Beams help you establish, nurture and grow your sales and marketing objectives.

• Send video messages (beams) & create a direct collaborationchannel with your prospects/customers.
• Showcase your professionalism and Services/Products.
• Create rapport from the start.
• Differentiate yourself from your competition.
• Automatically appends your beams to the CRM.
• Recognize fellow team members for their team work.

1. Select customer/prospect option.
2. In the email field add the customer email or select from saved emails.
3. Add your subject to subject field.
4. Create a Beam.
5. Optionally attach a file to your Beam.
6. Optionally re-use an archived Beam.
7. Send.

1. Select Department.
2. Select Employee(s).
3. Select Category.
4. Create Beam.
5. Send.

Note: Please contact your administrator if you see the message to upload employees.

• All beams and customer messages are saved to your app.
• All team Recognition created and received is saved.

• SalesBeam comes with a default email format that your prospect or customer will receive.
• Your SalesBeam admin can modify the default email as needed.

• Weekly Analytics shows your individual beam score.
• This score is used by the App user to establish goals for number of Beams sent and customer engagement levels.

• User can delete account info after loging into the app.
• After login, go to Account Settings from right menu.
• Select DELETE ACCOUNT options visible on screen.
• Account will be deleted successfully.