By bridging the gap between Microsoft Teams and Salesforce CRM, SalesTim AI Assistant helps Sales Professionals to spend more time actually selling, by automating key daily tasks, meetings preparation and debrief, contacts management, pipe cleaning and proposal collaboration.
At a glance, your meetings overview, latest Press’release about your accounts, and weather alerts, delivered on the morning. You’re up and running in minutes.
Just before your meetings, get the useful CRM insights to be prepared, and sync it with Salesforce in one click. After your meeting, collect easily notes, business cards, pictures, and share them in one click to your account team both in’Salesforce and Microsoft Teams
Through the day, Salestim collects business cards, and new contacts from your emails and calendar events, to review them in seconds. Depending on your preferences, contacts are automatically created or updated in Salesforce or Outlook
Collaborate seamlessly with your extended team, even without access to Salesforce. Co-author documents from Salesforce or Teams, automatically share relevant news to your team, across boundaries.
To speed up your pipe cleaning, SalesTim prepares your pipe review, with your near to close date and unedited opportunities, and allow you to process them in seconds, such as update close date or stage.
Get the right info at the right time, using natural language. Search for accounts, opportunities or contacts, create or update them on the go, and subscribe in one click to your most important updates.
Phone: (+33) 185 635 995