Selligy for Salesforce and Salesforce1

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7.2MB
開発者Selligy, Inc.
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リリース日2012-10-20 06:37:46
評価 評価が取得できませんでした。
互換性iOS 7.0以降が必要です。
iPhone、iPad および iPod touch 対応。
  • 2024-10-04 このアプリは現在ストアから情報が取得できません。削除された可能性があります。
Looking for a great Salesforce Logger? Want great sales data to feed into Salesforce Wave? And more?

Selligy makes it dramatically easier for salespeople to get data in and out of Salesforce. Log calls and meetings, add and sync contacts, update your forecast with just a swipe!

-- "Cool Vendor in Sales 2014" - by Gartner

Selligy makes it dramatically easier for salespeople to get what they need out of – and back into – Salesforce.com. And when it’s easier for salespeople, sales teams get unprecedented visibility into how to make their numbers.

FEATURES

1. All your customer data in your pocket

Selligy connects your iPhone calendar to all of your Salesforce data, linking your customer meetings to the opportunities and accounts you are working – even adding contact photos, suggested location information, and customer logos.

2. Log meetings and calls fast

Selligy allows you to capture everything that just happened with a meeting, opportunity, or contact with just a few finger swipes -- saving your updates in all the right places in Salesforce.com. With a Selligy Corporate Account, you can also update your forecast, pipeline, and other fields right from your phone!

3. See Your Opportunity Timeline

Track your deal progress on an easy to access activity timeline. Since Selligy makes it easy to record what happened at customer meetings, you and your team will have a far better picture of the history of your deals.

4. Add Contacts to Salesforce with a Couple of Swipes

Create Salesforce contacts from meeting attendees with just two finger taps. Selligy automatically adds the Contacts to the right Account and even links them to the correct Opportunity.

5. Reminds You to Post Updates

Selligy reminds to update Salesforce as you walk out of a meeting; even in an elevator! No need to remember to log the results of a meeting. Selligy takes you right to an activity report to update all of the relevant information all in one place: the opportunity, account, meeting, contacts, and next steps.

6. Update your Forecast in Seconds

Come out of a meeting and update your forecast and pipeline data before you’ve even left the elevator. No more staying up late to update your forecast at the end of the week! (Requires Selligy Corporate Account)

7. Custom Fields – Ask What You What to Know

Selligy allows you to create custom questions for your sales team, helping you focus their efforts and sales process on what’s important. (Requires Selligy Corporate Account)

8. Automatic Conference Call Dialing
Dial conference calls with a single tap. No more trying to remember or write down all those codes!

9. Know When to Leave

Selligy estimates how long it will take for you to get to your next meeting, so you know how long your customer meeting can go before you’re late for the next one.

10. Automatic Suggestions

Selligy helps you find the right information – suggesting the right account when there are duplicate accounts, or the right opportunity when there are many deals open at the account – so you can always find and update the right information.

REVIEWS AND ACCLAIM

-- Cool Vendor in Sales 2014 - by Gartner

-- "I love the Selligy App. I never liked logging my calls in to Salesforce, but with Selligy I can do it on the go, and it's quick and painless. "

-- “If you have lots of sales meetings and Salesforce, you’ll love Selligy!” -- Harrison Caldwell, strategic accounts road warrior, San Francisco

-- “Selligy automatically gets me info that makes me more on time and more prepared.” -- director of sales, Sacramento

-- Grand Prize Winner! – Founder Showcase, July 2012

Contact Selligy about a Selligy Corporate or Enterprise Account today!

更新履歴
This is a major new update!

Quickly edit all your opportunities at once and while offline. Adjust amount, close date and stage to watch how changes effect quarterly numbers. When done, all updates will be pushed to back to Salesforce.

A brand new and beautiful timeline to keep track of all your customer interactions.

Background refresh ensures Selligy is always up to date, even if you don't open it over a weekend.

If you love Selligy, don't forget to leave us a positive review!
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更新日時:2024年10月4日 16時17分
 
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