Strike Phone Number in the Salesforce Proposal Template with ease For Free
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2016-03-12
The service is great and has come in handy in ways I had not expected. However, you lose 2 stars for my initial experience of first being asked to to pay, by a pop-up, to see a form that was submitted and then after paying being told by another pop-up that I need to upgrade to a more expensive plan. The first pop-up should have presented the correct plan. Felt a little like a bait and switch. But I gave you back one star due to the fact that support was able to fix the problem, quickly.
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2017-06-23
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2020-02-23
Works well with scanned pdfs to
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2020-12-26
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2020-06-17
Strike Phone Number in Salesforce Proposal Template
Strike Phone Number feature enhances your Salesforce Proposal Template, making it easier for you to manage client interactions. This tool streamlines communication and improves your workflow.
Key Features
Instant access to contact numbers within the proposal template
Automatic linkage to Salesforce records for easy reference
User-friendly interface that integrates smoothly with existing templates
Real-time updates to ensure you always have the latest information
Potential Use Cases and Benefits
Sales teams can quickly contact clients directly from the proposal, increasing responsiveness
Project managers can access team contacts without switching between platforms
Customer support can use proposal templates to reference contact information while assisting clients
Integrating these numbers enhances collaboration across departments
This feature not only simplifies how you contact clients but also helps solve the common problem of lost or outdated contact information. By centralizing communication tools within your proposal template, you can focus more on your tasks rather than searching for numbers. Strike Phone Number is designed to boost your productivity and enhance your client relationships.
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