Data Entry Workflows in Salesforce

We help our clients with data entry workflows in Salesforce. We are often enriching data according to a process, and running workflows that require human judgment or that are not a high priority for automation. One of our larger clients has the following workflows with Odetta: we update & maintain client profiles in Salesforce, Monday.com, and Pandadoc based on inbound customer support data, and we act as their customer service representatives by directly engaging with their clients via phone and text to handle issue resolution in real-time.

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