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Salesbolt

Salesbolt

Overview

What is Salesbolt?

Salesbolt is a CRM data management tool that aims to automate contact updates, mitigate churn, and assist revenue teams in acquiring new business. It caters to revenue teams of all sizes, including sales, marketing, customer success, and revenue operations professionals across various industries.

Key...

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Pricing

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Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Details

What is Salesbolt?

Salesbolt is a CRM data management tool that aims to automate contact updates, mitigate churn, and assist revenue teams in acquiring new business. It caters to revenue teams of all sizes, including sales, marketing, customer success, and revenue operations professionals across various industries.

Key Features

Job Change Alerts: Salesbolt automates the process of detecting job changes of CRM contacts, notifying users when contacts leave customer accounts to join new organizations.

Signal Account Risk: Salesbolt alerts the relevant user when contacts leave customer accounts, helping to proactively address churn risks.

Automated Reports: Salesbolt generates reports and dashboards to track high-value job role and company alerts within the pipeline.

Automatic Record Creation: Salesbolt automates the creation and enrichment of lead, contact, or account records based on user-defined alerting rules.

Actionable Data: Salesbolt allows users to enrich existing records with Salesforce native data, providing access to actionable information within standard CRM list views.

Data Integrations: Salesbolt offers additional data API connections for technographic data enrichment and segmentation.

Install Salesforce App: Salesbolt provides a Salesforce App that delivers job change and company change alerts directly within Salesforce.

Browser Extension: Salesbolt functions as a browser extension, facilitating seamless data transmission between the user's browser and Salesforce.

CRM Connectivity: Salesbolt establishes a secure and reliable connection between the user's browser and their Salesforce CRM.

OAuth Integration: Salesbolt integrates with Salesforce as an OAuth provider, enabling users to connect to Salesbolt using their Salesforce credentials.

Salesbolt Features

  • Supported: Contact Management
  • Supported: Lead Capture
  • Supported: Lead Segmentation
  • Supported: Lead Qualification
  • Supported: Interaction Tracking
  • Supported: Lead Distribution
  • Supported: Source Tracking
  • Supported: Lead Management
  • Supported: Dashboard
  • Supported: Data Extraction
  • Supported: Lead Notifications
  • Supported: For Sales Teams/Organizations

Salesbolt Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWeb-Based
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