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CRM
Salesforce Integration
Enterprise AI automation for Salesforce CRM. Eliminate manual data entry and automate customer workflows.
Key Features
- Bi-directional data sync with ERP systems
- AI-powered lead scoring and routing
- Automated opportunity updates from email and calls
- Contract generation and approval workflows
- Real-time customer health scoring
- Intelligent task assignment and follow-up reminders
Use Cases
- Sync customer data between Salesforce and NetSuite/SAP
- Auto-update opportunities based on email interactions
- Generate quotes and contracts from opportunity data
- Route leads to reps based on AI-scored fit
- Trigger onboarding workflows when deals close
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