Integrate SalesForce with ReFocus AI

Workflow

Salesforce

ReFocus AI creates an end-to-end process that automates the servicing for you,
saving your team time during renewals

ReFocus AI uses Salesforce's API to automate your most time-consuming renewal servicing work.

ReFocus AI analyzes your data to surface at risk and potentially dissatisfied clients

ReFocus AI sends data back into AMS360 to automate task creation & email notifications

Customer uses either a centralized report, or tasks by account owner

ReFocus activities sync natively with Salesforce, creating service cases, tasks, and populate reports.

Salesforce customers can use ReFocus AI with any combination of API-enabled software

ReFocus AI uses Salesforce's API to connect securely and reliably.

ReFocus AI surfaces at risk and potentially dissatisfied clients

ReFocus AI sends data back to AMS360, which is published into AgencyZoom

Tasks by account owner, or centralized dashboards showing all at risk renewals are automatically created. Email notifications can also be utilized