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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

Individuals performing at their highest potential can be 2-5 times more efficient than their average output; however, distractions and frequent app switching can consume 40-60% of a standard employee's time. By allowing teams to engage with pertinent, real-time information within their preferred collaboration tools, you can witness a remarkable boost in productivity. Revolutionize the remote work landscape and reinvigorate Salesforce by effortlessly integrating essential business data into the flow of conversation with Woobot’s versatile integration platform. By empowering remote teams with the Salesforce information they require in their daily workflows, you can help shape the future of work. This approach facilitates faster and more effective decision-making through real-time Salesforce workstreams and actionable insights. Moreover, updating Salesforce during conversations enhances data accuracy and fosters better team alignment. The Woobot platform enables users to locate, view, update, and create records in Salesforce and other enterprise systems straight from their collaboration tools, streamlining the entire process. With such seamless integration, teams can focus more on their tasks and less on managing data manually.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Teams No 
Salesforce No 
Slack No 
Zendesk No 

Integrations

Microsoft Teams Yes 
Salesforce Yes 
Slack Yes 
Zendesk Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Rollio

Founded

2014

Country

United States

Website

www.gorollio.com

Vendor Details

Company Name

Woobot

Founded

2016

Country

United States

Website

woobot.io

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Sales Force Automation

Call Management Yes 
Campaign Management Yes 
Channel Management No 
Commission Management No 
Contact Management Yes 
Contract Management No 
Customer Database No 
Email Marketing No 
Field Sales Management Yes 
Lead Management Yes 
Opportunity Management Yes 
Performance Metrics Yes 
Proposal Generation Yes 
Referral Tracking No 
Sales Forecasting Yes 
Territory Management Yes 

Alternatives

Alternatives

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