Meldus

Are you struggling to get the information you need from Salesforce when you need it most?

Stop building endless reports and dashboards — harness the power of AI and get the answers you need from Salesforce just by asking, all within Microsoft Teams.

Who is Meldus for? If you're time-poor, hate asking IT for help, and just want answers from Salesforce fast, Meldus is for you! It's tailor-made for busy execs who need to make data-driven decisions on the go.

What can I ask Meldus? Meldus answers all sorts of questions about your Salesforce CRM data, across sales, marketing, customer service and more. Meldus gives you valuable insights from Salesforce, quickly and easily.

• Start simple 🌟 e.g. "Show me our pipeline by stage" or "Give me a summary of our active campaigns".
• Get more specific 🎯 e.g. "Compare open pipe for the Legal and Consulting industries, by salesperson" or "How much deal value is the GM Outreach campaign generating with Harold's customers?".
• Get more advanced 🧠 e.g. "I need to know our sales team leaderboard for open deals, and our top five accounts for pipeline in the Northeast, sorted top down".

What else can it do? Plenty! Use Question Templates as simple building blocks for common questions. When you get a great answer, save a Favorite so it's easy to run again, anytime. Use Custom Instructions to help Meldus understand the nuances of your data, and it'll use them to create more personalized responses.

Is Meldus easy to use? It's as simple as asking a question! No setup required, and no training needed. It's that easy.

How do I get started?

Connect to Salesforce (any edition with API access), and get instant answers from your CRM data today. 🚀

Need help?

Get in touch at Meldus Help.

AI-generated content

Meldus uses AI-generated code to retrieve, analyze and summarize data from Salesforce. Review and use results carefully. If you'd like to know more, or you need to report inappropriate content in Meldus, get in touch at Meldus Help.