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 a couple initial prospects customized to your industry, make a call to one of those prospects, and invite other team members.

Step 1: Select Your Role

The first step is to define your role in the new SalesMagic organization. These roles map to the Sales Rep, Manager, and Admin roles defined here. As the user who initially creates the account, you will have admin-level privileges irrespective of the role you pick.

Step 2: Provide Your Company Name

The next step is to provide the name of the company you work for. Once you select a company, SalesMagic will generate three sales prospects that are customized for the industry that your company operates in.

Step 3: 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.)

Step 4: 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.