1. Mavlon: Automatic Data Capture from Outlook to Salesforce Mavlon, a Microsoft app to convert CRM into an AI companion, claims it not only syncs data between Salesforce and Outlook but also provides real-time insights and tailor-made recommendations through AI. While Salesforce offers a native solution called ‘Inbox’ (which I haven’t tested), and both seem to provide […]
1. Nexto: AI-Generated Follow-up Tasks Nexto is an AI-powered Chrome extension designed to analyze email threads and sales call transcripts, generating actionable follow-up tasks in seconds. These tasks are created with due dates, details, and contact information. While the AI-generated tasks offer a starting point, I found it necessary to customize them further in some cases. Nexto […]
1. Terrakotta: AI Phone for Mass Outreach Terrakotta is a web-phone application that uses AI to streamline sales calls. It claims to enhance lead engagement by creating and delivering personalized voicemails. While I haven’t fully tested it yet, it seems like a promising tool for injecting a personal element into sales without entirely depending on AI from […]
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