Sales Navigator for Salesforce for iOS

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Key Details of Sales Navigator for Salesforce

*Note: To use Sales Navigator for Salesforce, you must have a salesforce.com CRM user account and a Sales Navigator license in your Salesforce...
Last updated on June 11, 2016
There have been 4 updates
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Clean (it’s extremely likely that this software program is clean)

Developer’s Description

By The Casey Group

*Note: To use Sales Navigator for Salesforce, you must have a salesforce.com CRM user account and a Sales Navigator license in your Salesforce...

*Note: To use Sales Navigator for Salesforce, you must have a salesforce.com CRM user account and a Sales Navigator license in your Salesforce account.Now available for the iPhone and iPad! Leverage the power of Sales Navigator with your Salesforce data. Simply import any standard or custom object to visualize your data geographically and plan your daily sales schedule. Sales Navigator mobilizes your Salesforce data so key information is always available and synced with Salesforce as you make updates on the road. Sync notes and log entries to reduce time spent with manual entry.A finalist in the Tabby Awards & Silicon Valley Business Awards, Sales Navigator was developed by The Casey Group; a Best Place to Work in NJ 2011-2015. Join business professionals from over 110 countries who are already experiencing the benefits of Sales Navigator!VISUALIZE, MOBILIZE YOUR DATAImport your selected data and visually identify it on the map with customizable pins. Group data using field values directly from Salesforce, such as Rating, Industry, Status, etc. Filter your groups on the map to target specific customers and prospects geographically. View daily routes and locate nearby opportunities to increase efficiency.OPTIMIZE YOUR DAILY SALES AND SERVICE SCHEDULESales Navigator Schedule Optimizer (patent pending) provides the optimal route for your daily trips with one tap. Appointments will sync to external accounts, such as Gmail and MS Exchange, which are linked to your device. Sales Navigator dynamically updates your route using your current location to give you up to the minute info on your ETA, distance, travel time and directions between stops. TAKE CHARGE OF YOUR DAILY ACTIVITIESWith our task feature, organize your follow ups and to-dos, so you can stay on top of daily activities with customers and prospects. Set task priorities, due dates and task status. Completed tasks will auto generate a log record in Salesforce.FEATURE SUMMARY+ Import standard and custom objects from Salesforce and view objects with a location on the map.+ Works for enterprise users who synchronize their calendar and contacts with Exchange servers or Gmail.+ Selective importing of external contact groups from your device's address book. External contacts can be added from MS Exchange, iCloud & more.+ Salesforce admins can select custom objects that can be imported into Sales Navigator. Administrators can turn on/off notes display.+ Activity log feature collects contact notes, phone calls, emails, and events with date and time and synchronizes log records with Salesforce.+ Auto generate groups using object field values for enhanced targeting. Create custom groups to further prioritize contacts (local in app).+ Multi-criteria group filtering to view specific data on the map, ability to bookmark filter selections.+ Over 100 different pin colors & styles to differentiate group members on the map. + Unified tasks and calendar events displayed in a list view. Set priority, status and view location based event tasks as a route.+ Schedule Optimizer provides optimal daily routes with meeting tasks and calendar appointments.+ Schedule appointments in app and view your iOS calendar in a range view up to 98 days. Appointments with a location are shown on map with route.+ One tap for turn by turn directions in app.+ Moveable pins enable enhanced location accuracy. + Use addresses or lat/long for mapping locations.+ Set radial search to filter contacts by proximity to a location and sort contacts by distance to travel.+ View ETA, distance, remaining travel time and directions while en-route to your next appointment. Color-coded routes indicate whether you will be on time or late.+ Send emails to contacts & view their websites in app.+ Supports iOS9 Split Screen Multitasking & Slide Over view.+ Offline capabilities.+ Optimized for up to 7,000 mapped locations. Import a max of 2,000 records per view from Salesforce.