Bring Salesforce context into every customer conversation.

Bring relevant Salesforce customer, account, opportunity, and ownership information into Helply so support doesn't operate in a silo.

Customers › Ledgerly

EJS

Salesforce · LedgerlyAccount

Account ownerSam Park

PlanGrowth · 120 seats

Open opportunityScale upgrade · $14,400

RenewalMarch 14

Let Helply agents use Salesforce context alongside conversations, knowledge, and other Tools when deciding how to help.

All tickets › Ledgerly #34

EJS

Ledgerly #34SSO for more seats

P2

AAna Ruiz via email · 9:41 AM

Before we add 40 seats, can we get SSO on our plan?

Helply AI working

Salesforce · account and ownerChecked plan · GrowthFound open opportunity

SSO is on the Scale plan. Sam, your account manager, already has an open quote for 40 seats, so I’ve asked him to send it today.

Owner looped in · Salesforce updated 9 secs

Surface important information learned in support, including risk, expansion opportunities, feature requests, and customer feedback.

Background agents › Salesforce

EJS

Sent to SalesforceToday

Expansion · LedgerlyLogged on the Scale upgrade opportunity.

Risk · 48-seat accountUsage down 62%. Task created for the owner.

Feature request · OrbitBulk export, added to the account record.

Give strategic accounts, prospects, or other customer segments different support experiences based on the CRM context available to Helply.

Workflows › Routing

EJS

Routing rulesFrom Salesforce fields

S

Strategic accountsTier is Strategic → priority queue

On

O

Open opportunitiesStage is Proposal → account owner

On

T

TrialsType is Trial → Support agent first

On