Salesforce is a leading customer relationship management (CRM) platform that helps businesses manage customer interactions, sales processes, and marketing campaigns.
With business context and revenue tied to product features, optimized workflows, and full transparency, teams build the most impactful products and go-to-market can deliver value faster and close more deals by staying on top of their customer needs.
Benefits
Improved customer relationship management: effectively advocate customer needs and their urgency to deliver personalized experiences and build strong connections.
Streamlined sales processes to track deal blockers, product related opportunities and task automation, leading to increased sales productivity and faster deal closures.
Data-driven decision making: tying $ impact and customer context to product features automatically, empowering data-informed decisions.
Enhanced internal collaboration and communication among teams, facilitating information sharing, coordination, and better customer outcomes.
Bagel & Salesforce work together on two levels:
1) API integration (oauth2)
This integration allows companies to deepen their understanding of customer needs by connecting solutions, epics, ideas, and requests to Salesforce accounts, opportunities, evidence, and cases (i.e. evidence).
2) Bagel application (a plugin to salesforce):
Bagel AI Assistant provides real-time product suggestions to ensure no customer pain goes unnoticed, easily surface products requests to product teams, and automatically tie each request to revenue & business context so that roadmap is geared towards impact.
In addition, the plugin provides real-time visibility into the product pipeline and progress of each request, so that reps can keep their customers informed and close the loop at lightning speed.