Reminders

Igloo + Salesforce | Igloo Software

Spend more time on relationships and less time on admin. With Igloo + Salesforce, you can access the insights you need to close deals faster.

Keep your pipeline moving

When you’re trying to close a deal, any bumps in the road could mean the difference between success and failure. Use Igloo + Salesforce to stay in the loop with other reps, get what you need from other departments, and give leaders a quick and comprehensive view of the entire pipeline.

1

Create a sales calendar to keep track of key dates and meetings.

2

Quickly update leads and opportunities to keep deals moving in the right direction.

3

Your go-to resources are a quick click away in your Deal Room. 

Salesforce Integration screenshot

4

Collaborate with colleagues in a real-time Chatter feed without leaving your Igloo.

5

View the key players in active deals and connect with anyone in a few easy clicks. 

6

Give leadership a quick glimpse at who’s rocking their targets.



Keep up with leads

Keep on top of your to-do list while logging meeting notes, updating deal activities, and managing tasks and events — all without ever leaving your Igloo.

Exceed your targets

You're too busy closing business to be sending updates on targets. With Igloo's interactive Salesforce leaderboard, everyone on the team has a real time tally of who's rocking their quota.



Interested in integrations?

Igloo is your all-in-one hub for getting stuff done. Take it to the next level by bringing leading cloud apps like Office 365, Google for Work, and Salesforce, inside your Igloo. 

Read more

Knowledge Management guide
"A portal should link people to other applications.
A great solution should offer that.
"

— Spencer Mains, Director of Technology and Knowledge Systems at Giant Creative Strategy

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