Sales Navigator for Salesforce

Visualize Salesforce Data Geographically

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Now leverage the power of Sales Navigator with your Salesforce.com data

Sales Navigator for Salesforce is a “mobile first” iOS app that provides a seamlessly integrated, geospatial view of any standard or custom object data. Sales Navigator mobilizes Salesforce data so key information is always available to sales and service professionals out on the road. With a robust feature set including Schedule Optimizer, users will increase their daily productivity.

A Better Way to Increase Field Sales Productivity

Map Salesforce Data

Import all standard or custom objects from Salesforce and locate them geographically in Apple Maps. Search in a radius to discover nearby leads and opportunities along your route.

Group Data Geographically

Organize your Salesforce data with custom and automatic groups. With over 100 customizable map pins you can visualize data by priority, opportunity type and more.

Robust Route Planning

Easily plan daily sales routes with meeting tasks from Salesforce and calendar appointments from Outlook or Gmail. View full trip information and quickly get directions between calls.

Schedule Optimization

Sales Navigator’s schedule optimization will help you fit more sales calls into your day by choosing the optimal sales routes for you using fixed appointments and variable meeting times!

Task Mangement

Sync all open activity from Salesforce with Sales Navigator. View all activities in a task list where you can set status, priority, create new activities and manage any overdue tasks.

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Activity Logging

Automatically log all activity in Sales Navigator in Salesforce. View completed tasks in your Salesforce activity history, so you can keep track and better manage your touch points with customers.

Ready to get started?

 

Try Sales Navigator for free by starting a trial in the AppExchange or request a demo to learn how Sales Navigator for Salesforce can help your team close more deals on the road.

 

Request A DemoStart A Free Trial