Salesforce integrationUpdated Apr 11 2019 Add to Digital Assistant

Salesforce integration

Supports Sales Cloud, Exacttarget Marketing Cloud and Salesforce1 Platform

Understand and engage with your customers better than ever with the Salesforce integration for Digital Assistant.

Keep on top of individual customer tasks and emails, get notifications for customer service tickets, view Salesforce analytics, reporting and forecasting information and more - all in one place, available on all of your favorite devices.

By pinning sales forecasts, marketing updates, customer information and more to your Board, you can create customized dashboards for an at-a-glance overview of the information you need to succeed.

Supports SSO Supports real-time notifications
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AI Trending Documents

Shows you AI-powered suggestions for documents you might find useful

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Manage all of your approval workflows in one place, in no time at all

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Budget Update

See how much of the quarter's budget is left.

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See key updates and alerts for sales meetings, goals, budgets and more

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Credit Control

See customers who are close to or have exceeded their credit limit.

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Customers Nearby

Shows you information on customers who are close to your location.

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Deal Status

Shows you the status of current and pending customer deals.

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See relevant financial updates pertaining to your role

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Goal Attainment

See how your current progress compares to your weekly, monthly and quarterly targets

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My Documents

Quickly find and access your documents with Digital Assistant

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My Tasks

Stay organized and keep on top of your to-do lists - check off completed tasks add new ones in seconds

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Project Tracker

Stay on top of projects with task notifications and check-in reminders

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Sales Leads

Get all Sales contacts in a single, real-time view

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Sales Suggestions

See AI-powered suggestions for your sales cycle

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