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 support@smarterme.co.  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
PowerDialer
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