Questions? Feedback? powered by Olark live chat software

Opportunity Call Notes in @Salesforce Powered By #RollupHelper

Problem: Sales Reps in a B2B world need quite some time to close opportunities in Salesforce, so much so, that they need to log sales call notes constantly and follow up on many activities for each of their deals. Many of our customers are also using activity logging apps such as "Logger" that allows a lot of activities to be logged from the iPhone / mobile device. As a sales representative or sales manager, it becomes very difficult to know where a rep needs to pick up on an opportunity where he/she last left it. Enter Opportunity Call Notes.

Solution Design: Check out the video below to learn how we solve this pain point for sales reps.

UPDATE TO VIDEO #1: Use a one column section on your page layout to minimize vertical scrolling and to enable show/hide of all the content if your calls notes include a lot of long emails from your email integration app.