Your client meetings, right inside Salesforce.
Seedext transcribes and summarizes every sales conversation, then automatically pushes the meeting summary, next steps and key points into the right opportunity. Zero manual entry for your sales reps.
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Your CRM is only up to date if someone fills it in
Between meetings, Salesforce data entry comes after everything else. The result: incomplete data and wasted selling time.
of time spent selling
The rest goes to admin, data entry and research.
data entry = #1 time-consuming task
of reps cite note-taking and data entry as their most time-consuming task.
of admin per week
Reported by 43% of reps, at the expense of selling time.
Three steps, no manual work
The integration links your Seedext account to your Salesforce org. Once connected, everything happens in the background.
We connect
Authenticate your Salesforce org via OAuth from Seedext. Choose the objects to feed: opportunities, accounts, contacts.
We transcribe & summarize
For every meeting, Seedext generates the meeting summary using the "Sales meeting" template: context, decisions, next steps.
We sync
The summary is automatically attached to the right opportunity, with follow-up tasks created in Salesforce.
From meeting to pipeline, in real time
Seedext captures the conversation, AI structures it, and Salesforce updates itself. Here's what it looks like on the CRM side.
Illustrative preview: your actual dashboard depends on your Salesforce configuration.
Your CRM fills itself in
Your reps focus on the client relationship. Seedext takes care of the memory.
Auto-logged meeting summaries
Every conversation becomes a dated activity in Salesforce, attached to the right opportunity, with no copy-pasting.
Next steps as tasks
Actions decided in the meeting are extracted and created as follow-up tasks assigned to the right rep.
Enriched fields
Budget mentioned, decision-makers, objections, competitors cited: the key signals flow into the opportunity fields.
Foxy on the account history
Ask the AI assistant about an account's entire history: "Where do we stand with this client?" Instant answer.
All your meetings
Teams, Zoom, Google Meet, Webex and even in-person meetings via the offline mobile app. Nothing escapes the CRM.
Reliable forecasts
A pipeline fed in real time gives management an accurate view, without chasing the teams.