Centro Demo: Manage Your Salesforce CRM Inside Microsoft Teams
Genetrix Technology
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Centro Demo: Manage Your Salesforce CRM Inside Microsoft Teams
109 просмотров · 4 мес. назад
Genetrix Technology
1,09 тыс. подписчиков
109 просмотров · 4 мес. назад
Centro brings your entire Salesforce CRM into Microsoft Teams — view and update leads, cases, and opportunities without ever leaving the chat.
Sales and service teams lose hours switching between Salesforce and Teams. Centro closes that gap: surface Salesforce records as action cards in any Teams channel, update them in plain English, log cases and activities, manage records in bulk with Salesforce Lists, and even @-mention Agentforce AI agents — all natively inside Teams. It works the other way too, embedding Teams directly inside Salesforce records.
In this full walkthrough, you'll see:
Salesforce leads, opportunities & cases live inside Teams channels
Updating records and creating tasks just by chatting
Triggering follow-ups, approvals & automations from Teams
Viewing and editing multiple records with Salesforce Lists
Agentforce AI agents answering questions on your CRM data
⭐ Rated 5/5 on the Microsoft Teams app store · 50+ installs/month
▶ Try Centro in Teams: https://teams.microsoft.com/l/app/c0a...
▶ Learn more:https://www.centro.rocks/
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Centro by Genetrix Technology — manage your Salesforce CRM directly inside Microsoft Teams.
Book a demo: https://genetrix.tech/contact?referra...
Email: Aman@genetrix.tech
Website: https://genetrix.tech
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