Meet Salestrail, the most easiest and effortless mobile app that automatically logs your sales activities such as calls, emails and meetings for you to your Salesforce CRM.
Salestrail requires Salesforce credentials.
Salestrail will work for you even if you are not actively using the app. Salestrail can smoothly track and log sales activities in the background for you.
LOG YOUR CALLS TO SALESFORCE
Salestrail lets you automatically log both your incoming and outgoing calls to Salesforce by using the phone number from your calls and matching the phone number with your Contacts and Leads in Salesforce.
LOG YOUR EMAILS TO SALESFORCE
Salestrail lets you log your emails from Google or Microsoft Office 365 seamlessly to Salesforce by matching the email address to your Contacts and Leads in Salesforce.
Choose if you want Salestrail to automatically log emails that you send or receive or decide to manually choose the ones you want to log to Salesforce.
Salestrail tracks your email conversation by threads to your Salesforce so you don't have to every worry about having a huge amount of single emails as tasks in your Salesforce.
LOG YOUR MEETINGS TO SALESFORCE
Salestrail allows you to easily log your meetings from Google or Microsoft Office 365 to your Salesforce. If you want to make changes to your calendar meeting for Google or Microsoft Office 365, Salestrail will react to the changes instantly and synchronize all information with Salesforce.
Salestrail also allows you to automate the logging of meetings or you can decide to manually log the meetings you want, just like with emails. The control is at your fingertips.
- Automatic Call Logging to Salesforce
- Automatic Email Logging to Salesforce
- Automatic Meeting Logging to Salesforce
- Business Card Scanner to Create Contacts and Leads to Salesforce