Driving Productivity By Democratizing Data and Reducing Email Workload
Synchronize your Salesforce records with all account-based relationship activities creating SalesWise Cards accessible across the enterprise
Master Relationship File
Salesforce records only show a portion of any relationship. SalesWise enhances these records with every message, contact, meeting, and document from everyone at your customer and within your company — automatically.
Democratize Your Data
No per-seat licenses. Your relationship data is available to everyone in your company, providing the right data to the right people at the right time.
Reduce Email Workload
Automatically organizes every email across the enterprise by accounts. With all messages in one place, there’s no need to CC, Forward, or file messages. Email workload reduced.
#CheckTheCard
The SalesWise Card provides the insights needed for everyone across the enterprise to do their jobs more effectively. Get access to the real-time, on-the-ground status of every account.
Our Customers Love Greater Visibility Beyond the CRM
Our team has instant snapshots of our relationships with our customers and prospects. Before, we had non-stop meetings and CC’s and emails because Salesforce just didn’t have all the details of customers. Today, we use SalesWise, and we now understand everything about the relationship for customer success, marketing, account management, execs… everyone! It’s seamless, it’s simple, and it saves us a ton on Salesforce seats!
SalesWise creates instant visibility into key relationship data and makes sure everyone is on the same page with every account. Everyone on my Customer Success team knows exactly what was agreed to during sales and who is involved without needing to ask. Ultimately, my team is far better informed with far less effort!
