Youreka’s guided sales forms give field sales teams an easy way to capture data and discover sales opportunities they might otherwise miss. By working offline, Youreka spares reps from having to re-enter information into Salesforce after a customer interaction!
Youreka boosts the productivity of your field service operations and provides a 360-degree view of your customer data while you’re offline. You can take photos, leverage geolocation data, and follow Youreka's guided service and inspection forms all on a tablet or smartphone.
Whether your team is performing an offline environmental assessment, a home health visit, or a retail audit, Youreka makes collecting data in the field as easy as sending a text message. Youreka can handle any amount of data in any format, instantly mapping it to Salesforce when you regain connectivity.
No connectivity? No problem. Create new Salesforce records and update existing ones in real time to improve efficiency and data quality.
Youreka allows you to leverage both standard and custom Salesforce objects. It also lets you customize forms to fit your data model!
Configuring Salesforce to work offline can be a big lift from a development perspective. With Youreka, anyone can quickly create and edit offline-enabled forms using our easy drag-and-drop template builder!
The days of duplicating data entry in Salesforce are over! Youreka automatically prompts users to sync offline data to Salesforce as soon as they regain connectivity.
Already use Salesforce1 in the field? Let Youreka remove limitations when it comes to offline data capture. With “deep linking” you can toggle between apps — complete forms offline in Youreka Mobile and then easily relaunch Salesforce1 to continue your workflow.
As a Salesforce-native solution, Youreka removes the need to undergo a costly third-party integration to work with data offline. You can do everything right on the Salesforce platform!