Getting started using Salesflare

Let's explore the basics of Salesflare. In this video, Jeroen explains: 00:02 The basics 00:20 Accounts 02:21 Contacts 02:57 Opportunities 03:40 More questions?

Learn six ways to create accounts in Salesflare. 00:26 Plus button 01:59 My Contacts 02:35 Account suggestions 03:21 Email sidebar 03:55 LinkedIn sidebar 04:14 Sidebar on any site 04:51 More questions?

Time to discover Salesflare's apps & integrations. 👀 In this video, Jeroen will explain: 00:17 Connect your email 01:10 The email plugin 02:20 Connect your calendar 02:49 Mobile apps 03:25 Zapier and Make 04:11 Tracking 04:52 More questions? For the guide on Zapier: https://howto.salesflare.com/en/articles/1227417-what-kind-of-zapier-integrations-are-possible

Master lead prospecting with the LinkedIn sidebar & email finder. 🔍 In this video, Jeroen explains: 00:16 Installing the sidebar 00:42 How it works 01:31 Creating a contact 02:08 Lead credits 02:52 Reaching out 03:30 More questions? For more on Salesflare's LinkedIn sidebar & email finder: https://howto.salesflare.com/en/articles/5951448-can-i-use-salesflare-with-linkedin

Set up your sales pipeline like a pro 🎓 In this video, Jeroen explains: 00:13 What is a pipeline 01:18 Visualizing your process 02:07 Qualification 03:41 More questions? How to set up your sales pipeline with BANT: https://howto.salesflare.com/en/articles/624720-how-do-i-best-set-up-my-sales-pipeline

Let's finetune your sales funnel 🧐 In this video, Jeroen explains how to: 00:29 Configuring stages 01:42 Inactivity tasks 02:50 Stage probabilities 04:32 More questions?

Want to automate emails or send sequences? Use email workflows in Salesflare.✨ In this video, Jeroen explains: 00:12 What is it? 00:50 Choose your audience 01:35 Four statuses 02:02 Setting a goal 02:55 Exit reasons 03:47 One-time vs. continuous 05:44 Creating email steps 07:20 Analyzing results 08:48 More questions?

Wondering what to use Salesflare's email workflows for? In this video, Jeroen shares 3 common use cases for email workflows: 00:32 Use case 1: Reach out to prospects 02:12 Use case 2: Follow up leads 03:29 Use case 3: Onboard users 04:40 More questions?

Customize your data in Salesflare. ⚙️ In this video, Jeroen explains: 00:13 Creating a field 01:15 Field types 04:58 Predefined fields 07:10 More questions? For more on Salesflare custom field types: https://howto.salesflare.com/en/articles/2321233-can-i-make-different-types-of-custom-fields

Import existing data into Salesflare. 📊 Here's to fix records that failed to import: https://howto.salesflare.com/en/articles/1602441-how-do-i-fix-my-import-file In this video, Jeroen explains: 00:13 Before you start 01:38 Mandatory fields 03:13 Custom fields 03:31 Importing your file 04:12 Handling errors 05:05 Common questions 06:11 More questions?

Get a clear view of how you're selling with Salesflare. 🙌 In this video, Jeroen explains: 00:18 Getting oriented 02:32 Revenue dashboard 07:19 Team dashboard 09:24 More questions? For the video on custom dashboards and reports, go here: https://salesfla.re/custom-dashboards-reports

Configure custom dashboards & reports with Salesflare. 📈 In this video, Jeroen explains: 00:40 Reports v.s. dashboards 01:02 Editing a dashboard 01:32 Creating a dashboard 01:51 Creating a report 05:21 Filtering report data 06:03 Managing dashboards & reports 07:00 More questions? For more on Salesflare's custom dashboards & reports: https://howto.salesflare.com/en/articles/5511505-how-can-i-make-custom-dashboards-reports

Need leads? Salesflare can help. 💪 In this video, Jeroen explains: 00:19 Finding leads 01:02 Add leads to the CRM 01:50 Save searches 02:21 Lead credits 02:51 Find leads while browsing 03:24 More questions?

Manage who has access to what data with Salesflare. 🔓 In this video, Jeroen explains: 00:25 User roles 02:29 Setting permissions 04:11 User groups 04:54 Pipeline visibility 05:37 More questions? For more on Salesflare Permissions: https://howto.salesflare.com/en/articles/4664889-can-i-set-user-permissions

Get ready to join the Salesflare family. 🎉 In this video, Jeroen explains: 00:16 How to subscribe 01:13 How billing works 01:38 Managing billing details 02:01 More questions? For more on how Salesflare billing works: https://howto.salesflare.com/en/articles/1216231-how-does-salesflare-billing-work