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Conversayit for Salesforce CRM: a successful selling scenario

About Us
Published by admin
08 December 2020

Salesforce Sales Cloud is commonly known as the number one CRM system. It helps you to get the sales automation features all in one place. Salesforce empowers businesses to manage leads, track progress, and automate sales processes with ease. But when it comes to cold selling calls**, we should look for another tool. Salesforce cannot manage everything. Fortunately, it foresaw a way someone else will. That’s  AppExchange - one of the core Salesforce fundamentals. Here you’ll find over 5,000 solutions to help extend Salesforce functionality. JET BI one of those development companies that successfully bring their ideas to life with the help of AppExchange. 

Thinking about selling processes and cold calls** we developed an enhancement for the Salesforce CRM system that provides users with adjustable custom phone conversation scripts*.

Many salespeople believe they won’t sound good if they read from a sales script*. But we will easily reassure you with a couple of arguments. 

First of all, having a written set of questions and responses builds a person's confidence. Especially when the salesperson is not very experienced, or new to the team, or new to the product. 

Secondly, scripts* remind about essential steps in conversation, essential information about data and numbers, surnames, and other key points that could go unsaid if you rely solely on your memory. Besides that, every salesperson needs to be reminded to always close a conversation with a new activity.

With Conversayit scripts* you can easily take notes during long conversations with your promising prospect. No matter how tricky a call is, you will have all details saved. For even more convenience, Conversayit scripts* provide the possibility to select pre-thought answers and see the next questions based on this selection. 

To make conversations more flexible, you can create multiple script* scenarios for every possible occasion: for cold calls** and for warm calls***, for voice mailing, and for meeting proposals. 


In this constantly changing world teams are also changing quite often. Experienced salespersons get promotions or change companies, newcomers need to be taught and managers don't have enough time to cope with the burden of extra work. With scripts* written by sales guru you kill two birds with one stone. Scripts* save time on coaching new teammates and newcomers, in their turn, have the possibility to learn fast and be more confident in their first steps.conversayit


Moreover, sales managers may consider Conversayit features as an analytics backed tool for decision making. It can be used to see the graphical representation of the conversations and reporting. With the help of scripts* sales managers can reduce most common mistakes and find out bottlenecks when customers refuse to make a deal. 

You are a salesperson and want to boost your sales? You are a sales manager and want to coach your sales team? The best way is to book a demo of Conversayit! Every inspired salesperson can tell you how this work can be frustrating when deals are lost due to forgetfulness, and encouraging when you win a great deal and receive a satisfied customer and a happy team. We want to convince you that Conversayit  will make you and your team happier.


*The definition of sales scripts – sometimes referred to as call scripts or cold calling scripts – refers to a prescribed set of talking points that are commonly used by telemarketers and inside sales reps when speaking to prospects.

**Cold calling is a technique in which a salesperson contacts individuals who have not previously expressed interest in the offered products or services. Cold calling typically refers to solicitation by phone or telemarketing, but can also involve in-person visits, such as with door-to-door salespeople.

***Warm calling means you're calling a prospect with whom you've had some prior contact. The stronger the connection between yourself and the prospect, the warmer the call is.

Julia Solomenko
Senior Project Manager

We have available resources to start working on your project within 5 business days

1 UX Designer


1 Admin


2 QA engineers


1 Consultant


Steps following request submission



After receiving your request, we analyze it and we offer free online meeting slots (via email) so that we can discuss your needs in as much detail as possible


We begin gathering all necessary requirements to create comprehensive estimates, including timelines, resource allocations, risk assessments, and underlying assumptions.


Once all preparations are in place, we will initiate the project and move forward with the planned tasks