by Sean Scott | Feb 23, 2023 | What's New
Check out our new Fleetio Integration – a one stop shop for managing your fleet! If you need any help getting this going, please contact support@salesoptima.com
by Sean Scott | Jan 18, 2023 | What's New
Using Slidecast inside SalesOptima gives you an edge on your competition already, but now it’s even better! Now, record video bubbles over your image slides to add a personal touch to the presentation. Check it out below, and click here if you want Slidecast for your...
by Sean Scott | Oct 18, 2022 | What's New
Now, when working with contacts in your SAM Mobile screens, you can Pin or Unpin a contact to your SalesOptima home screen. So when you’re on the go and get a text notification regarding a contact, simply Pin them and they are top of mind the next time you log in to...
by Sean Scott | Oct 3, 2022 | What's New
We’ve made an efficiency upgrade to sending emails from the SAM mobile screen! Now, as shown in the screenshots below, you can attach a file to an email from the SAM mobile screen instead of having to navigate to SalesOptima proper to do so. In this first screen shot,...
by Sean Scott | Sep 22, 2022 | What's New
Before we get into what this feature does, are you familiar with SalesOptima’s LiveConnect service? If not, and it looks interesting to you, please shoot me an email at sean@salesoptima.com and we can discuss how it might aid your SalesOptima experience! This update,...
by Sean Scott | Aug 29, 2022 | What's New
Exciting news! You can now connect SalesOptima and Zapier to fire Zaps from within your SalesOptima account! Fire your Zaps on the contact level, or add them to your automation processes, the possibilities are endless! Check out this very brief overview of how this...
