Salesforce for Sales Representatives

ME PL Solution Salesforce Partner CRM

Salesforce For Sales Representatives is a ready product from ME PL Solution, which includes Salesforce Essential capabilities and additional functionalities designed specifically to increase sales efficiency for people offering their products directly at the customer. 

Below we present what you can get by buying Salesforce Essential with a solution from ME PL.

In the Sales application, in the Home tab, we see a map where all contacts and companies in a given database of the Salesforce organization can be displayed. 

This map is a free add-on to Salesforce and has such features as:

  • Filtering records by values from selected records, for example: All contacts from a given city that deal with a given field of industry and we have classified them as potentially promising customers.
  • Ability to mark areas on the map with a circle or several designated points on the map in order to find contacts or companies.
  • Map also offers routing to a maximum of 8 addresses. The path shown is the most efficient between the points.

Below the map, our scheduled meetings are displayed (Events) and under them we can search for contacts in order to send an email, check the status and information we have collected about a given person. Of course, other objects can be displayed in these places, depending on the individual needs of the client.

On the right side of the Today’s Events window, the scheduled meetings for today are displayed.

Assistant reminds you of activities and suggests next actions. 

We now go to the Account tab, where individual records hold information about the company we work with.

Using List View, we are able to sort the displayed data. 

We offer information on each company’s record about the last visit to one of its representatives and a list of views on which companies with whom you had contact are displayed at specified intervals.

By filling in the fields when creating a record, we can save a lot of information about companies. It is also possible to create additional fields to increase the amount of information you have. 

The Contact object contains detailed information about people working in individual companies.

From the information view about the Details record, we can go to the record of the company in which a given person works. In Activity, we send e-mails, create Task tasks, Event meetings and log the Log Call information that we obtained in a conversation with a person.

Events are assigned to a given contact and company.

Information about saved appointments can be found in the Calendar tab.

Salesforce offers a range of reports that present data in a clear and transparent manner, increasing the picture of the operation.

The Dashboard displays several reports at once and is a great tool to check the current status of our activities.

The information presented above is only part of the capabilities of the Salesforce platform, additional elements are the recording of information about your Products, creating Business Opportunities, creating Quotes with products selected by the customer.

The cost of purchasing the standard version of Salesforce Essential is $25 per month.

Adjustment of the Salesforce platform to your requirements by our specialists in the standard version of our starter pack, which includes:

  • Consultation at the video conference
  • Help in choosing the right solution for your requirements
  • Creating automation and custom functionalities (View Lists, Fields, Formulas, Home Page, Applications etc.)
  • Installation of the Map application
  • Basic data migration
  • Training 

More information can be found on our website: www.meplsolution.com, by sending an inquiry to the e-mail:  info@meplsolution.com , or by calling the cell phone number: +48 513 081 331(Poland).

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