salesforce

myMeta for Salesforce

Every Customer Insight. One View. Zero Context Switching.

Salesforce is the world's leading CRM platform, and for sales, service, and marketing teams it is the system where customer relationships are built and managed.

In enterprise environments where Salesforce operates alongside ERP, HCM, and other business systems, the opportunity lies in connecting those systems so that the intelligence distributed across the organisation such as pricing, inventory, case history, workforce data is available to every user at the moment it is needed, without leaving the CRM.

Closing that gap between the data that exists and the experience that users have is where orchestration and in-application guidance extend the value of the Salesforce investment.

An orchestration and experience layer deployed across Salesforce closes this gap without modifying the CRM configuration.

AI-powered cross-app sync keeps CRM records accurate across connected systems automatically, in real time.
Real-time data from SAP, Oracle, Workday, and any connected system surfaces directly inside the Salesforce interface in context, at the moment of action.
A sales representative closing a deal sees live ERP pricing, contract terms, and credit status alongside the opportunity record.
A service agent resolving a case has the full customer history, open orders, and SLA status in a single unified view.
A manager reviewing pipeline accesses AI-driven insights directly in the dashboard, governed by business rules and fully auditable.
In-application guidance ensures every user follows the correct workflow, eliminating data entry errors and driving the kind of CRM adoption that translates into measurable business intelligence.

Salesforce customers deploying this approach report a significant improvement in data accuracy, a 90% increase in user engagement, a 70% reduction in support costs, and 100% utilisation of required CRM features without a replatforming project, a custom development programme, or changes to the Salesforce configuration already in place.

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Key Outcomes

Unified 360° customer view inside Salesforce

Real-time ERP and backend data surfaced in CRM workflows

AI-assisted selling and service with full auditability

Significant data accuracy improvement

Faster deal cycles and improved case resolution rates

SOLUTIONS

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