Our Onboarding Process

Experience a seamless integration that learns your CRM, regardless of complexity

Custom Embedding Flow

Our proprietary embedding process allows our AI agents to learn your CRM structure completely. Whether you have custom fields, complex workflows, unique data structures, or specialized configurations—we adapt to your system, not the other way around.

What Gets Embedded:

  • All object schemas and custom fields
  • Workflow rules and automation logic
  • Relationships between objects
  • Data patterns and business rules
  • Historical data for context and learning

Full CRUD Chat Interface

Once your CRM is embedded, you gain access to our powerful chat interface. This isn't just a query tool—it's a complete data management system that lets you Create, Read, Update, and Delete Salesforce records at scale using natural language.

Chat Interface Capabilities:

  • View data en masse: "Show me all opportunities closing this quarter"
  • Bulk updates: "Update all contacts from Acme Corp with new address"
  • Smart creation: "Create 50 test accounts for the sales team"
  • Complex queries: No SOQL needed—just ask in plain English
  • Data exports: Export filtered data directly from chat

Endless Possibilities

With your CRM embedded and the chat interface at your fingertips, the applications are limitless. Our customers use Ennube.ai for everything from routine maintenance to strategic business intelligence.

Data Management

  • Deduplicate entire database
  • Enrich missing contact information
  • Validate and clean data quality
  • Standardize field formats

Testing & Development

  • Seed sandbox environments
  • Generate test data at scale
  • Migrate data between orgs
  • QA automation workflows

Reporting & Analytics

  • Create board-ready reports
  • Track sales pipeline health
  • Analyze closed-won opportunities
  • Custom KPI dashboards

Strategy & Operations

  • Territory planning analysis
  • Lead scoring optimization
  • Sales strategy recommendations
  • Market opportunity identification

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