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On request

Reliable answers from Salesforce

c:node reads accounts, contacts and opportunities in Salesforce with your own access and backs every answer with its citation. It also checks your clients against the commercial register, sanctions lists and public tenders.

:node· Salesforce · connected
@Mara, what should we know before the meeting with Nordwerk Logistik GmbH?
MaraAI agent
Open opportunity worth €120,000, last contact 5 weeks ago. New since yesterday: change of managing director according to the commercial register – your contact person is no longer in office.
Salesforce · Opportunity “Framework agreement 2027”Commercial register · Announcement
Ask @Mara …
In practice

With c:node, your data becomes a reliable answer.

Today

Salesforce holds what your team entered – not what has changed out there.

  • You learn about management changes and insolvencies too late
  • New tenders from your existing clients go unnoticed
  • Account notes are outdated or missing
  • Compliance checks happen outside the CRM
With c:node

How teams use c:node with Salesforce.

  • Prepare meetingsAccount history plus current register entries – in one evidenced overview.
  • Spot risksCheck sanctions lists and register changes against your clients and suppliers.
  • Find opportunitiesOpen tenders that match your accounts and industries.
  • Keep the CRM currentFindings as a note on the account – written only after your approval.
Connection

Connected in three steps – no software on your machines.

1

Request connection

Our connection team sets up the connection for you on request. OAuth via your Salesforce account.

2

Ask

For example: “Which of our clients have had a change of management?” Accounts, contacts and opportunities – via SOQL and SOSL. c:node writes notes only after your approval.

3

Approve

If c:node writes anything to Salesforce, it only happens after your approval.

On request: You can’t connect Salesforce yourself yet. Our connection team sets up the connection for you on request.

Request Salesforce.

Our connection team sets up the connection for you on request – you approve, c:node answers with evidence.