Sales Mantra

⇒ What is Sales Mantra CRM?
Sales Mantra CRM is a powerful customer relationship management software designed to help businesses streamline sales, improve customer relationships, and boost productivity.

⇒ Who can use Sales Mantra CRM?
Sales Mantra CRM is ideal for small to medium-sized businesses (SMBs), enterprises, and industries like manufacturing, Medical, engineering and more.

⇒ Is Sales Mantra CRM cloud-based?
Yes, Sales Mantra CRM is a cloud-based solution, allowing you to access your data anytime, anywhere.

⇒ How does Sales Mantra CRM help my business?
It helps automate sales processes, manage customer interactions, track leads, and generate actionable insights to grow your business.

⇒ Is Sales Mantra CRM customizable?
Yes, Sales Mantra CRM can be tailored to meet the specific needs of your business.

⇒ What are the key features of Sales Mantra CRM?
Key features include lead management, sales pipeline tracking, customer support, analytics, and mobile accessibility.

⇒ Can I manage multiple sales pipelines with Sales Mantra CRM?
Yes, you can create and manage multiple sales pipelines to suit different business processes.

⇒ Does Sales Mantra CRM offer email integration?
Yes, it integrates seamlessly with popular email platforms like Gmail and Outlook.

⇒ Can I track customer interactions with Sales Mantra CRM?
Absolutely, Sales Mantra CRM allows you to log and track all customer interactions in one place.

⇒ Does Sales Mantra CRM support task management?
Yes, you can create, assign, and track tasks to ensure timely follow-ups.

⇒ How much does Sales Mantra CRM cost?
Pricing varies based on the plan and features you choose. Contact us for a detailed quote.

⇒ Is there a free trial available?
Yes, we offer a free trial so you can explore the features before committing.

⇒ What payment methods do you accept?
We accept credit/debit cards, net banking, and other popular payment methods.

⇒ Are there any hidden fees?
No, our pricing is transparent with no hidden charges.

⇒ Can I upgrade or downgrade my plan?
Yes, you can upgrade or downgrade your plan at any time.

⇒ How long does it take to set up Sales Mantra CRM?
Setup is quick and can be completed in a few hours with our guided onboarding process.

⇒ Do you provide training for new users?
Yes, we offer comprehensive training sessions for new users.

⇒ Can I import data from my existing CRM?
Yes, Sales Mantra CRM supports data import from other CRMs and spreadsheets.

⇒ Is technical support available during onboarding?
Yes, our support team is available to assist you throughout the onboarding process.

⇒ Can I customize fields and modules during setup?
Yes, you can customize fields, modules, and workflows to match your business needs.

⇒ Does Sales Mantra CRM integrate with other software?
Yes, it integrates with popular tools like Google Workspace, Microsoft Office, and more.

⇒ Can I connect Sales Mantra CRM to my website?
Yes, you can integrate it with your website to capture leads directly.

⇒ Is Sales Mantra CRM compatible with mobile devices?
Yes, it is fully responsive and works seamlessly on mobile devices.

⇒ Does Sales Mantra CRM support third-party APIs?
Yes, it supports API integrations for advanced customization.

⇒ Can I integrate Sales Mantra CRM with social media platforms?
Yes, you can connect it to platforms like LinkedIn, Facebook, and Twitter.

⇒ Is my data safe with Sales Mantra CRM?
Yes, we use advanced encryption and security protocols to protect your data.

⇒ Where is my data stored?
Your data is stored in secure, geographically distributed servers.

⇒ Does Sales Mantra CRM comply with GDPR?
Yes, we are fully compliant with GDPR and other data protection regulations.

⇒ Can I control user access to sensitive data?
Yes, you can set user permissions and access levels.

⇒ Is there a backup feature in Sales Mantra CRM?
Yes, we provide automatic backups to ensure data safety.

⇒ What support options are available?
We offer email, phone, and live chat support.

⇒ Is support available 24/7?
Yes, our support team is available 24/7 to assist you.

⇒ Do you have a knowledge base or help center?
Yes, we provide a comprehensive knowledge base with tutorials and guides.

⇒ Can I request a feature or report a bug?
Yes, you can submit feature requests or report bugs through our support portal.

⇒ How quickly are issues resolved?
Most issues are resolved within 24 hours.

⇒ How does Sales Mantra CRM help in lead management?
It helps capture, track, and nurture leads through the sales funnel.

⇒ Can I automate lead scoring?
Yes, you can set up automated lead scoring based on predefined criteria.

⇒ Does Sales Mantra CRM support email campaigns?
Yes, you can create and track email campaigns directly from the CRM.

⇒ Can I track sales performance with Sales Mantra CRM?
Yes, it provides detailed sales reports and analytics.

⇒ Does Sales Mantra CRM support team collaboration?
Yes, it allows teams to collaborate on deals and share updates.

⇒ What types of reports can I generate?
You can generate sales reports, customer insights, and performance analytics.

⇒ Can I customize reports?
Yes, you can create custom reports based on your business needs.

⇒ Does Sales Mantra CRM offer real-time analytics?
Yes, it provides real-time insights into your sales and customer data.

⇒ Can I export reports?
Yes, you can export reports in CSV, PDF, and other formats.

⇒ Does Sales Mantra CRM provide visual dashboards?
Yes, it offers interactive dashboards for easy data visualization.

⇒ Is there a mobile app for Sales Mantra CRM?
Yes, we offer a mobile app for iOS and Android devices.

⇒ What features are available on the mobile app?
The app includes lead management, task tracking, and real-time notifications.

⇒ Can I access offline data on the mobile app?
Yes, you can access cached data offline.

⇒ Is the mobile app secure?
Yes, it uses the same security protocols as the web version.

⇒ How do I download the mobile app?
You can download it from the App Store or Google Play Store.

⇒ Can I add custom fields to Sales Mantra CRM?
Yes, you can add custom fields to suit your business requirements.

⇒ Is Sales Mantra CRM scalable?
Yes, it grows with your business and can handle increasing data and users.

⇒ Can I create custom workflows?
Yes, you can design workflows to automate repetitive tasks.

⇒ Does Sales Mantra CRM support multiple languages?
Yes, it supports multiple languages for global businesses.

⇒ Can I customize the user interface?
Yes, you can personalize the UI to match your branding.

⇒ Is Sales Mantra CRM suitable for the manufacturing industry?
Yes, it offers features like production planning and supply chain integration.

⇒ Can real estate agents use Sales Mantra CRM?
Yes, it includes tools for property management and client tracking.

⇒ Does Sales Mantra CRM work for retail businesses?
Yes, it helps manage inventory, sales, and customer relationships.

⇒ Is Sales Mantra CRM good for service-based businesses?
Yes, it offers tools for appointment scheduling and service tracking.

⇒ Can startups use Sales Mantra CRM?
Absolutely, it’s designed to be affordable and scalable for startups.

⇒ What browsers are supported by Sales Mantra CRM?
It works on Chrome, Firefox, Safari, and Edge.

⇒ Does Sales Mantra CRM require any specific hardware?
No, it runs on any device with an internet connection.

⇒ Is Sales Mantra CRM compatible with Mac and Windows?
Yes, it works on both operating systems.

⇒ Can I use Sales Mantra CRM offline?
No, it requires an internet connection for full functionality.

⇒ Does Sales Mantra CRM support single sign-on (SSO)?
Yes, SSO is supported for enterprise users.

⇒ How do I contact Sales Mantra CRM support?
You can reach us via email, phone, or live chat.

⇒ Can I cancel my subscription anytime?
Yes, you can cancel your subscription at any time.

⇒ Do you offer discounts for non-profits?
Yes, we offer special pricing for non-profit organizations.

⇒ Can I try Sales Mantra CRM before buying?
Yes, we offer a free trial with full access to features.

⇒ How do I update my payment information?
You can update your payment details in the billing section of your account.

⇒ Does Sales Mantra CRM support AI-powered insights?
Yes, it uses AI to provide predictive analytics and recommendations.

⇒ Can I automate follow-ups with Sales Mantra CRM?
Yes, you can set up automated follow-up emails and reminders.

⇒ Does Sales Mantra CRM offer gamification features?
Yes, it includes gamification to motivate your sales team.

⇒ Can I track competitor data with Sales Mantra CRM?
Yes, you can log and analyze competitor information.

⇒ Does Sales Mantra CRM support e-commerce integration?
Yes, it integrates with popular e-commerce platforms.

⇒ How many users can I add to Sales Mantra CRM?
You can add unlimited users depending on your plan.

⇒ Can I assign roles and permissions to users?
Yes, you can define roles and restrict access as needed.

⇒ Does Sales Mantra CRM support team hierarchies?
Yes, you can create team structures and assign managers.

⇒ Can I track individual user performance?
Yes, it provides detailed performance reports for each user.

⇒ How do I add or remove users?
You can manage users from the admin dashboard.

⇒ Can I migrate data from Excel to Sales Mantra CRM?
Yes, you can easily import data from Excel spreadsheets.

⇒ Does Sales Mantra CRM support CSV imports?
Yes, CSV imports are supported for bulk data uploads.

⇒ Can I export data from Sales Mantra CRM?
Yes, you can export data in CSV, Excel, and other formats.

⇒ Is there a limit to the amount of data I can import?
No, there’s no limit, but large imports may take longer to process.

⇒ Do you provide assistance with data migration?
Yes, our support team can assist with data migration.

⇒ How often is Sales Mantra CRM updated?
We release regular updates to improve features and security.

⇒ Are updates included in the subscription cost?
Yes, all updates are included at no extra cost.

⇒ Can I request specific features in updates?
Yes, we welcome feature requests from our users.

⇒ How do I know when an update is available?
You’ll receive a notification within the CRM.

⇒ Do updates affect my existing data?
No, updates are designed to be seamless and non-disruptive.

⇒ What should I do if I forget my password?
Use the “Forgot Password” link to reset it.

⇒ Why am I unable to log in?
Check your internet connection or contact support for assistance.

⇒ How do I resolve sync issues?
Refresh the page or clear your browser cache.

⇒ What if I encounter a bug?
Report it to our support team for immediate resolution.

⇒ Can I revert to an older version of the CRM?
No, but our support team can help resolve any issues.

⇒ Do you offer reseller programs?
Yes, we have a reseller program for interested partners.

⇒ How do I become a Sales Mantra CRM partner?
Contact our partnerships team for more information.

⇒ Are there incentives for resellers?
Yes, we offer competitive commissions and marketing support.

⇒ Can I white-label Sales Mantra CRM?
Yes, white-labeling options are available for partners.

⇒ How do I contact the partnerships team?
Email us at [partnerships@salesmantra.com] for details.

⇒ What is Lead Management in Sales Mantra CRM?
Lead Management helps you capture, track, and nurture potential customers through the sales funnel.

⇒ How do I add a new lead in Sales Mantra CRM?
You can add leads manually or import them from Excel/CSV files.

⇒ Can I assign leads to specific team members?
Yes, you can assign leads to team members based on their roles.

⇒ Does Sales Mantra CRM support lead scoring?
Yes, you can set up automated lead scoring to prioritize high-value leads.

⇒ How do I track lead status in Sales Mantra CRM?
The CRM provides a visual pipeline to track lead progress from inquiry to conversion.

⇒ What is Order Management in Sales Mantra CRM?
Order Management allows you to track orders from placement to delivery.

⇒ Can I create and manage multiple orders simultaneously?
Yes, you can handle multiple orders with ease.

⇒ Does Sales Mantra CRM support order status updates?
Yes, you can update and track order status in real-time.

⇒ Can I generate invoices directly from orders?
Yes, the CRM allows you to create and send invoices seamlessly.

⇒ How do I handle canceled or returned orders?
You can mark orders as canceled or returned and update inventory accordingly.

⇒ What is Contact Management in Sales Mantra CRM?
It helps you store and manage all customer and prospect information in one place.

⇒ Can I import contacts from other platforms?
Yes, you can import contacts from Excel, CSV, or other CRMs.

⇒ How do I categorize contacts in Sales Mantra CRM?
You can group contacts by tags, labels, or custom fields.

⇒ Does Sales Mantra CRM sync contacts with email platforms?
Yes, it integrates with Gmail, Outlook, and other email services.

⇒ Can I track communication history with contacts?
Yes, all interactions (calls, emails, meetings) are logged for easy reference.

⇒ What is Quotation Management in Sales Mantra CRM?
It allows you to create, send, and track quotations for potential deals.

⇒ Can I customize quotation templates?
Yes, you can design templates to match your branding.

⇒ How do I send quotations to clients?
You can send quotations directly via email from the CRM.

⇒ Can I track which quotations are accepted or rejected?
Yes, you can update and monitor quotation status in real-time.

⇒ Does Sales Mantra CRM support bulk quotation creation?
Yes, you can generate multiple quotations simultaneously.

⇒ What is Target & Projection in Sales Mantra CRM?
It helps you set sales targets and track progress toward achieving them.

⇒ Can I set individual targets for team members?
Yes, you can assign specific targets to each team member.

⇒ How do I track sales projections in Sales Mantra CRM?
The CRM provides visual dashboards and reports for accurate tracking.

⇒ Can I compare actual sales vs. targets?
> Yes, you can generate reports to analyze performance against targets.

⇒ Does Sales Mantra CRM support forecasting?
Yes, it uses historical data to predict future sales trends.

⇒ What is Expense Management in Sales Mantra CRM?
It helps you track and manage business expenses efficiently.

⇒ Can I categorize expenses in Sales Mantra CRM?
Yes, you can create custom categories for expenses.

⇒ How do I add new expenses?
You can manually log expenses or upload receipts for automatic tracking.

⇒ Does Sales Mantra CRM support expense approvals?
Yes, you can set up approval workflows for team expenses.

⇒ Can I generate expense reports?
Yes, the CRM provides detailed expense reports for analysis.

⇒ What is Diary & Planner in Sales Mantra CRM?
It helps you schedule tasks, meetings, and reminders.

⇒ Can I sync my calendar with Sales Mantra CRM?
Yes, it integrates with Google Calendar, Outlook, and other platforms.

⇒ How do I set reminders for tasks?
You can create reminders for tasks, meetings, and follow-ups.

⇒ Can I share my schedule with team members?
Yes, you can share your calendar for better collaboration.

⇒ Does Sales Mantra CRM support recurring tasks?
Yes, you can set up tasks that repeat daily, weekly, or monthly.

⇒ What is Complaint Management in Sales Mantra CRM?
It helps you log, track, and resolve customer complaints efficiently.

⇒ How do I assign complaints to team members?
You can assign complaints to specific agents or departments.

⇒ Can I track complaint resolution status?
Yes, you can monitor the status of each complaint in real-time.

⇒ Does Sales Mantra CRM support automated complaint escalation?
Yes, you can set up escalation rules for unresolved complaints.

⇒ Can I generate complaint reports?
Yes, the CRM provides detailed reports for analysis and improvement.

⇒ What is AMC Management in Sales Mantra CRM?
It helps you manage Annual Maintenance Contracts (AMCs) for clients.

⇒ Can I track AMC renewal dates?
Yes, the CRM sends reminders for upcoming renewals.

⇒ How do I create an AMC in Sales Mantra CRM?
You can create AMCs manually or automate the process based on customer agreements.

⇒ Does Sales Mantra CRM support AMC invoicing?
Yes, you can generate and send invoices for AMCs directly from the CRM.

⇒ Can I track AMC payment status?
Yes, you can monitor payments and send reminders for overdue invoices.

⇒ What is Preventive Management in Sales Mantra CRM?
It helps you schedule and track preventive maintenance tasks.

⇒ Can I set up maintenance schedules?
Yes, you can create recurring schedules for equipment or services.

⇒ How do I assign preventive maintenance tasks?
You can assign tasks to specific team members or departments.

⇒ Does Sales Mantra CRM send reminders for maintenance tasks?
Yes, it sends automated reminders to ensure timely completion.

⇒ Can I generate maintenance reports?
Yes, the CRM provides detailed reports for tracking and analysis.