Learn how to get started with Immediately, the best mobile tool for salespeople

1. QUICK START GUIDE
2015

2. WHY IMMEDIATELY?
● Immediately is a mobile first, end to end sales workflow for
Account Executives
o Close deals
o Get context
o Quickly log activity in Salesforce
● This guide walks you through the basics of how to get started
using the app

3. ADDING YOUR EMAIL
Begin by launching the app and logging
into your corporate gmail account
Immediately will run you through the
basics of how to use the app

4. Tap the CRM button, then tap Login
Enter your Salesforce credentials, and tap allow so that
Immediately access to your SFDC data
LOGGING INTO SALESFORCE

5. Immediately’s primary navigation includes four sections:
BASICS
Let’s take a look at a few of these sections
and how they improve your sales workflow

6. Emails by Opportunity
If an email is received that matches the contact
email for a Salesforce opportunity: deal size, close quarter, and
probability are displayed
Filter your emails by Opportunities
Filter emails to show ONLY the emails received from
contacts associated with a Salesforce opportunity
MAIL

7. Swipe Right on an email to see additional info/actions for
that contact
You can also get these options and
more by tapping the cloud icon on the
top right of an email
MAIL

8. Get useful information about the contact
Tapping the Info Button gives you contextual
information about that person, account,
and opportunity (if applicable).
Log a call in Salesforce
Tapping the green phone button on a contact
allows you to place a call. After the call is completed,
a pop-up appears allowing you to easily log this
call in Salesforce
CONTACT DOSSIER

9. ● Track when email is opened by recipient(s)
● Log an email automatically in Salesforce
● Easily send your calendar availability to a recipient. The
recipient can click on a time and the meeting will
automatically be added to both calendars
● Add templated copy quickly when you’re on the go
● Create a reminder for follow ups
EMAIL COMPOSITION - USEFUL FEATURES

10. Easily see scheduled reminders, and reminders past due so you
know what you need to follow up on
REMINDERS

11. Tap Opens to see all emails opened by recipients
EMAIL OPENS

12. Tap the CRM button to view your
entire Opportunity Pipeline
View & edit opportunities easily
from your iPhone
SALESFORCE

13. Tap the menu button Tap Send feedback
WANT TO SEND FEEDBACK?

14. Questions?
info@immediatelyapp.com