Salesforce

Salesforce is the leading and most customizable customer relationship management (CRM) platform that brings companies and customers together. Easily embed Capacity’s native Salesforce chatbot inside of Salesforce so you never have to switch apps.

 

Examples of Salesforce commands in Capacity:

  • Find opportunity via [OPPORTUNITY NAME]
  • View opportunity notes for the [OPPORTUNITY NAME]
  • Update [OPPORTUNITY'S] comment
  • When is the next call with the [COMPANY] opportunity?
  • When is the next call with [PERSON] lead?
  • How many leads did we add in [MONTH]?
  • Who is the owner of [COMPANY] account?
  • What is the next step with [COMPANY] lead?

Salesforce Features:

  • Contact Management
  • Customer Engagement Tools
  • Workflow Creation
  • Task Management
  • Opportunity Tracking
  • Collaboration Tools
  • Analytics