Avatar

Customer Success

  • Total activity 100
  • Last activity
  • Member since
  • Following 0 users
  • Followed by 0 users
  • Votes 0
  • Subscriptions 6

Articles

Recent activity by Customer Success
  • How to start calling

    The numbers on our dialer that your SDRs use to call prospects can be easily added and removed from Bloobirds. Depending on the dialer service provider you have, you'll be able to manage the phone ...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • How do I create a task in a record on SFDC?

    With Bloobirds, you can quickly and easily create a task or next step from two locations, remember that a Next Step is a task outside the cadence that is created manually by the user. On the one h...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • How do I send an email to a record on SFDC?

    If you're already a Bloobirds user, don’t worry about sending emails, the process is exactly the same as in the Bloobirds platform! To send an email from Salesforce, all you have to do is access th...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Why do I have to use the new version of the Bloobirds Chrome extension?

    The new version of the Bloobirds chrome extension helps run your sales playbook with our productivity tools and task system on top of Salesforce and LinkedIn, helping you to focus on what's importa...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • How do I schedule a meeting on SFDC?

    Don’t worry about scheduling meetings, the process is exactly the same as in the Bloobirds platform. To schedule a meeting from Salesforce, all you have to do is access the record you want to cont...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • How do I call by phone a record on SFDC?

    The dialer is also available with the new version of the Bloobirds Chrome Extension! To make a call from Salesforce, all you have to do is navigate to the Salesforce record you want to contact, in ...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • How do I create a note in a record on SFDC?

    Writing notes is a way of saving relevant information to yourself, letting other workmates warnings about a record or a task, having important reminders…  The notes in Bloobirds take great care of ...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • What can I do if a Bloobirds lead is not synced in SFDC?

      If a lead is in Bloobirds but not in Salesforce, as long as it is assigned to you, you can use all of the Sales Engagement tools - call, send email, tasks, notes, and schedule a meeting - regardl...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • How do I see a SFDC record in BB?

    Every time you access a SFDC record, the information for that object (Lead, Contact, Account, or Deal) will be loaded in the Bubble in Bloobirds. If it is not synchronized in Bloobirds, you can do ...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • How do I find a Bloobirds lead in SFDC?

    Depending on the setting of your integration, leads created in Bloobirds will be - or not - synched to SFDC. Knowing that, there are several ways of finding Bloobirds leads in SFDC: By using the S...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes