Answering the need for efficient, repeatable, and scalable sales processes in Salesforce®, Salesvue’s cadences and workflow automation improve the productivity and performance of any sales team.
Our View
With origins as a custom software solution for appointment setting and sales development over a decade ago, Salesvue became the first Salesforce-native sales engagement platform.
Since then, more and more sales teams have discovered the value of Salesforce-native platforms for efficiency, quicker adoption, and maintaining a single source of truth.
From lead generation, prospecting, and opportunity management to account management and contract renewals, Salesvue helps teams optimize each stage of the sales cycle. Still, Salesvue is the only native solution offering a familiar Salesforce user interface and using Salesforce’s native reporting capabilities, with added sales cadence data for powerful insights.
With unique industry experience and expertise in the financial services sector, Salesvue has become the sales engagement solution of choice for several of the largest financial services institutions across life insurance, annuity, asset management, mutual funds, retirement plans, and more.
The mission for Salesvue is simply to help sales teams be more productive in Salesforce and unlock their potential with structured processes and insightful analytics.
About Us
Your satisfaction is our main priority.
We believe in your success so much that we have an entire team whose job is to make sure you are getting the most out of our platform. Continuously improving your experience is our team’s number one priority.
Responsive is our middle name.
You are here because you want to get more done, faster. We understand that support is critical to moving fast and are committed to providing ongoing training and support throughout our relationship.
We believe in enhancing your Salesforce.
Selling is an art and a science. We are dedicated to continuous improvements on our end to help you sell better. That’s why we employ Salesforce veterans who can help you get the most out of your data.
Our Culture
In less than a minute around us, you’ll discover that we believe in each other and our mission. We view our customers’ challenges as opportunities, and we view the world as interdependent. We view your success as our success.
Customer Focused
Goal Focused
Respectful
Team Players
Life Learners
Do the Right Thing
Trust the Team Your Peers Trust
“Having something native, like Salesvue, that sits right in Salesforce makes it easier for us and easier for the team to adopt the technology versus having anything that sits outside of Salesforce.”
AVP, Internal Sales Manager
Jim McClelland
“Salesvue is data driven, but also doesn’t lose the relationship aspect of sales. The data is a bonus. It’s whipped cream on the top of your sundae with a cherry and sprinkles.”
Salesforce Business Consultant
“We’ve changed plans and templates out. We’ve been able to see what’s working and what’s not. So, it has just made it easier to contact the right people.”
Director, Inside Sales
Nicole Bordwine
“I’m 9 times more productive in my prospecting efforts with Salesvue, and I can focus more on meetings and converting deals.”