Sales Mantra Questions & Answers

Managing a customer database in Sales Mantra CRM involves importing customer data from various sources such as spreadsheets, email lists, or manual entry. The CRM provides tools for organizing customer information into segmented categories based on criteria like purchase behavior or demographics.
The CRM also allows for easy updates, tracking of communication history, and the ability to link related records such as opportunities and support tickets, ensuring that all relevant data is easily accessible to the sales team for more effective customer management.

Sales Mantra CRM is not entirely free; it offers a free trial for users to explore its features before making a commitment. After the trial period, users can choose from various pricing plans based on their business size and the features they need.
While the free version provides basic functionalities, advanced features such as automation, reporting, and integrations may require a paid plan. Businesses can evaluate whether the value offered justifies the investment during the trial phase.

While Sales Mantra offers a range of features for sales management, some competitors may provide more advanced functionality in areas like marketing automation, customer segmentation, or user interface customization. Other CRMs might also offer better integrations with certain platforms or superior customer support services.
Additionally, the scalability of other CRMs may be better suited for larger enterprises, and they may have more comprehensive features like AI-powered insights or predictive analytics, which some businesses might find valuable for their growth and decision-making processes.

Customizing reports in Sales Mantra CRM involves selecting specific data fields, filters, and date ranges based on the user's needs. The CRM offers drag-and-drop functionality for easy report customization, allowing users to focus on the metrics that matter most to them.
Reports can be saved for future use or exported in multiple formats such as Excel or PDF. This flexibility helps users generate personalized insights for performance analysis, forecasting, and business strategy adjustments.

Yes, Sales Mantra CRM allows users to track tasks and activities through the task management and activity logs. Tasks can be assigned to individual team members with deadlines and reminders, ensuring timely completion. Activities such as calls, emails, meetings, and notes are also recorded automatically.
The activity timeline in Sales Mantra provides a comprehensive view of each customer's journey, enabling sales teams to stay on top of all interactions and improve follow-up efforts. This helps to ensure that important tasks are never overlooked.

Leads in Sales Mantra CRM can be tracked by importing lead data into the system or capturing new leads through web forms, emails, or manual entry. The CRM provides tools for segmenting and assigning leads to specific sales representatives based on predefined criteria.
Users can monitor lead progress through the sales pipeline, set up follow-up reminders, and analyze lead engagement using integrated tracking features. This ensures that no lead is neglected and all prospects are nurtured through the sales process effectively.

Sales Mantra CRM offers multiple integrations with popular tools like email services (Gmail, Outlook), marketing automation platforms (Mailchimp, Zoho), accounting software (QuickBooks), and customer support tools (Zendesk). These integrations enable seamless data flow across different business functions.
The CRM also supports integrations with third-party applications through APIs, allowing businesses to connect other software systems for enhanced workflow automation and data synchronization, making it more adaptable to various business needs.

To create dashboards in Sales Mantra CRM, users can navigate to the Reports & Dashboards section and select the Create New Dashboard option. Users can choose from various pre-built templates or customize their dashboard by adding different types of widgets like charts, graphs, and tables to visualize key metrics.

The platform allows users to track sales performance, leads, and customer interactions in real-time. This customization ensures that teams can focus on their specific KPIs and make data-driven decisions to improve overall sales strategies.

In Sales Mantra CRM, reminders and notifications can be automated through workflow rules and triggers. Users can set up specific conditions or actions that automatically send reminders to sales teams about important tasks, meetings, or follow-ups. Notifications can also be customized for different team members based on their roles and responsibilities.
This automation ensures no opportunities or deadlines are missed, streamlining communication and enhancing efficiency. Additionally, it helps in managing customer interactions without needing manual intervention for every task.

Sales Mantra CRM utilizes a variety of methods to generate sales, including automated follow-up sequences, lead scoring, targeted email campaigns, sales pipeline tracking, and task management features. These tools help sales teams stay organized, track potential customers, and maintain communication at the right moments to improve conversion rates. Additionally, Sales Mantra CRM offers data-driven insights for identifying the most profitable leads and opportunities. By integrating marketing efforts with sales activities, it also allows sales representatives to tailor their approach to customer needs, improving the chances of successful conversions.