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Tired of scattered workflows and disconnected teams? Salesflo Engage is a game-changing Workflow Management Tool that streamlines operations across sales, communication, and task management—leveraging Agentic AI to deliver real-time insights, enhance team productivity, and drive smarter, faster decisions.
Watch It In Action
Experience the next evolution of food service sales with Agentic AI—Salesflo Engage’s intelligent automation layer designed to streamline tasks and uncover new opportunities. From managing customer relationships via Kanban boards to identifying promising prospects using custom prompts, Agentic AI enhances decision-making while sales force workflow automation reduces manual effort with auto-task assignment and real-time insights.
On-the-go access lets users manage tasks and visits directly from the mobile app. A unified calendar view allows them to view and schedule activities across mobile and desktop. Smart sharing enables calendar sharing with the team while controlling who sees what.
Complete activity history helps keep a log of calls, meetings, notes, and follow-ups. Real-time updates notify users when a lead is closed or an activity is completed. Custom lead forms allow teams to tailor forms to match their sales process.
With features like scheduled messaging, built-in approval workflows, and support for multiple file formats—including text, images, PDFs, and videos, you can plan, review, and share content seamlessly.
Easily upload videos and PDFs to share learning content in just a few clicks, control visibility with role-based access to keep it relevant for each team member, and enable flexible learning on the go with full mobile access anytime, anywhere.
Create and track tasks whether scheduled or in the field using flexible surveys with 18 question types, monitor live sales activity in real time, and access instant, actionable insights through built-in business intelligence.
Optimize field team operations with Salesflo versatile scheduling tool. Schedule visits for planned tasks, boosting productivity, and empower your team to prioritize unscheduled workflows based on availability. Elevate performance with our comprehensive tracking solution, providing real-time insights, location monitoring, and performance optimization. Streamline operations and empower your field team for success.
Adapt to success with Salesflo Engage’s Dynamic Surveys. Tailor surveys to changing industry dynamics and consumer behaviors effortlessly. Transform collected data into real-time, actionable insights. Customize questions on the go, capturing geo-coordinates for invaluable location-based insights. Say goodbye to outdated surveys and embrace success with Salesflo Engage.
Optimize lead management effortlessly with Salesflo’s Tagging Workflow. It’s your virtual wingman, guiding potential leads through every stage. Streamline the process of targeting, tagging, and onboarding businesses effortlessly. Say goodbye to manual lead tracking complexities; let our tool do the heavy lifting. With Salesflo, stay steps ahead in the game.
Empower your business with Salesflo Engage’s real-time field operations monitoring. Gain a bird’s-eye view of tasks, track progress, and receive live updates in real time. It’s like having a personal assistant for your business, ensuring you’re always informed and in control. With Salesflo Engage, make decisions based on the freshest data, respond promptly to challenges, and run your business like a well-oiled machine. Welcome to the future of field operations, where real-time visibility is your superpower!
Elevate your decision-making with Salesflo Engage, where data becomes actionable insights. It’s your seasoned advisor, navigating the complex landscape of field operations. Beyond data collection, Salesflo empowers custom reports for a magnified view of performance. Make informed decisions, paving the way for sustainable growth and success. Salesflo isn’t just a tool; it’s your strategic partner in the journey to data-driven excellence. Welcome to a smarter, more insightful way of doing business with Salesflo Engage!
Experience scalability tailored to your business with Salesflo Engage. Ideal for startups eyeing rapid expansion or established enterprises seeking increased efficiency, our platform evolves with your unique needs. Trust Salesflo Engage to provide consistent excellence and support as your business grows. Invest in sustained success with Salesflo Engage, unlocking your business’s full potential.
Yes. Salesflo Engage is built for sales team tracking—you can view activities, monitor progress, and ensure accountability with live dashboards.
Salesflo Engage centralizes all incoming leads, uses smart tagging, and enables instant lead assignment, making lead management faster, smarter, and more accurate.
Salesflo Engage functions as a complete workforce management tool by enabling task assignment, GPS tracking, and performance analytics across your sales force.
By digitizing daily workflows, Salesflo Engage enhances operations management by improving coordination between sales reps, managers, and the head office.
Agentic AI enables intelligent lead prospecting by allowing sales teams to search and discover potential customers based on product usage. It automatically identifies and lists relevant leads, helping save time and improve targeting accuracy.
From challenges to breakthroughs — discover how Salesflo empowers CPG success.
Automate business processes/ workflows to track your field operations and collect data to derive actionable insights
Condense rich data into real-time insights & help commercial teams make informed decisions with business intelligence app
Create customized reports, generate insightful dashboards and unlock the power of data on demand
Streamline trade planning & execution and optimize trade promotions with clear ROI insights & AI-Powered forecasting.
Request a free personalized demo with a Salesflo expert today.
