Every contact detail, every sales activity not tracked in your Salesforce is costing you more opportunities and closed deals. Salestrail makes it easier to track your sales and reach your activity goals by automatically logging your calls, emails, events to Salesforce.
How often are your sales reps on the phone with your clients? Are calls and emails being answered, followed up frequently enough? What is the current stage of the deal right now?
With automatic sales activity tracking, Salestrail provides sales leaders a real-time overview of your team's activities with an opportunity/ account.
For teams doing outside sales, logging activity and managing tasks on a day-to-day basis can be a drag. Salestrail helps your field sales team to track sales call data, from answered v unanswered, outbound v inbound, call duration, etc.
Have all your sales emails and their content from Google and Outlook in Salesforce instantly. What’s more? Using domain match, Salestrail also suggests new potential leads to add to your Salesforce. You’ll never miss an opportunity again!
Ever wished for a way to have all of your meetings in your Salesforce CRM without having to place them there yourself? Look no further. Salestrail automatically syncs your Google or Outlook calendar with Salesforce, ensuring that all of your meetings and meeting details are tracked.
Every sales team has a unique workflow that works for their sales organization, their industry, their product.
From fields, forms, workflows to Salesforce objects, Salestrail is highly customizable for you to capture meaningful sales data on selling activities, and improve transparency, visibility for your whole outside sales reps.
Salestrail’s built-in card scanner makes lead creation and management effortless for sales reps always in the field. Add custom fields to your Salesforce contacts and capture the most important information in your CRM.
Do you want to capture more data about your leads, opportunities or clients? Are there any sales practices you are trying to scale within your team?
Salestrail allows you to create additional fields and forms in the app to capture data that is valuable for your team.
Decide what type of workflows you'd like to have after an answered call or a meeting with a potential lead. Custom workflows ensure that your sales team have a standardized and customized routines to hang on to.
With Salestrail mobile app, you can access your Salesforce lists anywhere, anytime. It’s convenient. It’s quick. It’s simple.
Create a culture of performance! Make it easy for your sales team to access their Salesforce leads and contacts and reach out to their prospects. Our solution comes with reminders and alerts to keep sales reps focused on their cases.
Ensure every sales activity takes your reps closer to their target and close more deals.
Sales activity tracking encourages salespeople to work systematically and to always plan the next task immediately after a call or a meeting.
Sales Director, Kone Corporation