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Integrations
Salesforce
Unlock your Salesforce environment with smart AI.
What is Salesforce?
The Salesforce integration connects Slimbot to your CRM platform. Our AI finds customer data and opportunities, adds information and gives you overview, so your team works faster and better without endless clicking.
How does it work?
- Connect your Salesforce environment via the integration in Slimbot.
- Specify which objects and data the AI may access.
- Set permissions per user or team.
- The AI unlocks your Salesforce data in plain language.
Use cases
Account manager: retrieve customer history without clicking through screens.
Sales: register new opportunities quickly.
Service: retrieve outstanding matters for a customer.
Management: ask reporting questions in plain language.
Benefits
- Complex CRM data made easily queryable.
- Less clicking time, more time for customers.
- Data stays current through quick entry.
- Granular permissions per user and team.
Frequently asked questions
Does this work with our customised Salesforce configuration?
In most cases, yes. We tailor the integration to the objects and fields you use.
Can I manage access per team?
Yes. You set exactly which data each team or user may access via the AI.
Also within Integrations
Deploy Salesforce for your business?
Slimbot sets everything up for you. Start for free or request a tailored demo.