Outlook Integration for
Data Auto-Capture Forget about manually updating Salesforce with new events and contacts or saving emails, tasks or attachments. Data auto-capture automatically creates new or updates existing records for any object. Email Sidebar Boost Salesforce adoption by bringing it right to where users are already working: their inbox! Email sidebar shows the objects and fields you need, making it quick and easy to view and edit records or create new ones. Scheduling Save time and cut out the back and forth. Include clickable time slots in emails to propose meeting times or share your whole availability with a “Book me” link so prospects can choose the time that works best for them. Calendar Sync and Lightning Scheduler Adapter Keep your Salesforce calendar synchronized with the calendar you actually use in Outlook or Gmail. New events or changes to existing events in one calendar will appear immediately in the other. And with our adapter, prospects will always see your real availability in Lightning Scheduler from both Salesforce and Outlook calendar so you can forget about conflicting scheduling. Compare to: Lightning sync Salesforce Inbox Cirrus Insight Riva
Top keywords
- calendar5×2.72%
- salesforce5×2.72%
- events3×1.63%
- lightning3×1.63%
- time3×1.63%
- adapter2×1.09%
- auto-capture2×1.09%
- availability2×1.09%
- data2×1.09%
- data auto-capture2×1.09%
- email2×1.09%
- email sidebar2×1.09%
Account Planning Agent
Account Planning Agent helps revenue teams activate Salesforce Account Planning with Digital Labour that keeps strategic plans current, actionable, and tied to growth. Built on Salesforce Agentforce and configured through mindZvue’s Agentforce Enablement methodology, the agent monitors approved account data, sales activity, stakeholders, opportunities, and planning inputs. It helps teams reduce manual planning effort, refresh plan context, identify whitespace, review stakeholder coverage, detect risks, capture post-meeting updates, and generate QBR-ready summaries for leadership reviews. Instead of treating account planning as a static form, Account Planning Agent gives reps and managers a live planning assistant that nudges action, recommends next steps, and turns account strategy into execution. Key capabilities include guided plan creation, auto-populated context, whitespace intelligence, stakeholder gap detection, SWOT support, competitor notes, plan summaries, collaboration support, and agent recommendations. Designed for teams that want Salesforce Account Planning to become proactive, consistent, and growth-focused.
Top keywords
- planning8×5.52%
- account7×4.83%
- account planning5×3.45%
- agent4×2.76%
- plan3×2.07%
- salesforce3×2.07%
- teams3×2.07%
- account planning agent2×1.38%
