“If it’s not in Salesforce, it never happened!”
- overwhelmed sales leader
We’ve all been there. It’s 4:31 p.m. You just wrapped up your 5th sales demo today.
Now you’re staring at the pile of next steps you must enter into Salesforce by 5pm.
Let’s face it: you’ll be late for whatever you had planned at 6. So go ahead & text your people.
Even the highly efficient sales reps who log notes immediately after every meeting still find 64% of their time consumed by non-sales activities like call logging.
So what’s the solution? Automate call logging in Salesforce & really any other CRM.
Automate Salesforce Call Logging
No, there’s not some Chat-GPT personal assistant taking notes for you (yet).
- Meeting notes/clips
- AI-generated summaries
- Participant details and more!
And push them straight to your Salesforce contact records or opportunities with time-stamped links that take you back to that moment in the meeting.
How? Follow these three simple steps to log calls in Salesforce using Pickle automatically:
- Set up Pickle
- Connect Pickle to Salesforce
- Push Call Data to Salesforce
1. Set up Pickle
Pickle empowers you to capture, analyze, & share key moments in any sales meeting.
With our native Salesforce integration, you can push those key moments to any relevant record.
To start, go to pickleai.com & sign up. We can help you & your team get set up in 5 minutes.
2. Connect Pickle to Salesforce
Once you're in Pickle, connecting Salesforce is a breeze.
Go to Settings > Integrations > click “Connect” on the Salesforce tab.
You will then authenticate the connection & work with your Salesforce admin to customize.
3. Push Call Data to Salesforce
Every time you end a Zoom meeting with a contact or lead, the activity event will be logged in the relevant Salesforce records.
Including the meeting title, participant info, a custom description, an AI-enhanced summary, your meeting notes, & links to specific clips you made.
Here’s one of our actual meeting events:
Now your meeting data is always accurate & up to date in Salesforce; while enabling your team to get back to what they do best: selling.