Onboarding

When you create a new SalesMagic account, you will go through the initial onboarding process. This will help you set up your account, create some initial prospects customized to your needs, let you make a call to one of those prospects, and invite other team members.

Step 1: Select Your Role & Company

The first step is to define your role and the name of the company you work for.

The available roles are Sales Professional, Sales Manager, and Sales Enablement. These map to the Sales Rep, Manager, and Admin roles defined here. As the user who initially created the account, you will have admin-level privileges irrespective of the role you pick. This is to ensure that there is always at least 1 user in any org with admin capabilities.

On this page, you must also provide the name of the company you work for. This is used to generate virtual prospects that are ideally suited to your industry. You can either select a company from the typeahead menu, or you can enter any name you wish if your company name is not found.

Once you've selected a role and company, press the Set up my account button. SalesMagic will then perform research on your company to assess your Ideal Customer Profile (ICP) and generate three sales prospects that are customized for your needs.

Step 2: Call a Prospect

SalesMagic will show you the three customized sales prospects it generated for your company. You can select one of the prospects to initiate a practice sales call with that prospect.

Note that these prospects will be available to all future team members that you invite to join your org. This ensures all additional team members will have relevant prospects to call as soon as they log in.

(Your web browser may ask you to grant microphone permissions for the SalesMagic app. This is needed so the app can hear your side of the conversation. If you have problems with this, refer to our Troubleshooting guide.)

You can also choose to skip this step and complete the onboarding process if you don't want to make a call to one of your virtual prospects at this time.

Step 3: Invite Your Team

After your first call, you'll be presented with an analysis of the call, including a summary of how well you performed and a pie chart showing the percentage of talk time between you and the prospect.

From this page you can invite up to 3 team members in your company and specify their roles. Note that you will receive 5 free credits for each user that you invite during this step of the onboarding process.

After this step, you'll be taken to the regular home page of the SalesMagic app.