SalesMesh 3.0 now allows sales reps to team up outside of Salesforce
Summary
Today, the San Francisco-based company is releasing version 3.0, with some communications capabilities for collaborating with other sales team members on the side. Eventually, Teneblat said, the aim is to cover as much as 80 percent of a sales rep’s functional needs so Salesforce becomes more of an option for the final commit. The application automates the saving and organizing of emails, calls, notes, contacts, and calendar events, and it works offline. Sometimes the lowest junior rep wants to share everything with the Salesforce system of record, and sometimes the key players under the C suite want to keep a deal off the books until it’s ready. Others are “CRM substitute applications like Pipedrive and Base,” he said, but those are sold to companies instead of individuals, and they focus on things like forecasting and analytics.