Desktop Plus brings productivity to sales reps by making meeting feedback a part of their natural sales process while adding very few obstacles for adoption within the teams. Salesforce integration eliminates the need to return to the CRM to take care of data entry. And the data captured fits the format you need and matches the content you want within your organization.
HOW IT WORKS
Desktop Plus Edition makes it simple and seamless for sales reps to sync the information gathered from sales meetings into Salesforce in the exact format the company requires.
Organizations choose quick-to-answer, standardized questions based on the details important to how they do business with opportunities, existing clients, and various record types.
Sales reps provide answers in just minutes via mobile device.
Desktop Plus Edition sends the data to the related records in Salesforce for review and reporting with field level integration as well as Meeting Recap Summaries saved to the Activity History and emailed to management.
CAPTURE CRITICAL MEETING INTEL
-- Capture accurate feedback on opportunities or other Salesforce records
-- Enforce sales processes to align team and messaging with consistent questions to ask
-- Gain strategic insight to close deals at faster rates and make more accurate sales projections across teams
-- Get the results to guide your sales processes with efficiency and consistency now while tracking and identifying trends for future change
-- Reinforce the training and workflows that you set for your teams and help them adhere to the processes and requirements you set in place
-- Reduce time spent on managerial tasks and reminders with an application that guides and prompts reps to provide meeting feedback
-- Experience a seamless and quick approach to providing key meeting insights across your team
- 25.0 MB
- Release Date:
- LinkPoint360, LLC
Safe to Download