Salesforce is an amazing tool for storing and reviewing critical data about your customers and prospects. In just a few moments, you can get a 360-degree view of your interactions with a customer and can make educated judgement calls on how to proceed. But, sometimes you need your team to act on, or know about, critical information as soon as they open a record. If they have to dig through notes and call logs to find that information, they’re wasting valuable time. Not to fear: Popup Alerts is designed to solve just this problem!
Do your employees ever need to be alerted to something very important about a customer? Popup Alerts gives you the ability to easily display that crucial popup alert message on Accounts, Contacts, Leads, Opportunities, and Cases.
Check out this cool, free tool and start alerting your team to important information today!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.