Sell Smarter with Youreka

Schedule a demo

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!

SCHEDULE A DEMO PLAY WITH A SAMPLE FORM

Features and Benefits

Branching Logic

Branching Logic

Youreka’s branching logic enables a rep to personalize their qualifying questions to each prospect while they’re on a call.

Discoveries

Discoveries

Youreka analyzes the data a rep enters during a call and suggests a next best action to take in real time (e.g., schedule a follow-up task in Salesforce).

Question Types

Question Types

With 18 question types (text, date, picklists, etc.), Youreka ensures reps gather all the critical lead information they need!

Reporting in Salesforce Youreka

Reporting

Youreka lets you run reports on the data collected during calls so you can see which times and days prospects are the most responsive, where you may be losing people on calls, and how you can optimize your messaging.

Link Any Object to Salesforce

Any Object

Youreka frees reps from having to manually enter data into Salesforce after a call. Fields in Youreka link to any custom or standard Salesforce object, ensuring complete and accurate data capture while a rep is on a call.

Drag-an-Drop Configuration

Drag-and-Drop Configuration

No coding neccesary to build a Youreka call script. Youreka’s drag-and-drop template builder makes it easy to create a call script and edit it with up-to-date information when needed!

TALK TO AN EXPERT

Schedule a 15-minute demo with one of our Salesforce experts to see how Youreka can help you with guided selling and data capture.

Youreka Guide Sales form example