Celisa is Centelon’s intelligent Virtual Assistant that makes Salesforce users’ daily tasks look easy. Take that leap of “one click” towards a more efficient workday.
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 – “Service Reps” – Plan a productive workday when Celisa helps you manage your open cases
- Celisa is a Lightning exclusive Virtual Assistant that takes out the efforts from your day to day operations. It comes with a set of configurable commands which can be used to perform most of the tasks with just one click.
- Admin can create user, change profile, assign roles, change email faster
- Sales Rep can view “My Leads”, “My Opportunities” “View Leads as per scoring”
- Service Rep can search and view “My open cases”
- All the functions are performed in the chat window with the help of commands
- Built on native Salesforce platform, Hence readily available and doesn’t require any integration!
- Free Version: Configured to perform Basic salesforce functions for Salesforce Admin and Sales/Service User
- Paid version: Celisa can be customized to provide larger set of services as per business needs.
- Can be available on Salesforce1 App.