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$60 USD per user per month Annual Licenses. Pricing for setup and admin licenses varies. Please contact ShadeTree Technology at (888) 443-1114 or to get a quote for your company.

Discounts available for nonprofits



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Latest Release



Sales Intelligence
Sales Intelligence Software that Simplifies CRM

Incite2 simplifies CRM and helps sales people make more calls, have better conversations, and earn more revenue. Incite2 pulls together elements from multiple screens in Salesforce into a single screen for streamlined prospect and opportunity management.

  • Reduces wasted time and improves follow-up numbers
  • Improves sales - prospect conversations
  • Increases close rates and reduces sales cycles
Incite2 helps salespeople to sell more effectively & develop the actionable skill - the high-value conversation; enabling all sales professionals to perform like a top selling sales person. ####- Increase quantity & quality of dials per hour##- Produce more conversations per total dials##- Create a greater % of qualified prospects##- Increase renewals & add-ons####Streamlined Sales Console - Faster, better follow-up##Designed with the high-performing sales person in mind, the sales console provides all information needed for follow-up. A graphical timeline provides a quick overview of the prospect or customer history. Conversation starters and qualification questions based on campaign history or personas improve the quality of the conversations. Simplified recording and suggested actions ensures that the history is tracked and follow-up is not forgotten.####Incite2 Home - Stay Focused and Motivated##The Incite2 Home page provides a single place for sales professionals to see what they need to do, and where they are against goals. Widgets for managing Activities, Prospects, and Opportunities immediately load into the sales console for rapid, focused follow-up.


  • Compatible with Professional, Enterprise, Unlimited, Developer, and Performance EditionsProfessional & Up
  • Apps, tabs, and objects in this package don't count against org limitsNo Limits

Contents of managed packages don't count against your org's app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.Package Contents

  • Custom Objects: 1
  • Custom Applications: 1
  • Custom Tabs: 1

Lightning components are building blocks for Salesforce apps. Use global components to build custom apps with tools like Lightning App Builder and Community Builder.Lightning Components

  • Global: 0
  • App Builder: 0
  • Community Builder: 0


Other System Requirements
Internet Explorer 6+##Firefox 2+

Support Support available 7 AM - 7 PM CST Monday - Friday.<BR><a href="" target="_blank">Support Form</a>

(888) 443-1114

Additional Information

Package Name
3.0 / 1.0.0
First Release
Latest Release
ShadeTree Technology

ShadeTree's mission is to help our customers achieve their sales objectives.####Our solutions are the result of decades of sales experience; groundbreaking research and thousands of consulting hours spent helping customers improve their sales organizations and Salesforce configurations. Please ask us for a customer reference… they are our best salespeople.####Our breakthrough product, Incite2, is the world’s first comprehensive solution to help salespeople be more effective on the phone - improving effectiveness and results with all phone based selling including:####-Cold Calling##-Lead Qualification##-Cross-selling and Renewals, and ##-Account Management ####Incite2 is a Sales 2.0 application that integrates Strategy, Process, People, Technology and Information together in a beautifully simple, straightforward application.####It has been proven to increase productivity and results in call center environments... and it can improve your team's results too.####ShadeTree’s focus is unique and a key reason why you should talk to us.

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