SalesForce

Integrate Salesforce CRM into Workdo-Dash for seamless data management and enhanced workflow.

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SalesForce Integration

Empower your Workdo-Dash experience with SalesForce integration, streamlining CRM processes for improved efficiency.

Contact Organization

Efficiently organize and manage your contact database

Associate contacts with relevant accounts and opportunities for a holistic view.

Capture essential contact details, ensuring comprehensive communication records.

Opportunity Tracking:

Track opportunities throughout the entire sales lifecycle.

Capture critical details such as deal size, current stage, and probability of closure

Analyze sales pipelines for informed decision-making and revenue forecasting.

Lead Management:

Capture and organize leads seamlessly for efficient lead tracking.

Qualify leads based on predefined criteria to prioritize sales efforts.

Convert qualified leads into opportunities for a streamlined sales process.

Opportunity Tracking:

Track opportunities throughout the entire sales lifecycle.

Capture critical details such as deal size, current stage, and probability of closure

Analyze sales pipelines for informed decision-making and revenue forecasting.

Account Management

Create and manage accounts effortlessly.

Maintain detailed information for each account, including contact persons, addresses, and associated opportunities.

Easily track and view account-related activities and interactions.

Case Management

Effectively manage and resolve cases with a centralized system

Assign cases to the appropriate team members for quick resolution.

Maintain detailed documentation of case-related activities, facilitating efficient case tracking and reporting.

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US$ 74.99 /mo

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