Immediately Quick Start Guide
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This quick start guide provides an overview of the Immediately mobile app, which allows salespeople to close deals, get contact context, and log activities in Salesforce from their mobile device. It summarizes how to get started with the app by logging into your corporate Gmail account and connecting to Salesforce. Key features that improve the sales workflow are filtering emails by opportunities, accessing contact information and logging calls directly from emails, setting up reminders and tracking email opens.
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If both Outlook and Salesforce are essential to your daily work routine, you can boost your productivity by automatically syncing between the two systems.
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Immediately Quick Start Guide
- 2. WHY IMMEDIATELY? ● Immediately is a mobile first, end to end sales workflow for Account Executives ○ Close deals ○ Get context ○ Quickly log activity in Salesforce ● This guide walks you through the basics of how to get started using the app
- 3. ADDING YOUR EMAIL Begin by launching the app and logging into your corporate gmail account Immediately will run you through the basics of how to use the app
- 4. Tap the CRM button, then tap Login Enter your Salesforce credentials, and tap allow so that Immediately access to your SFDC data LOGGING INTO SALESFORCE
- 5. Immediately’s primary navigation includes four sections: BASICS Let’s take a look at a few of these sections and how they improve your sales workflow
- 6. Emails by Opportunity If an email is received that matches the contact email for a Salesforce opportunity: deal size, close quarter, and probability are displayed Filter your emails by Opportunities Filter emails to show ONLY the emails received from contacts associated with a Salesforce opportunity MAIL
- 7. Swipe Right on an email to see additional info/actions for that contact You can also get these options and more by clicking the cloud icon on the top right of an email MAIL
- 8. Get useful information about the contact Tapping the info button gives you contextual information about that person, account, and opportunity (if applicable). Log a call in Salesforce Tapping the green phone button on a contact allows you to place a call. After the call is completed, a pop-up appears allowing you to easily log this call in Salesforce CONTACT DOSSIER
- 9. ● Track when email is opened by recipient(s) ● Log an email automatically in Salesforce ● Easily send your calendar availability to a recipient. The recipient can click on a time and the meeting will automatically be added to both calendars ● Add templated copy quickly when you’re on the go ● Create a reminder for follow ups EMAIL COMPOSITION - USEFUL FEATURES
- 10. Easily see scheduled reminders, and reminders past due so you know what you need to follow up on REMINDERS
- 11. Tap Opens to see all emails opened by recipients EMAIL OPENS
- 12. Tap the CRM button to view your entire Opportunity Pipeline View & edit opportunities easily from your iPhone SALESFORCE
- 13. Tap the menu button Tap Send feedback WANT TO SEND FEEDBACK?