It would be nice to be able to more accurate represent data in a visual format.I know that the reporting section already exists but it would be useful to know if there is a way to produce detailed graphs.
I would love to have an introduction personal email for my sequence, with a template I built informing my audience of our product, and a third email to ask for the sale. I can't do that because the sequences don't allow for that option.
As the core purpose of the platform is to ease the outreach to leads in order to secure opportunities to put time on the calendar it seems a complete oversight that the meetings booked through SalesLoft are not tracked as such in its integration with SalesForce. A patch for this should be a top... Mehr erfahren
Manchmal ist die Musik, die zwischen Anrufen gespielt wird, sehr laut, aber ihre Lautstärke wird durch die Anruflautstärke gesteuert. Gibt es eine Möglichkeit, das zusammen mit der Musikauswahl zu steuern?
In meinem Job bin ich ein Outbound-Dialer, daher ist es wichtig, immer mehrere Tabs geöffnet zu haben. Manchmal funktioniert der Dialer mit DialSource nicht mehr, wenn ich zu viele Tabs geöffnet habe. Gibt es eine Möglichkeit, dies als Fehler zu notieren und daran zu arbeiten, ihn irgendwann in... Mehr erfahren
For example, if I have a list of tasks that need to be done, but need to be put on hold, is there a way for me to create a task of tasks that is only viewable to me and a few selected partners?
For what projects do other clients use Speed dialer? I work with a non-profit fundraising campaign right now and our client provides the software, so I'm curious if it more effective for different types of projects .
Most of time I work from my portable devices and it would be SUPER useful to have at least an app that would replicate the communications I receive on my laptop.
How can we better manage communications with existing and potential clients, as well as projects and events?
What other software should we consider integrating with Salesforce?
Where can we find basic introductions to how to use Salesforce and what benefits it could bring to our firm?
How can we... Mehr erfahren
We really want a better way to customize the team enabled unsubscribe link that is positioned below the signature. We want to add text around it, and also offer a "reasons" form page for unsubscribing from our email.
Als ich versuchte, mein Salesforce-Konto mit ActiveCampaign zu verknüpfen, stieß ich auf eine Bezahlschranke, die von mir verlangte, 10 $ für die Integration zu zahlen, wenn ich Kontakte automatisch von ActiveCampaign nach Salesforce importieren wollte. Ich fragte mich, ob es eine Möglichkeit... Mehr erfahren
I want to be able to begin tracking number of calls, number of inputed leads/week, number of emails sent, and number of new notes created so that we can better keep one another accountable and talk about those KPI's at our sales meetings. If I was able to do this effectively, we could create a... Mehr erfahren
At times, I will have trouble getting the answer I need quickly for tech issues. The biggest challenge is figuring out which direction to take so that I can get support.
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