Sales Executives

“There are a plethora of sales process automation tools available today. Many are incredibly slick, have great analytics, A/B testing functionality and strong integrations into From my experience, however, these tools fail in 2 critical areas. As head of Sales Operations, sales productivity is top of mind and most sales organizations are constantly looking to consolidate tools/windows their sales reps have to manage. Integration into and natively living inside it are entirely different. Salesvue is the latter, which cuts down on API calls, inefficiency of reps and data integrity issues…”

~ James Gleitman

Salesvue Solutions:


✔ See what activities reps are doing in real time

✔ See how many activities/tasks reps are performing

✔ See what activities are converting to sales

✔ See how many activities it takes to get a conversion

✔ See if their workflows are working based on data

✔ Identify best practices

✔ Make decisions on messaging

✔ Determine what markets are most effective

✔ Prioritize and route leads to certain reps

✔ See what reps are performing or underperforming

✔ Determine what lead sources are converting most frequently

✔ Monitor customer activity

✔ Create budgets based on data

✔ Forecast sales based on historical data

✔ Identify missed opportunities with current customers

✔ Identify new markets


✔ Create and implement workflows and processes for their sales reps to follow

✔ Ensure that messages and the way contacts are communicated with are consistent.

✔ Create customized, dynamic and non-linear sequences

✔ Automate task routing and assignments

✔ Create consistent onboarding processes for new hires

✔ Keep key accounts and partnerships top of mind by automating follow ups

✔ Develop plans and strategies for developing business and achieving the company’s sales goals

✔ Hire and develop sales staff

✔ Define and coordinate sales training programs that enable staff to achieve their potential and support company sales objective

✔ Manage customer expectations and contribute to a high level of customer satisfaction

✔ Define sales processes that drive desired sales outcomes and identify improvements where and when required

✔ Put in place infrastructure and systems to support the success of the sales function

✔ Work closely with the marketing function to establish successful support, channel and partner programs

✔ Manage key customer relationships and participate in closing strategic opportunities

  • Fantastic! Amazing!

    We use Salesvue with and I have to say it is amazing! We initially invested in Salesvue for their deep analytics capabilities (Math of Sales, contact rates, etc.), but we quickly realized their process automation is even more important to our team’s success. We have roughly 1000 warm leads a week coming in off the web for one of our clients and and we would have drowned without their process automation and cadences/plans. The added benefit is through working with Salesvue our data is tremendously clean as it doesn’t leave data integrity in the hands of your reps.

    Joe Czerkies
  • Streamlining the process for reps and admins

    “Salesvue is intuitive on both the rep side and the admin side. As a Salesforce novice, I can augment plans, adjust cadences, add results/triggers, and run reports easily and quickly. The reps enjoy the automation and are able to efficiently and smoothly run through their daily tasks. Nicole has been integral in the successful roll out of Salesvue with our company and a life saver on multiple occasions. Looking forward to a strong partnership moving forward!

    Shannon Roney
  • 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