Salestrail is an automated Salesforce activity logging designed to help sales professionals to automatically log sales activities and create new leads via mobile phone. It matches the incoming number with the contacts, leads and opportunities listed under Salesforce platform to identify the Caller-ID.
Apart from automatic call logging, the primary feature of this tool includes Email and Calendar Sync, Speech-to-Text Notes, business card scanner, and smart reminders & recommendations. One of the other feature included in the tool is insight extraction and sharing to help coach the sales reps better. It also offers customization of fields, forms, workflows, etc., to align with the existing sales processes.
The platform integrates with Salesforce® sales cloud and automatically logs all the client calls, emails and events into the Salesforce platform. The tool conducts a two-way sync with Gmail and Outlook which facilitates keeping track on meetings and follow-up tasks.
Reviews - Customer Testimonials
Great app to regain control of your sales teams' sales pipeline. I use the data generated by the solution to better understand my overall sales pipeline development, improve forecasting and identify which opportunities aren't getting enough attention.
Peer and Expert Opinions
Read Peer and Expert Experience for Business Use Cases
Communication management With Phone calls and Mobile
Tracking & monitoring communications With Phone calls and Mobile
Workflow management With E mail and Phone calls and Social media
Generation of new leads With E mail and Phone calls
Follower management With Phone calls and E mail
Sales call management With Phone calls
Call analytics With Phone calls
Social media management With Phone calls
Social media analytics With Phone calls
Engagement management With Phone calls and E mail
Engaging and following up With Phone calls and E mail
Conversion management With Social media
Contact list management
Popular Business Setting
- Media Production
- Information Technology and Services
- Small Business
IT and Other Capabilities
Top Failure Risks for Salestrail
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