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Add essential integrations

Simplify work with integrated apps and bots.

Salesforce

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

Contact your Symphony Account Manager for information on how to start using the Salesforce™ integration today.

Need help? Contact support@symphony.com.

For More Information
2019 04 SFDC Commands
2019 04 SFDC Add Link Room
2019 04 SFDC Summary Internal