Prestavi is modern workflow software that makes it easy to turn complicated, disorganized, or undocumented processes into clear and structured workflows.
Our drag-and-drop workflow builder combines ease of use with flexibility and provides features like user assignments, public and internal access to individual steps, a variety of content options, conditional routing, and the ability to join multiple workflows together. People inside or outside of an organization can use workflows interactively. Never miss another step in a process and easily monitor all of your ongoing work.
Salesbolt Contact Tracking helps your company increase revenue and reach sales targets by improving every step of the sales process, from sourcing new accounts to reducing churn in existing customers.
Customer Job Role & Company Change data can help your Revenue Team identify new opportunities and improve retention rates.
Sales Teams: Get alerted whenever an existing customer contact changes role or company to open opportunities with new target accounts.
Marketing Teams: Can run targeted account-based strategies focused towards newly identified companies with historical customer contacts.
Customer Success Teams: Can prevent potential churn through notifications whenever a contact role leaves an existing customer account.
Salesbolt's Chrome Extension enables you to get deeper insights by surfacing a direct window into your Salesforce CRM from LinkedIn. The SalesBolt sidebar enables you to cross-reference, update/edit and add new records to Salesforce without leaving the page you're on.
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