Sales Automation

Sales Automation

Automate sales and marketing processes to eliminate repetetive data entry and achieve maximum productivity.


The Leads module optimizes the customer generation process. Within this module you can keep details of each lead, keep track of communication, assign sales reps to a particular lead or region of leads, and more.

  1. Complete mass imports of leads, with the ability to create and populate custom fields within the import.
  2. Timelines within each lead's record store archived details of all communication with the lead.
  3. The filter option within the list view allows for easy filtering of leads based on sales priorities.


The Contacts module allows you to store and keep track of contacts associated with accounts.

  1. Contacts are created and automatically linked to accounts after the lead conversion process.
  2. Contacts can be imported from business cards into Snapforce with the use of third-party business card applications


The Accounts Module allows you to keep track of companies you are currently doing business with or planning to do business with. Each record stores information pertaining to a company's address, size, industry type, annual revenue, and other details.

  1. Multiple page layouts can be created and customized to display information specific to each different account type.
  2. Associate multiple contacts to multiple accounts and keep track of each association using the Related Lists feature within each record.
  3. Accounts can also be associated with other accounts using parent account/sub-account relationships


The Opportunities module helps you track the potential of prospects through the sales cycle.

  1. Filtered views can be created to display opportunities separated by probability, stage, expected close date range, amount, and more.
  2. Closed/Won sales can be tracked and displayed in a sales pipeline report. This report can be broken down by many factors, including sales rep and date range.
  3. Forecasts can be completed for the next month, quarter, or year by calculating previous sales, competition, and trends.


The Activity Timeline within each record allows you to communicate with a lead, contact, or account directly from Snapforce.

  1. Tasks - Create internal tasks, assigned to yourself or colleagues, with the option to add a reminder notification that will appear on the assignee's screen at the set time.
  2. Events - Schedule meetings and invite attendees from within Snapforce. These attendees will receive e-mail notifications in which they have the option to accept, decline, or propose a new time.
  3. Calls - Keep track of outbound and inbound calls from within Snapforce. All call details are logged, as well as recordings of the calls that can be downloaded and reviewed.
  4. Notes - Add notes to any record within Snapforce.
  5. Email - Send e-mail to any recipient from within Snapforce. E-mail sent or received will be populated into the timeline of the record matching that e-mail address.

Outlook and Google Calendar Sync

Two-way synchronization of events between Snapforce and your Outlook and Google calendars allows you to enter events in either platform.

  1. Update calendar entries in either Snapforce or Outlook/Google Calendar
  2. Multiple accounts can be synchronized with Snapforce, with the ability to color code each calendar to easily distinguish between them.

Custom Lists

Eliminate time spent on browsing through records by creating custom lists within each module to quickly access filtered information.

  1. Create lists containing custom fields to quickly display information that will cater to the tasks users will be completing.
  2. Lists with filters will update automatically, as information is entered or changed.
  3. Users have the ability to create their own personal views based on their sales needs.

Sales Forecasting

Use the sales forecasting feature to accurately predict future sales growth, based on pipelines of potential deals.

  1. Generate forecast reports to display projected sales based on your teams sales to date, current deals, quota, and probability of future deals.
  2. Break down forecasts by user, team, or region to gain specific insight about your team's performance and identify star performers.

E-mail Sync

The e-mail sync feature allows you to use Snapforce to communicate with clients using your personal e-mail account.

  1. Send and receive e-mail from within Snapforce. Each message is logged in the timeline of the associated e-mail recipient.
  2. Once your e-mail account is linked to Snapforce, any communication that takes place in third-party e-mail applications will populate in the respective timelines.
  3. Create new records within Snapforce directly from an e-mail message.

Sales Funnels

Measure your company's overall health. Display revenue and show sales efforts and results.

  1. Display an overview of stages and steps required to sell your products or services.
  2. Get a sense of how your company is doing by displaying the number of prospects within each stage of the sales cycle.

Custom Workflows

Automatically trigger actions within Snapforce when specific conditions are met to elimnate time-consuming manual data entry.

  1. Set tasks and pop-up reminders for follow-ups that will alert you when the due date is near.
  2. Set rules and conditions to auto-assign newly-imported leads to the correct sales team

Sales Leader Boards

Track and measure key sales activities. Rank these activities to encourage friendly competition and boost employee motivation.

  1. Display a real-time leaderboard that will allow reps to view their standings at any given time.
  2. Feature outstanding actions or accomplishments and celebrate achievements by recognizing star performers

Electronic Signature

Boost customer relationship management with the efficiency and convenience of electronic document signing.

  1. Send electronic signature documents to clients directly from Snapforce using Rightsignature.
  2. Electronic signature responses received from clients will sync directly into their records, becoming available for download immediately.
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