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.


Client outreach

Bot integrations save time and money

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


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