Rolldog Complete and Rolldog Complement (for Salesforce) – 2 solutions that deliver some serious value

Both solutions include these standard modules:

Activities

Tasks, action-items, call logs, notes by date / time / user

Workspace

Additional (user-defined) fields by category and type – your way

Hub

Dashboard for quick access to key company, opportunity and activity details

Mobile

Companies, contacts, opportunities, activities – all accessible via mobile device

Toolkit

References; value positioning; competitor battlecards and data export

Rolldog Complement for Salesforce

for Companies looking to take Opportunity Management to the next level.

Rolldog Complete

for Companies looking for a complete CRM and Opportunity Management solution.

Rolldog Complement for Salesforce is designed to extend the B2B sales capabilities of Salesforce to help teams manage and close opportunities more effectively.

Analytics

Real-time analysis of how deals are trending based on win profiles

Forecast

Sales projections based on opportunity details by rep / team against quota

Opportunities

Manage and review all aspects of deals from ‘lead to close’

Qualification

Subject leads to your criteria to determine how they rank (ABC)

Benefits

  • Continue to use Salesforce as normal (manage / update accounts, contacts, dashboards, etc.). Rolldog extends the capabilities of the lead and opportunities tabs in Salesforce in a more in-depth and objective way. This helps sales reps meet / exceed their quota and helps companies increase sales revenue.
  • Rolldog allows you to objectively qualify (and rank) leads…and then capture, recall and see critical opportunity information across elements such as: situation, drivers, people, budget, competitors, timeline and solution.
  • Alerting and scoring allow you to see risks across all parts of a deal to help you make necessary decisions/corrections. Rolldog compares scores to deal stage to provide an extra layer of alignment confirmation.
  • Analytics show how deals are tracking based on past success so that you know areas that are most critical to helping win deals.
  • Rolldog auto-syncs Salesforce accounts, contacts, opportunities and sales details (types, stages, etc.). Any change in opportunity details (close date, amount, stage, etc.) and activities in either platform are automatically reflected in the other. There is no need to double-enter information between Salesforce and Rolldog.
  • Once the sales process, criteria and other configuration details have been setup in Rolldog, the plug-in for Salesforce can be added by a system admin in a matter of minutes.
  • If preferred, users can work on opportunities in Rolldog without having to log into Salesforce – will automatically synchronize data.
  • Rolldog can be accessed via desktop, tablet or mobile device.

SaaS (Software as a Service) pricing based on number of named users required – see pricing below  

Rolldog Complete is a Customer Relationship Management (CRM) and Opportunity Management (OM) solution in a single platform that is designed for companies looking to manage accounts and close sales opportunities effectively.

Analytics

Real-time analysis of how deals are trending based on win profiles

Forecast

Sales projections based on opportunity details by rep / team against quota

Opportunities

Manage and review all aspects of deals from ‘lead to close’

Qualification

Subject leads to your criteria to determine how they rank (ABC)

Contacts

Names, e-mail, phone, social links, etc.

Companies

Communication details, industry, type, addresses, financials

Benefits

  • Manage your leads / opportunities in detail from ‘lead to close’ – helping sales reps meet / exceed their quota and helping companies increase sales revenue.
  • Rolldog allows you to qualify (and rank) leads…and then capture critical deal information across elements such as: situation, drivers, people, budget, competitors, timeline and solution.
  • Alerting and scoring allow you to see risks across all parts of a deal to help you make necessary decisions/corrections. Rolldog compares scores to deal stage to provide an extra layer of alignment confirmation.
  • Analytics show how deals are tracking based on past success so that you know areas that are most critical to helping win deals.
  • Store and retrieve details about accounts or contacts quickly and easily from any device.
  • Create activities associated with accounts, contacts or opportunities and search details down to the note level.
  • Set activity reminders and collaborate with other team members at an activity-level with comments and notifications.

SaaS (Software as a Service) pricing based on number of named users required – see pricing below  

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    Contact Sales

    Please provide your name and email and we will contact you.