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Halosight; AI for Field Account Managers

Turn every field conversation into revenue growth

Overview

Turn every field conversation into revenue growth. Your reps are out there running account meetings while your CRM collects dust. We turn their visits into account growth with prep, summaries and follow-up.

- Built for account managers and reps in the field - Notes and records automatically synced from live meetings - Account summaries, actions, tasks, and opportunities auto updated - Reps who love using your CRM again

Your reps are out there running account meetings while your CRM collects dust. We turn their visits into account growth with prep, summaries and follow-up. Finally your notes, opportunities, and tasks will power insights and transparency.

Categories

Business Needs: Sales
Productivity
Sales Intelligence

Industries: Automotive
Engineering, Construction, & Real Estate
Manufacturing

Personas: Business Operations Manager
Business User
Sales Representative / Manager

Features No Limits This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help Lightning Ready Optimized for Salesforce orgs that use Lightning Ready. Agentforce Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More Person Accounts Supports Salesforce orgs that use Person Accounts. Community Builder Ready to use in the Salesforce Community Builder. Managed Package This product is installed in your Salesforce org as a managed package and receives automatic upgrades.: No Limits
Lightning Ready
Agentforce
Person Accounts
Community Builder
Managed Package

Halosight CRMA Extension - easy pre-configured dashboards

by Halosight

No Ratings

Halosight identifies friction/momentum in customer conversations and pushes tactical actions to the front-line employees which directly impacts revenue and retention....all within Salesforce.

Sales

Productivity