Popdock
for Sales
Spend more time selling, not researching.
Access relevant details conveniently
Embed all the insights your sales team needs to engage better and faster.
Get more productive in CRM
Take action right there and then.
Make updating data between systems super simple for your sellers.
Data quality is an issue for every company considering 25% of buyers change roles every year.
Turn on actions that make it easy for your team to take action, populate data, or run a process in just one click.
Embed data & reports where your sellers collaborate…virtually.
Combine your most important
sales & business data.
Tons of power for end users to query and filter.
Combine ERP + CRM data
Combine Online Sales Channel + CRM data
Combine Helpdesk tickets + CRM
Pipeline + Marketing + ERP transactions
Frequently Asked Questions
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That’s a great question. Popdock is actually always pulling real-time data from the source, so there’s no timed integration. It’s your latest data at the time you’re accessing it. For most companies, that’s a win and allows them to make decisions on current data.
The key to Popdock is getting your “base” lists set up, meaning the core data that you want to provide users and teams access to. That data can be used via the Popdock web app or via Popdock widgets(link), which is the component you can embed in other apps.
Given the interface, Popdock provides a ton of power for end users, we recommend accessing the Popdock self-paced training and checking out the knowledge base. It’s pretty intuitive and covers an overview of the options to get to your details.
Excellent question. Popdock allows a new way for sales teams to quickly and efficiently access data from anywhere (that IT gives them access to). Instead of needing to contact IT or requesting data from another department, sellers can easily access favorites, filter, group/subgroup, search, and use a simple interface to get to details and take action.
Popdock widgets are like “embeddables” and allow you to present external data from anywhere in the app you work in. Options can be turned on, so you can further filter, view related details (like lines for a sales order or related shipping details for an order), search, add columns, and even take action (examples: open a record, run a process, or update information).
Essentially, they help you access related information really quickly without switching apps. Also, it’s worth a mention that IT teams like Popdock widgets because they’re fast to implement and provide the control needed.
