Salesflare
Salesflare is an intelligent CRM and sales automation platform for small and medium-sized businesses. It automates data collection and helps sales teams focus on building relationships.
Before you begin
To begin monitoring Salesflare, ensure you have the following components and permissions in place:
- OpenLM components: OpenLM Cloud Broker, approved in Broker Hub.
- Platform-specific Requirements: You'll need administrative access to your Salesflare account to generate an API key with the necessary read permissions.
Configure data collection
- Activate API Access: In your Salesflare account settings, create a new API key with read access to user and sales data.
You can make an API key in "Settings" → "API keys".
Select the large orange + button in the bottom-right of the screen to create an API key.
- Add Credentials: In the OpenLM Cloud Broker dashboard, find the Salesflare integration and enter the API key.
Salesflare credential configuration in Cloud Broker
Approve Salesflare in OpenLM Platform
- Sign in to OpenLM Platform.
- From the menu, go to License Servers → Pending Server.
- Select the Salesflare data source, then select Approve and Merge.
Verify the integration
- In OpenLM Platform, go to Allocation.
- Confirm Salesflare usage data appears.
note
It can take up to 3 minutes for data to appear after approval.
Viewing reports
- User activity trends — see which users are most active in the platform; reallocate seats accordingly.
- Expired or unused licenses — identify inactive users and reclaim their seats.