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.
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
- Tasks (Salesforce)
- 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.