What is Salesbook

Salesbook is a complete sales enablement platform that boosts and automates the
work of sales representatives, increasing their efficiency
by up to 50%.

  • Empower sales meetings
  • Enhance offering operations
  • Manage the process
  • Get handy insights
Empowering Small Businesses: Tailored CRM for Every Budget
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Dive into the Salesbook

We prepare dedicated educational materials.
They will give you a lot of practical knowledge
and lead you to build your own rewarding process.

  • What is Sales Enablement?
  • What is Configure Price Quote?
  • What is Customer Relationship
    Management (CRM)?
Take control over your whole sales process.
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About Salesbook

In Salesbook we believe that every company in the world can make its sales even better by building
a perfect experience of a customer meeting, automating the process and standardizing it based on precise data.

Consequently we change the consultative sales process to give salespeople time for important things: building relationships with the customers and providing them an outstanding business value.

Podcast | Episode 01
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New features

Refreshed look and new features of the user panel in Salesbook

Klaudia Drwęcka
2022-01-28

With the new year, we are introducing new changes to Salesbook. This time, we have prepared a refreshed layout and new features available in the user panel. 

Our team has developed a new look for both the user panel and the view of the list of all users, all to make the use of Salesbook even more intuitive and simple. 

New user list view layout 

You will see the first changes after opening the user list view. From now on – in addition to the basic user data – in the columns you will find, among others information about two-step verification, user status and recent activity. 

You can flexibly adapt the table containing information about users to your needs by adding or removing selected columns, all to make access to information even faster. 

In each row, on the right, we have also added a hamburger menu that contains all available actions related to the management of the selected user account. 

List of users visible in Back Office. 
Pic. 1. List of users visible in Back Office. 

New features available on the user panel 

The user panel itself also has a new layout. In addition to the previously available options, you will now also find tabs regarding, among others, user cards, location and accessibility, structure and security. All features have been sorted in clear and easy-to-use tabs. 

From now on, in the User Panel, you can set, for example, a temporary absence of an employee or mark their cyclical unavailability in a selected region. 

You can easily reset the password or give the selected user new permissions. You can freely define its place in the structure of the organization or change the status of the account. 

Detailed information on all new features can be found in the article available in the documentation tab on our website. 

User account tab.
Pict. 2. User account tab.
Profile tab. 
Pic. 3. Profile tab. 
Location and Availability tab. 
Pic. 4. Location and Availability tab. 

You don’t use Salesbook yet? Schedule a free demo and find out how we help sellers achieve high sales results and increase efficiency by up to 53%.  

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