Introduction
Get Colby is an AI-powered assistant designed for Salesforce users.
What is Get Colby?
Get Colby is an innovative tool that integrates seamlessly with Salesforce, allowing users to efficiently update data, research prospects, and manage leads using voice commands. This smart analyst offers a range of features that enhance productivity and streamline the workflow for sales teams.
Get Colby's Core Features
Salesforce Compatibility
- Fully integrates with Salesforce.
- Works with custom objects.
Voice Memo to Salesforce Updates
- Dictate updates directly to Salesforce.
- Create contacts, log notes, and set reminders using voice.
Real-Time Data Entry
- Instant updates and changes to Salesforce data.
- Bulk changes executed quickly.
Web Search & Research
- Conduct market research and find leads effortlessly.
- Access information about clients before meetings.
Meeting Preparation
- Prepare for meetings with quick data access.
- Use Colby to gather necessary insights.
Free to Add
- Simple installation through Chrome.
- No additional setup required.
Get Colby's Usage Cases
Updating Salesforce Data
- Easily log meeting notes and update opportunities with voice commands.
Researching Potential Leads
- Quickly gather information about potential clients or deals.
Preparing for Client Meetings
- Use Colby to retrieve relevant data to support discussions.
How to use Get Colby?
To use Get Colby, simply add the extension to your Chrome browser. Once installed, you can start dictating commands to update Salesforce, research prospects, and manage your leads without any complicated setup or training.
Get Colby's Audience
- Sales professionals
- Marketing teams
- Business analysts
- Salesforce users seeking efficiency
Is Get Colby Free?
Get Colby is free to add to your browser, with ongoing updates provided at no cost. It operates within the constraints of your Salesforce account, and there are no hidden fees associated with its usage.
Get Colby's Frequently Asked Questions
How long is implementation?
No training or setup is required; it takes under a minute to get started.
Is my data secure with Colby?
Yes, Colby uses common security practices and encrypts data both at rest and in transit.
Can anyone use Colby?
Yes, anyone with access to a Salesforce account can try Colby.
Does Colby save my data?
Colby deletes all data after each session, ensuring your data remains private.
Get Colby's Tags
Salesforce, AI assistant, productivity tool, voice commands, data management, lead generation, market research.
