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FlashCX.ai is for sales teams that need CRM information and actions within Microsoft Teams or Slack instead of switching to a separate CRM. It connects to systems such as Salesforce, Oracle Sales Cloud, HubSpot, and Freshsales, letting users find and update opportunities, leads, contacts, and accounts from their messaging workspace. Sales reps can qualify leads, review deal details, search for contacts and accounts, and access account news and enrichment information to prepare for customer conversations. The app also helps users manage daily sales activities: check upcoming meetings and tasks, review a day summary and overdue work, and view or log call reports. Teams can look up open service requests, and customer service agents can search for existing tickets or create and update tickets during customer calls. Administrators can configure which CRM fields appear for supported objects, including custom attributes, and set notification preferences. FlashCX.ai may suit organizations that use a supported CRM and want sales or service staff to handle common record lookups and updates from their collaboration app.
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