A fresh new CRM, built right into Salesforce, Gmail, and Slack
Di:refresh.ai
33
Panoramica
Refresh is a new kind of CRM that lives right inside of Salesforce, Gmail, and Slack. Rather than requiring sales reps to fill out forms after important emails or meetings, Refresh does most of the work automatically. We do this by applying intelligence to the communications that occur between any member of your team and a prospect. 

For example, when someone at your company begins communicating with larry@bigco.com using Gmail, we'll check to see if that's the first communication with someone at bigco.com. If it is, we can create an Lead or Contact within Salesforce automatically. If that conversation leads to a Google Calendar meeting, we can create a Salesforce Opportunity and move it to Stage 1.

If time passes with no communication and this Opportunity becomes "stale", we can message the right person on your team via Slack and allow them to update the Opportunity. They may want to close the Opportunity within Salesforce, or update the "Close Date" field.

Refresh is a smarter way to manage your CRM, and works with all the tools you're using already today. 

Informazioni aggiuntive
PrezziNon disponibili
Sviluppatore
refresh.aiStato commerciante non specificato
AssistenzaNon disponibili
Norme sulla privacy
Termini di servizio
Refresh richiederà le autorizzazioni mostrate di seguito. Scopri di più
Refresh dovrà poter accedere al tuo Account Google
Ciò consente all'app Refresh di
Visualizzare le tue email e impostazioni
Visualizzare e scaricare qualsiasi calendario a cui hai accesso con Google Calendar
Visualizzare informazioni sugli utenti del tuo dominio
Visualizzare l'indirizzo email principale del tuo Account Google
Visualizzare le tue informazioni personali, incluse quelle che hai reso pubblicamente disponibili
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