Organizing and streamlining communications in our CRM
Use Cases and Deployment Scope
Nektar Revenue Data Automation Platform integrates with Google and Salesforce, seamlessly bringing over communications and associating them with active opportunities. Nektar Revenue Data Automation Platform also automatically creates contacts associated with meetings/emails and build them into Salesforce. Finally, Nektar Revenue Data Automation Platform has been used to create simplified flows that trigger off of information outside the CRM, but can then update objects in Salesforce.
Pros
- Gmail to Salesforce Integration
- Automation
Cons
- Ease of Use
- Customer Facing UI
- Clearer value
Return on Investment
- Cleaner Data
Usability
Other Software Used
Gong, Clay, Google Gemini