Refresh Hits the Salesforce AppExchange
Refresh, the mobile and Web-based app that finds common ground to build relationships and simplify the selling process, has released its first product specifically designed for business on the Salesforce AppExchange. Salesforce users can access rich personal and professional insights about the people in their networks.
"Refresh is already helping a large number of Salesforce users have personalized interactions with the people they meet, but many seek deeper integration with their Salesforce workflows and ways to benefit from our Insights earlier in the sales process to earn time on customers' calendars," said Bhavin Shah, CEO and co-founder of Refresh, in a statement. "Knowing a potential customer has friends in common with you, traveled to the same destination, or follows the same teams can turn a cold call into a warm lead, and that's a big part of the value this new product delivers."
Refresh for Salesforce allows users to do the following:
- Access Rich Contacts Where They’re Most Helpful: Refresh Insights now appear in Salesforce, so each task and interaction benefits from more personal details – starting at the research stage and extending through qualifying leads and all the way through meetings.
- Post Insights to Chatter: Immediately alert teammates and others who can benefit from seeing key Insights.
- Save Refresh Insights: Refresh Insights can be written back to Salesforce records as Notes.
- Share Insights: Each helpful Insight is turned into a link that can be emailed to relevant contacts.