Configure your Salesforce instance for MeetingIQ Click the gear icon and select Setup. Select Object Manager, then in the Quick Find search and select Task.
Full Answer
Written By... Atul Gupta
A 5x certified Salesforce addict. Atul works as a freelance Developer & Consultant in India. He is also the author of Cloudvandana
1. Everything starts with your Email Account
Yes not just contacts are imported from your email account but the company names, emails between those contacts, calendar events and activities are also imported into SalesforceIQ.
2. Lists, List and more Lists
SalesforceIQ maintains data and your professional relationships in the form of Contact-based and Account-based Lists. So understand one thing, all the data in SalesforceIQ is either Contact based or Account based, be it Leads, be it Opportunities, be it Prospects, after all its your Contacts and Accounts only that will become one of these.
3. Capture Everything
On the list you will see a small chat like icon, when you click on this icon you land on the Stream view of the list you are viewing. This is the page that I just absolutely loved, this is where the action is.
4. Reports and Insights
I’m one of those who believe to squeeze out the last juice out of your data, every detail, every insight. SalesforceIQ shows you the insights that will help you and your team sell smarter than ever.
5. The Task at hand
Let us come to the Home Screen now and you will find The Task Master ……..no literally SalesforceIQ calls this page the task master and I say its pretty apt. This screen gathers your meetings, tasks, and deal activity all in one place.
6. The Chrome Extension
I just love this thing, nowadays any application I use, I have a Chrome extension for it as well. SalesforceIQ imports all your email account data and segregates it intelligently, but if you are like me and don’t want to go away from your Inbox then this is for you.
Everything Starts with Your Email Account
Lists, List and More Lists
- SalesforceIQ maintains data and your professional relationships in the form of Contact-based and Account-based Lists. So understand one thing, all the data in SalesforceIQ is either Contact based or Account based, be it Leads, be it Opportunities, be it Prospects, after all its your Contacts and Accounts only that will become one of these. That said, you can add any Contact or Account to …
Capture Everything
- On the list you will see a small chat like icon, when you click on this icon you land on the Stream view of the list you are viewing. This is the page that I just absolutely loved, this is where the action is. This is the page that will show you all the emails that has gone back and forth between you and a particular contact. No, not just since you started using SalesforceIQ but since you star…
Reports and Insights
- I’m one of those who believe to squeeze out the last juice out of your data, every detail, every insight. SalesforceIQ shows you the insights that will help you and your team sell smarter than ever. Reports are of three types: 1. Activity— View insights based on all outbound activities(emails, calls, meetings, tasks). These kind of reports give you deep insight into the per…
The Task at Hand
- Let us come to the Home Screen now and you will find The Task Master……..no literally SalesforceIQ calls this page the task master and I say its pretty apt. This screen gathers your meetings, tasks, and deal activity all in one place. Tasks are the reminders that remind you of that important meeting with that crucial client. As you continue on using SalesforceIQ and it gathers …
The Chrome Extension
- I just love this thing, nowadays any application I use, I have a Chrome extension for it as well. SalesforceIQ imports all your email account data and segregates it intelligently, but if you are like me and don’t want to go away from your Inbox then this is for you. This extension seamlessly puts a sidebar in your email account’s interface. I’ve only checked this out for Chrome as of now. It wi…
SalesforceIQ on The Go
- There is a mobile app as well for both Android and iPhone. With the mobile application you can do almost everything that you can do in the Desktop application. Plus you will be able log phone calls and save their phone numbers as well. This gives you even more data and information you churn your reports on and make smarter decisions. After all its all about making you a smart salesman.