October 11, 2016

More Salesforce, less time

3 New Improvements to Maximize Your Salesforce | Mixmax

Mixmax is a communications platform that brings professional communication & email into the 21st century.

Three new improvements to maximize your Salesforce

We're excited to announce three huge time-saving improvements to your Mixmax + Salesforce experience:

Template variables, fully-integrated with Salesforce

Template variables integrated with Salesforce

You can now use Salesforce fields as variables in any template. When you insert a template in a message, we'll automatically look up the recipient in your Salesforce account. If we find a match, we'll instantly fill out the variables corresponding to default fields for your Contact or Lead. Specifically, we'll fill out values for , , , , , {}. Soon we'll also support custom variables! Update: we now support custom variables!

SFDC Tasks and Activity History, at-a-glance

SFDC tasks history at a glance

With the Mixmax Sidebar in your inbox, you can now see Open Tasks for any Salesforce Contact or Lead. You'll also see the most recent Activity History, so you're always up-to-date on recent interactions with your customers, clients, and prospects. Soon, you'll be able to edit them directly.

Related Post: Mixmax Eliminates Six Days of Admin Work per Month for the Pixlee Sales Team

Automatically log meetings to Salesforce

SFDC meeting confirmed

Mixmax already automatically logs email activity to Salesforce---including sends, opens, clicks and downloads. Now, we'll also log "Meeting confirmed" event when a recipient accepts a meeting you've proposed with Mixmax. Soon, we'll sync these meetings to your Salesforce calendar, too.

Related Post: Tips for building the most coveted thing every sales person wants

Exclusive for Growth customers

These time-saving Salesforce features are available only on our Mixmax Growth plan. If you're already on Growth, just make sure to connect your Salesforce account, and you're good to go.

Don't have Growth yet? Try it now for 14-days, absolutely free.

If you're passionate about taking external communications to the next level --- reach out to us at hello@mixmax.com and follow us @Mixmax.


Related Post: The Difference Between Struggling and Top Sales Reps

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