To access the other tools in Sales Station, simply hover over the dropdown menu and click on your desired page.
Below, we briefly explain the features available on each page.
Contacts: This screen displays your contacts with a focus on sales rep activity to make it easier to see which contacts require follow-up from your team or have upcoming activities.
Accounts: View your accounts, organized by sales focus, so your sales team can easily see account status and identify which need additional attention.
Deals Report: This feature gives your team a simple way to view & filter your deals, as well as the power to set up automated email reports summarizing your deals.
Sales Briefings: Our activeintelligence tool for account status updates in real-time reporting results. Learn more here.
Tasks: Quickly view all your sales task reminders and filter by date, sales rep, and completion status.
Sales Documents: Create a tracking link for a document (e.g., a sales proposal or slide deck). This link can be emailed, and subsequent downloads can be tracked. Learn more here.