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Revolear for Salesforce
Revolear for Salesforce | Quotes, Deal Rooms, Contracts for B2B Selling
Overview
Revolear for Salesforce synchronizes opportunity, account, contact and activity data between Salesforce and Revolear's Digital Sales Platform, including updating Salesforce with proposal engagement and feedback.
See How Revolear for Salesforce Works
Seamless Integrate Salesforce Opportunities, Accounts, Contacts and Activities with Revolear's Digital Sales Platform
Turn Salesforce CPQ Quotes into collaborative term sheets, and even executable contracts, in a branded digital sales room.
Engage Customer Stakeholders with Compelling Digital Proposals in a Branded Deal Room
Speed Approvals with Granular Approval Thresholds and Workflows.
Eliminate Re-Keying with Elegantly Designed Pricing, Quoting, Proposals and Contracts - All on One Data Source.
Revolear for Salesforce brings deal negotiations to the digital realm, making it easier for customers to provide feedback on proposals and execute contracts, and making it easier for sales teams to monitor customer engagement. Revolear for Salesforce connects Salesforce opportunities, accounts and contacts, plus Salesforce Quotes, with Revolear's innovative digital dealmaking capabilities. Create a new deal in Revolear from a Salesforce opportunity, or link an existing deal from Revolear. Opportunities accounts and contacts will be populated in Revolear, and then Revolear will update Salesforce with customer engagement activities and new proposal recipients. Now, quotes created in Salesforce CPQ can be synchronized in to Revolear.
Categories
- Business Needs
- SalesAccount-Based Marketing
- Industries
- Horizontal ProductFinancial ServicesHigh Tech
- Personas
- Business Operations ManagerExecutiveSales Representative / Manager
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyManaged PackageSalesforce Mobile