Redkite

Coming soon! Custom versions available today.

• Call the right people…
• Call them faster…
• Get better metrics.

The Redkite Call Sheet and List Builder work together to give you an easy-to-use, yet extremely powerful, way to build and work call sheets in Salesforce.

Features

• Generate call sheets quickly and easily
• Log calls without leaving the call sheet
• View recent calls
• Edit contact details (inline editing)
• Send updates to chatter with one click
• Sort by any column
• Personalize: Re-order / Re-size / Hide / Show columns easily
• Filter on any column (similar to Excel's Auto Filter)
• Dynamic free-text search
• Bulk actions — e.g. log calls or set the status for blocks of contacts in one click
• Integrate with campaigns (optional) to either set up complex call sheets, or more easily create campaigns
• Integrate with the Salesforce Softphone for click-to-dial integration
• Work fast: Optimized for quick call logging, sorting, paging and filtering.
• Quickly launch external sites in context (Google Maps, LinkedIn, Facebook etc.)
• Export to Excel
• Work with Contacts or Leads
• Configure for your organization

Available soon on the Salesforce AppExchange. Get in touch to learn more about a custom version tailored specifically to your company’s needs (available now).

Custom Options

• Move beyond call sheets — Process Case backlogs, work lists of Opportunities, edit Accounts in bulk etc.
• Work with custom objects
• Support multiple objects within one grid
• Custom call logging screen
• Custom actions
• Custom telephony integration (e.g. blast voicemail)
• Dynamically integrate data outside of salesforce
• Custom integrations (e.g. twitter, yammer etc.)
• Insert into your existing Visualforce pages or custom workflows
• And much more…