Salesforce for Symphony

Accelerate sales workflows and streamline client lifecycle management

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Leverage the power of Salesforce integration with Symphony to increase sales and streamline client lifecycle management by distributing information quickly and enabling real-time collaboration. With bi-directional data flows, you can send instant updates to Salesforce from Symphony and use Symphony embedded chat in Salesforce. Receive notifications and access Salesforce from Symphony via quick-action buttons and links..
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Optimize resources to shorten the sales cycle

Streamline sales workflows and eliminate context-switching and double-entry by finding, updating, and sharing Salesforce data from Symphony desktop and mobile.

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Keep deal team members abreast of critical updates

Share information quickly, securely, and compliantly on Symphony with simple, automated text commands and buttons. Use Symphony embedded chat in Salesforce.

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Customize and build on existing workflows

Configure the solution for Salesforce Enterprise edition and above, create customized commands for automation, and have flexible entitlements that respect user permissions.

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Client outreach
Natixis

Bot integrations save time and money

This Symphony customer closes deals 98% faster with bot integrations.

NATIXIS SUCCESS STORY

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