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See how PSA Insurance & Financial Services uses Cloud Extend for Salesforce to increase efficiency and percentage of closed sales.
See for yourself how drop dead simple it is to create sales guides. No IT involvement or technical training required. Get started now.
"Cloud Extend sales guides don’t take the decisions away from the user. The user still makes the decisions, but guides and their use in task creation (amongst other capabilities) ensures that things aren’t forgotten. Our reps are reminded at the right time to re-engage the prospect and the guides make it very easy for them to quickly choose the best method for their specific need. This has a huge impact on our ability to increase our close ratio."
Justin Hoffman, Marketing Director PSA Insurance & Financial Services