SalesWise Discover Console

SalesWise is Helping Sales Teams Discover Deals And Win Opportunities

SalesWise has always gone beyond the CRM to help sales leaders understand the statuses of the most important accounts. To that end, we are releasing the latest Discover. Now, leaders and their teams can find opportunities and accounts based on activities.

SalesWise Discover Console

Discover Opportunities. Discover Activities. Win Deals.

From Day 1, every Account and Opportunity is extracted from Salesforce and synced with SalesWise. Couple your CRM data with account-based relationship activities, and you have a powerful way to find accounts needing attention and how.

From the Discover console, surface Accounts by activities in a new, powerful way. Simply filter activities by

  • Meetings
  • Tasks (Salesforce)
  • Emails
  • Documents
  • Notes (Salesforce)

Combine these filters given time periods to identify accounts requiring your absolute attention including — great to ensure deals don’t fall through the cracks.

  • Opportunities to close this quarter with no scheduled next step
  • Opportunities to close this month with no emails or meetings in the last week
  • Meetings held last month with no follow-up
  • Accounts with lost opportunities with no touchbase in the last 90 days
  • Many, many more!

Create the searches important to you!

Want to learn more?

Contact a Wise Guy today to find out how SalesWise can provide clarity and continuity into your customer relationships to drive greater productivity across the enterprise.

Porsche Evolution

Like a Porsche

Have you noticed how Porsches look and feel similar despite being 85 years old? It’s because they stick to what they’re good at, and make incremental changes to make the driving experience the benchmark.

Likewise, SalesWise has gone through minor updates recently to provide you with the best experience to drive greater productivity for you and your colleagues.

(Yes, we’re like the Porsche of Enterprise Relationship Intelligence. I said it.)

Check Out Our Latest Updates

Surfacing More Relevant CAL & TASKS

Quickly see the latest (past and upcoming) tasks and calendar events on the Card including which tasks have been completed.

Cleaner, more detailed MESSAGES

We received several requests to see more message details in the Card. You asked. We delivered. Check out the Messages section of the Card to see more details including attachment designations.

More informative notifications by the Chrome Extension

The SalesWise Chrome Extension now surfaces additional details seamlessly so you can quickly review key details and take next steps, if needed. Or, simply stay in-the-loop.

Install the Chrome Extension for Seamless Updates

The SalesWise Chrome Extension is the easiest way to stay informed on the customers important to you. Get notifications on interactions between your customers and your company. No need to fire off those one-off emails or Slack messages to check the status of customers because you’re on top of it all.

We’ve got you covered. Enjoy the ride.

Get the Chrome Extension here: https://chrome.google.com/webstore/detail/saleswise/fjmkgmglgjmpaoefnnepaddegnbkcedo?hl=en-US&gl=US

SalesWise Chrome Extension

SalesWise Chrome Extension Available For Everyday Seamless Insights

We are excited to share the much-anticipated SalesWise Chrome Extension has just launched!

SalesWise Chrome Extension

SalesWise Chrome Extension launched to bring the power and insights of SalesWise seamlessly into the browser experience.

The Power of SalesWise In Your Everyday

We have received numerous requests for an extension to help bring SalesWise to our customers’ most common tool — the Chrome Browser. Our new extension does just that — brings the power and insights of SalesWise to your browser experience seamlessly.

Be instantly notified of updates and activities of the companies you Follow to stay up-to-date and productive.

  • New contact has been added
  • Email exchanges are moving the deal forward
  • Meeting has been scheduled with key decision makers
  • Salesforce Opportunity changes

Follow the link below to download and install the extension.
https://chrome.google.com/webstore/detail/saleswise-browser-extensi/fjmkgmglgjmpaoefnnepaddegnbkcedo?hl=en-US&gl=US

More Insights On The Way

Soon, the extension will surface more powerful insights including bringing elements of the SalesWise Card into your Gmail. So before hitting ‘Send’ on your next email to a customer, SalesWise will show you the most recent conversations, documents shared, upcoming (and past) meetings, and more!

Our team is working hard to help drive greater productivity for you and your team.

Want to learn more?

Contact a Wise Guy today to find out how SalesWise can provide clarity and continuity into your customer relationships to drive greater productivity across the enterprise.