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TrustSphere Relationship Analytics for Salesforce
Smarter, more predictive selling. Accelerate customer engagement.
Overview
- Now on Salesforce Lightning - Easily convert opportunities into deals with Opportunity Action Report - Identify accounts at risk with powerful visualization - Accelerate onboarding by improving handover - Successful prospecting with LinksWithin
SALES LEADERS Sales leaders can get empirical data on the activities of their sales teams to better understand the status of customers and prospects. They can devise appropriate strategies to maximize revenue generation and minimize revenue loss.
SALES TEAMS Sales professionals can improve service efficiency and deliver on the organization’s Customer First strategy with a 360 degree view of over all relationships with customers or prospects from across the entire organization.
CRM ANALYST AND OPERATIONS TEAMS CRM analyst can build more intelligent profiles of customers, and operations teams can improve sales forecasting accuracy by capturing a real-time situation report of all relationships with any customer or prospect.
QUICKLY & EASILY CONVERT OPPORTUNITIES INTO DEALS TrustSphere's Opportunity Action Report gives an understanding of how likely your opportunities are to close based on relationships with key decision makers & influencers. ACCELERATE ONBOARDING BY IMPROVING HANDOVER TrustSphere’s Transition Report drives time to productivity by 70%. By providing greater context to their predecessors’ relationship with customers, volume & recency of communication, new staff are able to approach customers with an informed perspective. IMPROVE SALES PRODUCTIVITY AND SALES EFFICIENCY TrustSphere’s Missing Contacts reveals what is NOT in Salesforce – all the contacts & relationships that exist, but have not been entered into the CRM. IDENTIFY ACCOUNTS AT RISK WITH POWERFUL VISUALIZATION Sales leaders & team can quickly identify relationships or accounts at risk, under representation in key accounts & risks to closing opportunities. SUCCESSFUL PROSPECTING BY REPLACING COLD CALLS WITH WARM INTRODUCTIONS LinksWithin replaces the ‘chance’ of stumbling upon the right person in your organization who can make an introduction, with a relevant, actionable insight at the click of a button.
Categories
- Business Needs
- Sales Intelligence
- 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