Youreka for Guided Sales
Watch the video to see how we built a guided selling form in Youreka for our reps at Synaptic AP. Youreka simplifies Salesforce data capture and tells sales reps which next best actions to take in real time!
Complete forms in Salesforce, send forms to your community, and even post public forms to your website. Youreka allows you to build templates, capture data natively, and run reports on the data you’ve collected, all within Salesforce.
Head into the field and take your assessments or inspection forms with you on your mobile device, working online or offline.
Ask the right questions at the right time and change course based on the answers provided. Discover the next best step to drive your CRM workflow.
"I have been using Youreka for over a year, and I like the direction it is going! It is extremely easy to set up. It allows you to override the CSS. The out of the box forms are not very attractive in the modern age, but that doesn't matter to me since I can override it to make it how I want. Customer service is really good. Youreka listens to feedback and implements a lot of user suggestions in their roadmap releases."
"Youreka is a great form capture system! I like the offline use and the ability to add photos. The discoveries function is also great to identify problems and get them remedied quickly."
Operations Manager, Citywide Elevator Consulting
"Youreka was really nice, very easy to install and run. After installing, I received a call from a representative in a few minutes. He explained details about the product and benefits. He sent me follow-up emails and provided documents."
Salesforce Consultant, Deloitte
"Just getting started, but so far, Youreka forms is just what we need. Flexible and dynamic forms.
Allows easy data input and gives us control over clean data entry into Salesforce."
Sr. Director, Client Operations, Lotame Solutions, Inc.
"I had a great experience using Youreka. I enjoyed the ease of form creating, as well as how easy it was to plug and play with Salesforce."
Administrator, Global Bank
Infinite levels of dependencies let you ask the right questions at the right time
Work in Salesforce1 or go offline with our iOS and Android apps
Giving data life after forms, discoveries are what make your forms actionable
A native application, found on the AppExchange
Create or edit records for any object
No code. Build intuitive, intelligent forms with a drag-and-drop interface
Add forms to your Salesforce Communities with ease
Complete your forms in a Salesforce Console App
Clone your forms and templates, never start from scratch
Change colors and fonts, add logos to match your brand, upload custom CSS
Form answers can update any standard or custom object records
Design forms with multiple pages or create a wizard-like flow
Take multiple photos and attach them to your forms
Post forms to your website, create Leads or any type of record automatically
With 17 types, it is easy to ask the questions at hand
Click here to download Youreka on the AppExchange
We post monthly updates to our AppExchange listing