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SalesForce Sales Cloud App Insightly App

Features

Task & event tracking Outlook sync Salesforce1 Mobile App Content library Customizable reports Sell as a team : Easily collaborate across teams with Chatter. Connect your team and your data on one platform — from any device — so everyone knows what’s going on in a deal at any given time. Boost sales productivity : Now every rep can take care of business. Anywhere, anytime, on any device. Mange your contacts: Keep a single shared customer profile, company-wide. Know you’re looking at the same up-to-date contact as service and marketing. Add Data.com to Sales Cloud and get fresh, accurate B2B data. Real-Time Visibility : Track and crush your growth targets with real-time dashboards. View your business performance anywhere, on any device.

Features

Powerful Cusomer Relationship Mangement : Flexible Calendaring and Events. Automatic Address Book. Insightly Notes, Evernotes. Lightning Fast Search. Custom Fields and Filters. File Sharing. Web to Contact. Tags, Notification, and Following. Linking (Direct Relationships Between Contacts, Organizations, Opportunities, Projects). Mass Email Contacts with MailChimp Integration . Integrated Project Managment : Create Milestones, Pipelines and Tasks for Projects. Get Automatic Email Reminders. Specify Roles for Contacts. Track All Email Correspondence. View Completed Tasks and Events by Project. Include Any Files Associated with the Project. View Task and Event Reports.

suitable For

Freelancers
Startups
Agencies
SMBs
Enterprises

suitable For

Freelancers
Startups
Agencies
SMBs
Enterprises

Languages

English, Chinese Simplified, Chinese Traditional

Languages

English

Integrates With

Integrates With

Pricing

  • Free Trial : Available No Credit Card Required Starting at $25 Per Month Includes all core features Plus Opportunity tracking Lead scoring, routing & assignment Email templates & tracking

Pricing

  • Free Trial : Available No Credit Required. Free Price Plan Available. Paid Price Plans Starting at $9 Per Month.
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