Get The Lowdown On SharpSpring's New Sales Features
by Leanne Mordue on 11-Sep-2019 14:49:47
In the last few months, SharpSpring, the popular marketing automation platform, has launched two new features: SharpSpring Sales Optimiser and SharpSpring Meetings. So, what exactly are they and how can they benefit sales teams seeking to improve their processes and results? Let's examine each one more closely.

SharpSpring Sales Optimiser
Launched in July 2019, Sales Optimiser is a suite of tools which can help businesses automate more of their sales generation processes. By using these tools, companies will be able to apply the lead-generating and nurturing tactics employed by marketing experts within their sales department, in order to improve the efficiency of their operations and boost conversion rates.
Sales Optimiser's main features include a visual workflow builder, which allows you to lay out the steps that you want your staff to take each time they deal with a lead, so that everyone follows the same process. It also lets you delegate tasks to your team members and automate a range of actions.
You can stipulate that specific messages are used at particular stages of the sales process, in order to maximise the effectiveness of your communications. Follow-up contact processes can be streamlined, so that you're engaging with potential customers at the right time and in the right way, whilst minimising the chances of human error.
Lead managers will be able to discover which leads have been engaging with your company's communications with ease, and you can also run reports that will show how your sales team have dealt with the tasks assigned to them.
SharpSpring Meetings
SharpSpring Meetings is a powerful calendar tool which ultimately enables prospects to book meetings with you or members of your sales team themselves. You can stipulate your availability on a particular day and then divide that time into 'meetings', however you like. You can then include links to these meetings on website pages or within emails, allowing prospects to pick the slots they want.
You can use the feature for appointments with individuals or with teams, and you can integrate Zoom with it in order to transform your meetings into video conferences. Administrators can also access information about a sales teams' meetings in order to see individual team members' availability and the percentage of booking page views that have generated completed booking forms.
What Alternatives Are On The Market?
While both of these features certainly enhance SharpSpring's offering, it's worth shopping around to see what other marketing automation platforms have to offer too. HubSpot, for example, also enables you to automate a wide range of sales tasks, manage your sales pipeline, and allow prospects to book meetings with you, and it has many other features that you could benefit from as well.
If you aren't sure which platform to select or how to make the most of the features they offer, however, talk to a member of our team. We can help you use sales, marketing and CRM automation platforms as part of a wider inbound marketing strategy, so you can expand your business in a cost-effective way.
Image source: Sharpspring
- Inbound Marketing (SEO, PPC, Social Media, Video) (810)
- Strategy (350)
- Marketing Automation & Email Marketing (183)
- Sales & CRM (179)
- Website Design (157)
- Business Growth (148)
- Hubspot (129)
- Lead Generation (110)
- Google Adwords (97)
- Content Marketing (93)
- News (46)
- Case Studies (44)
- Conversion (43)
- Ecommerce (36)
- Webinars (31)
- SEO (23)
- Events (19)
- Video (17)
- LinkedIn Advertising (15)
- Video Selling (15)
- AI (14)
- Software training (13)
- Niche business marketing (11)
- The Digital Prosperity Podcast (10)
- Facebook Advertising (6)
- HubSpot Case Studies (2)
- September 2025 (9)
- August 2025 (14)
- July 2025 (14)
- June 2025 (5)
- May 2025 (19)
- April 2025 (15)
- March 2025 (13)
- February 2025 (13)
- January 2025 (8)
- December 2024 (2)
- November 2024 (4)
- October 2024 (21)
- September 2024 (4)
- August 2024 (8)
- July 2024 (14)
- June 2024 (16)
- May 2024 (25)
- April 2024 (15)
- March 2024 (18)
- February 2024 (5)
- January 2024 (10)
- December 2023 (6)
- November 2023 (10)
- October 2023 (13)
- September 2023 (12)
- August 2023 (14)
- July 2023 (13)
- June 2023 (14)
- May 2023 (15)
- April 2023 (13)
- March 2023 (14)
- February 2023 (13)
- January 2023 (15)
- December 2022 (13)
- November 2022 (6)
- October 2022 (8)
- September 2022 (22)
- August 2022 (15)
- July 2022 (13)
- June 2022 (16)
- May 2022 (14)
- April 2022 (16)
- March 2022 (17)
- February 2022 (11)
- January 2022 (8)
- December 2021 (6)
- November 2021 (7)
- October 2021 (11)
- September 2021 (10)
- August 2021 (7)
- July 2021 (7)
- June 2021 (4)
- May 2021 (4)
- April 2021 (1)
- March 2021 (3)
- February 2021 (5)
- January 2021 (4)
- December 2020 (7)
- November 2020 (6)
- October 2020 (5)
- September 2020 (9)
- August 2020 (18)
- July 2020 (17)
- June 2020 (17)
- May 2020 (10)
- April 2020 (21)
- March 2020 (24)
- February 2020 (21)
- January 2020 (12)
- December 2019 (23)
- November 2019 (12)
- October 2019 (14)
- September 2019 (16)
- August 2019 (15)
- July 2019 (13)
- June 2019 (6)
- May 2019 (8)
- April 2019 (4)
- March 2019 (2)
- February 2019 (2)
- January 2019 (2)
- December 2018 (3)
- November 2018 (24)
- September 2018 (11)
- August 2018 (9)
- June 2018 (3)
- May 2018 (6)
- April 2018 (14)
- March 2018 (12)
- February 2018 (16)
- January 2018 (15)
- December 2017 (15)
- November 2017 (18)
- October 2017 (23)
- September 2017 (19)
- August 2017 (28)
- July 2017 (27)
- June 2017 (25)
- May 2017 (18)
- April 2017 (17)
- March 2017 (16)
- February 2017 (17)
- January 2017 (14)
- December 2016 (21)
- November 2016 (27)
- October 2016 (25)
- September 2016 (16)
- August 2016 (20)
- July 2016 (19)
- June 2016 (14)
- May 2016 (20)
- April 2016 (24)
- March 2016 (22)
- February 2016 (28)
- January 2016 (27)
- December 2015 (28)
- November 2015 (19)
- October 2015 (9)
- September 2015 (12)
- August 2015 (5)
- July 2015 (1)
- June 2015 (10)
- May 2015 (3)
- April 2015 (11)
- March 2015 (14)
- February 2015 (15)
- January 2015 (12)
- December 2014 (2)
- November 2014 (23)
- October 2014 (2)
- September 2014 (2)
- August 2014 (2)
- July 2014 (2)
- June 2014 (7)
- May 2014 (14)
- April 2014 (14)
- March 2014 (7)
- February 2014 (2)
- January 2014 (7)
- December 2013 (9)
- November 2013 (14)
- October 2013 (17)
- September 2013 (3)
- August 2013 (6)
- July 2013 (8)
- June 2013 (4)
- May 2013 (3)
- April 2013 (6)
- March 2013 (6)
- February 2013 (7)
- January 2013 (5)
- December 2012 (3)
- November 2012 (2)
- September 2012 (1)
Subscribe by email
You May Also Like
These Related Blogs

HubSpot Vs Sharpspring: Which Is Better For Marketing Automation?
At JDR Group, we work with small businesses in the UK. We introduce them to advanced marketing automation software, which helps them:

JDR Are Now A Certified SharpSpring Platinum Agency
We are happy to announce that we are now a Platinum SharpSpring partner, which means we are accredited by SharpSpring to work with their powerful mark …

5 Steps To Successful Selling
To expand, and even to survive, every SME has to become comfortable with selling their services. According to the Office for National Statistics (ONS) …