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Bring everything into Salesforce
It’s more important than ever that the flow of information through your CRM is entirely accurate and up-to-date.
Your teams are working from the same information in different locations and need complete visibility, trust and accuracy in Salesforce.
Every email, calendar, contact, business departure and relationship automatically captured in Salesforce for your teams to work against.
Working remotely should not mean spending more time updating records, leads and opportunities.
Remove any time spent correcting and updating Salesforce and bring complete visibility and trust to your CRM.
Know who knows who and how
Make every business relationship instantly visible in Salesforce and gain an oversight of every historic and ongoing engagement with them.
It’s more important than ever that reps can see the status of an opportunity and how it’s being worked. Prevent them from pursuing the wrong or same opportunity.
Salesforce will become your closest co-worker during this period and you have to be confident it’s telling you everything you need.
Gain full visibility of performance
Maintain a vantage point across your company from every location. Easily monitor 100% of rep activity in one place and see how they’re performing against their pipeline.
Understand how many emails are being exchanged between Leads and Contacts and how engaged each opportunity is.
Use it to intervene, accelerate and prioritise how you manage your sales operation.
Businesses need a rapid answer to operating remotely and a plug-and-play solution.
During this time we want to provide an extra hand with free on-demand support.