A fresh new CRM, built right into Salesforce, Gmail, and Slack
開發者:refresh.ai
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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. 

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Refresh 將會要求下方所示的權限。瞭解詳情
Refresh 將需要存取您的 Google 帳戶
這項操作將授予「Refresh」下列權限:
查看你的電子郵件和設定
查看及下載您可以透過 Google 日曆存取的任何日曆
查看您網域使用者的資訊
查看您的主要 Google 帳戶電子郵件地址
查看您的個人資訊,包括您已公開的任何個人資訊
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