Tools for working remotely

Coming Soon

With our new meeting scheduler, you can eliminate the need for back-and-forth client conversations trying to find the perfect time to meet. Built into Sales & Success Center and offering integrations with Google, clients will be able to book appointments directly with you at their own convenience.

With customizable schedules and Google Calendar sync, clients can see exactly when there are open time slots. Generate leads by sharing out the booking link, and engage with clients face-to-face using Google Meet. All this and more is included in your subscription, so there are no additional costs. 

Stay tuned for its upcoming release!

Video conferencing has become an essential part of everyone’s workflow as more business moves online. To ensure you have the software needed to continue connecting with your client’s, we’ve integrated Google Meet into Sales & Success Center. 

Once you’ve connected your Google Meet account, you’ll be able to instantly start or schedule meetings with any of your account contacts. You’ll be able to seamlessly connect with your clients safely while still offering them exceptional and personal interactions.

With the world shifting how we do business at a rapid pace, it can be difficult to get a complete picture of how your sales team operates. Now with our sales manager’s dashboard, you can get a clear snapshot of your team’s performance. 

See your top or bottom 5 performers in categories such as: Activity by Sales Rep, Task Status, and Sales Opportunities. You can also enable or disable any metric to get a view that fits your needs and dive even deeper by viewing further insights. Put your focus where it’s needed most by using this dashboard to gain a top-level view of your sales team.

Released April 22nd

Staying productive while working remotely can be a struggle for anyone, whether you’re working from home for the first time or you’ve been doing it for years. As a manager, it’s your responsibility to ensure your team continues to provide local businesses with the aid they need.

With our new productivity dashboard, you’ll now be able to monitor not only what tasks are due, but how quickly they’re being completed. You’ll now be able to see the timeliness of completed tasks, along with how many overdue tasks are currently in progress. This allows you to gain an even greater understanding of the work they’re completing on a daily basis.

Released April 17th

Feeling connected and staying up-to-date with your team can be a challenge when working from home, but with the Sales & Success Center Loop, you’ll continue to have a direct connection with the activities that your salespeople are doing to close leads.Like, comment, and follow posted activity, so you can acknowledge the work your team is doing to help local businesses. This allows salespeople to continue connecting and celebrating their coworkers and their success, even when working distances apart.Learn more about The Loop.

Released April 13th

With your team working from home, it’s difficult to see what they’re accomplishing each day, and daily check-ins only give you a piece of the picture. With our daily task overview, you can now gain deeper insight into all the work being completed on your client’s behalf. This overview gives you with a breakdown of completed tasks, tasks due today, overdue tasks, upcoming tasks, and how many tasks are due this week. And if you filter by task assignee, you can see which individuals are succeeding and who may need more assistance.

Released April 8th

With so much to keep track of when prospecting to new clients, it can be difficult to make sure you remember every detail. With our Sales & Success Center Chrome Extension, you can easily tag the appropriate account directly within your Gmail composer. 

This extension can save you and your sales team time from having to manually record activities and gives you a historical record that can be referred back to if needed.

Download the extension here.

Released April 20th

Research has shown that the sooner you contact an engaged client, the better your chances of closing the deal. With so many businesses moving to the online world to stay open, this is an opportunity you don’t want to miss. 

Now in Sales & Success Center, you’ll have the ability to view when your clients are online. You’ll be able to see the specific contact, their business and how long ago they were recently engaging with the platform. This gives you the chance to spark a conversation with clients when their interest is peaked, increasing your likelihood of making the sale.

Released April 6th

Helping your clients through these difficult times can involve many moving parts, from listings and reviews to social postings and website creation. Staying organized with so much going on can be difficult, which is where our new task calendar can help.

Quickly see what tasks need to be completed across your accounts with a monthly, weekly, or daily calendar view in Sales & Success Center.

Learn more about the calendar task view.

Released April 3rd

With your sales and fulfillment teams working further apart, it can be challenging for everyone to stay aligned on what’s being done for your clients.

With our enhanced task visibility, any email sent from Task Manager will be added as a recent activity in Sales & Success Center, giving sales a better overall view of how fulfillment is helping their accounts. 

Learn more about task visibility.

Released March 31st

Connecting with your prospects remotely has never been easier. With no additional software required, this integration allows salespeople to initiate one-way screen-shares with prospects quickly and efficiently. 

From the comfort of their home office, a salesperson simply finds the account they wish to connect with and sends an invite either by text or email. With the ability to instantly screen share with your clients, you and your team can continue to engage with prospects no matter where they are.

Learn more about Crankwheel.

Released April 7th

So now that you can’t simply walk into a prospect’s business and engage them in conversation, how do you grab their attention? Why not show them what their competitors are doing to survive.

With competitive intelligence now in Snapshot Report, you can provide them with a breakdown of exactly how they stack up against their competition and what they can do to surpass them.