Apps & Bots

Salesforce

Simplify work with integrated bots and apps

Account management teams lack an easy way to update or pull information from Customer Relationship Management (CRM) applications like Salesforce™ while on the go. Our new integration directly supports the CRM lifecycle and responds to commands triggered through Symphony chat. This can be done anytime, anywhere with the Symphony desktop or mobile client.

Leverage this integration to enable your sales teams to:

  • Consolidate CRM communication workflow management
  • Expedite data discovery with standardized queries and formatted search results
  • Reduce time spent on manual entry of the same data in two platforms
  • Distribute powerful client data across a broader range of users in your organization
Interested in adding this Bot to your Symphony workflows? Let us know: