I no longer have to spend hours looking for leads and generating a pipeline outside of Salesforce. Now I can simply walk out of a meeting and be immediately alerted of businesses in the area.
I can then easily add the lead to my Salesforce pipeline, and also add content in the Veloxy app.
I had the opportunity to try this app out and begin to use it in my daily functions. It easily syncs between my Salesforce and Outlook. My pipeline is very easy to manage and gives me good visibility into my workload. I only use this app lightly as I am inside sales and most of my time at my computer but if I was on the road I would live in this app. It does a great job of pooling together relevant info and pushing alerts to me with activity. I would definitley recommend giving this app a try and seeing how it would help you have a single source of information.
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