Create beautiful document templates using an industry standard word processor: Microsoft Word. Create your own MS Word templates with merge tags, or choose from our library of templates. iDialogue generates pixel perfect documents every single time leveraging data in Salesforce™ records.
Product Features
iDialogue has you covered on both sides of the Sales conversation. Sales Enablement (SE) features to give internal Salesforce users the edge when generating quotes. And Customer Experience (CX) features that give customers a personalized and interactive experience they expect in a remote Sales world.
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iDialogue Sales Enablement (SE)
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iDialogue Customer Experience (CX)
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Salesforce "Sales Cloud" out of the box is a very effective tool for Sales productivity. However, when it comes to digital communications with customers, that's where many organizations need some help.
iDialogue facilitates customer conversations by first recommending internal content to Sales Reps throughout the Opportunity lifecycle. Sales enablement can be targeted by opportunity stage, product type, account type, and dozens of other rules.
iDialogue facilitates customer conversations by first recommending internal content to Sales Reps throughout the Opportunity lifecycle. Sales enablement can be targeted by opportunity stage, product type, account type, and dozens of other rules.
Onboard new Sales Reps and continue to train experienced Reps with inline content suggestions, training materials, playbooks, and competitive briefs that are custom tailored to the quote context.
Drag and drop the iDialogue lightning component onto any Opportunity page layout and it instantly starts to recognize deal patterns and make suggestions. Both internal training and external customer content suggestions are available.
Drag and drop the iDialogue lightning component onto any Opportunity page layout and it instantly starts to recognize deal patterns and make suggestions. Both internal training and external customer content suggestions are available.
- Marketing defines the product content and enablement rules.
- Sales defines the onboarding training, playbooks, and competitive briefs.
- Sales Representative benefit from just-in-time content and product suggestions.
Joining a company with many products and complex configurations can be daunting.
iDialogue Flow CPQ product configurators are highly visual and guide Sales users to simultaneously educate Sales Reps while reducing common quoting errors.
iDialogue Flow CPQ product configurators are highly visual and guide Sales users to simultaneously educate Sales Reps while reducing common quoting errors.
Generate PDFs and personalized content for each quote. Pixel-perfect, branded, with dynamic terms and conditions.
Send PDF quotes via email or use the built-in quote rooms functionality for read receipts and a personalized customer experience (CX).
No-code room builder is easily customizable. Features include:
No-code room builder is easily customizable. Features include:
- Quotes
- Supporting Documents
- File Uploads
- Inline Text / HTML / Images
- Data Grids
- Payment Method collection
- Web Form Fields
- Dialogue Script
- Multi-Channel delivery: Desktop or Mobile
Every stage within the quote process is designed with one goal in mind: close the deal and elate the customer with a personalized onboarding experience.
Features include
Features include
- Good until date
- Room reminders
- eSignature
- Approve / Return action buttons
- Payment method collection
- Web forms / contact and billing information collection
- Document uploads
Content Intelligence
The foundation to any content management system is the categorization and classification of content.
Within seconds of uploading a file to Salesforce, iDialogue enriches Content records with 100+ content classification data points, including:
The foundation to any content management system is the categorization and classification of content.
Within seconds of uploading a file to Salesforce, iDialogue enriches Content records with 100+ content classification data points, including:
- Template tags
Two primary lightning components added to Opportunity page layout
Sales Navigator
Provides ongoing guidance and suggestions on how to succeed at opportunity. Uses iDialogue intelligence service.
iDialogue Rooms
Personalized micro-sites dynamically generated based on opportunity and contact.
iDialogue Studio
Content Management
Sales Navigator - Starting Conversations
Quote Generation
Personalized Quote Rooms - Keep content in the cloud. Secure. Read receipts.
Room Builder
Tabs for Sales Cloud and Salesforce CPQ
Sales Navigator
Provides ongoing guidance and suggestions on how to succeed at opportunity. Uses iDialogue intelligence service.
iDialogue Rooms
Personalized micro-sites dynamically generated based on opportunity and contact.
iDialogue Studio
Content Management
Sales Navigator - Starting Conversations
Quote Generation
Personalized Quote Rooms - Keep content in the cloud. Secure. Read receipts.
Room Builder
Tabs for Sales Cloud and Salesforce CPQ
Integrations and Add-Ons
Ready to automate even more of the quote to cash lifecycle?
Extend customer rooms with plugins for Stripe, pricing calculators, product configurators, and more.
See the entire list of integrations.
Ready to automate even more of the quote to cash lifecycle?
Extend customer rooms with plugins for Stripe, pricing calculators, product configurators, and more.
See the entire list of integrations.
