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Tilkee for Salesforce

Analyse, predict, close deals!

Overview

Tilkee enriches your Sales Cloud with contextual datas in order to improve sales processes and boost your sales!

See How Tilkee for Salesforce Works

Sales efficiency: By using our digital document tracking technology and our predictive scoring in Sales Cloud, sales teams can better manage their sales efforts and be more efficient.
Task automation: With Tilkee’s data and Salesforce workflows, sales teams can automate low value-added tasks and focus on the most advanced prospects in the sales cycle.
Forecast consistency: By using Tilkee’s predictive opportunity scoring, sales managers can rely on tangible data to predict their sales.

Install Tilkee on your Salesforce instance in three clicks and get 14 days free trial without obligation. How to use Tilkee? Step 1 - Send out your documents from any Salesforce object The documents attached to the original salesforce object are automatically made traceable. Tilkee is 100% compatible with the CPQ solution you may be using. You can also easily upload documents from your computer. Step 2 – Access Your digital document are accessible on any device. Your prospect will be able to view your document in a secure space which is personalised with your graphic charter Step 3 - Find out if and when your prospects are interested in your documents Retrieve all Tilkee’s data directly from the Salesforce object from which you sent your documents and take the appropriate follow-up action. Step 4 - Get your client to sign As soon as your client gives you his agreement, activate the certified electronic signature on your document and let him sign it online.