With the Sellfire multi-brand functionality, using a single Sellfire Edition, Reps can communicate with prospects using different phone numbers, email addresses, and branding that automatically update based on the lead's associated brand. This allows Reps to seamlessly switch between brands while maintaining Sellfire's powerful automated lead routing, lead management, and consolidated real-time performance reporting for all of their activities.
Getting started
Turn on the multi-brand feature
Reach out to our Support Team (support@sellfire.com) to turn this functionality on for your organization.
Create or update Rep users
Since Reps will be supporting multiple different brands that have different email addresses associated with them, you'll want to ensure their Rep Editions in Sellfire use their core email addresses. Generally, this will be the email addresses that they use to manage their calendars and communicate with your organization internally.
If Reps currently have Sellfire Editions with email addresses that you do not want to use as their core email addresses, reach out to our Support Team (support@sellfire.com), and we can change those for you.
For any brand-specific email addresses that you would like use in Rep emails from Sellfire, you will need to ensure Reps have email boxes setup for those addresses. In Sellfire, you will add domain registrations and references to those email addresses in the brand-specific configurations described below, which enables emails from multiple brand-specific email boxes using a single Sellfire Rep Edition.
Add your brands
Next, to configure all of the brands that you'd like your reps to sell, navigate to System Configuration > Your Organization > Brand Management (shown below).
All of your separate brands will be listed in pills at the top of the page. To edit an existing brand, click into the brand's pill. To add another brand, click ADD BRAND.
Configure your brands
In the Brand Management section, for each brand you can configure the organization tokens, which will be used for prospect-facing email and SMS communications, rep email address formatting and email signatures, SMS settings for opt in and out language, and domain registration.
Organization Tokens
Configure the name and address that will appear in prospect-facing communications. These can be used as tokens in email and SMS templates. If you have existing templates where a specific brand is mentioned, be sure to update them to use these tokens!
Email Settings
Use tokens to configure the default format of your Reps' email addresses for this specific brand.
For example, if the standard email format is firstname.lastname@domain.com, you would copy/paste the rep first name token, followed by a ".", and then copy/paste the rep last name token before the @ (shown below).
This configuration is only available after you have successfully registered the domain for this brand (described in the Register Domain section below).
Use tokens to configure your Reps' default email signatures for this brand. Click here to learn more about this process.
IMPORTANT: Ensure that your reps have separate email addresses created for each brand and that they are able to access those email boxes directly. If your Reps do not have email addresses that use the format and domain that you have configured here, they will be unable to send or receive emails in Sellfire using those email addresses.
SMS Settings
Select the SMS settings for each brand. Click here to learn more about this process.
Register Domain
In order to send emails from Sellfire from different brands' domains, you will need to register each of those domains. Click here to learn more about this process.
Assign brands to your Reps
Reps need to be assigned brands in order for them to be able to receive and interact with the leads associated with them. To assign brands to Reps, navigate to System Configuration > Your Organization > Sales Teams, Click the edit icon on a Rep's card, and select the brand(s) that you would like them to be able to work.
Assign brands to your leads
It is required for every lead in Sellfire to have a single brand associated with it. If you had existing leads in Sellfire prior to this feature being turned on, our Support Team (support@sellfire.com) can help you with that migration. They will need specific details about which brands should be assigned to which leads.
In .csv lead imports, you will need to have a "brand" column that has the exact brand names that are in the pills at the top of your Brand Management section.
Add the Brand field to the top of the Lead Card
To ensure your reps can quickly determine which brand is associated with each lead, navigate to System Configuration > Lead Management > Customize Lead Card, and add the Brand field.
Add brands to forms
The Brand system field is required to be on every Sellfire and HubSpot form that is connected to Sellfire. This can be either a visible or hidden field. Click here to learn more about Sellfire forms.
Add brands to Routing Rules
You will need to include the Brand system field in your Routing Rule criteria. Click here to learn more about inbound lead Routing Rules.
Rep experience
Reps' phone numbers and email addresses will automatically update for Reps based on the brand connected to the leads with which they are interacting. It's important that Reps reference the Brand field that is on each lead to ensure their messaging is on-brand.
Connect to Google or Outlook calendar
Reps will need to navigate to their Account Settings (profile picture at the top of the left navigation bar), and connect to the calendar that is associated with their Sellfire user's email address. This will ensure that Reps can send meeting invites from Sellfire and all of the events associated with all brands' leads will populate in one place.
Separate phone numbers for each brand
Reps will have separate personal Sellfire phone numbers and local presence phone numbers* for each separate brand. These will be automatically selected by Sellfire based on the brand that is on each lead.
* Local presence phone numbers mirror the area code of the primary phone number on the lead that the Rep is dialing. If you would like to configure local presence numbers for a specific brand, reach out to our Support Team (support@sellfire.com), and we will purchase those for you.