Tilkee for Salesforce
Install Tilkee on your Salesforce instance in three clicks and get 14 days free trial without obligation. How to use Tilkee? Step 1 - Send out your documents from any Salesforce object The documents attached to the original salesforce object are automatically made traceable. Tilkee is 100% compatible with the CPQ solution you may be using. You can also easily upload documents from your computer. Step 2 – Access Your digital document are accessible on any device. Your prospect will be able to view your document in a secure space which is personalised with your graphic charter Step 3 - Find out if and when your prospects are interested in your documents Retrieve all Tilkee’s data directly from the Salesforce object from which you sent your documents and take the appropriate follow-up action. Step 4 - Get your client to sign As soon as your client gives you his agreement, activate the certified electronic signature on your document and let him sign it online.
Top keywords
- documents5×3.05%
- salesforce4×2.44%
- step4×2.44%
- tilkee4×2.44%
- document3×1.83%
- object3×1.83%
- salesforce object3×1.83%
- client2×1.22%
- sign2×1.22%
ZoomInfo SalesOS - Global Data, Sales Intelligence & Automation
Your Sales and GTM teams live in Salesforce. But when they need accurate contact data, company insights, or intent signals, they're forced to switch between multiple tools—killing productivity and slowing down deals. Manual data entry leads to incomplete records, outdated information, and hours of wasted time each week. ZoomInfo's Salesforce Native Application (SFNA) embeds the world's most comprehensive B2B database directly into your Salesforce environment. Your reps get instant access to accurate contact and company data, buying signals, and enrichment capabilities, all without context switching. What Makes SFNA Different? Unlike basic integrations that just sync data, SFNA is a comprehensive managed package built specifically for enterprise Salesforce environments. It includes custom objects for complete data capture, advanced workflow automation, and enterprise-grade governance controls—all designed to maximize productivity and ROI. SFNA works seamlessly across Salesforce Lightning and Classic, supports mobile access, and integrates with your existing Salesforce automation (workflows, process builder, flows).
Top keywords
- salesforce6×3.92%
- data5×3.27%
- sfna4×2.61%
- access2×1.31%
- accurate2×1.31%
- accurate contact2×1.31%
- automation2×1.31%
- company2×1.31%
- comprehensive
