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100% activities in Salesforce. Less time wasted. More productivity.

Every contact detail, every sales activity not tracked in your Salesforce is costing you more opportunities and closed deals. Salestrail makes it easier to track your sales and reach your activity goals by automatically logging your calls, emails, events to Salesforce. 

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Log calls to salesforce

RELIABLE DATA

Full view of your sales activities

How often are your sales reps on the phone with your clients? Are calls and emails being answered, followed up frequently? What is the current stage of the deal right now?

With automatic sales activity tracking, Salestrail provides sales leaders a real-time overview of your team's activities with an opportunity/ account. 

See call duration and inbound or outbound calls

EASY LEAD MANAGEMENT

Add leads from business cards, phone contacts or new emails ✨

Salestrail provides a dynamic solution to adding new leads to your Salesforce.

  • Create new leads/ contacts/ accounts/ opportunities .
  • Capture data to custom Salesforce objects. 
  • Add new leads from Salestrail business card scanner, phonebook contacts and new emails received. 

 


 

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SMART WORKFLOWS

Schedule follow-ups, add notes after every call

Keep your deal moving forward with: 

  • Speech-to-text notes after calls/ meetings 
  • Create tasks and schedule follow-ups
  • Salesforce call list & task reminders on your mobile
  • Salestrail in-app dialer - no more switching between your laptop and mobile phone
Parts of Workflows

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Log Emails →

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Log Events→

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