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Alfred is a meeting assistant and audio notetaking app native in Salesforce.
Once invited, Alfred requests to join the Zoom meetings automatically at the specified time. Alfred frees your team to concentrate on the conversations and actions that matter. As your trusted digital PA, Alfred transcribes, minutes and summarises calls, voice notes, face-to-face meetings and any other client interactions, producing accurate, recent and frequent data. Alfred effortlessly keeps your records up to date, so you always have current information for the best revenue decisions.
Alfred is on mobile and desktop, ready to assist with every call and conversation. All it takes is a click to record. While you, your team and your customers are focused in the moment - discussing, questioning, understanding, explaining and negotiating - Alfred is taking notes.
Afterwards, Alfred provides an immediate transcript, a summary, a list of next steps and a follow-up email. Your team can focus on progressing deals and projects hands-free, without spending time on Salesforce admin. You can listen back to recordings or read the transcripts at any time, for direct insights into sales interactions, so you can support your team with coaching, resources and advice.
Alfred works inside Salesforce. That means Alfred can save information directly in your opportunities and you can easily create tasks from it. In fact, Alfred can populate information in any Salesforce processes or functions, so you're always working with one real-time version of the truth for better business decisions.
May include user name, display name, picture, email address, phone number, job information, stated locale, account, user ID, contact lists added by the account or user (which may include contact information a user imports from a third-party app), and other profile information.
User
user_zak:read