Smart Meeting Minutes | Save time!
Smart Meeting Minutes created by Attention CRM Consulting is a compact sales effectiveness app for B2B (business to business) sales people who want to save time. Functions • One Screen • Seamlessly Built Into Salesforce • Automated Zoom AI summaries (Teams coming soon) • Take Notes • Record Action Items • Share as Document (PDF, DOC) • Easy Template Creation • Salesforce Tasks are Auto Created • Minutes / Memo Stored in Salesforce • Minutes Shown on Event /Account / Lead / Contact / Opportunity • Track Task Status • Searchable Database of Minutes • Name, Place, Parties Auto Populated • Versions Benefits • Record and Share on The Spot • Decrease Admin Time • Impress Clients • Ensure Key Topics are Covered • Introduce New Templates Easily • Follow Action Items • Build a Text Meeting Discussion Database
Top keywords
- minutes4×3.51%
- salesforce3×2.63%
- action2×1.75%
- action items2×1.75%
- auto2×1.75%
- business2×1.75%
- created2×1.75%
- database2×1.75%
- items2×1.75%
- meeting2×1.75%
- record2×1.75%
- sales2×1.75%
Super Round Robin | Assign Leads, Cases, Opportunites and more...
Easily automate assignment for leads, cases and any Salesforce objects. Go beyond simple round robin with criteria-based rules that intelligently assign leads (or other objects) based on capacity, even or weighted distribution, and custom user fields. Flexible capacity models: Capacity-based, even, or weighted round robin. Custom fields and time management: Assign the Owner and/or Custom User Fields, with options for working hours, shifts, and out-of-office status. Dynamic assignment: Add users in bulk based on roles, divisions, and Chatter Groups. Pause assignments when needed. Geolocation-Based routing: Route to the closest rep. SLA management: Reassign on SLA miss. Advanced options: Editable email templates, sophisticated matching rules (skills, profile, territory and more), performance dashboards and audit logs. Free consultancy and 5 * support: Our expert consultancy offers setup optimization, advanced automation, or Salesforce audits to fit your needs. Plauti scales with your business, seamlessly managing multi-stage sales processes across teams, time zones, and pipeline stages. Less time managing leads, more growth. Experience it yourself, try it for free.
Top keywords
- custom3×1.82%
- fields3×1.82%
- leads3×1.82%
- time3×1.82%
- advanced2×1.21%
- assign2×1.21%
- assignment2×1.21%
- capacity2×
