Sales Productivity

Sales teams are critical to your organization’s success, but sales reps have shared that they are only spending 34% of their time selling because the rest of their time is spent logging activities, searching for information, and inputting sales updates in multiple places.

Empower your sales teams with a new portfolio of Sales Productivity microapps within the workspace, where reps can accelerate time-to-close with personalized notifications, reduce time spent on logging activities, and find the information that they need when they need it.

Citrix Workspace is unique in its ability to offer an indistinguishable experience to users regardless of location or device. It’s always the same, ensuring that employees remain productive and secure. To help you get started, we have identified specific Sales Productivity workflows that result in improved process efficiency, time savings, and a great employee experience on any device.

Workflow

This use case is available through the Microapps service via our out-of-the-box template integrations with Salesforce and MS Dynamics CRM, and addresses these workflows:

Opportunity Updates – Quickly edit opportunity and view opportunity details.

Task Management – Improve productivity with real-time notifications.

Contract Approvals – Reduce time to close by receiving updates and submitting needed edits.

Activity Logging – Streamline efficiencies by logging presales activities and calls.

Search – Personalized search experience for sales related admin tasks.

Sales Workflow

Integrations and microapps

You can use this use case with any of these integrations.

SalesForce

Set up the SalesForce integration to get started. Manage subscribers for these microapps to enable the workflow:

  • Enable Create Lead to provide a form for submitting a new lead

  • Enable Convert Lead to provide a form for converting a lead

  • Enable Create Contact to provide a form for submitting a new contact

  • Enable Opportunity Assigned To You (New) notification for a user to receive a notification when a new opportunity is assigned to the user

  • Enable Account Assigned to You (New) notification for a user to receive a notification when a new account is assigned to the user

MS Dynamics CRM

Set up the MS Dynamics CRM to get started. Manage subscribers for these microapps to enable the workflow:

  • Enable Create Lead to provide a form for submitting a new lead

  • Enable Create Contact to provide a form for submitting a new contact

  • Enable Opportunity Assigned To You (New) notification for a user to receive a notification when a new opportunity is assigned to the user

  • Enable Account Assigned to You (New) notification for a user to receive a notification when a new account is assigned to the user

Video Resource

Check out this video for a video on Workspace for Sales Teams:

Sales Productivity microapp Demo

Sales Productivity