The app provides sales enablement technology for mobile users. It offers fast content search, buyer-specific recommendations, and offline access to sales materials.
Share content with clients and prospects via email or social media. Schedule and send market insights or commentary. Access and publish content from anywhere. Manage social media posts and client communications.
Manage prospects through the sales life cycle with a dynamic pipeline to visualize stages, interest levels, and last communication. Forecast sales for 30-60-90 day periods. Configure dashboards for productivity and occupancy insights.
Manage calls and CRM data within a single . Log call details, set follow-up reminders, and track deal progress. Schedule meetings and access contact information directly during calls. Collaborate with team members and manage communication on the go.
The app helps field sales and service professionals optimize routes, visualize customer data on a map, and generate new leads. It provides territory management and automated reporting for enhanced field activity.
Send personalized video messages via email, text, or messaging apps. Include branded content and customize messages. Share directly with contacts or integrate with existing communication tools. Track engagement and manage message history.
Manage business prospects with a centralized platform. Share resources like audio, video, and PDFs directly with contacts. Connect via social media, email, or text. Track interactions and build relationships effectively.
Daily CredTips provide daily sales insights to improve skills and business knowledge. CredTalk videos offer 90-second insights from sales experts. Track sales credibility scores to build trust and attract target accounts.
Connect with clients and manage leads automatically
Schedule and send automated email newsletters and social media posts to maintain client engagement. Track client interactions and set follow-up reminders. Integrate with calendars to schedule outreach and manage leads.
Access Salesforce data on-the-go. View , receive Einstein-powered predictions, and track sales and service metrics. Filter reports, set alerts, and sync with Salesforce native features for real-time insights.