To start using SalesShaper as a Sales Manager, you will first need to sign up for a SalesShaper account. This can be done via SalesShaper’s web portal or the mobile application.

Once you have signed up for an account, log in to your account and you will be guided to perform a quick setup for your account.

When you have finished setting up your account, you can then proceed with:

As a Sales Manager, you will have access to modules such as Products & Services and Users which is not available to Sales Reps.

To learn more about using SalesShaper, you can explore the SalesShaper Help Center.

As a Sales Representative, you will need to be added (invited) as a user in SalesShaper.

Once, you’ve become a sales rep in SalesShaper, you can proceed to start using the application by:

To learn more about using SalesShaper, you can explore the SalesShaper Help Center.

If you are in either of the mentioned positions or similar, you would usually be set as the Assistant Sales Manager in SalesShaper.

Assistant Sales Manager has the same privileges as the Sales Manager except removing the Sales Manager. SalesShaper can be used in such a way that you can manage users, accounts, deals and actions either remotely or on-the-go. You can assign Lead or Customer Accounts to your Sales Representatives by creating and assigning accounts to them or creating deals for them.

If you are staying in the office most of the time, the web browser will be the more suitable interface for you, especially when it comes to uploading documents such as Quotation, Customer P/O, Tax Invoice, and D/O on behalf of the Sales Reps.

The Sales Manager or the admin of the SalesShaper account for your company can create an Assistant Sales Manager (ASM) user for the CEO/MD/Business Owner to access the system, to view exactly what the Sales Manager is seeing. No longer will the CEO/MD need to wait for weekly reports compiled by the Sales Manager to know the status of the business revenue.

The forecast is the added amount of deals that have the quotations sent, become order received deals, and invoiced deals. The forecast amount that is seen in the Plan page in SalesShaper lets you know the extent of your business’s progress throughout the selected month/period.

Forecast Amount (Monthly) = Amount of all deals in Quotation Sent stage + Amount of all deals with Order Received + Amount of all deals that have been invoiced.

In SalesShaper, the Total Amount = Amount from New Customers + Amount from Existing Customers

Amount could be the Forecast or the Invoiced Sales. Why split into New and Existing Customers? Because in some businesses that rely on new customer acquisition as well as repeat sales, knowing if the revenue contribution is from newly acquired customers or existing customers could be critical.

If all revenue is just coming from newly acquired customers, meaning you are not retaining all your existing customers. This may be a huge leakage in sales system you need to fix in order to increase your revenue.

If all revenue is only coming from the existing customers, meaning your company is not growing anymore. Is this what you have planned for your business?

So the definition of New Customer is any lead account which has a deal that has been invoiced in the selected time frame, i.e. Monthly. So a New Customer this month will become an Existing Customer next month. However, if your time frame is Yearly, the New Customer will only become an Existing Customer next year.

For better understanding on these terms, here is a simple scenario:

To view orders that are received but not yet invoiced, head to the Plan page and you will see a row labelled as Order Received but Not Invoiced.

Click on it and you will be greeted by a pop-up with all your orders that have been received but not invoiced.

Additionally, selecting a deal from the pop up will navigate you to the deal’s detail, which helps in saving time from searching through your deal list.

To set an appointment, go to Action from the main menu tab. Then, click the ADD button where you will need to either create a new account or select a lead or customer.

Next, you will then have to create a new deal or select an existing deal from the account you have selected previously.

Once you have created or selected the deal, you can now proceed to enter the appointments details.

Once you are done with the action details, click NEXT and your appointment will be created.

For more help, go to SalesShaper’s Help Center on creating an action – appointment.

Normally you will receive the notification before the appointment which navigates you to the specific Appointment Action with the Check-In button.

However, if you don’t want to wait for the notification, you can go head to the Action page from the main menu tab, then select the action with the appointment that you want to check in.

Continue by clicking on CHECK IN and confirm by selecting YES, where you will be directed to update the deal information. If you have any items that need to be updated, you can do so over here.

Once done click on UPDATE to complete the check in or click on UPDATE & ADD NEXT ACTION to complete the check in and continue to create a next action.

For more info on checking in an appointment, you can view the Help Guide on Checking In an Appointment.

Click into the Deal that you want to update. Then, at the journal, if you are either posting a journal or replying a journal, you will see an icon like so .

Tap on it and you will see the (camera), (video recorder), and (audio recorder) icons available to you.

Tap on any of these icons to proceed with taking a picture, recording a video or recording an audio.

You can learn more about this in SalesShaper’s Help Center on Uploading Files in SalesShaper.

Note that currently, this is not applicable to the web version of SalesShaper as you can only attach files but not capture images or record video/audio.

To add a new action, go to Action from the main menu tab. Then, click the ADD button and select a lead or customer.

Next, you will then proceed by selecting an existing deal from the lead or customer account you have selected previously.

Once you have created or selected the deal, you can now proceed to enter the action details.

Once you are done with the details, click NEXT and your action – Follow-up or Appointment – will be created.

For more help, go to SalesShaper’s Help Center on creating an action.

Yes, it is possible to add more than one action to a selected deal. To do so, just perform the same steps in creating an action (steps refer to no. 13 – next FAQ).

To add an action, go to Action from the main menu tab. Then, click the ADD button and select a lead or customer.

Next, you will then proceed by selecting an existing deal from the lead or customer account you have selected previously.

Once you have created or selected the deal, you can now proceed to enter the action details.

Once you are done with the details, click NEXT and your action – Follow-up or Appointment – will be created.

For more help, go to SalesShaper’s Help Center on creating an action.

Alternatively, you can also add an action after completing an action where you can follow the same procedures to add the next action.

To view the Sales Performance Chart, you are required to log in to SalesShaper’s web portal.

Once you have logged in, head to the Dashboard and scroll down to the Sales Performance Chart.

No, SalesShaper is not an order taking system. However, we are able to track order when the Sales Rep closes the deal, and receive the order from the customer. The Sales Rep or ASM can upload the Customer Purchase Order or the Sales Order to the system for record purposes, after which the system will automatically generate an Invoice Action reminder to make sure the invoice is issued before a certain date.

No, SalesShaper is not a quotation or invoicing system. However, it does track and record the quotation and invoice issued by having the Sales Rep or ASM to upload to SalesShaper at the respective sales stages.

Yes, definitely. The sales team no longer needs to go back to the office or home to do the daily report because they can do it right away anytime on their smart phones with text, file uploads, snapshots, voice recording or video recording, especially when things are still fresh in their memories. Furthermore, all the forecast and sales reports will be generated by the system. The Sales Pipeline tells a lot more than any report.

With the use of the Sales Pipeline and Action Flow, the Sales Rep is able to focus on the priority deals of the month, and plan the necessary actions to advance the deal until it gets Done (Invoiced). SalesShaper is subtly creating a new sales culture which focuses on follow-up actions to complete a deal. It’s making it easier for the Sales Rep to do so.

The Sales Activities Tracker at Key Performance Activities is complementing the Sales Pipeline and Action Flow by keeping counts of all the crucial sales activities such as lead generating, appointments made, visits done, and quotations sent. This basically tells the user if he/she is on top of his/her game or lagging behind. The statistics will either motivate the Sales Rep with the right attitude or filter out those who aren’t cut out for it.

Notifications on your mobile device’s status bar will only be received when you are logged in to your account.

Otherwise, when you log in to your SalesShaper account, you will see a [ BELL] icon at the top of the screen. If you have new notifications, there will be number(s) on the bell icon to show how many new notifications you have. You can then proceed to click on them and view them.

Journal entries cannot be edited or deleted as the journal is a method of keeping track of any progress that is made to the deal.

No, once the deal is closed or lost, you will be unable to undo or return it to its previous stage.

The Plan page shows your sales achievements of the current month in the current year.

In the plan page, you will be able to filter your sales achievements according to the month and year.

Additionally, you will be able to see the list of deals that are Orders Received but not Invoiced , the Top Ten Deals , and the Key Activities Performance .

For more info about the plan page, you can visit the Help Center to know more about Plans.

Deals are basically sales opportunities that you have with your leads or customers. Deals that are created in SalesShaper are associated to the existing accounts that you have.

To learn more about deals, visit the Help Center on .

Actions are tasks that acts as a reminder for the Sales Reps to accomplish. These actions will assist the sales team in progressing in a deal by acting as reminders for tasks that have been overdue, due today, or in the future.

To learn more about deals, visit the Help Center on About Actions .

In the Plan page, you will see a row labelled as Top Ten Deals . Tap on it and you will see a list of the current top ten deals.

Additionally, you can click on a deal from the list to view the deal’s details.

You can see the performance for an individual Sales Rep by selecting a Sales Rep from the sales rep filter which can also include yourself.

For Sales Manager’s, the KAP is there so that you can evaluate the performance of your Sales Representatives. You can choose to either view the KAP for all users or select a Sales Representative from the filter.

Currently, SalesShaper is not able to filter actions according to the week. Instead, you can view your Sales Rep’s actions by filtering for either Today’s Actions or Tomorrow’s Actions .

Today’s Actions will list all of the actions on the current date depending on your selected Sales Rep.

Tomorrow’s Actions will list all of the actions for future dates depending on your selected Sales Rep.

Go to Action from the main menu tab and select Completed Actions from the action filter.

The Sales Activities Tracker (Key Performance Activities) is one of the important tools you will need for coaching as you will be able to tell if the Sales Rep has achieved the number of leads generated, made enough appointments, visited all the prospects, and sent enough quotations in order to get to hit his/her sales target.

Coupled with the Completed Actions Report and Sales Pipeline, the Sales Manager will be able to narrow down the exact issue of the Sales Rep and help coach him/her the right direction.

The statistics and experience of a top sales person captured in SalesShaper can be used as the model for the rest of the sales team and a training guide for new comers.

Login to the SalesShaper on the web browser (salesshaper.com), and you should be able to see the chart showing the source of leads or marketing campaign that generates the highest to the lowest revenue. However, this chart is only available to Paid User.

To import customer accounts into SalesShaper, you will need to log in to SalesShaper from the web.

Once logged in, head over to Accounts and click on IMPORT.

You will need to have a .csv (comma separated value) file ready to import the accounts. An example template which you can download has been provided.

Click on BROWSE…, then select the file with your list of accounts and click PROCEED.

You will be required to select the industry for each account. You can also edit the Type, Source acquired , and Source of the account.

Once complete, click on IMPORT to import the accounts into SalesShaper.

You can go to SalesShaper’s Help Center to learn more about importing accounts .

To import products into SalesShaper, you will need to log in to SalesShaper from the web.

Once logged in, head over to Products and click on IMPORT.

You will need to have a .csv (comma separated value) file ready to import the products. An example template which you can download has been provided.

Click on BROWSE…, then select the file with your list of products and click PROCEED.

At the product preview, click on IMPORT to import the products into SalesShaper.

You can go to SalesShaper’s Help Center to learn more about importing products .

To batch import your Sales Reps information into SalesShaper, you will need to log in to SalesShaper from the web.

Once logged in, head over to Users and click on IMPORT.

You will need to have a .csv (comma separated value) file ready to import the users. An example template which you can download has been provided.

Click on BROWSE…, then select the file with your list of users and click PROCEED.

On the preview page, you can edit the password and Sales Rep’s user type.

Click on IMPORT to import the users into SalesShaper and simultaneously create their account.

You can go to SalesShaper’s Help Center to learn more about importing users .

Web version :

To assign accounts to your Sales Rep from the web, go to Accounts.

On the list, tick the checkbox of the accounts you want to assign to your Sales Rep.

Click on the ASSIGN TO… button, then select your Sales Rep and click ASSIGN.

For more details, visit SalesShaper’s Help Center on assigning or transferring accounts to other Sales Reps .

Mobile Version :

To assign accounts to your Sales Rep from the mobile application, go to Accounts and click on the [BATCH ASSIGN ACCOUNT] icon (will place icon img here).

Then, tap on the checkbox on the right of the account you want to assign to your Sales Rep.

Once you have selected the accounts, click on ASSIGN TO… and select the Sales Rep you want to assign these accounts to.

Complete the transfer by tapping OK.

For more details, visit SalesShaper’s Help Center on assigning or transferring accounts to other Sales Reps .

Requirements: Must be a manager (admin)

You can change your company/organization name by following these steps:

Click [OK] to save the changes to the company name.

No, an account can only be assigned to one user.

Currently, the action to completely remove users from SalesShaper is not supported. However, we have two options to disallow the user from logging into the system.

Option 1: Blocking the User

When a user is blocked, the user will not be allowed to access their account on SalesShaper.

To proceed to block the user, first navigate to the Users page where you can see a list of all the users you have. From there:

You will now notice that next to the user’s name there will be a “(Blocked)” to signify their status as blocked users.

Option 2: Deleting the User

The difference of deleting a user and blocking a user is that when a user is deleted, they will also be removed from the user quota.

To proceed to delete the user, first navigate to the Users page where you can see a list of all the users you have. From there:

You will now notice that next to the user’s name there will be a “(Deleted)” to signify their status as deleted users.

For more detailed steps on blocking or deleting a user, please visit SalesShaper’s Help Center on Managing Users .

Prerequisite: User must be of Manager (admin) status.

If you have skipped the quick setup, you can still set up your users when you log in to SalesShaper.

Firstly, click on the icon and tap on users.

Then, on the next page click on the icon and fill up all your user’s details.

Click NEXT and continue through the user creation process by setting the sales target followed by setting the key activities target for your user.

Once done filling in the fields, click NEXT and your user will now be created.

For more details on setting up users, visit SalesShaper’s Help Center to create a new user .

As of now, there is no convenient function to pass the Sales Manager account to another user.

An alternative solution to this is to edit the Sales Manager account and replace the Sales Manager email address with the email address of the one you want to transfer the account to. Then, you can change the password so that the new sales manager can access the account as the new Sales Manager.

No, an account can only be assigned to one user.

There are no limits as to how many products or services you can create therefore you can create as many as you need.

When a user is blocked, the user will no longer be able to use their account to access into SalesShaper.

When a product is deactivated (inactive), the product will no longer be listed in the list of products when creating a deal. Therefore, you will not be able to select the product as it is no longer visible.

In SalesShaper, you and your sales team can manage your sales activities and have an overview of your sales processes. It allows your sales team to plan their sales activities from managing and handling accounts or creating deals to completing deals by invoicing them.

You can upload the quotation by first selecting the deal where you want to upload the quotation file.

Then upon viewing the deal, click on EDIT.

Proceed by changing the deal stage to Quotation Sent , and a Quotation field will appear below.

Enter the quotation number and select the file to upload.

Once complete, tap on OK.

To upload the Invoice, you can proceed by tapping on DONE DEAL from the View Deal page.

Proceed to enter the Purchase/Sales Order, and continue by clicking INVOICE NOW .

Next, select the Sales Term from the sales term selection field.

Then, head to the Invoice field and enter the invoice number and select the attachment icon to select the invoice file.

Once complete, tap on OK to upload the Invoice.