Teams can adjust fields, change lifecycle stages, add notes, modify opportunity data, or log activities directly from Zendesk, Gmail, Mixpanel dashboards, or any internal tool. Updates happen instantly without opening Salesforce.
PixieBrix displays Salesforce context - account details, contact records, ownership, case history, renewal dates, customer tier, and past interactions - right next to the task at hand. Users get clarity without losing momentum.
Open opportunities, renewal cycles, expansion potential, past won/lost deals, and account hierarchies appear automatically wherever the user is working. Teams gain revenue insight without needing to search Salesforce manually.
Support agents, CSMs, engineers, and PMs instantly understand who the customer is - without jumping into Salesforce to look up basics.
Because updates occur in the flow of work, records stay fresher, more accurate, and more reflective of real interactions.
Support sees deal context, sales sees product and ticket context, and product sees customer impact - all without asking each other for information.
Teams stop tab-hopping for simple lookups or small updates. Salesforce becomes ambient, available in any tool.
Faster responses, more personalized interactions, more accurate handoffs, and clearer visibility into customer health - all because Salesforce data follows the user, not the other way around.