Features

Drop-Dead Simple Visual Guide Designer

Cloud Extend for Salesforce provides tools that are intuitive and very easy to use. Your custom sales guides are created or modified with a web-based user interface that requires no technical or formal training.

Natively Integrated with Salesforce

Sales reps stay within their Salesforce user interface for fast and easy access to sales guides. "Automated Steps" are built right inside the Force.com platform.

One Click-to-Publish

Sharing your sales guides is extremely easy. Once you've defined your sales guides, it only takes a single click of the publish button to share them with your entire sales team.

Scalable and Secure

Cloud Extend for Salesforce is based on ActiveVOS, Active Endpoints' reliable, scalable, secure and fault tolerant process automation platform.

Sample Guides

Get up and running in minutes using sample guides that cover a variety of common sales process scenarios from lead nurturing, objection handling, sales qualification and call scripting.

Mobile and Social Support

We no longer live a world where we are chained to our desks and work in isolation. Cloud Extend for Salesforce promotes socially collaborative mobility with support for iPad®, iPhone®, Android™ and Salesforce Chatter. Learn more »

Cloud Extend Plus (Additional Cost Optional Feature)

Cloud Extend Plus is a service that provides the ability to update data from external applications via custom automated steps. The external applications must provide their data through open APIs, which can be either SOAP or REST based web services. The Cloud Extend Plus consulting team will implement custom automated steps tailored to your specific use case and requirements. The custom steps when completed are immediately available for use in any of your guides. Learn more »