Professional

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Professional includes

  1. Native iOS Apps (iPhone, iPad and Apple Watch)
  2. Salesforce (SF) Integration
    • Leads, Opportunities, Accounts and Contacts management
    • Tasks, Activities and Events management
  3. Exchange, Outlook, Gmail, and Phone integration
  4. Social Selling – LinkedIn, Twitter, CrunchBase and Google+ integration
  5. Maps and Geolocation
    • Leads, Opportunities and Accounts on Map
    • Search for any business and create Lead/Account with 1-tap
    • Receive “nearby” leads/ opportunities/ accounts notifications in the field
  6. Smart Personal Assistant (organizes everything)
    • Who to call, who to emails, who to meet
  7. Automatic logging of phone calls, emails and text messages into SF
  8. Pre and Post meeting workflow – Notes and Tasks updated in SF
  9. 360 Views (SF, Emails, Meetings, LinkedIn, Twitter, Google+ and more)
  10. Smart Calendar
    • One tap conference call, direction, real-time traffic & drive time
  11. Intent based Federated Search – Search across SF, emails and meetings
  12. Smart Emails – Create task from email and attach email to any SF object
  13. Best Email Templates – you can create your own email templates
  14. Weekly Sales Digest – Opportunity pipeline and activities

Enterprise includes

Everything in Professional, and:

  • Outlook Plugin (Email Engagement Analytics)
    • Track Emails (who, when, where and how many times)
    • Email Campaign (send and track bulk emails)
    • Real-time notifications in Veloxy mobile app
    • Best Email Templates
  • Outlook Plugin (Salesforce in your Inbox)
    • Create Leads/Contacts from email with 1-tap
    • Create Tasks, Activities and Events from email
    • View Leads, Contacts, Opportunities within Inbox
  • My Team: Real-Time Opportunity Pipeline for the entire team
  • Weekly Sales Digest (Team) – Opportunities¬†& Activities View
  • Organization-wide usage reports
  • Organization specific Configuration and Customization
  • Salesforce Custom Fields
  • On-boarding and Training
  • Consolidated Billing
  • Phone Support