From account research to opportunity updates and forecasting, your workers handle Salesforce admin and give reps their time back.
Account research — Builds account plans from web and CRM data.
Log calls & emails — Activities captured automatically.
Opportunity updates — Stages, amounts and next steps kept current.
Forecasting — Weighted forecast with risks highlighted.
Example : « Account plan for Globex » → Researching Globex → Mapping stakeholders → Writing plan → Plan attached to account.
Example : « Log yesterday's calls » → Reading call notes → Matching opportunities → Creating activities → 17 activities logged.
Example : « Q4 forecast with risks » → Pulling 120 opps → Weighting by stage → Flagging risks → Forecast: .4M.
Recommended workers : Laura, Sophie, Henry.
In the Delos app, open Connectors, pick Salesforce and authorize access. No code.