Let's walk through some Saleboat terms and their definitions:
log in
how you access saleboat using your username (email address) and password.
browser
how you access the internet, to access Saleboat - Google Chrome is the standard.
android app
offline-capable app available for Android devices from the Google Play Store.
dashboard
where you can find your scheduled meetings, calls and tasks as cards - your digital diary of sorts.
cards + colours
meetings are green, calls are purple and tasks are blue.
plus button
where you can add anything to Saleboat that doesn't already exist.
deals
open opportunities with customers (prospects and clients) in Saleboat.
what your prospects and clients are interested in and to what value.
leads
an organisation that has the potential to become a future customer.
leads will become prospects once qualified.
customers
are prospects and clients.
customers make up the value of your pipeline with their open deals.
prospects
qualified leads who would like to meet with you and know more about your company's offerings.
will become clients once a deal has been closed with them.
clients
a business that is paying you money for your products or services.
interactions (meetings and calls)
interactions with customers in Saleboat.
these can be face-to-face or calls.
meeting/call/interaction types
refer to your organisation's sales success guide for the types of interactions you can choose from in your account.
recurring
meetings or calls that have been set at regular intervals with prospects and clients.
upcoming
interactions that you have yet to have.
these are still planned and will show up on your dashboard.
past
that have been concluded/attended by you.
notes and other details are available for these.
cancelled
interactions that you have cancelled.
missed
interactions that you did not engage with and are now reported on as missed rather than upcoming or past.
tasks
reminders for yourself to do sales-related tasks, like clearing your neglected customers or updating client phone numbers.
these are not forms of communication with customers.
assign to
when creating from the plus button you can assign new meetings, tasks, leads or customers to another member of your team on saleboat.
will not be created for you.
reassign
available for captains and officers.
moving leads and customers from one user to another while preserving the communication history.
profile
where you can see all of your details, activity, sales pipeline, performance and reports.
calendar
another way to view and create meetings and calls.
pipeline
is made of all open deals - per user, team and company.
pipeline stage
where the deal value is in your sales pipeline.
filter
found on the customer list - the small white arrow in the search bar.
it allows you to filter your customer list using a few different criteria.
select what you'd like to see and filter.
tags
small orange ovals that can be seen on your customer list.
these are an additional way to index your customer list.
classifications
how frequently customers must be contacted.
set by management.
these are separate neglected windows to the account-wide default (usually anywhere from 30-60 days).
eg: platinum clients must be contacted every 7 days or risk becoming neglected.
neglected
when a prospect or client hasn't been contacted in a set number of days, they're no longer active but neglected.
they become neglected in accordance with their classification.
a meeting or call must be logged on Saleboat to 'reset' the neglected timer to 0 days.
mothball/dormant
when a customer is no longer interested in pursuing a business relationship, making them dormant removes them from the main customer list.
the mothball icon is a moon in the top right of each customer profile.
revive
when a previously dormant customer would like to pursue a business relationship.
filter your customer list by dormant and search for your customer.
in their profile, on the top right click the sun icon to revive them.
performance page
where you can see all of your or your team's KPI's like customers neglected, pipeline and where you can generate reports.
this is available for each user, team and the full organisation.
reports
all activity on Saleboat is reported on.
from leads being added and called to conversions and the opening of deals.
these can be found on any performance page and are PDF downloads.
periodic report
this is the weekly managerial report.
it is a high-level overview of all activities engaged in by team members.
this report is date range sensitive.
can be generated by individual users for themselves.
interaction report
in-depth view of all prospect and client activity engaged in by users.
this report is date range sensitive.
can be generated by individual users for themselves.
canvassing report
all lead or cold calling activity engaged in by users.
this report is date range sensitive.
can be generated by individual users for themselves.
pipeline report
comprehensive report on all open deals for users/teams.
this report is date range sensitive.
can be generated by individual users for themselves.