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Veelo Enhances App for the CRM

Veelo improves sales performance from within the CRM

Improved ease of use and user experience as well as new functionality added to platform’s CRM app

Dec 5, 2016 – Portland, Ore. – Veelo announced further enhancements to its award-winning sales performance platform with improved usability and functionality within its CRM embedded app. The updates add ease of use, convenience, and powerful functions that save salespeople time and help them better manage their prospects.

Veelo improves sales performance from within the CRM

“The best use of a sales person’s time is selling, not administrative tasks” says Veelo CEO, Chanin Ballance. “Our new enhancements streamline finding sales content and sharing content, as well as automating administrative tasks like logging data in the CRM. Veelo now gives sales people better ways to manage and find content, both online and offline.”

Industry analysts estimate that up to 1/3 of a seller’s time can be consumed searching for content instead of selling. The Veelo platform combines a machine learning algorithm, powerful search, and easy-to-use organization tools, so sales reps not only reclaim time, but also have the perfect piece of content for their specific sales opportunity.

Some of the improvements include:

  • New ways to organize: Sellers can favorite content with a single click so they always have their “go-to” content at their finger-tips. Content they want on the go is synched to mobile devices with a simple button click.
  • New ways to find the perfect piece of content: Sellers can filter content using categories, and sort content alphabetically, by popularity, or by last updated.
  • Preview content: With a single click sellers can preview files, see their colleagues’ opinion of content via ratings, and review critical data such as last update.
  • Improved share and open alerts: Sellers can see at a glance what content is approved to share and quickly share via email or link with prospects and customers. Sellers also get instant notifications when shared content is opened to expedite their follow up, and all sharing activity is automatically logged in the CRM.
  • Improved content feedback: Ratings and feedback can be provided directly from the document preview, allowing content creators to make intelligent improvements to content quality.