How To Videos

Below is a list of product walk throughs to help you learn the various features and functions within the SmarterMe App.  If you have any questions you can always contact  Enjoy!

Want to see the advanced features, talk to a product expert or see the product in action live? Request a Live Demo

CRM Management with Taps (Supports Offline & Customizations)

Update Opportunity
Create Opportunity
Add Contacts
Log Email
Log Calls
Auto Log
Log Meeting
Log unscheduled events
Log Notes
Log Task

Sales Productivity Shortcuts

Email & File Open Tracking
Set Followup Reminder
Schedule Meetings
Customer Inbox

Sales IQ (Intelligence)

Customer Interest / Tracking IQ
Proactive Prospect Research
Relationship IQ & Team Collaboration
Visit IQ & GeoLocation Assistant*
Proactive Followup Reminder*
Proactive Introductions*
Bot for SMS Collaboration*



*Available in the Enterprise Version Only