Video Demo (Draft)
Preview the new Customer Portal and explore its current features in this short walkthrough.
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Every morning at 7, each CAM rep gets a personal action plan in Slack that shows their most at-risk accounts first, with live Salesforce numbers. When a rep contacts a customer, one click opens a small window where they can note what they actually did. The click and the note write straight to the account in Salesforce, so the audit trail builds itself. Contacted accounts drop off the next day's plan, and the rep starts each morning knowing exactly where to begin.
We built a reusable Claude skill "BOB" that cross-analyzes the Zinc Partners and MS Companies Salesforce books of business. It identifies shared accounts, related contacts, business history, and potential opportunities using both read-only Salesforce connectors. The skill separates confirmed matches from possible matches and explains the evidence behind each result. Users can tailor each analysis and receive the results as a chat summary, CSV, Excel workbook, PDF, or Word document.