Help Center
Find guides, tutorials, and answers to get the most out of Salesmotion.
Getting Started
Admin Rollout Checklist
The sequence for rolling Salesmotion out to a team, ordered so the steps that block go-live happen first. Covers IT allowlisting, accounts, keywords, users, alerts, and integrations.
Bulk-Importing Accounts
Add your territory to Salesmotion in one step by pasting a list of company URLs, and learn how processing times and account swapping work.
Getting Started with Salesmotion
Learn how to set up your Salesmotion account, add your first tracked accounts, and start receiving account intelligence from your AI agents.
Getting Started with Salesmotion in Claude (5-Minute Quickstart)
Connect Salesmotion to Claude in two minutes, try five prompts that show what it can do, and roll it out to your sales team with one shared key.
Getting Your Team to Adopt Salesmotion
The rollout playbook that survives contact with a real sales team: the 1-to-3 rep pilot, alert hygiene, CRM embedding, and the two-week adoption checkpoint.
Keyword Strategy Best Practices
How to choose keywords that catch the signals you care about without flooding your feed with noise: broad vs narrow, scoping, and common mistakes.
Keyword Strategy: A Worked Example
A step-by-step walkthrough of setting up keywords for a real team, from a first draft that produced noise to a tuned set that produced usable signals, including what to change and when.
Managing Accounts — Adding, Deleting & Organising
Learn how to add accounts to Salesmotion, import in bulk, use favourites to organise your view, and understand what happens when accounts are deleted.
What Salesmotion Does and Does Not Cover
A plain scope reference: what Salesmotion is built to do, what it is not, and where coverage is strong or thin, so you can tell quickly whether it fits your use case.