SmarterMe for Salesforce CRM
| Category | Price | Seller | Device |
|---|---|---|---|
| Business | Free | E-ZEST SOLUTIONS LIMITED | iPhone, iPad, iPod |
Features and Benefits:
- Dashboard - Keep track of un-replied customer mails, Sales Opportunities that need attention, View Upcoming Reminder & Meeting along with Weekly customer interaction stats
- Manage Salesforce (EVEN OFFLINE) - Log emails, meetings, phone calls, notes, tasks, add contacts, create and update opportunities in Salesforce.
- Post Call Assist & Post Meeting Assist - Be reminded to log an event into Salesforce when you initiate a phone call / meeting in SmarterMe; do not forget to Post Notes, Follow Up or Create/Update opportunities in Salesforce after any call/meeting.
- Email & Attachment Tracking IQ (Intelligence) - Composing emails with SmarterMe, tracks views on opened emails and attachment (links). Use the stats to prioritize deals and timely calls.
- Relationship IQ (Intelligence) & team collaboration - Know every interaction (emails, files sent, phone calls and texts sent from SmarterMe App) with prospects across entire field sales Team and Partners in one glance.
- Customer social research - Be notified before every meeting and get all your social research come to you with a couple of taps - LinkedIn, Twitter, Facebook and many more to come
.
- Scheduling B2B customer meetings Made Easier - SmarterMe personal assistant automatically schedules meetings from your calendar based on Personal or Team Availability.
- All your Sales Collateral in One Place - Dropbox, Box, Email and Google Drive on one platform.
- Salesforce Auto Logging - Auto Log your interactions into Salesforce (e.g. calendar meeting) in the contact detail view with SmarterMe Auto Log Toggle.
- Prioritize Your Inbox - Filter your Emails with the filter menu on top of Inbox screen.
- Intelligent Geo Location – Get a notification when you are on the road and there are nearby accounts and leads that are good targets and have potential opportunities based on past deals closed.
- Intelligent reminders - Intelligent reminders to follow-up (Follow-up IQ) and update salesforce and much more.
“At SmarterMe, the security of your data security is of paramount importance to us. SmarterMe provides enterprise-grade security through a combination of leading edge technology, engineering best practices to build and maintain SmarterMe’s service and independent certifications. Certifications include Salesforce AppExchange Certification (that requires passing salesforce security review) and the following certifications and compliances for our data center: SOC 1, 2 and 3 audited, ISO 27001, 27017 and 27018, PCI DSS Level 1 Compliant and EU Data Exchange compliant. You can find more information on our data center security on AWS Cloud Security. In addition, we employ a number of technical, and heuristic security measures to protect user information from unauthorized access.”
Reviews
Terrific way to work from your iPhone
coandcobear
I find this app to be surprisingly useful. Easy to pull your salesforce info into your email inbox. Didn’t have to switch between email, calendar and Salesforce to schedule meetings, update info in Salesforce or send a follow up email with an attachment. Hope they get more interrogations with other apps up and running, but this is solid.
Highly Recommend this app!!
Zracer51342
This app is great, the auto CRM update to Salesforce is great! Has made my sales mobile experience way more effective!
VP Sales OP
VPSalesOp
The follow up feature with customers are great! Salesforce updates at the right context is right on. Team sharing allows my sales team to collaborate, which is critical for closing our deal. This is a nifty app that every sales professional should have!
Made life easy for sales people
Dev Desh
SmartInbox is working great for me. Some small glitches but can with them for this innovative way to manage my work on the go. Look forward to version with exchange integration.
App Crashes can't open
Mark RANU
This App crashes, Can't open as shown, looks good, does not work though
Account Executive
SalesManager@Honeywell
Terrific App. Made sharing information with team members and partners so easy, with just a few swipes, team members can see all past emails, phone calls, meetings I have had with particular clients. SmarterMe has made the typical day of team collaboration way easier, all from my mobile phone. Love it!
Excellent App for Mobile Executives
HP LAH
I have used all of the Apps in this category and SmarterMe is the leader. They have great support including brief videos on how to use key features. Integrates into Salesforce flawlessly and provides just the right level of Alerts and follow up reminders after the event. Highly recommend the App. You will save time and become more efficient!
Phenomenal app
223milkman
App is very fast and allows me to quickly and accurately record progress with my Clients in just a few taps. The Dossier component lets me quickly bring myself up to speed prior to my meetings. I very seldom pay for an app. However, after using the Trial version and seeing what it can do and has done me for me, I immediately upgraded to the Pro version. For me, being able to "tell the story" in Salesforce for my Clients allows my Manager to see exactly what is transpiring and actually makes them a better resource to me in resolving issues that may arise. Support with the app has been fantastic. I used to be a paper and pen kind of guy with 6 napkins and scribbling on them. With this app, I now have a means to easily set tasks and establish follow up points to keep me on track. If you are a Salesforce user and struggle with using Salesforce1, then in my opinion, this is a worthwhile investment to your selling efforts.
Worth the money
Maggs2283
App is very fast and allows me to quickly record progress with my clients. Being able to "tell the story" in Salesforce for my manager is crucial, and this app is worth the money so that I can do that with ease. If you are a Salesforce user and struggle with Salesforce1, this is worth the investment. So much faster and easier to use than Salesforce1.
