Goldie Autonomous CRM Layer

Highlights

• CONVERSATION CAPTURE: Compile Email + Calendar Events + Meeting Summaries into a unified, and AI-ready format natively in Salesforce. Incidentally it's also the most secure activity sync solution on the market.
• ACTIVITY Q&A: Get conversation insights on an account in seconds. Only Goldie can generate a conversation summary or answer any questions - based on meeting transcripts and emails for that account.
• AI AUTO-FILL: Let Goldie update fields - based on captured conversations. Count on unbiased deal qualification, self updating summaries and no-code activity metrics.
• QUALITY CONTACTS: Let Goldie scan email signatures and automatically create or augment contact records with first name, last name, phone numbers and job title.
• PERSONA DETECTION: Ensure spot on messaging based on your target personas. Let Goldie map each contact's job title to your specific buyer personas. Goldie also indicates a contact's job level in 5 languages.
• LEAD-TO-ACCOUNT MATCHING: Keep your sales and marketing in the know about inbound leads. Maximize the engagement potential for each account.
• 100% SALESFORCE NATIVE: Consolidate your cluttered and expensive sales tech stack with one native solution that gives you all the grounding signals where you actually need them - right within Salesforce.