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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Initiate and complete the necessary fields that propel business strategies forward. This approach can free up over 100 hours for each representative, enabling them to engage more in client interactions, whether through meetings, phone calls, or various activities. It is crucial for administrators and developers to concentrate on long-term solutions rather than temporary adjustments to enhance the overall experience. By providing your most effective processes to all producers, you can maximize efficiency. Customer engagement stands as one of the company's most significant assets and warrants careful attention and management. Rollio not only complies with SOC2 Type 2 standards, but it is also built on the Heroku platform, which is owned by Salesforce.com, and has successfully undergone the Salesforce Security Review to ensure reliability and security for users. Emphasizing these aspects can further strengthen the trust and confidence clients place in your business.

Description

You can effortlessly integrate notes into Salesforce and receive AI-enhanced recommendations for organizing and overseeing tasks and events. Start jotting down notes right away on your mobile device. Our AI system analyzes your notes and suggests the creation of tasks and events with just one tap. The homepage smartly highlights accounts that need your attention, while the efficient account search allows for rapid access. Each account page is equipped with vital information to assist you in preparing for your upcoming calls. Sales Sparrow makes it easy for anyone to link their Salesforce account, allowing them to view lead details, gather insights, and seamlessly input notes into Salesforce. Additionally, it offers AI-generated recommendations based on their notes for subsequent actions, making it simpler to create and manage tasks and events, while enhancing overall productivity and organization. With these features, users can streamline their workflow and ensure nothing falls through the cracks.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AWS Lambda No 
Amazon DynamoDB No 
Kotlin No 
OpenAI No 
Salesforce No 
Spring Boot No 
Swift No 

Integrations

AWS Lambda Yes 
Amazon DynamoDB Yes 
Kotlin Yes 
OpenAI Yes 
Salesforce Yes 
Spring Boot Yes 
Swift Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

Free
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Rollio

Founded

2014

Country

United States

Website

www.gorollio.com

Vendor Details

Company Name

True Sparrow

Founded

2007

Country

India

Website

truesparrow.com/sales-sparrow

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Sales Force Automation

Call Management Yes 
Campaign Management Yes 
Channel Management No 
Commission Management No 
Contact Management Yes 
Contract Management No 
Customer Database No 
Email Marketing No 
Field Sales Management Yes 
Lead Management Yes 
Opportunity Management Yes 
Performance Metrics Yes 
Proposal Generation Yes 
Referral Tracking No 
Sales Forecasting Yes 
Territory Management Yes 

Alternatives

Alternatives

HubSpot CRM Reviews

HubSpot CRM

HubSpot