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Found 4 Skills
Veloxy platform help — Salesforce-native field sales enablement with predictive intelligence, geolocation route planning, email tracking, and mobile CRM. Use when configuring Veloxy for a field sales team, Veloxy emails stopped sending or email sync breaking, Veloxy geolocation not showing nearby leads, Veloxy mobile app crashing or lead status not updating, comparing Veloxy to Scratchpad or Weflow or Badger Maps for Salesforce field reps, Veloxy Lite drip campaigns not triggering, or evaluating field sales software for outside reps on Salesforce. Do NOT use for conversation intelligence or meeting recording (use /sales-note-taker) or general CRM selection (use /sales-crm-selection).
Laserfocus platform help — Salesforce overlay with Stacks, table views, bulk editing, precache technology, and task management. Use when reps find native Salesforce UI too complex for daily pipeline work, Salesforce data entry is slow and reps skip updates, evaluating Laserfocus vs Scratchpad vs Weflow vs Dooly for Salesforce overlay, need a lightweight Salesforce alternative without replacing the CRM, or Laserfocus Stacks or Field Groups not working as expected. Do NOT use for general CRM selection (use /sales-crm-selection) or conversation intelligence / call recording (use /sales-note-taker).
Manage sales with Close's communication-focused CRM for inside sales teams.
NoCRM.io integration. Manage Leads, Persons, Organizations, Activities, Notes, Files and more. Use when the user wants to interact with NoCRM.io data.