Outbound Call Tracking Software Resources

Hey Jodie! There's a couple of ways to leverage Opportunity Data in SalesLoft outside of the Deals module. The first option is to simply bring intel/visibility on Opps for your reps directly into SalesLoft. By mapping fields unidirectionally in your Field Configuration, you give your users visibility into any active or historical opportunities. Opportunities can be seen in our panels on the Account Detail Page, or on the Person Detail Page. People must have a Contact Role associated with the Opportunity for them to show on the Person Detail Page. You can also choose which fields to have mapped bi-directionally, in case you'd like for users to be able to make basic edits right there in SalesLoft. Next - you can create Automation Rules to fire based on changes to the Opportunity Stage. For example, when an Opportunity is opened, you may want to halt any previous Cadences and bump any related Contacts into an "Active Opportunity" Cadence. Or when an Opportunity is marked as Closed-Won, you can send a Slack message to the team as a virtual gong to celebrate the win! Hope that helps!

Hey Nick. Great question. When you have too many Salesforce tabs open, your computer and browser can reach full capacity. At that point, any dynamic elements within the application (like Denali) will have trouble functioning a peak performance. One thing I can recommend is a Console App within Salesforce, keeping your open SFDC objects all within one browser tab. This can help reduce load. However, at a point, too many open tabs will likely lead to performance degradation. Feel free to let us know if you'd like to connect for more info!

The main thing to do is ensure you 1) upload the contacts with a phone number 2) make sure the phone number is a standard phone number field - not a custom one