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CRM & Sales Tools

SeeGlass

By SeeGlass.ai
4 installations
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About this addon

This Google Sheets™ add-on provides a fast, easy interface for sales reps to manage their "Territory" - also known as a Book of Business. Users can leverage the bi-directional integration to always have the most up to date data from Salesforce. By leveraging native Google Sheets™ functionality, users can highlights cells, add notes, add comments and much more. Through the alerting engine, users do not have to regularly check in on Salesforce data (such as renewal dates), but rather get notified when certain metrics cross specified thresholds.

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