Do your sales reps know what to do next? Are the workflows clear and easy enough to follow through?
Our customized workflow setting ensures a data-rich CRM, where detailed information entry is automated. You can decide what information to capture after meetings and calls. Build a database that benefits your sales strategy.
Do you have enough information about your potential leads? What if he/ she has a special hobby? The more you know about your prospects, the better you can stand out and close deals faster. Salestrail allows you to add custom fields to Salesforce CRM when creating new leads, accounts and opportunities.