Frequently asked questions.
I would like to have a sales performance dashboard on a flat screen TV at the office to show everyone our current activity level. Can I do that with Closr Dashboard?
Yes, as long as your sales team are using the Closr app. Then every interaction (calls, mails, meetings, etc.) means a real-time update of the charts on the dashboard. You can also see the geographic whereabouts of your team on a map.
Can I run sales competitions with Closr Dashboard?
Yes, of course you can! If you have a sales team using the Closr app, then you can measure all the basic sales activities such as calls, meetings, mail - as well as encounters (when you run in to someone on the street or at an event) and sent/received electronic business cards. You can set up both team goals and individual goals.
How do I set activity goals in Closr Dashboard?
When you are logged in to your Dashboard, go to Settings to set your activity goals. Goals are set per member and week. You will always see the total team goal to your right. These goals is used for calculations on the Dashboard, Awards and in the automated coaching through mail and push.
The Closr app asks for all sorts of permissions when installing! Are you guys uploading my adress book anywhere?
Stay calm! We are not uploading your contacts anywhere. We only ask for permission so we can read your local contacts and show them through the app. Same thing with your phone's calendars. We do however save all the data you choose add through the app (notes, etc) connected to our service. Read more about Privacy here.
Can I use the Closr app without using Closr Dashboard?
Yes you can! The Closr app is a great and free mobile CRM-tool for sales people. Add notes, voice memos, images and locations to create a timeline on each contact. This way you will always remember when and where you last met and some quick notes from that occasion before walking in to the next meeting.
Can I use Closr Dashboard without using the Closr app?
No, unfortunately you can't. The only way to get information on the Dashboard is through the Closr app.
Do you have an Android app for Closr?
The Android app will be released during this summer! (Mail firstname.lastname@example.org to get on the notification list, or to participate in the beta program)
My meetings don't show up on the Closr Dashboard, why?
The Closr app checks your phone's calendars for meetings every time you open the app, and then try to match them to contacts on your phone. If there is a calendar event with at least one accepted contact attendee it will be shown under MEETINGS in the app menu, and when the meeting starts - also on the dashboard.
I'm calling like crazy but still there is nothing happening on Closr Dashboard, why?
It is important to understand that all the interactions that you want to be tracked should initiate from within the Closr app. Always tap on the "+" icon to add information and/or start a tracked interaction (call, mail, etc.) on the Dashboard.
Is the Closr app really free? It's a great tool for independent sales people like me.
The Closr app is free because we love to help sales people all over the world to improve their business relations and to close more deals - every day. And we love to hear about how the app helps people do just that! We do however have some In-app purchases available for extra services, such as "Remote Networking".
How can I use Closr Dashboard with Slack?
When you are logged in to your Dashboard, go to Settings to enable the Slack integration. With this integration in place you get automated daily follow up reports on "Number of Contacts Reached", as well as notifications about your team's awards and badges. This is a nice way to visualize your sales force and their achievements within the company.
What is "Remote Networking"?
Remote Networking is all about when you can't physically make it to that very important conference or event, but still want to be there networking. The Closr app has a built-in functionality called Nearby where you can see other people at your location, start interesting conversations and exchange electronic business cards. With Remote Networking you can get a specific address or area (wherever you want in the world) for 24 hours and use those features "as if you were there".
Have any other questions?
or email email@example.com