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Use Salesmachine

Use Salesmachine

Guides to fundamental Salesmachine's features and metrics

6 articles
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Written by Emma Barry

Productivity Reports

See the productivity of your teammates and measure the performance of your playbooks.
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Written by Emma Barry. Updated over a week ago

How to bookmark reports

Access quickly your most important reports
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Written by Emma Barry. Updated over a week ago

How to use Pulse

Learn how to add pulses to evaluate the level of risk of your customers
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Written by Emma Barry. Updated over a week ago

How to manage your emails from your Inbox

Learn how to use the email inbox on Salesmachine.
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Written by Emma Barry. Updated over a week ago

Should I create a Stage or a Segment ?

This article defines the difference between a stage and a segment to help you design your best SalesMachine application.
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Written by Emma Barry. Updated over a week ago

Salesmachine Core Metrics

The important metrics you should know in Salesmachine
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Written by Emma Barry. Updated over a week ago