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Salesforce

by Miro
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View new Salesforce leads and opportunities right inside Miro, keeping track of them and using them to plan your outreach and engagement strategies visually.

Key features:

  • Create Miro card from a new task, opportunity, case, or lead
  • Organize leads visually on the Miro board, along with other customer information and research
  • Plan initiatives and customer outreach
  • Keep track of lead status and updates

Categories

Customer RelationshipTask AutomationStrategy & PlanningMarketing & Sales

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