Sales Navigator for Salesforce at Mac App Store analyse

*Note: To use Sales Navigator for Salesforce, you must have a salesforce.com CRM user account and a Sales Navigator license in your Salesforce account. Sales Navigator provides field sales and service professionals with a customized and simplified view of their Salesforce data in order to map, plan, and efficiently manage their territories. Improve trip planning by visualizing your territory and travel routes while locating additional opportunities along the way. Designed as a native iOS app, Sales Navigator’s mapping software is easy to use and utilizes advanced iOS functionality to help perfect your call scheduling, route planning, and sales call process. Users can even work offline by accessing saved data, routes, directions and target map area. VISUALIZE Import your selected data and identify it on the map with customizable pins. Filter data using field values directly from Salesforce, such as Rating, Industry, Status, etc. Appointments with a location are displayed on your map with a route. ORGANIZE Manage your sales and service territory all within the app by sending emails, taking notes, viewing websites and setting up meetings. Tasks and calendar events are displayed in a unified list view to easily set task priorities, due dates and task status. Eliminate administrative work as activities are automatically logged into Salesforce! OPTIMIZE Sales Navigator takes route optimization to the next level by offering one-tap Schedule Optimization, which optimizes BOTH your driving route and schedule (drop-in visits and calendar appointments) in order to visit more customers each day! Additional Feature List: - Salesforce admins can select standard and custom objects that can be imported into Sales Navigator, fields to be displayed, and can turn on/off notes display. - Excel spreadsheet import easily imports additional contacts or any location-specific data and allows for filter creation. (CSV file) - Selectively import external contact groups (Exchange, iCloud, etc.) from your devices address book. - Tap and hold on the map to create a contact, appointment, or task. - Manually move a pin to improve location accuracy. - Pick from over 100 unique pins or create your own! - Create custom groups to organize and prioritize contacts. - Use multi-criteria group filtering to include & exclude data from your map. - Utilize Advanced Search to search and select records based on a field value. - Easily convert meeting tasks to iOS calendar events. - Schedule appointments in-app with SmartTime (auto-fills start time using prior appointment end time + drive time) - Appointments sync to external calendars, such as iCloud, Gmail and MS Exchange, linked to your device. - View multiple and shared calendars. - View up to 3 months of appointments at a time on your map. - Select Apple Maps, Waze, or Google Maps as your preferred navigation tool for turn-by-turn directions. - Use addresses or latitude/longitude coordinates for mapping. - View ETA, distance, remaining travel time and directions while en-route. - Color-coded routes indicate whether you will be on-time or late. - Use radial search to filter contacts by proximity to a location and sort contacts by distance to travel. - Easily adapt your sales route to respond to schedule changes. - Log notes using speech to text capabilities. - Full high-resolution design includes Split Screen Multi-tasking and Slide-Over View. - Outbound VOIP calling from within app automatically logs calls to the US and Canada. Manage your territory’s funnel and exceed your quota with this easy to use route planner, sales mapping and productivity tool. Sales Navigator is backed by a customer service team here to support your success!