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Forecasts and projections can be really tough to make if you can't trust the data in Salesforce.
Sales teams have lots of reasons to forget to updates their CRM records : when a Lead changes status, an close date changes, etc. And that makes your reports false.
Even with validation rules, it can be complicated to make sure your team follows your processes : leads without a next steps, tasks without a date... possibilities of missing data are endless.
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Forget about asking your sales team to clean their pipe over and over again. Let them do it when needed in a smooth way.
Configure alerts that will ping the right user at the right time as soon as something happens
Your sales team can take action directly from the alerts they receive and update the CRM without opening it
Our team of experienced Head of Sales and Head of Revenue Operations have curated templates that you can use to get started fast - and directly see the history of your records concerned
Monitor your pipe hygiene and activity with scheduled alert templates
Enhance visibility on your pipe and manage handover with real time alert templates
Remove the pain of opening Salesforce every time something needs to be updated
Alerts can be received when something happens : a lead gets created, an opportunity status changes, etc...
Schedule alerts before each business review, end of the week, or any important even to make sure the data will be clean
We match your data validation inside Salesforce, users won't be able to save if the validation rules fail
Let your users see all the records they have to update in a spreadsheet, and update them directly in that spreadsheet
Connect with your favorite tools, ensuring that your work environment remains perfectly in sync.
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Discounts apply with volume after 50 users
