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Demo / Video Travel Disruption Agent
Our Travel Disruption Agent automates travel disruption management for patient care coordination.
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Demo / Video Forecast Briefing Agent
Our Forecast Briefing Agent helps sales leaders understand forecast changes instantly.
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Demo / Video Executive Briefing Agent
Our Executive Briefing Agent delivers a daily Slack briefing highlighting business changes that require leadership attention.
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Demo / Video Advisor Meeting Prep Agent
Our Advisor Meeting Prep Agent helps insurance relationship managers prepare for advisor meetings.
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Demo / Video Account Briefing Agent
Our Account Briefing Agent helps sales directors prepare for customer meetings without searching across Salesforce, emails, and notes.
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Demo / Video Projections Accelerator and Revenue Scheduler Accelerator
Our Projections Accelerator and Revenue Scheduler Accelerator help you build multi-channel projections with flexible scheduling in Salesforce.
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Demo / Video Relationship Management Accelerator
Our Relationship Manager Accelerator maps out all of the various relationships an advertiser may have with different agencies (e.g. buying agency, creative agency, social agency, etc.).
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Demo / Video Wealth Management Accelerator
With our Wealth Management Accelerator, financial advisors can use the power of Salesforce Financial Services Cloud and Agentforce to expand relationships, automate meeting scheduling, and generate an investment proposal.
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