Blog Posts BPMN Process Management Service Oriented Architecture (SOA)

New Cloud Extend Meeting Follow-Up Wizard Improves Sales Effectiveness

Salesforce offers many ways to follow up with prospects but there is no real opportunity to enforce best practices or data accuracy so that reps focus on selling rather than mundane, but necessary, data entry. Until now…

Today, Active Endpoints is pushing the boundary of just how effective sales reps can be by making available a free meeting follow-up wizard. Built in Cloud Extend for Salesforce, this wizard guides users, directly in the CRM, through the process of entering meeting notes, capturing new contacts, creating follow up tasks and creating new opportunities. Details are in the press release below.

We invite you to take a minute to read about how the wizard offers priceless meeting follow-up, making the lives of sales reps much easier. Directly from Eric Egertson, our VP, Business Development and Strategic Accounts, he describes the wizard’s benefits from his own viewpoint as a salesperson, and how it allows him to focus on selling, not admin.

Post from: VOSibilities, the Active Endpoints BPMS blog

Learn more about ActiveVOS

New Cloud Extend Meeting Follow-Up Wizard Improves Sales Effectiveness

Leave a Comment

Get the BPI Web Feed

Using the HTML code below, you can display this Business Process Incubator page content with the current filter and sorting inside your web site for FREE.

Copy/Paste this code in your website html code:

<iframe src="" frameborder="0" scrolling="auto" width="100%" height="700">

Customizing your BPI Web Feed

You can click on the Get the BPI Web Feed link on any of our page to create the best possible feed for your site. Here are a few tips to customize your BPI Web Feed.

Customizing the Content Filter
On any page, you can add filter criteria using the MORE FILTERS interface:

Customizing the Content Filter

Customizing the Content Sorting
Clicking on the sorting options will also change the way your BPI Web Feed will be ordered on your site:

Get the BPI Web Feed

Some integration examples