Sales CRM AI agent - Salesforce

Let your sales team do what they do best: selling and closing deals, instead of spending precious time updating CRMs.
Automate the updating of CRM tables with the latest status, info, and customer notes with an agent that can put all of it into your CRM tables, accurately and automatically. An AI agent:

• Automatically reads the spreadsheet
• Cleans and standardizes the data, avoiding manual transfers prone to errors
• Analyzes, understands, and maps critical information from notes into appropriate CRM fields
• Seamlessly uploads the data to the CRM system

Your sales teams can stop fussing with CRMs and spend that time selling and engaging customers instead. A Squid AI CRM agent automatically maps, analyzes, and understands your customer notes to ensure next steps, risks, key milestones, and other critical info is accurately put into your system of record, avoiding hours of manual, administrative overhead each month!