AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Truly - Sales Process Optimization

Continuously Improve Sales Efficiency

Overview

Truly is the first solution built on Salesforce to allow you to define, measure and optimize your sales process.

1 of 6

  • Eliminate all rep manual data entry. Update all of your CRM fields (call notes, competitors, call outcomes) using automations based on Activities.

  • Calculate Funnel Stats: pipeline coverage, time in stage, pipeline velocity/momentum, forecast accuracy and more.

  • Automate management processes like forecasting and coaching by continuously analyzing your activities and deals against custom process rules and definitions.

Truly is the first solution built on Salesforce to allow you to define, measure and optimize your sales process. Every sales process evolves through three core activities - capturing engagement data, deriving insights from that data and then driving automations that improve efficiency and quality. Truly RPA solves for all three in a single integrated platform, with minimal configuration required. This package works off of any data that exists in Salesforce, and is therefore compatible with any sales tools that accurately push activity data into the CRM.

Categories

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.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package