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Boost Your SMB’s Efficiency with Salesforce AI: Automatically Capture Phone Numbers!
One new feature called Activity Capture in Salesforce automatically captures phone numbers from your contacts and saves them into your CRM records.
Here’s a roundup of the feature and further reading
1. Save Time with Automated Data Entry
Manual data entry is a time-consuming chore. With Salesforce AI Activity Capture, phone numbers are automatically captured and added to your records, freeing you from hours of manual input.
Whether you’re adding a new Lead or updating an existing Contact record, contact information is populated for you.
2. Accurate Data, Every Time
Human error is common when entering contact details—typos and missed digits can lead to problems, especially with telephone number entry.
Salesforce AI ensures phone numbers are captured accurately, minimizing errors and maintaining data integrity.
3. Better Insights, Better Decisions
With phone numbers automatically added to your Salesforce records, your contact information is always up-to-date.
This makes it easier to connect with customers, track communication history, and make more informed decisions.
4. Boost Productivity and Growth
By automating routine tasks, Salesforce AI allows you and your team to focus on high-priority activities, such as nurturing relationships and closing deals.
5. Seamless Integration Across Salesforce
Salesforce integrates this feature smoothly across its platform, ensuring consistency in customer data across all departments—whether you’re in sales, service, or marketing.
The Bottom Line: Smarter CRM for SMBs
Salesforce’s Einstein Activity Capture feature is a powerful way to optimize your CRM activity.
Automating data entry, improving accuracy, and boosting productivity can help you grow your SMB while delivering better customer experiences.
Ready to get started? Let Salesforce Einstein handle the legwork while you focus on growing your business.
Contacts and Einstein Activity Capture