Skip to NavigationSkip to Main Content
Log In Log In using your Salesforce account

Starting at $20 USD per user per month



Listed On


Latest Release


Hit your forecast with confidence

Top performing sales teams have a structured approach to inspecting their pipeline that results in better forecast accuracy and win rates. Drive and measure a consistent pipeline review with Convercio

  • Improve Forecast Accuracy: Create a consistent approach to pipeline reviews that you can measure and improve.
  • Increase Sales Manager Productivity: Reduce time spent on preparing and running meetings, simplify manager on boarding.
  • Boost Win Rates: Eliminate bloated pipelines, understand seller behaviors that need improvement.
Our unique approach integrates AI-driven analytics and workflow optimization tools into an existing Salesforce environment designed for sales managers, to help them execute consistent and effective pipeline review processes####Convercio Coordinator creates and manages 1:1s and follow-up meetings with individual sales reps, providing sales managers a streamlined workflow that ensures the sales process is thoroughly and regularly reviewed during weekly discussions with sales reps. ####Convercio Coordinator also strengthens coaching by offering sales managers relevant questions and customized exit criteria at every sales stage, resulting in overall managerial consistency and the ability to measure process-related team performance.####Convercio Expert analyzes Salesforce data to generate powerful but easy-to-read insights at the opportunity, seller, and team levels. With these actionable insights, sales managers save time by not having to interpret dashboards or reports. Convercio Expert’s insights helps managers focus on advancing their team’s opportunities, identify areas for their professional development, and provide accurate forecasts to sales leadership.


  • Compatible with Professional, Enterprise, and Unlimited 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: 46
  • Custom Applications: 1
  • Custom Tabs: 10

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
No additional system requirements


Additional Information

Package Name
3.0 / 3.0.0
First Release
Latest Release

Data Sheets

Customization Guides

Bellevue, WA
Customers Also Installed