A fresh new CRM, built right into Salesforce, Gmail, and Slack
By:refresh.ai
33
Prehľad
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. 

Additional information
PricingNie je k dispozícii
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refresh.aiTrader status unspecified
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Pravidlá ochrany súkromia
Refresh will ask for the permissions shown below. Learn more
Refresh will need access to your Google account
This will allow Refresh to :
Zobrazenie e-mailových správ a nastavení
Zobrazenie a sťahovanie ľubovoľného kalendára, ku ktorému máte prístup cez Kalendár Google
Zobrazenie informácií o používateľoch vo vašej doméne
Čítanie primárnej e‑mailovej adresy vášho účtu Google
Zobrazovanie osobných údajov vrátane všetkých, ktoré ste sprístupnili verejnosti
Recenzie
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Google recenzie ani hodnotenia neoveruje. Ďalšie informácie o recenziách
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