Pod is now integrated directly with your favorite enterprise CRM!
We know how foundational your CRM is to your sales operations: structured data management, improved visibility, more accurate forecast, and more.
However, we also know that there is not a single account executive who enjoyed updating their CRM. We want to make this experience faster, more intuitive, and more insightful for sales reps.
We are introducing Pod's Pipeline View - a unified dashboard where you can navigate and update your pipeline without EVER going into Salesforce.
Core features released:
- Review your company's opportunities, accounts, leads, and contacts
- Update any fields and directly sync the changes to Salesforce
- Configure your view, specifying the columns of your table
- Sort and search for a specific item
- Filter using multi-factor logic
- Create a new opportunity, account, lead, and contact
- Assign new contact to an opportunity (including their role and whether it is a primary contact)
- and more…
Through this integration, Pod can save you 2-3 hours per week. This is time you can spend on prepping for an important customer call or getting coached.
Bringing the power back to the reps 💪