CRUSH Demo Kit for Salesforce
About Prolifiq.ai
PROLIFIQ is the only completely native suite of sales enablement apps available exclusively to Salesforce users. We bring the critical selling motions of managing key accounts, content, and relationships inside Salesforce. And because we bring these important selling motions into Salesforce, we also bring users, which customers have seen help drive up to 100% Salesforce adoption.
Prolifiq.ai Overview Video
Want a fast introduction to Prolifiq.ai CRUSH?
Watch this video to see how truly native key account management inside Salesforce will help your customers drive deeper relationships, increase win rates, expand the size of deals, increase adoption and make your demos irresistible.
Installation Guide
1. Complete the form to the left in order to access the PROLIFIQ CRUSH and SDO Installation Packages.
2. Click the PROLIFIQ CRUSH Managed Package Installation link. Keep the selection on “Install for Admins Only” and click install.
*Note: You may receive a message stating “This app is taking a long time to install. You will receive an email after the installation has completed.”
3. Click “Done”. Once you receive an email stating the installation has completed, PROLIFIQ CRUSH will appear in the Salesforce App Selector.
4. After installation is complete, add the Account Plans related list to the Account Object Page Layout and save the changes.
5. Verify the PROLIFIQ Account Plan related list is on the Account record page.
6. Click the PROLIFIQ CRUSH SDO Package Installation link. Keep the selection on “Install for Admins Only” and click install.
*Note: You may receive a message stating “This app is taking a long time to install. You will receive an email after the installation has completed.”
7. After all package installations are complete, in your SDO navigate to the CRUSH/RM SDO tab from the Salesforce App Selector.
8. Click the button on the tab that says “Setup Data” to install the demo data.
9. Your set-up is now complete! Make sure to watch the “How to Demo” video below to make your demo sizzle.
How to Demo Prolifiq
This video will show you how to demonstrate a customer onboarding with PROLIFIQ CRUSH in your SDO. The specific areas we’ll cover are:
1. PROLIFIQ RELATIONSHIP MAP and how it brings Contacts to life in Salesforce
2. Cross-Sell, which allows you to visualize the whitespace in a customer or prospect Account
3. Strategy and how it relates to the Account Plan
4. PROLIFIQ CRUSH Dashboards
PROLIFIQ RELATIONSHIP MAP Integration to Quip
To demo PROLIFIQ RELATIONSHIP MAP for Quip:
1. To get started, access the instructions here
2. Then please contact us at sdo@prolifiq.ai