Getting Started
What if I don’t have a logo? +
You will need a logo for branding purposes. There are several online services such as www.fivver.com that will make a logo for a small fee.
How do I trademark my logo? +
SalesDrip does not provide trademark services.
How do I create custom emails? +
Please click the blue Guide Me button on the dashboard, search for create email, click the result that best fit's your needs and follow the screen prompts.
How do I change the frequency of the marketing emails? +
Please watch the Automations Controls video located in the Wiki, the dashboard or the SalesDrip website under Company, Video Library
How do I change my contacts name or email? +
Open the contact card, place your cursor in the name field, type the new name and click the ave button.
How do I know if my client opened my email? +
Please click the blue Guide Me button on the dashboard, search for email tracking, click the result that best fit's your needs and follow the screen prompts.
What do I do if a potential client blocks my email? +
You will need to call the contact and request that they navigate to your resubscribe link. Each Group has the option to set an Unsubscribe Redirect link in the Group Settings. You can set this URL to be a signup form created in the system. Once they fill out any signup forms from your account, they will be re-subscribed.
Do I need permission to send emails to potential clients? +
Please review the guidance on the Can-SPAM Act: https://www.ftc.gov/business-guidance/resources/can-spam-act-compliance-guide-business
How often do you recommend I send marketing emails? +
You will you determine this for each contact based upon the situation. If the contact is currently happy with the incumbent service provider, best practice is to send no more than 1 email every three weeks. Sending too many emails to a contact who does not have a current need often results in them marketing your domain as SPAM and all further email will be blocked.
CRM Features
How often should I change the content of marketing emails? +
It is best practice to update email content every 6 months. Use your judgement on what emails appear to work the best.
How do I qualify a lead? +
Best practice is to engage the lead via conversation. In the event a lead come to you via your website, an email or referral, best practice is to respond in the same manner.
Should I continue to send marketing emails once a lead becomes a customer? +
Best practice to to continuously nurture customers. If you use emails, you may want to create a standardized set of templates for customers. SalesDrip offer this service and has package deals. If interested, please submit a ticket to SalesDrip.
How do I nurture a qualified lead? +
Please watch the Automations Controls video located in the Wiki, the dashboard or the SalesDrip website under Company, Video Library
How do I create a coupon? +
Please click the Help button on the dashboard, search for coupon, click the result in the center of the page that best fit's your needs and follow the instruction on the right side of the page.
How do I link my current website to the CRM? +
Please click the Help button on the dashboard, search for website tracking, click the result in the center of the page that best fit's your needs and follow the instruction on the right side of the page.
How can I see potential clients in the sales funnel? +
If you have added a contact to an opportunity, you can view all of the contacts by clicking on the funnel on the dashboard or by hovering your cursor over Contacts and clicking on Reports then click on the tab labeled Opportunities or Quotes (depending on your settings.)
How do I print my sales team’s progress for the next meeting? +
Hover your cursor over Contacts, click reports, click CRM Activities tab, select the desired report from the dropdown labeled Report. You can adjust the date ranges if needed. After the report appears in the screen, click the hamburger icon (three horizontal lines) and select your option.
How do I add users? +
Please click the blue Guide Me button on the dashboard, search for shared access, click the result that best fit's your needs and follow the screen prompts. Note, adding a shared access user will increase your monthly subscription fee. If you want the new shared access user's information to automatically be merged to email templates, please submit a ticket to SalesDrip.
Sales & Strategy
Can I send emails to more than one contact in the same company? +
Yes, each contact should have their own contact record in the system. When manually sending a personal email, you can add contacts by clicking the the "Add CC" button.
hat is lead scoring and what does it tell me? +
Please click the Help button on the dashboard, search for lead score, click the result in the center of the page labeled "Lead Scoring: The Basics" and the content will display on the right side of the page.
What is drag & drop pipeline tracking? +
Please click the Help button on the dashboard, search for pipe line, click the result in the center of the page labeled "Opportunities: The Basics" and the content will display on the right side of the page.
Why should I add users when I can put all my sales rep’s contacts under one user? +
Adding shared access users allows you to control what other users can do and see within the system. The only way to track and report activities by user is if individual users log into the system.
Can I add a chat feature for providing standard rate quotes? +
Absolutely! Please click the Help button on the dashboard, search for chat, click the result in the center of the page that best fit's your needs and follow the instruction on the right side of the page.
Can I change the dashboard to suit my needs? +
Yes! Please click the blue Guide Me button on the dashboard, search for dashboard, click the result that best fit's your needs and follow the screen prompts.
I need to oversee everything my sales reps are doing when I’m not there. +
SalesDrip allows you to login from anywhere you have an internet connection. You'll be able to view reports that display the activities each user creates and completes. In addition, you'll be able to view website tracking , email sent, and email open / click rates. Finally, you can have the system email you a comprehensive summary that everything that occurred the prior day.
When does my subscription start? +
Your subscription starts the day you input your credit card information and click the Subscribe Now button.
When will I get billed for my subscription? +
The charge to an Account Owner for the ‘Account Membership’ shall be charged on the Account Owner’s credit card at the end of each 30-day cycle after Account Owner’s initial subscription date. Charges for membership will be charged in advance of next month's use.
Email & Communication
What happens at the end of my free trial? +
At the end of your trial, you will be prompted to subscribe to a plan that best fits your needs.
Will my work be saved if I don’t pay my subscription? +
Yes. The account will be set to Cancelled. To access your data, you'd need to reactivate your account.
How does my subscription work? +
The charge to an Account Owner for the ‘Account Membership’ shall be charged on the Account Owner’s credit card at the end of each 30-day cycle after Account Owner’s initial subscription date. Charges for membership will be charged in advance of next month's use.
Will the price of my subscription ever change? +
Monthly pricing is based upon user count + contact count tier+ any add-on services such as texting or social media profiles. One user is included and each additional user is $99.00 per month. The pricing tier is based upon the total active contacts. For instance: 2 users with 1850 contacts in the system would be $99 (1 extra user) + $199 (Essential Tier) = $298.00
Are there any Add-On Fees? +
Yes. If you choose to use our Twillio voice/ text /call recording and transcription feature there is a very low cost based upon use. We also charge $10 per month per social media profile. The social profile allows you to post and schedule future posts on Facebook, Google Business Profile, Instagram, LinkedIn, Pinterest, Reddit, Telegram, TikTok, X/Twitter,and You Tube.
Will my credit card be billed automatically after my free trial is over? +
No. You do not need to input a credit card for a free trial.
Do I need to cancel my free trial when it is over? +
No. The system will keep your free trial in the database. If you'd like to make it active, simply login with the original email that you used.
If I’m undecided after my trial, can I sign up for another free trial later? +
The platform only allows one trial per email address. However, fee free to submit a ticket with your request. We review trial extensions on a case by case basis.
Can I sign up for the CRM before my free trial ends? +
Yes! Please our Administrator's To Do List video.
Subscriptions & Billing
I need more help! How do I submit a ticket? +
Please go to the SalesDrip website, click the Company tab and click Customer Support.
Can I request more free trials? +
Please submit a ticket. Each request will be reviewed on a case by case basis.
I’ve watched all the training videos but I’m still stuck. What should I do +
Please submit a ticket to SalesDrip and we'll be happy to help!
I want all the features you provide but need to add more. What are my options? +
Please submit a ticket to SalesDrip and we'll be happy to discuss your needs!
Does this CRM require training? +
We provide training videos as well as a Guide Me system, How To videos, Cheat sheets and extensive help articles.
The video tutorials move too quickly for me to follow. How do I slow them down? +
The videos have controls on the bottom of the video window. You can pause the videos and rewind as needed. You can also expand the videos to full size.
How do I know if my sales reps are completing tasks? +
SalesDrip automatically updates activity reports as events occur. You can locate those reports by hovering your cursor over Contacts, click reports, click CRM Activities tab, select the desired report from the dropdown labeled Report. You can adjust the date ranges if needed.
How do I keep my customers when their sales rep leaves? +
Best practice is to assign the contacts to a new sales rep.
Can I really have a website and CRM for about the same cost of my daily coffee? +
Absolutely! Please refer to the pricing page on the SalesDrip website. Systems start at $99 per month. $99 divided by 30 days equals $3.30.
Website & Customization
How do I get my brand in front of potential customers? +
Please watch the Automations Controls video located in the Wiki, the dashboard or the SalesDrip website under Company, Video Library
I’m going on vacation. How do I let my customers know? +
Best practice is to create an email and broadcast it to the contacts desired.
I want leadership to really notice me. How can I make this happen? +
If you diligently work the SalesDrip Sales Strategy, you will soon have more leads in your sales funnel being nurtured than your peers. Tomorrows success is directly tied to the volume of contacts continuously being engaged. Please watch the SalesDrip Sales Strategy video for details.
My compensation includes commission. How can this CRM benefit me? +
Using SalesDrip's Follow Up Forever automation, you can significantly more contacts in your sales funnel who are continuously engaged. The hot lead alerts will notify you when a contact is displaying buying signals.
I want to increase sales but my competition is huge. How do I challenge them? +
Freight sales is a volume game. The more qualified leads you have on automation, the better the odds of a lead having one of the four opportunities cross this month's timeline. Please watch the SalesDrip Freight Sales Strategy video.
I want to work smarter, not harder. What’s the best use of my time? +
Prioritize adding a minimum number of qualified leads to your sales funnel each month. Put those contacts on automation and let the law of large #s work in your favor. Eventually, you'll have more business than time. When that occurs, explore ways of using our automation to perform more of your repetitive clerical tasks to free up your day.
How do I show potential customers I’m reliable and dependable? +
Customers have an endless stream of sales reps engaging them and then disappearing after a few months if they don't earn the business. You can stand out from the crowd using our follow up automation and calling them on occasion. They will remember that you were persistent and that builds trust..
Is it true that more sales reps = more sales? +
No. Tomorrows success is directly tied to the number of contacts that are continuously engaged. Most sales reps without automation can only manage 50 contacts per month. With automation, you can manage 1000s per month.
Do you offer rewards for referrals? +
Yes! If you submit a ticket and select the referral category, we will credit your account $25 each time a referral becomes a paying customer.
User Management
How do I add features to my free one page website? +
Please submit a ticket to SalesDrip.
Can I change the colors of my free one page website? +
Yes! Please submit a ticket to SalesDrip.
Can I add links or videos to my one page website? +
Yes! Please submit a ticket to SalesDrip.
What does a custom website include? +
Please watch the Website video located in the Wiki, the dashboard or the SalesDrip website under Company, Video Library.
How much does a custom website cost? +
Yes! Please submit a ticket to SalesDrip.
I have the resources and budget for a custom CRM and website. What are my options? +
Please submit a ticket to SalesDrip and we will set up a meeting to learn your needs.
Is investing in a CRM a tax deductible business expense? +
Please consult your tax advisor.
Our old CRM was costly! How are you able to charge such low fees? +
SalesDrip has continuously reinvested in the platform and after a decade of continual improvements, we are able to deploy solutions at a low cost.
Do I need to hire a consultant to tailor the CRM for the freight industry? +
No. SalesDrip is pre-configured for the freight industry based upon over 3 decades of first hand experience.
Support & Troubleshooting
Our competitors just invested thousands in a CRM. How does this compare? +
Most companies that invest in have CRMs configured to fit their needs purchased a big brand generic CRM. One reason why it cost so much to configure the generic CRMs is that you have to pay a consultant to tell them what you want, then pay them to configure it. Finally, you need to pay them to reconfigure it after they missed the mark. SalesDrip was designed by a freight industry veteran who built the system to address the specific needs of the freight industry.
Our business is seasonal. How can I budget for this throughout the year? +
SalesDrip costs as low as $3.30 per user per day. If you add contacts and set the automation to keep your name and brand in front of them, they will remember you when the season rolls around.
Why don’t I need to cut rates to propagate sales? +
Please watch the SalesDrip Freight Sales Strategy video.
I’m not tech savvy but I need a CRM. Do I need special training? +
We've designed the system to be as simple as possible to use. Please view the training videos that we've created.
Our old CRM was time consuming and caused me anxiety. How is this different? +
SalesDrip has invested countless hours pre-configuring the system to make it as user friendly as possible. We listen to our users and make system improvements on a monthly basis.
I’ve heard horror stories of implementing a CRM. Can it really be this easy? +
Yes! We offer a free trial. See for yourself.
I know that I need a CRM, but I’m too busy and don’t have any time. +
SalesDrip is perfect for you. It self builds and you can upload your contacts and start automation. The system will send you hot lead alerts when contacts are showing buying signals.
I’m afraid I’m not smart enough to set up a CRM. Isn’t it difficult? +
SalesDrip self builds. It will ask you to upload your logo and to answer simple questions. Those answers are used to configure the platform, emails and automation for you.
How much do I need to know about technology to set up a CRM? +
As long as you can upload a logo and answer questions on a form and watch videos, you are good to go!
Reporting & Oversight
I’ve wasted countless hours researching CRMs. How is this different? +
SalesDrip was designed by a freight industry veteran who has over 3 decades of seat time in the industry. The system was built to meet the specific unique needs of the freight industry.
Why does it matter that a CRM is industry specific? +
Industry specific saves time and money on configuration and execution.
My job has always been stressful. What can I do to have peace of mind? +
When you put a qualified prospect or a cherished customer on automation, you can sleep well knowing that SalesDrip is engaging your contacts in the exact manner you set. You can focus on other things and not have to worry about forgetting to follow up.
I’m thinking about selling my business. How do I best prepare? +
Best practice is to clean up your database, ensure your opportunity funnel is legitimate, create training manuals for each position in the company and add them to our learning module. Businesses are systems to generate profit. The better the system, the better the profit. If you can show a potential buyer that you have a solid system that can continue to grow without the owner's involvement, you have a strong chance of selling at a higher multiple.
I need to make some cold calls. Which days and times are best? +
Best days / times for cold calls in the freight industry are as follows: Tuesday 1 to 5 pm; Wednesday all day; Thursday 1 to 5 pm; Friday 2 to 5pm Note - the best time for cold calls is Friday after 2pm.
I’ve started to work from home. How do I s- how my boss how committed I am. +
Be certain to log all of your activities, esp calls even if you didn't connect. Logging activities automatically generates reports that can be viewed in real time or the another date. PRO TIP: When completing a call from your To Do List, best practice is to edit the activity and change change the activity type to reflect how the call went. Add notes if possible then complete and save. Management may be suspicious of lots of calls that were marketed completed with no notes. It suggests that the user didn't make the call and simply clicked Complete.
How do I get the shipping manager to take my call? +
Keep trying and be polite. Try calling at different times of the day and different days of the week. They will respect your persistence when you finally reach them. Be sure you've researched them so you can make a great first impression.
I’ve purchased call lists only to be blocked time and time again. What can I do? +
If you purchased a call list, chances are that thousands of competing sales reps have the exact same data. Often the contacts on those lists have multiple phone #s and email addresses. The phone #s and emails on the lists often are routed directly to an unmonitored voicemail or a spam folder. Once your domain is in the spam folder, your future emails will be blocked. The reason this is done is to discourage the buyers of that data from engaging the contacts. Best practice is not to use the data on those lists.
I’m really happy with my free trial! What do I do next? +
Please our Administrator's To Do List video.
Email us at: sales@salesdrip.com
Contact Our Support Team
