Integration
Salesforce
Your Salesforce, cleaned, checked and worked every day.
What it does with Salesforce
It connects to your Salesforce and reads your leads, opportunities and accounts. It finds the duplicates and the stale stages and fixes them. It finds the quotes that never closed and the leads that are warm now, tells you by text, and once you say yes, it acts and writes the result back. Your team keeps working in Salesforce. Nobody re-types anything.
Find every opportunity we quoted and never closed, and tell me which ones could close now.
Show me each rep's close rate from Salesforce, every morning.
When a new lead lands in Salesforce, text me the moment it's booked.
How clean is our Salesforce right now?
What it reads, what it writes
- Refreshes
- Every day, and the moment something changes where the system tells us.
- Cleans
- Duplicates, blanks and conflicts in what it reads, logged with before and after.
- Who wins
- Salesforce stays your system of record for what it holds. It never overwrites a record you changed by hand without telling you.
Questions
- Does my team still work in Salesforce?
- Yes. Salesforce stays your CRM. It works on top, reading and writing, and your team never has to learn anything new.
- Will it change records without telling me?
- It cleans duplicates, blanks and conflicts, logs every change with the before and after, and never deletes on the first pass. Anything beyond that, it asks first.