An efficient and intelligent virtual assistant that enables you to glide through processes seamlessly and boosts your productivity
Can’t imagine a day without having to carry out multiple tasks on Salesforce? We know how much time you lose navigating through pages and clicking several times to complete a simple task. Also, you spend considerable costs on training new users to accomplish basic tasks.
Celisa is an efficient few clicks Lightning-exclusive Virtual Assistant that makes Salesforce users’ daily tasks easy. Celisa enhances Salesforce Lightning experience for end users which helps in increasing productivity.
Who Can Use Celisa?
- Admins – Get all your Admin tasks off your desk faster with Celisa.
- Sales Reps – Reclaim yourself as an efficient “Sales Rep” when you get all information in just a click.
- Service Reps – Plan a productive workday when Celisa helps you manage your open cases
- Celisa offers a user friendly chatbot-like interface to accomplish simple to complex tasks where the major tasks can be performed on the home screen itself.
- Celisa in built in Salesforce platform product which do not need any external integration
- Celisa comes with 30 plus predefined commands which helps different personas of Salesforce users. Celisa can be customized based on your business requirements
- A unique feature What’s Next – Shows upcoming tasks for the Sales user. It is a “Quick Search-Quick show” feature that lists assigned tasks and opportunities in just a click to user.
- Saves time: Tell Celisa what you need to accomplish through a user-friendly chat interface and let her do all the mundane work for you. You will get just what you need without having to wait.
- Completes tasks efficiently: Type in just the essential data, which you have, in the chat interface and Celisa will perform all the associated background activities for faster task completion.
- Enables optimum onboarding: Provide your new users with Celisa and they don’t have to memorize tedious Salesforce navigation ow for basic tasks such as contact creation