Valorx Wave for Salesforce
Bring powerful spreadsheet capabilities to your Salesforce experience.
Stop with the grunt work and spend more time with customers! Give Salesforce the AI upgrade it deserves.
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crmCopilot – Stop with the grunt work. Spend more time with customers.
Are you juggling multiple accounts and conversations? Are you worried about missing follow-ups or letting opportunities fall through the cracks? Are you spending hours every week updating your CRM… but still struggle with duplicates, stale data, and unreliable reports? Does just thinking about Salesforce give you anxiety?
Worry no more.
crmCopilot is an AI assistant purpose-built to support front-office teams by taking care of tedious tasks and delivering proactive insights:
-- Automated CRM Updates: crmCopilot intelligently detects when your CRM needs attention, drafting precise and timely updates that you can approve with a single click - transforming hours of manual data entry into mere seconds.
-- Task Management: crmCopilot proactively identifies your next steps, important follow-ups, and critical tasks. It continuously tracks deadlines and action items, ensuring nothing is forgotten or overlooked.
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crmCopilot is saving me a lot of time! Updating Salesforce is not fun at all and also time consuming; this extension is a life saver and I'll be recommending this extension to everyone on my team.
Unreal. Updating my CRM used to take a good chunk of my day. Now with a quick screen shot of our conversation dump and boom all my accounts stay up to date. Super easy onboarding, and great support. 100% would recommend.
5/5 stars - Easy to use - Lots of cool functionality - Onboarding was a breeze I also hear the developers are cool people...
Stellar makes my life so much easier! - Dont have to pop around salesforce nearly as much - Way faster to create/update things - Super easy to use