Did Someone Leave Your Salesforce Unlocked?

Bill Johnson Blog, Data Security data security 0

Don’t get scared. Get prepared. Salesforce data security is an issue that will continue to grow in the digital age and companies need to be aware that the apps they’re installing may be leaving their Salesforce data at risk.

THE PROBLEM

We’ve all been there. You leave your home for a long trip and suddenly think, “Did I leave the back door unlocked?”

It’s annoying, right? Your home contains so many of the things that are important to you: everything from an expensive TV to Grandma’s silverware could be up for grabs if you left a single door unlocked.

In a way, your Salesforce organization is a home for your whole company. From high value opportunities and hot new leads, to confidential internal company communications: it all lives in Salesforce. Do you really want to risk that data falling into the wrong hands?

Salesvue salesforce workflow automation security data unlocked

THE CAUSE

Many solutions for Salesforce are based on a simple concept: send all of your Salesforce data to an outside system. Third party providers tell you not to worry, that it’s safe and secure, but in many ways this is just leaving a wide open door to your Salesforce data. Maybe it will be safe and maybe it won’t. But in the end, wouldn’t it be nice if you could just shut the door and have one less thing for your business to worry about?

Integration companies produce flashy marketing pages with catchy industry logos proclaiming that the company is trustworthy. Trust is hard to come by in the technology industry. It seems that there’s another data breach reported every month; more likely go unreported. Even large companies who are doing everything right can make simple mistakes.

THE SOLUTION

At Salesvue we took this problem of trust and tackled it head on. We embraced the Salesforce platform and learned every way it could be leveraged to minimize the need for external services. It’s taken time, but in the end we have built (and continue to improve) the leading sales empowerment tool on the Salesforce platform. And we don’t require you to send all of your sensitive lead information to third party servers.

ARE YOU READY TO STOP WORRYING ABOUT YOUR DATA LEAVING SALESFORCE?

REQUEST DEMO

TESTIMONIALS

Management of Strategy with Increase in Volume

“Salesvue has allowed my teams to align their calls with our marketing strategy and messaging more effectively, and be more flexible in shifts in message. Actual opportunities and volume of conversations has increased with the improved processing of data. When installed the math of sales component has been awesome for learning where we can be most successful for our unique model. Great for management and teams to make their work most efficient, effective and open.

Excellent customer service, and willingness to make the product work for our organization.”

Elizabeth Murawski
Driving standardization and consistency across sales org

“Salesvue has played a huge rule in the maturity of our sales org. Like many small companies, sales was a bit of the wild west with every rep doing something different. With the help of Salesvue and their team we were able to identify best practices for how our reps should be engaging our customers. From there they helped us take this best practices and turn them into standardized process for our reps to work and management could measure the effectiveness of. We chose Salesvue for its flexibility to continue to test and tweak process as new best practices are discovered. Salesvue has also been a great partner in listening to our needs and adjusting their product road map when possible to help us meet our goals. If you are trying to bring stability to your Sales processes, I highly recommend this tool and company.”

Alex Chiapetta
Must have -- but only if you want to sell more and worry less

“I’m the National Sales Manager for Jet Linx. We’ve been using Salesvue for about 4 months, and I’m in love. My reps can simply set it and forget it. All of their selling energy is spent in making contact and telling our story. No energy is wasted on process and wondering what to do next. I wish I had found this years ago.”

Greg Dyche

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WORKFLOW AUTOMATION PLANS

A Salesvue Plan allows you to define activities (calls, emails, social touches, etc) you want to automate in the sequence and cadence you expect to be followed by your team members.

You can build multiple Plans for Marketing, Sales, Onboarding and Account Management teams and tailor them to the unique requirements of each group to make sure your customers don’t fall through the cracks!

SEE PLAN FEATURES

WORKFLOW AUTOMATION PLAN FEATURES

Supports Cadences on Leads, Contacts, Accounts & Opportunites.

Create plans that apply to customers through the entire sales cycle depending on status and roles of contacts.

Supports Call, Email & Other Tasks

Plans allow any workflow functionality to be automated to help your team members be more effective and efficient.

Ability To Deploy Account Based Selling

Salesvue Plans allow you to create tasks and follow-ups from account levels and access contacts within an account at a glance.

Automatic Task Routing & Assigment

Automate based on values in salesforce (e.g. tasks coming from marketo based on status, lead score, etc)

Supports range of complex assignment strategies using existing SF customization

Create customized plans that fit your sales cycle and communication strategy without complex manual configuration.

Supports Non-Linear Cadences

People don’t follow a straight line. Why should the way you communicate? Our plans allow for dynamic sequences.

Did Someone Leave Your Salesforce Unlocked?

ELIMINATE WASTE. AUTOMATE.

Because of the flexibility we have built into the Salesvue Plan structure, you can automate any activity or series of activities you feel would benefit from standardization and automation.

To deliver additional value and flexibility to accommodate each team’s needs, our Plans also provide you with the ability to set expected Outcomes from each activity type so that dispositioning activities can be done quickly and consistently. Finally, our Plans can also automatically perform a variety of additional tasks, such as updating fields and initiating other tasks, to help streamline and automate the entire work flow.

Did Someone Leave Your Salesforce Unlocked?