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Answering the need for efficient, repeatable, and scalable sales processes in Salesforce®, Salesvue’s cadences and workflow automation improve the productivity and performance of any sales team. 

Our View

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With origins as a custom software solution for appointment setting and sales development over a decade ago, Salesvue became the first Salesforce-native sales engagement platform.

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Since then, more and more sales teams have discovered the value of Salesforce-native platforms for efficiency, quicker adoption, and maintaining a single source of truth.

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From lead generation, prospecting, and opportunity management to account management and contract renewals, Salesvue helps teams optimize each stage of the sales cycle. Still, Salesvue is the only native solution offering a familiar Salesforce user interface and using Salesforce’s native reporting capabilities, with added sales cadence data for powerful insights.

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With unique industry experience and expertise in the financial services sector, Salesvue has become the sales engagement solution of choice for several of the largest financial services institutions across life insurance, annuity, asset management, mutual funds, retirement plans, and more. 

The mission for Salesvue is simply to help sales teams be more productive in Salesforce and unlock their potential with structured processes and insightful analytics.

About Us

Your satisfaction is our main priority.

Your satisfaction is our main priority.

We believe in your success so much that we have an entire team whose job is to make sure you are getting the most out of our platform. Continuously improving your experience is our team’s number one priority.

Responsive is our middle name.

Responsive is our middle name.

You are here because you want to get more done, faster. We understand that support is critical to moving fast and are committed to providing ongoing training and support throughout our relationship.

We believe in enhancing your Salesforce.

We believe in enhancing your Salesforce.

Selling is an art and a science. We are dedicated to continuous improvements on our end to help you sell better. That’s why we employ Salesforce veterans who can help you get the most out of your data.

Our Culture

In less than a minute around us, you’ll discover that we believe in each other and our mission. We view our customers’ challenges as opportunities, and we view the world as interdependent. We view your success as our success.

Customer Focused

Customer Focused

We always have our focus on our customers.

Goal Focused

Goal Focused

We do whatever it takes to meet our goals. We establish measurable goals and run at them full speed.

Respectful

Respectful

We always treat our customers with the utmost respect.

Team Players

Team Players

We believe in teamwork and hence we are great team players.

Life Learners

Life Learners

We learn from our experience from all the life that we have lived.

Do the Right Thing

Do the Right Thing

We always stay on the right path to do the right thing.

Trust the Team Your Peers Trust

“Having something native, like Salesvue, that sits right in Salesforce makes it easier for us and easier for the team to adopt the technology versus having anything that sits outside of Salesforce.”

AVP, Internal Sales Manager
Jim McClelland

“Salesvue is data driven, but also doesn’t lose the relationship aspect of sales. The data is a bonus. It’s whipped cream on the top of your sundae with a cherry and sprinkles.”

Salesforce Business Consultant

“We’ve changed plans and templates out. We’ve been able to see what’s working and what’s not. So, it has just made it easier to contact the right people.”

Director, Inside Sales
Nicole Bordwine

“I’m 9 times more productive in my prospecting efforts with Salesvue, and I can focus more on meetings and converting deals.”

Business Development Specialist
Nathan Maude