Make your sales process easier by linking sales cadences together. Put person accounts through a cadence and see it in a customized work queue.
Analyze behavior, make sense of data, and call out similarities your prospects share with Salesforce Einstein.
View historical deal data that helps your pricing team set rules and price guidance for sales. Then, sales teams can price deals more effectively and close deals sooner with greater confidence.
See all of your customer activity in just one place. Flag your sales team with a personalized view of each customer’s calls, emails, and meetings.
Meet your unique business needs with customizable product schedules. Track revenue and delivery cycles, leverage custom fields, validation rules, and triggers for subscriptions and consumption-based selling.
Boost employee productivity by automating recurring, time consuming tasks. Add expressions into the builder, specify steps and timing and streamline macros.
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