Getting Started with the SalesHiker CRM

Introduction

Welcome to SalesHiker CRM, a cloud-based, multi-tenant SaaS platform designed to streamline and optimise your sales processes. This guide provides a step-by-step walkthrough for registering and setting up your Tenant CRM, ensuring a smooth onboarding experience.

• Open your preferred web browser.
• Visit the SalesHiker Registration Page.
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• Click the "Start For Free" button or enter your email and click the “Free trial” button.
• Choose one of the setup methods:
  • Setup with Email
  • Setup with Google Account

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2. Setup with Email

• Enter your email address in the given field of Email address.
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• After entering your email address, click the “Verify Register” button.
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• After clicking on the verify register, the Company name will be asked.
• 1. Company Name: Enter your organisation's name.
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• 2. Company Website: Provide your company's website URL.
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• 3. Industry: Select the industry that best describes your business from the given options.
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• 4. Company Size: Choose the number of employees in your company.
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• 5. Specify WhatsApp CRM Preferences:
• Indicate your intended use of the WhatsApp CRM features by selecting at least one of the following options:
• Manage WhatsApp Groups
• Manage multiple WhatsApp numbers
• Have multiple agents reply via one connected number
• Send bulk messages (to groups & 1-on-1)
• Connect WhatsApp to internal systems
• Track team productivity metrics
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• 6. Click "Submit" to proceed.
• Connect WhatsApp to internal systems
• Track team productivity metrics
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• 7. Verify Your Email:
• Check your inbox for a verification email.
• Click the verification link to activate your account.
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• After verifying the mail, the tenant creation process will be started. The below page will be visible during the tenant creation process.
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• 8. Once the CRM setup is completed successfully, the user will be redirected to SalesHiker CRM.
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• After this, tenant setup credentials will be sent in the mail.
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• 1. Click on "Sign up with Google".
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• 2. Select your Google account.
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• After selecting a Google account, a popup will appear to enter a password. After entering the password, the below screen will be visible.
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• After clicking on continue, the tenant creation process will be started. The below page will be visible during the tenant creation process.
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• After a successful tenant creation process, it will automatically redirect to the saleshiker CRM.
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• Also, credentials will be sent in the mail.
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• Didn’t receive a verification email?
• Check your spam/junk folders or request a new verification email.
• Error during Google sign-up?
• Ensure you’re using a valid Google account with the correct permissions.
• Forgot your password?
• Use the "Forgot Password" option to reset it.

• After signing up, explore key features, set up integrations, and personalize your dashboard.
• Once your Tenant CRM is set up:

• Customize your dashboard and workflows.
• Import customer data from spreadsheets or other CRMs.
• Start adding and managing customers, deals, and tasks.