What is Get Colby
Get Colby is an AI sales analyst designed to streamline your sales processes by integrating with Salesforce and allowing users to update data using voice commands.
How to use Get Colby
- Install the Colby extension from the Chrome Web Store.
- Open Salesforce and log in to your account.
- Use voice commands to dictate updates, create leads, or log notes.
- Review the changes made by Colby to ensure accuracy.
Features of Get Colby
- Voice Command Integration: Update Salesforce data hands-free using voice memos.
- Real-Time Data Entry: Instantly log meeting notes and create new contacts.
- Bulk Changes: Make multiple updates at once, saving time and effort.
- Web Research Capabilities: Automatically gather information about potential leads.
- User-Friendly Interface: Simple setup with no training required.
Use Cases of Get Colby
- Salesforce Updates: Quickly update opportunities and contacts without manual entry.
- Lead Generation: Research and add potential leads based on web data.
- Meeting Preparation: Log notes and reminders during meetings for easy follow-up.
- Data Accuracy: Ensure your Salesforce data is always up-to-date with minimal effort.
FAQ from Get Colby
- How long is implementation? There is no training or setup for Colby. It understands your system context and takes under a minute to get started.
- Is my data secure with Colby? Yes! We use common security best practices and encrypt your data both at rest and in transit.
- Do you sell an enterprise version? While we don't sell an enterprise version today, we plan to roll out enterprise features in the future.
- Can anyone use Colby? Yes, but you need access to a Salesforce account with API access.
- Does Colby save my data? No, Colby deletes all data on its servers after each session to ensure privacy.
