Introduction
Revolutionize your sales strategy with our all-encompassing SalesForce Module, designed to optimize every aspect of your sales process. With dedicated themes for Contact Organization, Opportunity Tracking, Lead Management, Account Management, and Case Management, our module offers a tailored solution for every stage of the sales lifecycle. Efficiently organize your contact database and track opportunities from inception to closure, empowering your team with critical deal insights and revenue forecasting capabilities. Seamlessly capture, qualify, and convert leads into opportunities, ensuring a smooth transition through the sales pipeline. With comprehensive lead, account, and case-handling functionalities, our suite provides a centralized hub for efficient sales operations and decision-making. Elevate your sales strategy to new heights with our SalesForce Module and unlock the full potential of your sales team.
Add-on Purchase Steps
- Start by heading to the “subscription plan” page and select the relevant “usage plan.”
- Locate the SalesForce Add-On and complete the purchase process.
How to Use the SalesForce Add-On
- Once you purchase the add-on, find the SalesForce Module in the sidebar.
- The first page is for Accounts where you can view the list of accounts and details such as account name, website, and phone number. You can also create a new account by clicking the “+” button or edit existing accounts.
- The second page is for Contacts where you can view and add contacts.
- Similarly, you can add and view lists of Opportunities, Leads, Cases, and Tasks.
- The last page is for System Setup, where you will need to add the consumer key and consumer secret. For guidance on generating these keys, refer to this link: Salesforce Developer Documentation.
