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


Viewed 1,188 times