Sales Sparrow is your post-sales-call companion, allowing hassle-free note-taking and AI-recommended next steps. It enables you to seamlessly add notes in Salesforce and get AI-driven suggestions to create and manage tasks.
After your sales calls have you ever struggled to keep important details from slipping through the cracks? Added notes in Salesforce but missed setting up a 📞 call with Matt, a follow-up 🔄 sync with Maria, or a 📝 task for David. We have too, and we know how it feels! That’s precisely the reason we created Sales Sparrow.
Sales Sparrow enables you to seamlessly add notes 📝 directly in Salesforce and get ✨ AI-driven suggestions to create and manage tasks.
When you add notes 📝 in the Sales Sparrow app, our ✨ AI engine recommends you to create tasks with a single tap. You can then easily assign them to your team and specify due dates. Tasks sync automatically with your Salesforce account.
You also get easy access to all accounts from Salesforce surfacing on the home page to help you prepare for your upcoming calls.
The user signing up for the Sales Sparrow should have the following access and permissions:
If you don’t have this access we recommend you to connect with your salesforce admin to set these up for you.
In case you need help with configurations in Salesforce, here is a detailed guide for setup. The guide will help you navigate and create new permission sets and assign these permission sets to each user.
Once you have the above permissions and access, follow these steps: