Action Plans encapsulates best practices into reusable task templates. An Action Plan can be created for an Account, Opportunity, Contact or Lead. Template tasks can be pre-assigned to a specific individual or assigned to the running user.
Score leads based on who they are (lead criteria) and what they do (campaign member criteria). Save time by prioritizing the best leads and nurturing those not ready to buy.
Graphics Pack' contains hundreds of images / icons that can be used in salesforce applications for tabs, image formulas, and Visualforce pages
Companies can use Class Enrollment for AppExchange to monitor student enrollment for the courses they offer and to track the internal and external classes their employees attend.
Mass update and mass edit selected records from any filter view or related list. You get two easy to use tools designed for both admins and standard users. Please note for lightning experience UI, it works better with Winter 17 release.
Case Age In Business Hours enables reporting on the time that a case has spent with support, the time it's spent awaiting the customer, and its total age in business hours.
Make better, faster product decisions with feedback from employees who talk to customers every day. Groopit is the ultimate way for employees to share product feedback. Sharing has never been easier. Employees share feedback from Teams, Slack, Salesforce, a web browser, mobile app, or wherever they work. With just three taps and less than a minute, they’ll share high-quality, quantitative product feedback, making it easy to prioritize the roadmap. Using the feedback is lightning-fast. Groopit
Ollie is an AI sales co-worker for B2B sales teams. It connects to your CRM, joins meetings, and turns emails, calls, notes, and recordings into a living context layer for every active deal. Instead of only showing reps what happened, Ollie helps them move deals forward. It drafts follow-ups, prepares business cases, mutual action plans and value summaries, scores deal health, and supports MEDDPICC qualification. Reps use Ollie directly in the tools they already work in: Slack, Microsof
PhoneTrack is a call tracking and phone leads management platform. PhoneTrack enables businesses to track all received calls originated by each marketing campaing. It also integrates with multiples marketing and sales tools such as Google Ads, Salesforce, HubSpot, records calls and identifies keywords and levels of productivity with AI. Phonetrack provides digital phone numbers that can be used in online and offline marketing campaigns, website and Google My Business. With international coverag
Bimser Synergy Low Code Platform is an integrated and cloud-based content services platform that supports digital transformation and covers Document Management, Workflow Management, and back-office processes. Easily draw your workflows, define your forms and manage your processes effectively and efficiently with Bimser Synergy, designed for all devices and operating systems. You can create all of this processes without using code. Fast, easy and smart! Moreover, full integration with application
Growing Minds is a European Marketing Cloud agency dedicated to helping organizations build meaningful customer relationships through personalized, data-driven marketing strategies. As a registered partner of both Salesforce.com and Salesforce.org, Growing Minds specializes in implementing and optimizing Salesforce Marketing Cloud solutions to enhance customer engagement and drive business growth. Key Features and Functionality: - Comprehensive Marketing Cloud Expertise: Certified in all Sales
Neuron7.ai is an AI-driven Service Resolution Intelligence platform designed to enhance customer service operations by delivering accurate resolutions swiftly. By aggregating knowledge from diverse sources—including case histories, manuals, and expert interactions—Neuron7.ai achieves over 90% resolution accuracy, enabling agents, technicians, and customers to obtain precise solutions in seconds. This platform seamlessly integrates into existing workflows, supporting industries such as medical de
ADR Technologies is a leading regional firm specializing in world-class digital transformation solutions. With over 30 years of experience, the company offers a comprehensive portfolio of services and technological solutions, collaborating with major global software manufacturers to serve its clients effectively. Key Features and Functionality: - Extensive Experience: Over three decades of expertise in implementing more than 50 call centers with over 3,000 agents, and deploying over 400 IVRs
Deal Intelligence is an AI competitive intelligence platform designed for B2B revenue teams. Most GTM teams rely on intel surfaced from sales calls, which means they only learn about a threat after a competitor is already in the deal. Deal Intelligence shifts this strategy from reactive to proactive, providing the early-warning signals needed to get evaluated in more deals and increase your competitive win rate. Unlike other competitive intelligence tools that track websites or intent data that
Customer experience matters more than ever. Automate your lead capture & distribution, notify sales users, and get detailed reports. Empower Your Customers. 24/7 Support. Fully Customizable. Sales Automation leads can be categorized as qualified, interested or contacted based on how far they are in the sales pipeline. With our tool you can automatically schedule tasks and events like sales meetings, follow-up messages, and emails. It can also track a sales executive’s daily plans and activit
Agilcon is a dedicated Salesforce Platinum Consulting Partner specializing in delivering top-tier Salesforce-based solutions and outsourcing services. With a team of highly motivated consultants and engineers, Agilcon guides organizations through the complexities of implementing Salesforce, ensuring successful adoption and optimal user experience across both mobile and desktop platforms. Their commitment to innovation and customer success has established them as a trusted partner in the Salesfor
Salesforce Consulting and Implementation Practice.
We help B2B companies to scale revenue through creative strategies and cutting-edge technology. Our team of experts focus on processes and systems, and the implementation of AI tooling to help sales teams boost growth. SaleSource is an official HubSpot partner.