SmarterMe for Salesforce CRM

SmarterMe for Salesforce CRM Software


Company Name:

About: IT services company focused on product engineering for start-ups, ISVs and crafting digital
transformation solutions for enterprises
Headquarters: Pune, Maharashtra, India.

 
  2024-03-11

SmarterMe Overview


- Dashboard - Keep track of un-replied customer mails, Sales Opportunities that need attention, View Upcoming Reminder & Meeting along with Weekly customer interaction stats - Manage Salesforce (EVEN OFFLINE) - Log emails, meetings, phone calls, notes, tasks, add contacts, create and update opportunities in Salesforce.


Official Screenshots


         


Product Details and Description of



this app is an intelligent native mobile app acting as Command Centre for Sales when coupled with Salesforce. It helps the salesperson be more productive "on the go" by bringing the right applications and insight into their Inbox where they can take contextual actions with a few taps on your mobile. It speeds up your Pipeline, Sales Productivity, Sales Win Rate, Forecast accuracy and Revenue when integrated with Salesforce CRM.

this app works with Gmail and Outlook, All Calendars, Phone, Text / SMS, Salesforce, Box, Drop Box, Google Drive, LinkedIn, Twitter and Facebook and much more to come. Best of all it induces Sales IQ (Intelligence) based on insights gained from enterprise data of the user. It is enterprise grade and fully customizable for customer's sales process. 

Features and Benefits: - Dashboard - Keep track of un-replied customer mails, Sales Opportunities that need attention, View Upcoming Reminder & Meeting along with Weekly customer interaction stats

- Manage Salesforce (EVEN OFFLINE) - Log emails, meetings, phone calls, notes, tasks, add contacts, create and update opportunities in Salesforce. - Post Call Assist & Post Meeting Assist - Be reminded to log an event into Salesforce when you initiate a phone call / meeting in this app; do not forget to Post Notes, Follow Up or Create/Update opportunities in Salesforce after any call/meeting. - Email & Attachment Tracking IQ (Intelligence) - Composing emails with this app, tracks views on opened emails and attachment (links).​ Use the stats to prioritize deals and timely calls.

 - Relationship IQ (Intelligence) & team collaboration - Know every interaction (emails, files sent, phone calls and texts sent from this app App) with prospects across entire field sales Team and Partners in one glance. 

- Customer social research - Be notified before every meeting and get all your social research come to you with a couple of taps - LinkedIn, Twitter, Facebook and many more to come

. - Scheduling B2B customer meetings Made Easier - this app personal assistant automatically schedules meetings from your calendar based on Personal or Team Availability. 

- All your Sales Collateral in One Place - Dropbox, Box, Email and Google Drive on one platform.

 - Salesforce Auto Logging - Auto Log your interactions into Salesforce (e.g. calendar meeting) in the contact detail view with this app Auto Log Toggle. 
 - Prioritize Your Inbox - Filter your Emails with the filter menu on top of Inbox screen. 
 - Intelligent Geo Location – Get a notification when you are on the road and there are nearby accounts and leads that are good targets and have potential opportunities based on past deals closed. 
- Intelligent reminders - Intelligent reminders to follow-up (Follow-up IQ) and update salesforce and much more. “At this app, the security of your data security is of paramount importance to us. this app provides enterprise-grade security through a combination of leading edge technology, engineering best practices to build and maintain this app’s service and independent certifications.  Certifications include Salesforce AppExchange Certification (that requires passing salesforce security review) and the following certifications and compliances for our data center:  SOC 1, 2 and 3 audited, ISO 27001, 27017  and 27018, PCI DSS Level 1 Compliant and EU Data Exchange compliant. You can find more information on our data center security on AWS Cloud Security. In addition, we employ a number of technical, and heuristic security measures to protect user information from unauthorized access.”




Top Reviews

By 223milkman

Phenomenal app

App is very fast and allows me to quickly and accurately record progress with my Clients in just a few taps. The Dossier component lets me quickly bring myself up to speed prior to my meetings. I very seldom pay for an app. However, after using the Trial version and seeing what it can do and has done me for me, I immediately upgraded to the Pro version. For me, being able to "tell the story" in Salesforce for my Clients allows my Manager to see exactly what is transpiring and actually makes them a better resource to me in resolving issues that may arise. Support with the app has been fantastic. I used to be a paper and pen kind of guy with 6 napkins and scribbling on them. With this app, I now have a means to easily set tasks and establish follow up points to keep me on track. If you are a Salesforce user and struggle with using Salesforce1, then in my opinion, this is a worthwhile investment to your selling efforts.

By coandcobear

Terrific way to work from your iPhone

I find this app to be surprisingly useful. Easy to pull your salesforce info into your email inbox. Didn’t have to switch between email, calendar and Salesforce to schedule meetings, update info in Salesforce or send a follow up email with an attachment. Hope they get more interrogations with other apps up and running, but this is solid.

By HP LAH

Excellent App for Mobile Executives

I have used all of the Apps in this category and this app is the leader. They have great support including brief videos on how to use key features. Integrates into Salesforce flawlessly and provides just the right level of Alerts and follow up reminders after the event. Highly recommend the App. You will save time and become more efficient!





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