Supports Sales Cloud, Exacttarget Marketing Cloud and Salesforce1 Platform
Understand and engage with your customers better than ever with the Salesforce integration for Digital Assistant.
Keep on top of individual customer tasks and emails, get notifications for customer service tickets, view Salesforce analytics, reporting and forecasting information and more - all in one place, available on all of your favorite devices.
By pinning sales forecasts, marketing updates, customer information and more to your Board, you can create customized dashboards for an at-a-glance overview of the information you need to succeed.
Credit Control Card
See customers who are close to or have exceeded their credit limit.
Customers Nearby Card
Shows you information on customers who are close to your location.
Sales Update Card
See key updates and alerts for sales meetings, goals, budgets and more
Project Tracker Card
Stay on top of projects with task notifications and check-in reminders