Getting started with Salespal

Getting started with Salespal is very easy. First, you get an invitation email. Here's what you do next:

1. Open the invitation email on your mobile device.
2. Click on the Join {your company name} button in your email.
3. You'll get to the page where you create an account to accept the invitation.
4. After that you get to the installation page, click on the Install button and download Salespal from the App store or Google play, depending on your device.

If you open the invitation email on your computer, you can click on the Join {your company name} button in your email, create an account and then scan the QR code or use an installation link to install Salespal.

First of all, you'll want to upload your first document. Read how to do it here: How to create documents. After you've uploaded your documents, you can distribute them between channels to provide teams with the content they need. Learn more about Public channels and Private channels.

Now it's time to see what roles you can assign to your sales people, Invite new users, Create groups for your sales teams and dealers. This way you give them access only to the documents they need.

Once you've got your documents up and running, you can start evaluating your sales team and content performance. Salespal reporting will give you the right data to better understand the sales figures and help make your team's work even more efficient. Read more about how you can measure User performance.

If you take part in expos and trade shows, Salespal can help you to effectively Prepare materials before a trade show, Collect leads simply and quickly during the show, and analyze Reporting and ROI after the event. You'll have everything you need at your fingertips, and expos will no longer be a black box for you.

Your sales team can use Salespal as a powerful presentation tool. They will be able to work face to face with their clients already equipped with the up-to-date info they need. When it comes to working with documents effortlessly, we've got all sorts of ways to help!

• Search
  
• Sharing
  
• Updating
  
• Push notifications
• Offline access
  
• Table of contents
  
• Thumbnails
  
• Bookmarks
  
• Highlights
  
• Notes
  

Salespal allows you to integrate a lead form into your CRM – you can do it with the help of Zapier. This way, when you're working in the field, you can send leads directly to your system instead of collecting business cards in the bag. That means no more manual lead processing post events.