How it works
Uman is organized around three key modules:
Business Development
Deal Execution
Account Management
By integrating with Salesforce CRM, uman enables users to benefit from advanced reasoning capabilities, enriched with the relevant CRM context. This bidirectional integration syncs Accounts, Contacts, and Opportunities on behalf of the user, enhancing productivity and improving client conversations.
Key Benefits
Prepare for meetings with rich historical context: Gain instant access to valuable customer insights, including past interactions, deals, and key contacts, ensuring you're well-prepared for every meeting.
Seamless meeting updates in CRM: Easily push information, post meeting, into your CRM. An admin can define which fields can be updated.
Seamlessly add prospects in CRM: Easily push new accounts with contact data into your CRM with rich insights and outreach scripts for execution.
Technical Setup and details
The integration offers powerful capabilities for handling essential Salesforce objects, including:
1. Company
Read Data: Access detailed company profiles, including associated contacts, recent interactions.
Write Data: Automatically create or update company records based on sales activities or data from other systems.
2. Contacts
Read Data: Retrieve contact details and communication history
Write Data: Create or enrich contact profiles by adding key insights, linking notes from customer meetings, or updating status based on interactions.
3. Opportunities (Deals)
Read Data: Extract deal information, including stages, values, and associated contacts or companies.
Write Data: Create or update deals, update status, or log deal progression to keep CRM data up to date.
4. RecordType (Pipelines)
Read Data: Retrieve opportunity pipelines with it's associated stages.
5. Custom Objects
This is optional, depending on your Salesforce setup.
Read Data: Retrieve objects that are required for creating an account, contact or deal
Write Data: Create objects that are required for creating an account, contact or deal
Setup Instructions
An administrator can install the package by clicking this link: https://login.salesforce.com/packaging/installPackage.apexp?p0=04tWV0000004l8PYAQ
After the package is installed, users can connect their Salesforce account in the uman platform (using an OAuth2.0 user integration).
Used OAuth scopes
Access unique user identifiers (openid)
Manage user data via APIs (api)
Perform requests at any time (refresh_token, offline_access)
For further assistance, please contact our support team or visit our comprehensive knowledge base.
FAQ
How does the integration work?
The integration operates at user level and does not run any background processes, not even when the connection is first created. It works primarily on demand: when you prepare a meeting, the integration temporarily reads the necessary objects within your user scope to enable parsing and preparation.
Which objects and properties will be updated in uman?
In the first phase of the integration, uman can push notes to opportunity, contact, or company objects, and update the stage of an opportunity. These actions are only performed when explicitly triggered by the user - nothing happens automatically, and full control remains with the user.
In a later phase, administrators will be able to define additional properties that uman is allowed to update on opportunities, contacts, or companies.
Will uman remove records from Salesforce?
No. uman will never remove or delete companies, contacts, or opportunities from Salesforce.