User guides
Frequently asked questions
Quick answers to help you get started and find the right support.
How long does it take to get started?
Most teams are live in a sandbox the same day and rolled out within a couple of weeks, with help from our customer success team
Is my data secure?
Your data stays inside your Salesforce org. We follow Salesforce security review standards as a certified ISV partner.
Is SalesMethods suitable for enterprise organizations?
Yes. SalesMethods is built for enterprise-scale Salesforce orgs, with customers running deployments from tens to thousands of users across global sales teams. Volume pricing applies from 50 users, with dedicated enterprise pricing and support from 100 users, and the products support multi-currency, multi-language and complex territory or business-unit structures already present in your org.
How is SalesMethods administered and managed?
SalesMethods is managed like any other Salesforce package: your Salesforce admin controls user licenses, permission sets, page layouts and field-level settings from Setup, with no separate admin console.
How do I contact support?
Email support@salesmethods.com with the name of the app and a short description of what you need help with. You can use the contact buttons on this page to open an email in your usual email app.
What should I include when reporting a problem?
Include your Salesforce organisation ID, the app you are using, what you expected to happen and what happened instead. Add the steps needed to reproduce the issue, any error message and your browser name. A screenshot can help; remove passwords, access tokens and sensitive customer information before sending it.
Who should help with installation and access?
Start with your Salesforce administrator for installation, user access and permissions in your organisation. If you need help with a SalesMethods app, email our support team and explain which setup step or access issue you are working through.
Where can I find the user guides?
Download the available product manuals from our user guides library. You can also browse topics under Getting started, Admin & configuration and Rollout & adoption. Topics marked “Guide coming soon” are placeholders. For help now, email our support team.
Can we use our own sales methodology?
Close Plans and Account Plans can be configured around your own sales process, or you can use the built-in SalesMethods methodology. Explore the methodology to understand the approach, then discuss your requirements with our team.
How do I discuss pricing or buy a product?
Visit our pricing page to explore the options for your team. To discuss your requirements or arrange a purchase, book a call with Jake.
Terms & conditions
By using SalesMethods applications you agree to our standard software terms. Our apps install into your Salesforce org and your data remains within it.