Automated CRM Updates & Unified Reporting
Sync data across email, call transcripts and meetings. Synch automatically keeps your CRM up to date, so your team never has to worry about data entry.
Synch Agent
Three new product launches that will fundamentally change how your revenue team interacts with your go-to-market systems and data.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Three new features changing how your team works
Help your team spend less time on SalesOps, so they can spend more time selling.
Automated CRM Updates & Unified Reporting
Pipeline Insights Hub & Deal Risk Scores
Always-On Salesforce Admin Agent
Pipeline Insights Hub & Deal Risk Scores
Always-On Salesforce Admin Agent
Automated CRM Updates & Unified Reporting
Pipeline Insights Hub & Deal Risk Scores
Advanced analytics with predictive deal scoring based on historical look-alike deals. Identify at-risk opportunities and optimize your sales pipeline for maximum conversion.
Always-On Salesforce Admin Agent
Your 24/7 RevOps teammate that automates your most manual Salesforce processes like deduping, flowdebugging, user permissions and more.
Assignments
Logic-based lead routing to build account or lead lists deployed directly into a reps pipeline.
Express logistics and transports
$3,000,500
United Oil & Gas Corp
$3,000,500
Office Cowork Inc.
$3,000,500
Breakfast Food Cereal Co.
$3,000,500
Automations
Deploy complex flows/Apex classes into your sandbox or production environment using simple natural language prompts.
Build a flow when client_health is changed to Low, update customer_priority to High, and email their account_manager if they are a high revenue client. Otherwise, do nothing
Reporting & Analytics
Use plaintext to generate reports and data vizulations of your SFDC data. You can one click deploy the reports or Data-Viz back to SFDC.
Show me Accounts with Revenue over $100M, Funding over $25M
Text to Validation Rule Fields New Objects
Use plaintext to generate validation rules, new fields, new rollup fields, or new objects in SFDC.
If a contract is activated it must have a term length and start date
Alerts
Define conditions for deals and accounts where you want your reps or RevOps team to receive Slack alerts. Spin up deal rooms seamlessly using plain-text conditions.
Mass Editing SFDC Data with Logic
In a situation like account reassignment when a rep leaves, use plain text to mass transform data in SFDC.
Change industry to manufacturing
Auto Join Reports & Rerun on Scheduled Cadence
Automatically join SFDC reports, generate new arithmetic or logical formulas, and export to CSV. You can schedule these data transformations on any regular cadence.
