Octopus
Generates PDF, Word, or Excel documentation for selected Salesforce items in Agentforce.
Astrea IT Services Pvt LtdFree
Symbe
by SymbeSalesforceFreemium
Create and customize business cases from Salesforce Opportunities across the sales cycle in Agentforce.
PRICINGFreemium
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
What it does
Symbe lets sales teams create and modify a business case directly from each Salesforce Opportunity. Each case can be tailored with a prospect’s branding and specific outcomes. Prospects can be invited to collaborate on the case and align on the outcomes that matter to them. The vendor describes use during qualification, discovery, presentations, stakeholder buy-in, and the contract-sent stage.
Key capabilities
from the Salesforce AppExchange listingOpportunity business cases
Create or modify a business case directly from a Salesforce Opportunity.
Opportunity customization
Customize each business case with prospect branding and specific outcomes.
Prospect collaboration
Invite prospects to collaborate on a business case and align on relevant outcomes.
Use cases
- Use a business case as a value hypothesis during qualification.
- Use the case as a visual guide during discovery to discuss buyer challenges, pain points, and desired outcomes.
- Use the case during a product presentation to connect business value with product features.
- Use the case as a decision-making tool for stakeholder buy-in.
Who it's for
Sales teams and sales professionals working with prospects.
In the catalog
144 plugins in Agentforce · Sales
Price distribution: 44 free, 32 freemium, 68 paid
Pricing & deployment
Platform
Salesforce
Product
Agentforce
Deployment
Cloud
Pricing
Freemium
Similar plugins in Agentforce · Sales
View all 144 →
Merge Connect | Salesforce Document Generation, Easier Than Ever
Generate documents from Salesforce records in Microsoft and Google formats.
AppiphonyPaid
SendSafely for Salesforce| End to End Encryption wherever data is shared
Encrypts and controls sensitive file sharing in Salesforce Agentforce and Experience Cloud.
SendSafelyFree
Channel AI Deal Desk
Manage channel quotes, special pricing authorizations, ship-and-debit claims, and accruals in Agentforce.
SpecialTales, Inc.Paid
What the vendor says
«Symbe lets you create deal-winning business cases in seconds. Applied across all stages of the sales cycle, Symbe business cases help sales teams deliver value-selling at scale. 1. Qualification: They help qualify faster and more accurately by using them as a 'value hypothesis' during qualification. 2. Discovery: They …»