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Understanding the Call Analytics dashboard.
Users of Salestrail Call Tracking to Dashboard has all necessary call data on the Dashboard and it is such a tremendous help in productivity management. However, to make the most out of the data, you should fully understand what each data means.
1. The sidebar menu:
Analytics: gives you an Overview of the organisation and an option to add more personalised views.
Calls: shows you all calls that have been tracked by Salestrail from selected users.
Recordings: show you all recordings that have been created by Salestrail from selected users.
Team Management: where you can group users into different teams.
User Management: provides you with the list of users and their status, you can manage their licenses here as well.
Subscription: the place to purchase licenses, it keeps all invoices and information about your Org's subscription.
Integrations: where you can enable the Salestrail integration with selected CRMs and monitor the integration logs.
API Docs: our API to pull data from the cloud and import it to a CRM.
Referral Program: refer Salestrail to your friends and receive our gifts.
Settings: control a few settings for your Org.
2. The Overview:
Export as csv: export the call data to your computer as a .csv file
Calls: the total amount of calls that you've made or received
Outbound calls: calls that you make
Inbound calls: calls that you receive
Unique calls: calls excluding repetition of numbers
Avg. Duration per Answered Call: average talk time
Ranking: your position comparing to other team members based on your number of calls.
Most active hour by calls: a comparison to see during what hour is the user the most active
Outbound call connection rate: the number of calls you pick up.
Add users to your Organisation for call data sharing
To invite your team members to use Salestrail app and share their call data on the Dashboard, you can send them either an invite from the dashboard (the invitees will receive an email with a link to follow) or the organisation's sign-up link.
Option 1: Add users from the Dashboard.
Step 1: Go to the Dashboard.
Step 2: Go to User Management > Add User.
Step 3: Invite the people you want by their email addresses. Assign them an organisation role, to teams and manager role if needed.
Step 4: Add User > The invitees will receive an email with instructions to sign up from either the dashboard or the Salestrail app (please make sure you check the Spam folder as well).
Option 2: Inviting users with the organisation's sign-up link.
Step 1: Go to the Dashboard.
Step 2: If you are the organisation's admin, you should see the organisation's sign-up link box on the left after installing the Salestrail app.
Step 3: Copy link > Send it to whomever you want to invite.
Step 4: The invitees follow that link to sign up on the Dashboard.
Roles in an Organisation
Salestrail's dashboard has a hierarchical structure to help you share and monitor data effectively with your team members. Learn what are the different roles and their accessibilities here!
Owners - the highest position.
Owners can add/remove people to/from the Organisation and create teams. They also have access to everyone's call data.
Managers
Managers can add/remove people to/from the Organisation and create teams. They cannot see users data unless they are a team's admin.
Users:
Users can only see their data on the dashboard. They cannot add/remove people to/from the Organisation or create teams.
In addition to these roles you can make someone a Team Admin. Team Admins are able to follow the call data of users that are members of the team they are a team admin on.
Managers and users can be appointed as Team Admins. Owners can already see everyone's data, so there is now need to add them as team admins.
Install the Salestrail app
Salestrail is available on both iOS and Android, therefore, you can get the app from the App Store or the Google Play Store easily.
Please make sure your Android handset is running Android 7 or above in order to be compatible with Salestrail. If you are using a Huawei device that doesn't have the Google Play Store, you cannot get the Salestrail app, unfortunately.
Although Salestrail is compatible with all Android (running OS above 7) and iOS devices, the age and specs of the device can affect the app's speed and performance. Older devices have the tendency to see slowness, lags, and crashes. Please take these things into consideration, thanks!
If you are interested in the Call Recording feature, you will also need to purchase this as an additional feature.
Set up the Salestrail app to Log Your GSM/SIM Calls
Step 1: Ensure that you have first joined an organisation or created one from the Call Analytics dashboard using your email address (preferably your work email).
Step 2: Install Salestrail from Google Play Store or App Store.
Step 3: Use the same email address and the verification code (sent to your email) to log in.
Step 4: . Grant the app all the permissions that are asked for during the onboarding.If you don’t give the app the permissions needed, then the app will not be able to track your calls.
Step 5: Make sure that the app is not restricted by your device battery optimization. To do this, click on the notification in the app that says “Turn off battery optimization for Salestrail”. Also take away "Remove permissions if app is unused". NOTE: this needs to be OFF.
If you have a dual SIM device, you will need to select the SIM to be logged.
Here are the steps to select the SIM to track:
Et voilà ! Your account is now set up, you can start enjoying the experience of automatic call tracking 🙂
If you encounter an Internal Error at log in, follow the steps below to clear the error:
Clear all data off your phone regarding Salestrail. The route is similar to this depending on the phone:
Phone settings -> Apps -> Look for Salestrail -> Storage -> Clear Data & Force stop the app and attempt logging in again.
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