Sales IQ & Smart Assists

Always be Prepared

Review every interaction with your prospect across your team, partners and affiliates. Let the social research and notes come to you before every meeting.

Assess Customer Interest

Prioritize by analytics on emails/file opens & forwards. Call or SMS immediately to boost win rates.

Timely Collaboration

Always be in the Know

Easily share & view interaction with prospects across your sales team (SE, Sales Manager and SDRs), partners and affiliates.

Team Collaboration

Just invite your colleagues and partners to view and share interactions with your prospect and you are set. No more stepping on each other’s toes.

Scheduling Made Easy

Easily view your team’s (SE, Sales Manager’s, etc.) availability and schedule customer meetings faster than ever before.

Less Admin & SalesForce Management

Say No to Data Entry

Auto log all your activities with your prospect into salesforce.com as you work from SmarterMe through your day.

Post Call Assist

Never leave your flow of work to take relevant actions. Update Salesforce and more with taps. No more tedious searching and cutting & pasting.

Update Opportunities

Update Salesforce with a few taps right from your flow of work – customer email, call or meeting. Have custom fields – No problem!

Sales Collateral where you Work

No more searching across platforms – Email, Box, Drive and DropBox. All your sales collateral and associated stats right when you need it.

Call to Close

All Your Prospects, Partners and Contacts merged from Salesforce.com, Email, Phone and LinkedIn. The Smarter call list even suggests prospects to call.