Pipeline Management
Forecasting & Inspection
Process Adherence
The fastest experience for a cleaner and up-to-date pipeline. Avoid lost deals or missed follow-ups. Find and fix gaps before others do and collaborate with your team throughout the prospect lifecycle.
Identify deals and revenue at risk before it’s too late. Inspect deeper with fewer clicks. Easy forecast rollups across reps, managers, and leaders. Visibility into pipeline changes over time.
Help reps develop proactive behaviors with automated deal alerts and process specific views that simplify execution. Monitor adherence and improve data in Salesforce needed to grow and protect revenue.
Create / update Salesforce records
Kanban boards and grid views (inline edit)
Notes and note templates
Sync notes to Salesforce
Update Salesforce anywhere with Command
Task management
Bulk updates
Advanced filters
Cross object filtering and views
Custom objects
Deal cards (Tiles)
Commenting and collaboration
Calendar integration
Chrome extension
Deal spotlight (highlighting)
Weekly change highlights
Change history
Forecasting rollups
Forecasting waterfall view
Sales trends
Role designer
Slack automations
Sales Inbox
Studio configuration
Enablement cards
Note template configuration
Unlimited notifications
