Frequently Asked Questions

SalesTitan’s sales software consolidates all the essential tools to enhance your sales team’s efficiency. It caters to the complete sales cycle – from identifying potential leads and monitoring their progress to automating deal flows and generating quotes. Beyond that, it provides valuable analytics, coaching, and reporting features for managers to onboard and coach representatives, analyze strategies, and optimize processes.

Instead of relying on various tools for individual tasks, SalesTitan’s software empowers teams to execute all their tasks seamlessly in one unified platform. Save time and streamline efforts by using a single, comprehensive tool, avoiding the dispersion of energy and information across multiple platforms or tools.

SalesTitan’s sales modules serve as the sales software solution, demonstrating exceptional synergy with Salestitan’s Ai Enabled CRM. However, it’s versatile enough to enhance productivity and foster customer connections even when integrated with your current CRM. Consider your business development team leveraging SalesTitan as a sales engagement platform, streamlining prospecting activities and lead management in a centralized location.

SalesTitan stands out by seamlessly integrating AI throughout its entire system. This advanced AI capability reads, analyzes, and interprets data from every cell within your system. The result is the generation of insightful forecasting data, empowering your decision-making processes with valuable insights for more informed and strategic business choices.

Customizing your SalesTitan account is a breeze, allowing seamless adaptation to any aspect of your system. Tailor your experience by effortlessly adjusting custom fields, creating new pipelines and statuses, and constructing a board with columns that perfectly align with your company’s unique needs. This flexibility ensures that SalesTitan is not just a tool; it’s a personalized solution designed to fit your business like a glove.

• Contact and Lead Management:
  Organize prospecting activities and drive pipeline growth.
• Email Tracking and Automation:
  Monitor real-time engagement, automate personalized email sequences, and schedule emails for optimal timing.
• Deal and Pipeline Management:
  Visualize and manage deals from start to finish, assign tasks, set reminders, and collaborate with team members.
• Sales Analytics and Reporting:
  Gain valuable insights into sales performance with dashboards, activity tracking, revenue tracking, and forecasting.
• Document Management:
  Efficiently store and manage sales documents, facilitating easy access and sharing with prospects and team members.
• Sales Automation and Workflows:
  Automate repetitive tasks and create custom workflows to enhance efficiency in lead segmentation, task assignments, and email sequences.

SalesTitan CRM is ready to go straight out of the box, ensuring a quick start to optimizing your sales processes. For those seeking custom solutions, our dedicated customer success team is here to assist, committed to getting you up and running within days or weeks, not months. Your success is our priority, and we’re here to make the implementation process as efficient and tailored to your needs as possible.

At SalesTitan, we pride ourselves on being an open API system, eager to collaborate and integrate with partners who are willing to work with us. Our flexible approach ensures seamless integration of our AI solutions with your existing software or platforms, empowering you to leverage the full potential of our technology within your business ecosystem.

The customization of our knowledge base contributes significantly to creating a smarter AI system. By providing comprehensive information about your products, services, and company, our AI becomes better equipped to handle incoming questions effectively. The more data and insights we have, the more tailored and accurate the responses from our AI will be, ensuring a seamless experience for your customers and improving overall efficiency.

While our system is designed to learn the processes of any business, we’ve witnessed particularly successful implementations in the government sector and the healthcare industry. Our AI solutions have demonstrated remarkable adaptability and effectiveness in these fields, showcasing their potential to streamline operations, enhance service delivery, and drive innovation

To schedule a demo with an Sales Sitan expert, please visit our Demo Request page.

Yes, SalesTitan CRM is designed to cater to businesses of all sizes, from small startups to large enterprises.

Yes, SalesTitan CRM integrates with a variety of third-party applications as well as integration with all Zapier Links.

SalesTitan CRM provides comprehensive support options, including online documentation, video tutorials, email support, and phone support to assist users with any questions or issues.

Certainly! Here’s a revised version:

To switch plans, simply access your account dashboard, click on your avatar, and select ‘Billing & Upgrade.’ If you decide to upgrade your plan midway through your billing cycle, you will incur a prorated charge to accommodate the upgrade.

Pricing for SalesTitan CRM varies depending on factors such as the number of users, desired features, and subscription plan. You can contact SalesTitan’s sales team for detailed pricing information tailored to your business needs.

SalesTitan CRM regularly releases updates and introduces new features to enhance functionality, improve user experience, and address customer feedback.

Sales Titan is a privately-held email marketing, marketing automation, sales automation, and CRM software platform.

Yes, SalesTitan CRM provides tools and support for data migration, allowing you to transfer your existing CRM data seamlessly to the SalesTitan platform.

SalesTitan CRM offers scalable solutions with flexible storage options to accommodate businesses of all sizes, with no strict limits on the number of contacts or leads.

For more information on how to make sure you are GDPR compliant, please visit our Support Center article.

Yes, SalesTitan CRM provides training resources such as online tutorials, user guides, and webinars to help new users get started with the software.

Yes, SalesTitan allows for personalization of email campaigns with dynamic content, merge tags, and segmentation based on customer data.

Yes, SalesTitan enables A/B testing of email campaigns to compare different subject lines, content, and send times, helping users identify the most effective strategies.

SalesTitan provides a user-friendly form builder tool to create custom forms for capturing leads and customer information. These forms can be easily embedded into websites using generated embed codes.  Once you have created the embed code give it to your website manager or embed the code directly yourself.

You absolutely can! At the last step of creating your form select which form you would like the link in.

Navigate to your profile settings, where you’ll find the option to cancel your account.