Your web browser is outdated, so some content may not display properly. Please consider upgrading.

Advisor information is password protected.
Please login below.

Password:

If you are an advisor and have forgotten your password,
please click here to contact the exeed sales team.

Sales Cloud

Customer information in real time - all the tools that managers and reps need to improve visibility, build stronger relationships and close more deals.

INTEGRATES WITH:
  • logo
FEATURES:
Customer information anywhere

As well as standard web browser access you can also use Salesforce.com through mobile apps for iOs, Windows Mobile, Blackberry and Android devices.

Build stronger relationships

Make it easy to manage customer information so reps spend less time handling data and more time with customers.

Marketing and leads

With the Sales Cloud™ marketing and sales come together: It's your command center for managing and tracking campaigns across all channels—including social media—from lead capture to close.

Opportunities and quotes

Opportunities display important details about the deals your teams are working on, like how much each one is worth, who you're competing against, and what stage the deal is in.

Analytics and forecasting

Easily view and share business insights in real time to keep your numbers on track and your forecasts accurate.  Create dashboards to graphically display your company’s key performance indicators.

Connect with thousand of sales apps, social enterprise tools and expert services

Gain insight into activity on social media sites so you always know what your customers ‘like’.

Sync with Microsoft Outlook or Gmail seamlessly.
Eliminate the risk and expense associated with traditional software.
Pricing
Screenshot 1