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Nomalys for Salesforce - Lite VS Premium: Shortcuts Feature

Date post: 08-Aug-2015
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©Copyright 2014 Nomalys SAS – All rights reserved – Document strictly confidential 1 Focus Feature – Shortcuts Focus on your top priorities Lite Version VS Premium Version
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©Copyright 2014 Nomalys SAS – All rights reserved – Document strictly confidential

1

Focus Feature – Shortcuts Focus on your top priorities

Lite Version VS Premium Version

Shortcuts How to access it?

2

Shortcuts (1/4) Customized shortcuts

3

Premium Lite

Customized shortcuts per user profile: Ex: Manager (My team forecasts) Ex: Sales Rep (My open opportunities)

No maximum results per shortcut

Standard shortcuts

20 results max per shortcut

(sorted randomly)

SHORTCUTS (2/4) Fine tune your shortcuts lists: Search in the list

4

Type the name of a specific Account,

Contact, Opportunity, etc. in your shortcuts

lists

SHORTCUTS (3/4) Fine tune your shortcuts lists: Order by

5

Order your shortcuts by Date, Name, Turnover,

etc.

Shortcuts (4/4) Access your shortcuts offline

6

Premium Lite

The list AND the folders are available offline

(same as the Favorites feature)

The list is available offline

IMPORTANT 7

The customization process:

Does not require any technical

development

Is entirely performed on the

NomalysYourSelf web console

Can be performed by your own team

(1-day training required)

Lasts 3 days in average

Crush your quota!

9

©Copyright 2014 Nomalys SAS – All rights reserved – Document strictly confidential


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