SalesLink Flex

Texada Software

About this app

ACCELERATE YOUR SALES PRODUCTIVITY WITH ALL THE CUSTOMER INFORMATION YOU NEED, IN THE PALM OF YOUR HANDS

SalesLink Flex is your key to unlock access to customer data, sales activities, and dealer inventory while on the road.

Optimized for both your tablet and smartphone, Texada SalesLink Flex provides vital customer and contact information and empowers you to add and edit sales activities, leads and opportunities, customer issues, and much more.

As the mobile companion to Texada SalesLink Rep, SalesLink Flex utilizes the same cloud-based data warehouse as your other Texada applications to keep your end-to-end workflow in sync. To maintain security,customer data is not stored locally on the local device and a simple administration console controls users and authorization.


Texada SalesLink Flex is easy to navigate and takes advantage of common mobile device capabilities, such as GPS mapping and photos, to provide a valuable mobile user experience.
Key Features:
• Schedule page provides a complete list of your customer activities for the day
• Activity page provides ability to easily log account activity, find a contact, make a call or send an email • While on the road and prior to meeting with a customer, quickly look up related activities, equipment and issues from your mobile device
• Simply complete a sales activity or schedule a follow-up action to keep the sales cycle moving with just a couple of taps
• Search or add new leads and opportunities on the go, in real-time

What’s new

The following changes have been made to temporary customers in SalesLink and SalesLink Flex:
* A new "Temp Customer Visibility" (ckCommon.Activity.CustoemrType.ShowTempCustomer) configuration key is now available in CloudLink Console. This key, previously only available to Texada staff, determines the visibility of the "Temp Customer" option in the Customer drop-down when managing Activities.
Bug fixes and Improvements