CRM From Your Phone

Sales Based on this tweet by @ericzakariasson

The prompt

Set up a new bot for me that stays always on so I can ask CRM questions from my phone. Walk me through connecting Salesforce read-only and Slack, then configure it: when I ask about the quarter, give me the number, the three deals that move it, and where the data looks wrong. Ask me for quota and quarter definitions once, let me test three questions I know the answers to, then save it.

Paste it into Grok Bot, Rakazo or any agent you already use. It asks for what it needs, then saves itself as a bot.

Connect first

SalesforceSlack

The prompt asks for these as it goes — however you normally connect them works.

Tired of signing in to each service for every harness? Executor signs you in once — every client shares the credentials. Try Executor → Sponsored

Run CRM From Your Phone yourself

Free to copy, adapt, and edit after setup.

View source
Sponsored advertise →