WorkinBox matches incoming email with CRM data to help sales people prioritize and focus on messages from customers and prospects, access relevant information and files from CRM, and update CRM systems. The technology has two parts:
- A native iOS application and contextual engine with connectors to IMAP and the salesforce API.
- A cloud-based mobile work platform that IT can use to configure the app and add additional data sources, without having to customize.
Salespeople can sort their inbox by opportunity size, and access the information and files they need to resolve customer questions. They can turn messages into actionable tasks, and update salesforce.com as they work. It is designed to help bring value to sales organizations that spend $12 billion a year on CRM systems that don’t get used, especially on the go.
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