Every sales process is comprised of a series of steps. A good sales process displays the map for the rep and shows the progression of an opportunity through the sales pipeline. Ideally, the sales process is simple, clear, and understandable to all of the sales reps (and the marketing team!).

The Salesforce Chrome Extension is an add-in for Gmail and is available for Free with your Sales Cloud License. Salesforce Inbox is an additional charge and is commonly referred to as Salesforce Inbox Premium. Both of these solutions from Salesforce are designed as Productivity Assistant for Sales reps.

Einstein Activity Capture is a great step into bringing salesrep activity data (email and calendar events) into Salesforce. By default, Einstein Activity Capture pulls in emails and calendar events and associates them with Existing Salesforce Contacts and Accounts.

Einstein Activity Capture is a great solution for Salesforce activity tracking. Einstein Activity Capture for Salesforce pulls in calendar events and emails and then identifies all the information then matches the information to already existing Salesforce Accounts and Contacts.

This is somewhat of a technical post around salesforce activity objects and their relationships. First, there are 2 primaries “native” salesforce activity objects. Task and events. These can be queried individually or via a “view” called activityhistory. These activities can be reported against in reports both classic and lightning.

Salesdirector.ai’s revenue intelligence software platform helps organizations connect all their go-to-market teams, eliminates data silos by automatically integrating to existing enterprise systems such as CRM, email, calendar, etc, and allows them to maximize their revenue potential.

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Monitor CSM's customer success solution and customer engagement by account. Target and identify larger accounts with upside potential. Reduce effort on smaller accounts. Automatic time tracking understands the cost to service your accounts.

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Understand how a campaign is performing from the highest level - revenue & opportunity value attribution CRM marketing automation all the way down to the members of the actual conversation are having with Sales.

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Our AI identifies challenges in sales automation CRM with each rep’s pipeline coverage and gives suggestions on when to generate new pipeline, increase pipeline velocity, and pipeline risk meter ai-enhanced pipeline projections.

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CRM Email Tracking. Improve sales productivity by having reps spend time with customers instead of inside CRM. Automate CRM data entry, capture all interactions between sellers and buyers without requiring reps to remember to tag emails or interact with any app.

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