How to Use Salesflare

Getting started with Salesflare

In this guide, you'll learn how to set up Salesflare, an AI CRM tool that automatically fills in contact details from your email and LinkedIn. By the end, you'll be ready to manage your customer relationships more efficiently.

Step 1: Sign up and set up

1. Go to Salesflare's website.
2. Click the "Get Started Free" button on the homepage.
3. Enter your email address and create a password, or sign up using Google.
4. Follow the prompts to connect your email account (Gmail, Office 365, etc.) and LinkedIn account. This step is crucial for the auto-filling feature.

Step 2: Your first contact

1. Once logged in, navigate to the "Contacts" tab in the left sidebar.
2. Click on "Add Contact" in the top right corner.
3. If you've connected your email and LinkedIn, Salesflare will automatically suggest contacts from your email interactions and LinkedIn connections.
4. Select a contact from the list or manually enter their details if needed.
5. Click "Save" to add the contact to your CRM.

Step 3: Get better results

1. Use the "Pipeline" feature in the left sidebar to track your sales stages. Click "Add Stage" to customise your pipeline as needed.
2. Set reminders by clicking on the contact and selecting "Add Reminder" to follow up promptly.
3. Explore the "Activities" tab to log calls, emails, and meetings related to each contact. This helps maintain a comprehensive record of interactions.

Pro tip

To save time, enable the "Auto-Log Activities" feature in your account settings. This automatically records email exchanges and meetings with your contacts, reducing manual entry.

Common mistake to avoid

A common mistake is not fully connecting your email and LinkedIn accounts during setup. Ensure you complete this step to take full advantage of Salesflare’s auto-filling capabilities.