Novacy's Integration with SalesForce

Novacy seamlessly integrates with SalesForce, allowing you to streamline your meeting management and customer relationship processes. With this integration, you can automatically sync meeting’s summary and valuable insights directly into your SalesForce contacts activity field. This ensures that all crucial details from your meetings are captured and easily accessible within your SalesForce CRM.

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About SalesForce

SalesForce is a CRM (Customer Relationship Management) service that helps users manage their sales, marketing, and customer service operations. The platform offers features such as lead and deal tracking, email marketing, and analytics, among others.

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Prerequisites

The integrating user must have an active SalesForce account.

The integrating user must have a Professional Novacy account.

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Integration Scope

Integration is done on a company level basis by the account admin.

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About Novacy

Novacy is an AI-powered platform that provides sales intelligence by analyzing both verbal and non-verbal communication during sales meetings. Unlike traditional conversational intelligence tools that only focus on the words used, Novacy uses advanced Natural Language Processing (NLP) and Non-Verbal Language Processing (NVLP) to identify hidden objections, deal risks, and customer sentiment. By providing behavioral insights, Novacy helps sales teams improve their pitch, upskill reps, and boost conversion rates.

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Availability

The Novacy and SalesForce integration is available for Novacy's Professional & Enterprise plans only. The integration provides valuable analytics for deals in progress, making it easy for sales teams to stay up to date with the status of their deals and take necessary actions.