Our core software functionality is a workflow platform that can customize and automate a variety of business rules for virtually any process that your teams use to control revenue generating activities.
- Workflow Automation – Salesforce is a store house of data and it is cumbersome and uneasy to use. Salesvue brings that data to life and will make it useable information, via our process automation engine, to help your teams be more efficient and effective and to help them drive more revenue.
- Task Automation – Native Salesforce activity execution is manual and requires a number of screen navigations and ad hoc decision making. Salesvue can be configured to automate and streamline the entire process, including all follow ups, to guide team activities to repeatable, successful outcomes.
- Data Integrity – Salesvue can be configured to make sure all native Salesforce fields that are important to your business are consistently maintained. Dependent fields can have multiple edit checks to validate that they are being updated with the right information to ensure down stream reporting is accurate.
- 3rd Party Tools – Salesvue can be used to tie a variety of 3rd party tools together into a cohesive system. Within departments or across multiple teams, Salesvue can ensure all transactions are completed and routed consistently and efficiently to improve and accelerate the speed of your sales activities.