You can sync scratchpad with Salesforce and can then edit in real time close dates, selling stages, next steps, etc. from a new browser window.
so far there isnt a whole lot that I dislike.
Weflow makes it super lightweight to update all our deal-related information in Salesforce, giving reps more selling time and keeping leadership on top of the pipeline. No need for us to drown in Salesforce but everyone is able to customize Weflow views...
Did not fit my purpose - was looking to enhance reporting capabilities of Salesforce.
You can sync scratchpad with Salesforce and can then edit in real time close dates, selling stages, next steps, etc. from a new browser window.
Weflow makes it super lightweight to update all our deal-related information in Salesforce, giving reps more selling time and keeping leadership on top of the pipeline. No need for us to drown in Salesforce but everyone is able to customize Weflow views...
so far there isnt a whole lot that I dislike.
Did not fit my purpose - was looking to enhance reporting capabilities of Salesforce.