AI automation
for Salesforce
Sync leads, opportunities, and activities automatically. AI Savvy plugs directly into your Salesforce org.
Your sales pipeline,
automated end to end.
Salesforce is the enterprise CRM standard. AI Savvy connects directly to your Salesforce org so every call, text, and booking updates the right opportunity automatically.
No manual data entry. No stale records. The AI answers a call, qualifies the lead, and books the appointment directly into your Salesforce calendar.
Sales reps see new opportunities appear in real time. Managers get accurate forecasting data. And your admin stops cleaning up orphaned records.
Every feature,
built for Salesforce users.
AI Savvy is not a generic chatbot. It understands Salesforce's objects, fields, and approval processes.
Live call answering
AI answers every inbound call, qualifies the lead, and creates or updates records in Salesforce automatically.
Opportunity management
Opportunity stages update based on conversation outcomes. AI captures all the fields your reps need.
Activity logging
Every call, text, and email is logged as an activity on the contact or account record.
Meeting scheduling
Book appointments directly into Salesforce calendars. Sync with your team availability in real time.
Lead scoring
AI engagement data feeds into Salesforce lead scoring. Hot leads get flagged for immediate follow-up.
Workflow automation
Trigger Salesforce flows, create tasks, and send notifications based on AI conversation outcomes.
Three steps.
Enterprise ready.
We handle the Salesforce configuration and integration during onboarding. Your admin team retains full control.
Connect your org
We authenticate with your Salesforce org using OAuth. Your data stays inside your Salesforce instance.
Configure the AI
We train the AI on your products, pricing, and approval workflows. You review and approve before going live.
Go live
Within 7 days, your AI agent is answering calls, creating opportunities, and updating records in Salesforce automatically.
More closed deals.
Better data quality.
Teams using AI Savvy with Salesforce report faster sales cycles, cleaner data, and higher rep productivity.
Ready to automate
your Salesforce workflow?
Get a free call audit and see exactly how AI Savvy fits into your existing Salesforce setup.