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Sync all your calendar events to Salesforce - automatically

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Sync all your calendar events to Salesforce - automatically

A good sales team plans ahead on every meeting and lets their management know exactly when and with whom they've have a meeting with. A GREAT sales team follows up on this and creates additional notes after each meeting, making sure they know exactly where that person is on their sales pipeline and what the next step is to progress.

 Gmail, Outlook, Salesforce

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Server-side calendar sync

The server-side sync allows you to use your calendar as you would normally, all while having all of your meetings logged into Salesforce without having to lift a finger. In addition to this every time you edit an event it's automatically updated on Salesforce. 

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Overview of upcoming meetings

A great sales team is reliable. Make sure you and your team know your next move with our assisted home page. Our home page shows you all of your upcoming meetings and allows you to manage your meetings as well as daily tasks on-the-go.

 

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NEW FEATURE

Match event subject with event type in Salesforce

Most calendar syncs require salespeople to hand-pick the events they want to log, which takes time. With Salestrail you can do this in a smarter way by matching the event subject with event type in Salesforce. This let’s you distinguish between online and Face-2-Face meetings or tag meetings according to agenda, as for example sales- or technical meetings.

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workflow

Customized Salesforce Workflows

We let you tailor-make your own Salesforce workflow to meet your company's unique needs. By letting you decide which information you log after every meeting, you can create an information database that will most benefit your sales analyses and strategic planning.

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