Sales and Marketing

Win together as a team.

Use Symphony for

50% more alert

By 2022, AI-powered automation will handle more than half of all enterprise security alerts.

IDC FutureScape: Worldwide IT Industry 2019 Predictions

Client Research

Try the Salesforce for Symphony integration

Suggested features and uses:



Develop tactical plans using Salesforce client data pulled into Symphony.
Learn about your team
Use /roles command to retrieve the duties of other members of the client team.
Stay efficient in the field
Use /meeting command to send meeting notes by phone into Symphony and Salesforce at once.

Our traders are able to focus on trading instead of paperwork, which wouldn’t have been possible without Symphony.

Gavin Romm

Portfolio Manager – High Yield, AllianceBernstein

Client Experience

Inform your client team in real-time

Suggested features and uses:

Step 1

Create a dedicated client room
Add all members of the client team to the room to for easy cross-functional collaboration.

Step 2

Add a news app
Stream relevant news into the client room using live-feed media apps like Selerity, ChartIQ, and EarlyBird Twitter.

Step 3

Send a blast message
Resolve the issue, then save Symphony’s Root Cause Analysis (RCA) file to ServiceNow for the record.

Apps and Integrations for Sales and Marketing


BFAM Services

Extension App


Extension App

Salesforce™ Integration



Make collaboration easier for cross-functional teams

Suggested features and uses:


Sales Confidential
Develop tactical plans using Salesforce client data pulled into a designated, secure room.

Social Media Trends
Forward articles, share best practices, or discuss social media trends that impact sales.

Sales Broadcast
Issue division-wide announcements to your sales organization in a read-only forum.

What's new on Symphony


Ushering in Global Markets 2.0

Digital transformation is a global initiative for all of our customers, it is complex, expensive and slow to realize. However, technology is changing all that. Global communication, facilitated by cutting-edge technologies like Symphony, is where Capital Markets are heading.

Wireless Communication Network Concept. IoT(Internet Of Things). ICT(Information Communication Technology).

Symphony Ramps Up Its Innovation Engine

At Symphony, our goal is to provide the most seamless, secure collaboration available today to help people work smarter and better, so we’re excited to share what’s new with you today. Here’s what you can expect:

Workplace Confidential Infographic

Today’s Casual Workforce Creates Major Security Risk for Employers

Today, we released the results of our Symphony Workplace Confidential Survey, which examined the growth of new collaboration tools and platforms entering the workplace. The findings highlight a worryingly casual attitude to workplace communications that pose a threat to businesses.

Expand your company’s ecosystem

Collaborate internally, externally, securely.