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Salesforce

Salesforce is the CRM backbone for sales, support, and customer operations. But switching back to Salesforce for every lookup or field update slows teams down.

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Overview

Bring Salesforce data into every workflow. PixieBrix lets you view account context, update records, and surface related opportunities from anywhere in your browser. PixieBrix connects directly to Salesforce and brings the right customer context into whatever tool the user is already in. A support agent can open a ticket and immediately see the customer’s renewal date, active opportunities, and account owner. A PM viewing a bug report in Jira can instantly understand the customer impact. A CSM reading an email can log the activity back to Salesforce without leaving their inbox.

Actions

Update Customer Info Anywhere

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.

Surface Customer 360 Across the Browser

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.

Reveal Related Deals in Context

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.

Benefits

Customer Insight Wherever Work Happens

Support agents, CSMs, engineers, and PMs instantly understand who the customer is - without jumping into Salesforce to look up basics.

Cleaner, More Complete CRM Data

Because updates occur in the flow of work, records stay fresher, more accurate, and more reflective of real interactions.

Stronger Alignment Across Teams

Support sees deal context, sales sees product and ticket context, and product sees customer impact - all without asking each other for information.

Dramatically Less Context Switching

Teams stop tab-hopping for simple lookups or small updates. Salesforce becomes ambient, available in any tool.

Better Customer Outcomes

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.