call.
• Ask for their Name, Email, and Phone Number.
• Add custom questions like “What is your budget?”
• Getting this info early helps shorten the sales cycle.

Step 5: Share Your Link

• Save your settings and copy your new Meeting URL.
• Paste this link in your email signature or chat messages.
• You can even put it on your website.
• When a client picks a time, it shows up on your calendar instantly.

How to use Email Templates

Typing the same email over and over is boring. It wastes hours of your week.

Your sales team needs to focus on selling, not typing.

Templates let you write your best message once and use it thousands of times.

This feature is designed to drive sales success by keeping your messaging clear and consistent.

Step 1: Open the Email Templates Section

• Go to the main menu on the left sidebar.
• Click on the More icon (the three dots).
• Select Conversations or Email Templates from the list.
• If you want to see what is new with this tool, check the november 2024 release notes.

Step 2: Draft a New Template

• Click on the + New Template button.
• Give your template a name that you can remember easily.
• Write a catchy Subject Line.
• Keep the subject short so people want to open it.

Step 3: Personalize with Merge Tags

• Do not send generic emails that sound like a robot.
• Use “Merge Tags” to add personal details automatically.
• Click the Insert Attribute button in your toolbar.
• Select fields like {{Contact.FirstName}} so the system fills in the name for you.

Step 4: Organize and Save

• Pick a Folder for your template, like “Welcome Emails.”
• Check how the email looks on both mobile and desktop screens.
• Click the Save button to finish.
• Proper organization helps you find the right file quickly.

Step 5: Use the Template in an Email

• Open a Contact’s profile or start a new email.
• Click the Templates icon in the formatting bar.
• Search for the template you just made and click it.
• 그만큼 텍스트 appears instantly with the names filled in, and you are ready to hit Send.

세일즈메이트 대안

다음은 몇 가지입니다. Salesmate CRM 대안 각각에 대한 간략한 개요와 함께:

• 고하이레벨: 대행사와 기업을 위해 설계된 올인원 마케팅 및 영업 플랫폼으로, 퍼널 구축, 이메일 마케팅, SMS 자동화, 고객 관리 등 포괄적인 도구를 제공합니다.
• 파이프드라이브: 영업 중심의 CRM으로, 직관적인 시각적 영업 파이프라인을 통해 팀이 거래를 관리하고 진행 상황을 효율적으로 추적할 수 있도록 지원합니다.
• 킵: 중소기업을 위한 자동화 솔루션 전문 기업으로, CRM 기능과 이메일 마케팅 및 영업 파이프라인 관리를 결합합니다.
• 액티브캠페인: 마케팅, 영업 및 전자상거래 기능을 통합하여 개인화된 커뮤니케이션과 자동화된 워크플로우를 지원하는 고객 경험 자동화 플랫폼입니다.
• 허브스팟: 널리 인정받는 플랫폼으로, 영업, 마케팅, 고객 서비스, 콘텐츠 관리 및 운영을 위한 다양한 '허브'를 제공하며, 통합 솔루션을 찾는 기업에 이상적입니다.
• 클릭퍼널즈: 주로 판매 퍼널 및 랜딩 페이지 제작 도구이며, 일부 리드 수집 및 기본적인 이메일 마케팅 기능도 포함하고 있어 전환율 향상에 초점을 맞춘 온라인 캠페인을 지원합니다.
• 사람들: 영업 파이프라인, 이메일 캠페인, 연락처 관리, 워크플로 자동화 등의 기능을 갖춘 간편하고 통합적이며 능동적인 CRM입니다.
• 곧: 이 회사 잠재고객 발굴을 전문으로 합니다. 콜드 이메일 아웃리치, 제공 고객 관계 관리, 잠재 고객 추적 및 판매 프로세스 자동화.
• 클릭업: 다양한 기능을 갖춘 업무 관리 플랫폼으로, CRM처럼 활용할 수 있도록 맞춤 설정이 가능하며, 연락처 관리, 영업 파이프라인 보기, 이메일 통합, 맞춤형 대시보드 등의 기능을 제공합니다.
• 월요일 CRM: 스프레드시트와 유사한 구조로 되어 있어 맞춤 설정이 매우 용이하며, 잠재 고객 관리, 판매 예측, 이메일 동기화 및 활동 추적 등 전체 마케팅 주기 관리가 가능합니다.
• 캡슐 CRM: 간편함을 염두에 두고 설계된 성장 지향적인 CRM으로, 여러 파이프라인 및 작업 관리와 같은 기능을 통해 기업이 연락처를 관리하고, 판매 거래를 추적하고, 고객 관계를 유지할 수 있도록 지원합니다.
• 통찰력 있게: 중소기업에 적합한 CRM으로, 연락처 및 프로젝트 관리, 워크플로 자동화, 강력한 보고 기능은 물론 사용자 친화적인 인터페이스를 제공합니다.
• 프레쉬세일즈 CRM: 영업팀을 위한 광범위한 기능을 제공하는 비용 효율적인 옵션으로, 잠재 고객 커뮤니케이션, 전환 도구, AI 기반 잠재 고객 점수화 및 강력한 통합 기능을 포함합니다.
• 세일즈포스: 업계를 선도하는 강력한 CRM 플랫폼으로, 영업, 마케팅 및 서비스를 위한 광범위한 기능을 제공하며, 특히 대규모 기업에 적합한 높은 맞춤 설정 기능과 확장성으로 잘 알려져 있습니다.
• 젠데스크: 주로 고객 서비스 및 지원 플랫폼이지만, 강력한 CRM 기능도 제공하여 고객 상호 작용 관리 및 분석을 처음부터 끝까지 지원합니다.

세일즈메이트 비교

결론

You now know how to use Salesmate’s top features.

We covered Report Analytics, the Meeting Scheduler, and Email Templates.

These tools help sales reps save time every single day. They remove the clutter from your daily workflow.

When you fix your sales process, you close more deals with less stress.

You do not need a long onboarding phase to get started.

Set up your first meeting link or template and watch your 사업 자라다.

자주 묻는 질문

More Facts about Salesmate

• Why a Plan Matters: A good sales plan is the most important part of a successful team. It helps businesses grow, make more money, and keep customers happy.
• Growing Revenue: Studies show that companies with a clear sales plan can earn up to 28% more money than those without one.
• Guiding the Team: A clear plan gives the sales team a map to follow. This makes it easier to turn a potential buyer into a real customer.
• Finding Problems: When the sales process is organized, managers can easily see where a deal is getting stuck.
• Building Trust: A steady process helps customers trust you because they know they will get great service every time they talk to you.
• Focusing on the Best Leads: A good process helps the team spend time on people who are most likely to buy, rather than chasing everyone.
• Predicting the Future: Managers can see all the sales steps clearly, which helps them guess how much money the company will make in the future.
• 올인원 도구: Salesmate helps you manage deals, talk to clients, and use 오토메이션 모든 것이 한 곳에 있습니다.
• AI Helpers: Salesmate uses AI helpers, like Sandy and Skara, to do boring work for you. They can write emails, summarize phone calls, and even research new clients.
• Easy Communication: You can make calls, send text messages, and email clients directly from the Salesmate app without switching screens.
• 진행 상황 추적: The software uses special icons to show you exactly what is happening with a deal, going beyond just simple tasks.
• Smart Scoring: Salesmate looks at your leads and gives them a “score.” This tells you which people are most ready to buy so you can talk to them first.
• Personal Touch: The software helps salespeople send personal messages and give helpful information to customers at the right time.
• Scheduling Meetings: You don’t have to send emails back and forth to pick a meeting time. Salesmate lets you share your calendar so people can book a time that works for everyone.
• Instant Alerts: You get a notification the moment a customer opens your price quote, so you can call them while they are thinking about it.
• Automatic Work: You can set up “Smart Flows” that automatically create tasks, assign deals to teammates, or send welcome emails without you lifting a finger.
• Visual Boards: You can manage your deals on a board that looks like sticky notes. You simply drag and drop a deal to the next stage as it progresses.
• Custom Pipelines: You can create as many different sales paths as you need to track different products or regions.
• Better Proposals: The software can automatically pull information to create nice-looking price quotes and proposals for your 프레젠테이션.
• Revenue System: Salesmate acts as a complete system to connect sales, marketing, and support teams to help the whole company make money.