#Mixmax salesforce upgrade#
You can upgrade to access shared scheduling and templates, performance reports, team-based tools, and more. The Starter plan, which includes all the core features, costs just $9 per month. The best part is that Mixmax is extremely affordable. The plugin also adds a range of useful tools to Gmail’s compose window, including polls, social media previews, video, call to action buttons, giphy, Dropbox and Drive file attachments, SMS contact forms, and even surveys. Once both parties are agreed on a time, the meeting is automatically added to your calendar so it doesn’t slip your mind. When you send an email, you simply select the dates and times you have available and the recipient can choose from the time slots with a click. Making Managing Tasks & Events Easier Than EverĪnyone with a busy schedule will especially appreciate the One Click Meetings feature in Mixmax. You can also check out the profile of any contact and schedule InMail in advance. Similarly, Mixmax’s LinkedIn Sales Navigator lets you send InMail and Connection requests from your Gmail inbox. You can even centrally manage all your tasks and call prospects without leaving your inbox. Mixmax also offers tight integration with Salesforce (and Pipedrive), so you can sync your leads and lists, and edit records in Salesforce without leaving Gmail. With the plugin installed, you can easily set up drip campaigns right inside Gmail instead of using a third party app. You can then schedule messages to be sent at the perfect time, and create beautiful templates with a couple of clicks.įor sales teams, Mixmax offers a range of advanced tools to make your job easier. This means you know when leads have opened your emails, and when to follow up.
#Mixmax salesforce manual#
The list of features is extensive, with tools that will benefit entrepreneurs, sales reps, customer support and account management teams, recruiters and anyone else with a constant flow of emails, a need to schedule a lot of meetings and generally wants to automate the manual tasks associated with outbound communication.įor instance, Mixmax lets you track emails with read receipts - much like Messenger or WhatsApp messages. The streamlined workflow can literally save you hours each week and you can start using it for just $9.Ĭreated by the original author of Gmail on mobile and a team of talented developers, Mixmax integrates perfectly with Gmail and is super easy on the eyes (no surprise there). Instead of opening multiple apps and exporting data, this add-on lets you schedule meetings and close sales right inside your inbox.
Please read our documentation on the types of sync which can be setup and how they function now that you are connected. Mixmax is an easy-to-install Gmail add-on that turns Gmail into a productivity hub. Mixmax will now sync all actions to your Salesforce Sandbox just as it would to your production instance. But when it comes to taking action on those emails, Gmail leaves you hanging. This increasingly popular email platform is easy to use, and packed with great features for handling the daily deluge of unread messages.
At the start of every day, millions of people grab a coffee, take a sip, and open Gmail.
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