Saleswhale enables smart workflows and bi-directional sync by integrating with your systems of record, such as Salesforce. All email activity and structured data get pushed to Salesforce automatically. We also have a robust API that gives you more flexibility in configuring your lead engagement workflow. Marketo, Hubspot and other integrations, are in the pipeline.
Saleswhale connects with your corporate Gmail or Office 365 email quickly and easily using OAuth2 - which enables secure sending and reply detection. Just setup a separate corporate email account for your Saleswhale bot, give it a first name and last name, and you are off to the races.
Setup granular rules and triggers to define how Saleswhale engages the leads in your system of record. Configure engagement rules such as "post-demo leads that have not been contacted in the last 3 months" or "mediocre lead-score prospects that have downloaded white-papers, and have not been contacted by sales reps", and more.
Saleswhale works 24/7 in the background, automatically engaging and reaching out to leads when the triggers & rules you have set are met. This gives you the peace of mind that every single lead is reached out to and qualified - making sure no lead slips through the cracks.