Frequently Asked Questions (FAQ)
Go to app.salesaccountability.com and enter your email and password.
Navigate to My Profile and from there you can update your username, password, email, industry, company, country, and timezone.
Account Owners can add more users by clicking on Setup/Users, “Groups” and then selecting the group you’d like to add more users to (the default one you chose during the setup process or a custom group you created). From there, you will see how many seats you have left to assign. Enter the email address and select “Add Team Member”. The user added will receive an email from firstname.lastname@example.org with instructions to login. Check your spam filter if you didn’t receive the email within a couple of minutes. If you need to purchase more licenses, go to https://www.salesaccountability.com/pricing and be sure to purchase the licenses with the same email you used previously. Otherwise, the licenses will not properly link to your account.
To remove a user, the Account Owner can select “Account” and scroll down to the “Users” section. Select the trash icon next to the user’s name to remove their account. For any user(s) you remove, their seat(s) will be added back to your account.
Yes. Account Owners have the ability to promote users to Managers. Select “Account”, scroll down to “Users” and click “promote” next to any user you would like to change to Manager.
SalesAccountability is a web-based product and will not be found in the app store. We suggest saving the icon to your browser for easy access, here are instructions on how:
- For Android Devices – Launch Chrome and open the website. Tap the menu button and tap Add to home screen. You will be able to enter a name for the shortcut and Chrome will add it to your home screen.
- For Apple Devices – Launch Safari and open the website. Tap the Share button on the browser’s toolbar. Tap the Add to Home Screen icon in the Share menu. You will be prompted to name the shortcut before tapping the Add button.
Click on Forgot Password. The email will come from email@example.com. If you do not receive it within a couple of minutes, check your spam folder.
It does, but it currently involves heavy customization to do so. We are working on building an easy way for our users to connect their CRM to SalesAccountability. Stay tuned!
Our mission is to positively change the way people think about accountability. SA is not a database or a sales tracker; it’s a platform built to help you Win Your Day. While CRM is very important, it doesn't tell the whole story. In SalesAccountability, you get to earn points from doing the activities and celebrating the "wins" you make along the way.
Tools & Customization
KARE is a behavioral prospecting and segmentation tool for salespeople. K = Keep (value added/relationship behaviors), A = Attain (new business prospecting behaviors), R = Recapture (A+B=C), E = Expand (internal prospecting & relationship behaviors). The KARE behavior model helps salespeople understand how they should be spending their time and why, which areas their business comes from (and doesn’t), and with our real-time data helps create customized sales plans.
Select “My KARE” to add, edit or change your behaviors. Behaviors can be customized based on frequency - day, week, month or year..
Yes. Click on Activity Feed and from there you can filter for activities by time frame and also delete activities.
Wins are all the things that get you closer to achieving your personal and professional success. In Sandler terms, a "win" means you've achieved a "yes" or a sale, a "no", a "clear next step", a "referral" or you've learned a lesson. Winning doesn't just happen when you make a sale! With SalesAccountability, you can win every single day. Only two ways you can't win? You fail to reflect or learn from an experience, or inaction.
To start, click on “My Competitions”. You can set up a competition with coworkers and colleagues using Usernames. Click on the “Add a Competition” button, name the Competition and give it a timeframe. Click CREATE and a message will be sent out to those you added to the Competition. You can then check on the status of the competition by clicking on the competition name and viewing the competition leaderboard.
The only way to participate in a competition is to create one yourself or be invited to a competition. You cannot join random competitions.
You can organize groups during the setup process and/or you can select “Groups” and select “Add A Group”. This function is particularly helpful if you have multiple teams and multiple managers under one account.
The manager dashboard allows you to see your team’s activity. Managers can promote additional users to managers, organize groups, and add/remove users. Users can only see their individual dashboard and do not have manager or account owner capabilities.
Managers will be notified via an email with the subject: User Reached 100 Points
Please see our pricing page.
There are no refunds except where required by law. See our End User License Agreement for more information.
The Account Owner (the individual that signed up for the subscription) will be billed according to the Team package selected. Subscriptions will automatically renew each month. If you signed up on the 15th of the month, that is the day your subscription will renew every month.
The Referral Code is for Sandler franchisees and clients of Sandler coaches. If you are a Franchisee or you are working with a Sandler coach, you must enter the 4 digit code during the checkout process where it says "Referred By". Don’t have the code? Reach out to your Sandler coach.
If you want to cancel your account, Account Owners can login to their profile, navigate to “Account”, and click “Cancel Account”. You must cancel your account before your subscription renewal date in order to not be charged for the following month. Once you cancel your account, you will no longer have access to your profile or your data.