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

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New Cloud Extend Meeting Follow-Up Wizard Improves Sales Effectiveness