Hello!
I am getting ready to train my sales team on how to use smack dab, specifically on CRM tasks so they can get used to it for now until the big merge with I-Point happens.
One of my pain points with using it right now is that I am thinking about CRM notes directly after a meeting or networking event but I am not at my computer so I send notes to my self and then have to circle back around and add notes to SD once I am back at my computer. I'm currently about a month behind because we are super busy and it keep falling to the back burner. I totally own that this is on me but also just trying to keep things as efficient as possible and also taking into consideration that the sales guys will also struggle with this and I don't want them to feel bogged down.
Curious if there is any update for when the mobile app will be rolling out?
Also, curious if there is an opportunity to set up a text based updating system similar to receipt submission for Ramp. You can text in your notes and a photo of your receipt and it automatically adds the info to the system for you.
TYIA,
Jessica