Frequently Asked Questions

FAQ's

Have a question? The answer is probably here. If your question is not answered, CONTACT US.

GENERAL QUESTIONS

WORKFLOW AUTOMATION

  • A workflow automation plan sets a series of activities with the variable of time removed, enabling users to follow a standardized, consistent engagement strategy.

  • Users with permissions will use our interface to set a sequence of activities and based on result, be able to set the following set of activities.

INSTALLATION AND IMPLEMENTATION

PRICING

EMAIL

ANALYTICS

  • Our Math of Sales™ formula enables you to break down complicated data into simple, actionable reports. The beauty and the difference of Salesvue’s reporting is that you can compare and correlate data from different departments. You can truly see how activities and actions by one department are effecting others and ultimately how it effects your bottom line.
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  • We can run our analytics against any meta data you have within Salesforce including custom fields and objects.

  • You have the option to continue to use and view Salesforce’s default reports and dashboard. Salesvue updates all of them in real time with no latency or lag time.

MARKETING

  • May the Salesforce be with you!

    "Salesvue is efficient and understands the sales process of timeliness and proficiency. The customer service is wonderful! If there is an issue, they do their best to resolve it! I'm very happy with the way the cadence is organized. The software is speedy, and they're always open to changes that make the program more beneficial for everyone involved!"

    Lexi Costantini

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