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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Initiate and complete the necessary fields that propel business strategies forward. This approach can free up over 100 hours for each representative, enabling them to engage more in client interactions, whether through meetings, phone calls, or various activities. It is crucial for administrators and developers to concentrate on long-term solutions rather than temporary adjustments to enhance the overall experience. By providing your most effective processes to all producers, you can maximize efficiency. Customer engagement stands as one of the company's most significant assets and warrants careful attention and management. Rollio not only complies with SOC2 Type 2 standards, but it is also built on the Heroku platform, which is owned by Salesforce.com, and has successfully undergone the Salesforce Security Review to ensure reliability and security for users. Emphasizing these aspects can further strengthen the trust and confidence clients place in your business.

Description

You can effortlessly integrate notes into Salesforce and receive AI-enhanced recommendations for organizing and overseeing tasks and events. Start jotting down notes right away on your mobile device. Our AI system analyzes your notes and suggests the creation of tasks and events with just one tap. The homepage smartly highlights accounts that need your attention, while the efficient account search allows for rapid access. Each account page is equipped with vital information to assist you in preparing for your upcoming calls. Sales Sparrow makes it easy for anyone to link their Salesforce account, allowing them to view lead details, gather insights, and seamlessly input notes into Salesforce. Additionally, it offers AI-generated recommendations based on their notes for subsequent actions, making it simpler to create and manage tasks and events, while enhancing overall productivity and organization. With these features, users can streamline their workflow and ensure nothing falls through the cracks.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

AWS Lambda
Amazon DynamoDB
Kotlin
OpenAI
Salesforce
Spring Boot
Swift

Integrations

AWS Lambda
Amazon DynamoDB
Kotlin
OpenAI
Salesforce
Spring Boot
Swift

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

Free
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Rollio

Founded

2014

Country

United States

Website

www.gorollio.com

Vendor Details

Company Name

True Sparrow

Founded

2007

Country

India

Website

truesparrow.com/sales-sparrow

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Alternatives

Alternatives

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