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SalesWings "Toolbox" for Salesforce CRM - Overview

Saleswings Toolbox provides you with a versatile tool for Salesforce native scoring, field data cleaning and harmonization, routing and assignment - and much more.

Philip Schweizer avatar
Written by Philip Schweizer
Updated over 2 weeks ago

Welcome to SalesWings Toolbox!

Saleswings Toolbox provides you with a versatile tool for Salesforce native scoring, field data cleaning and harmonization, routing and assignment - and much more.

SalesWings toolbox brings great features to your Salesforce Org and teams:

  • Score and grade your leads, accounts, opportunities and more based on ANY Salesforce data

    • Easily focus on what matters, bringing great sales team efficiency gains

    • Score leads, contacts, accounts, opportunities and campaigns (*) based on Salesforce CRM data (any) such as profile data

    • Score with points (+10, - 5, .....) or apply grades (A, B, C,...)

    • Do advanced segmentation of above mentioned records (*), working around your process builder limitations

  • Clean field data, harmonize field values and more to have cleaner data for personalization and reporting

  • Segment and group leads, contacts, accounts and more for better reporting and sales and marketing campaigns

  • Route and assign leads, contacts and more

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