H
H

HenryDuque

Account Executive

Pipeline Mgmt tools that sync with Salesforce

Got the "Hey have you updated your pipeline?" from ky mgr today and obviously didn't cause Salesforce is a pain to use for that purpose. Anyone using additional tools they can recommend to manage their deals. Ideally should sync with salesforce to avoid redundant work? Thanks Savages!
☁️ Software Tech
8

13 comments

Sort by:
LordBusiness
Politicker
2
Chief Revenue Officer
I'm curious why you think updating your pipeline is cumbersome in Salesforce? Isn't it as simple as updating the close date/stage/value at the opportunity level in your SFDC instance? 
HenryDuque
0
Account Executive
Cumbersome because It’s generally slow to update inputs and Im not a big fan of the UI but thats very subjective
RedLightning
Politicker
1
Mid-Market AE
use the Kanban view
poweredbycaffeine
WR Lieutenant
1
☕️
This is the way.
RedLightning
Politicker
0
Mid-Market AE
thanks, mando
HenryDuque
0
Account Executive
Thanks guys - let me try out the Kanban view 👏
AssistantToTheRegional
Politicker
1
Enterprise Account Executive
Scratchpad.
HappyGilmore
Politicker
1
Account Executive
Scratchpad is a great tool that syncs with Salesforce and you can update your opps/notes directly from Scratchpad, automatically updates in SFDC.
HenryDuque
1
Account Executive
Thanks all - Will take a look at scratchpad 😏
evasouth
Good Citizen
0
marketer-who-loves-selling
You may want to give PeopleGlass a look, too. I like how they let you update all Accounts, Opportunities, Meetings, etc into SFDC from a spreadsheet-like experience. And updates sync automatically into Salesforce in real-tiime. 
braintank
Politicker
0
Enterprise Account Executive
So you want to update it somewhere else? Just buck up and update the dang CRM
ChumpChange
Politicker
0
Channel Manager
Been using SalesLoft <-> SalesForce. Coming from a strictly SF-only big corporation, this has been a massive improvement in my sales workflows.

Related posts

4

Updating salesforce opps via slack

Discussion
11
8

Salesforce then Spreadsheets Galore!!!

Discussion
😂
🙏
🧢
8
6

Is there a tool that can tell if a company is using Salesforce as their CRM?

Question
🔎
💌
📞
8
Bravado is a community of trusted sales professionals endorsed by their customers.
Apple Store logo
Products
The War Room Jobs Salary Guide Tech Sales U
Company
About Us How It Works Blog Bug Bounty
Contact
Press Careers
© 2024 Bravado Inc. All rights reserved.
Privacy Policy Legal and Privacy Center Sales Jobs
If you are hired as a contract sales rep by a Bravado customer, we may ask you to prove access to the employee email account provided to you by that customer. This data will be shared with customers to track your sales productivity; customers can use this data to confirm you meet the minimum activity requirements to pay out your ramp stipend and commission.