Last Updated
Overview
SFVision optimizes mobile sales management by providing a visual interface for tracking pipeline velocity. Although it requires an initial consultation for setup, its ability to persist filter settings across devices ensures seamless workflow continuity. Ultimately, SFVision software empowers field teams with real-time data access for better decision-making.
SFVision Specifications
- Sales Pipeline Management
- Contact Management
- Activity Tracking
- Reporting And Analytics
SFVision Features
Real-Time Sales Review
This feature empowers users to make smart sales decisions by providing a real-time visualization of all pipeline opportunities. It displays critical sales data upfront, allowing easy access to stage history and activities within a timeline context.
Sales Stage Management
SFVision enables users to easily manage all sales opportunity stages directly from the DealVelocity console view. Users can hover over stage dots to view definitions or click to select new stages, keeping the pipeline up to date.
Sales Activities In Context
This function ensures users have a complete understanding of all events influencing their opportunities by displaying them on a timeline. SFVision shows activities as interruption lines and dots, revealing details such as logged calls or field changes when hovering.
Sticky Filtering
The platform saves time by ensuring that filter settings remain persistent from session to session until the user changes them. In this regard, it allows date ranges and account preferences to persist and automatically follow the user across devices.
Sales Global View
This capability offers a global and detailed look at all opportunity stages laid out in a comprehensive timeline. SFVision presents opportunity amounts and time-at-stage data, allowing users to easily see the relative velocity of their deals.
Pros And Cons of SFVision
Pros
Real-time visualization of sales opportunity pipelines
Persistent filtering saves repeated setup time
The interactive timeline shows deal velocity clearly
Cons
The customization process requires an initial consultation phase
Syncing depends on a stable internet connection
SFVision Reviews
Total 1 reviews
4
All reviews are from verified customers
Rating Distribution
5
Stars0%
4
Stars100%
3
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2
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1
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Share your experience
ayman d.
Financial Services, 101-500 employees
“Mobile access is easy”
Pros
With how much I travel as a salesforce.com consultant, SFVision has been a really practical tool for staying on top of customer related work. It lets me pull up important Salesforce data and keep track of leads, opportunities and deals all the way through to closing, even while I am out and about.
Cons
Every now and then a few features aren't available when I am offline such as creating new contacts or updating detailed opportunity information. That can be frustrating in situations where I need to enter important customer details right away.
Rating Distribution
Ease of use
9
Value for money
7
Customer Support
8
Functionality
10
Frequently Asked Questions
Does SFVision offer an API?
The official website of SFVision does not specify its API availability.
Who are the typical users of SFVision?
The typical users of SFVision features are Salesforce sales teams and managers who need real-time visibility into deal progress, pipeline health, and sales performance.
What other apps does SFVision integrate with?
SFVision software supports integration with the Salesforce ecosystem, such as Chatter.
What language does SFVision support?
SFVision is primarily available in English.
Does SFVision have a mobile app?
Yes, SFVision offers a mobile app for iOS devices.
What level of support does SFVision offer?
SFVision provides support through email, phone, and blogs.
What types of pricing plans does SFVision offer?
The estimated SFVision price begins at $4.99, as per third-party sources. You can also request a personalized SFVision pricing quote for your business.