Colby

What is Colby?

Colby is an AI-powered sales analyst designed to streamline sales processes. It leverages AI to automate tasks, improve data accuracy, and enhance sales team productivity. Colby integrates directly into your workflow, offering features like voice-to-Salesforce updates, market research, and bulk data changes.

How to Use Colby

1. Install the Chrome Extension: Add the Colby extension to your Chrome browser from the Chrome Web Store.
2. Connect to Salesforce: Log in to your Salesforce account within the Colby extension.
3. Use Voice Commands: Press the microphone button and dictate updates, create leads, or ask research questions.
4. Review and Approve: Colby processes your requests and allows you to review and approve changes before they are implemented.

Features of Colby

• Voice-to-Salesforce Updates: Update Salesforce data using voice memos.
• Market Research: Conduct bulk research and add potential leads.
• Real-Time Data Entry: Streamline data entry with voice commands.
• Bulk Changes: Make bulk changes to your Salesforce data.
• Web Search & Research: Use web search to gather data.
• Native Support for Custom Objects: Supports custom objects within Salesforce.

Use Cases of Colby

• Salesforce Data Entry: Quickly update opportunities, create contacts, and log meeting notes.
• Lead Generation: Research and add potential leads for the latest YC batch.
• Meeting Preparation: Prepare for meetings with real-time data.
• Customer Research: Research clients before a meeting.
• Data Analysis: Analyze sales data and identify trends.
• Sales Team Productivity: Improve overall sales team productivity.

FAQ from Colby

• How long is implementation? Implementation takes under a minute to get started.
• Is my data secure with Colby? Yes, data is encrypted both at rest and in transit.
• Do you sell an enterprise version? Not yet, but enterprise features are planned.
• What permissions does Colby have? Is it safe? Colby can not delete records, and large edits require your review.
• Can anyone use Colby? Yes, but requires Salesforce access and a Salesforce tier with API access.
• Does Colby save my data? No, Colby deletes all data on its servers after each session.