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SmarterMe

1 Mobile App for Email, Calendar, LinkedIn, Box integrated with CRM

By e-Zest Solutions Inc.Email & Calendar Sync

Rating
Not rated yet
Reviews
No reviews yet
Pricing
Free
With paid plans
Listed since
2015

About SmarterMe

Sales IQ + Collaboration + Less Admin & CRM Updates = More Selling

SmarterMe works with Email (Gmail only), Calendar, Salesforce, Box, DropBox, Google Drive, LinkedIn and much more to come. Exchange coming soon.

MORE FEATURES & BENEFITS 1) PRIORITIZE YOUR INBOX - Filter your Inbox for CUSTOMER RELATED & PRIORITY emails, Mark for FOLLOW UP and LOG into CRM 2) POST MEETING & CALL ASSISTS - Be reminded to LOG an event in Salesforce, take NOTES, set a FOLLOW UP Task after your customer meeting or phone call initiated from SmarterMe App 3) SALESFORCE LOGGING MADE EASIER - Auto Log your interactions (e.g. calendar meeting). Simply turn on the AUTO LOG TOGGLE for a contact 4) 2 TAPS TO ADD CONTACTS TO CRM - Just tap on the MAGIC WAND when reading an email and add with 2 taps 5) SCHEDULING CUSTOMER MEETINGS MADE EASIER - Send PERSONAL AVAILABILITY or TEAM AVAILABILITY with 1 tap. The SmarterMe assistant will automatically schedule a meeting when the customer taps on any hyperlinked time slots 6) All CONTACTS in 1 PLACE - from SALESFORCE, LINKEDIN, PHONE and EMAIL are merged. Use the “My Customers” filter to view your TOP PROSPECTS to call 7) All you SALES COLLATERAL in ONE PLACE -Pre-sorted from Email, Box, DropBox and Google Drive

Highlights

  • AUTO UPDATE SALESFORCE - You never again have to worry about logging an email, meeting, phone call, note, task, document or updating an opportunity in CRM. You will be able to do it in your flow of work with taps. Better yet turn auto-log on & relax!
  • RELATIONSHIP IQ - Know every interaction (emails, files sent, phone calls and texts sent from SmarterMe App) with your PROSPECT in 1 glance. The best part is that you can share these interactions across your SALES TEAM & PARTNERS for better collaboration
  • DEAL IQ with Email & Attachment TRACKING - When composing an email from SmarterMe App just turn Tracking on and get STATS on # of views for emails and links (by recipient(s) and forwards) and PRIORITIZE which prospect are your best bet for the quarter.

Screenshots

View your team's calendar & schedule customer meetings right from within your email.

Image 1 of 6

View your team's calendar & schedule customer meetings right from within your email.

Pricing

Free, with paid plans.

Compatibility

Salesforce editions
  • Professional
  • Enterprise
  • Unlimited
  • Performance
  • Developer
  • Salesforce Platform
Lightning Experience
Not supported
Salesforce mobile app
Supported
Salesforce security review
Passed on July 13, 2015
Languages
  • English

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