In Salesbox an Account equals Company/Organization.
Add an Account
Click the plus sign and fill out as many or few fields you like. We recommend you add as many as possible to make it easy to search and classify Accounts.
Search your company directory and LinkedIn (You need to link your LinkedIn account in My settings to do this) for Accounts to add to your list.
In Company settings you can import Accounts with an import template.
Account lists vs. Account directory
Salesbox consists of a 2-layer account storage.
The active Accounts are the one you see in the system. These can be deactivated and moved to the directory.
The inactive Accounts (no owner assigned) are stored in a searchable Account directory. To add a directory Account to you Account list, just choose By search when adding an Account and find the Account you want.
Get questions after calls and appointments
When making a dial, call or an appointment through Salesbox you will get questions after the dial/call and after the appointment has finished. You will get different questions if you have active Opportunities or not on the specific Account.
In the Latest communication you find all Dials, Calls, eMails, iMessages, FaceTime video calls that have been done by you or any other member of the Account team
On the Account profile you find all sales, pipeline and communication stats that you need.
The circles display how this Account performs compared to all other Accounts your company work with.
Get a route to the Account
Click on the map icon on your mobile device and get a route from where you are to the Account. Choose by Car, Walk or Public transportation.
Add as many colleagues as you want to collaborate on an Account.
Attach Tasks and Appointments
Tasks and Appointments can both be connected to sales processes or added as independent Tasks/Appointments not driving any process forward.
Add an opportunity directly from your account then you don’t need to add the account. You always need to add a Contact to an opportunity so you also can track who inside your account that delivers your business.
Add your GoogleDrive or OneDrive for Business documents. You can also create your own folder structure. Add new or edit existing documents.
Take a photo with your smartphone of a whiteboard, a document, a product positioning or just a happy moment with your customer.
Any add/delete/change on the Account will be sent as a notification to all Account team members, so all are up-to-date with whats going on.