Skyp + Salesforce
Turn CRM Data Into Pipeline
Stop copy-pasting from your CRM
Skyp turns your CRM data into AI-written, truly personalized emails in seconds.
Who This Is For
Built for Salesforce users who want to leverage their CRM data for personalized outreach at scale. Perfect for organizations with 10-500+ sales professionals where Salesforce is the source of truth and manual email writing limits pipeline generation.
Enable your sales teams to turn Salesforce contact data into AI-powered, personalized email campaigns that pull prospect information from your CRM, generate custom messages, and sync all engagement data back—scaling outreach without losing the personal touch that drives deals.
The Salesforce Outreach Challenge
You've invested in Salesforce as your CRM—it holds all your prospect data. But when it's time to reach out, your team faces a frustrating choice: manual work that doesn't scale, or generic emails that get ignored.
Manual copy-pasting wastes hours
Reps spend hours copying data from Salesforce to draft emails. All that rich CRM data—deal stages, custom fields, notes—sits unused while your team struggles to scale personalized outreach.
Generic emails get ignored
Mass emails that ignore CRM context get deleted. But writing truly personalized emails for 50, 100, or 200 contacts? Impossible with manual processes. Deals slip through the cracks.
Complex tools hurt adoption
Traditional sales engagement platforms add layers of complexity—multi-step sequences, dozens of settings, weeks of setup. Implementation drags on and reps never fully adopt the tool.
How Salesforce Data Powers AI Personalization
Skyp connects directly to Salesforce and transforms your CRM data into personalized email campaigns.
Pull Contact Data from Salesforce
Import contacts from any Salesforce campaign, report, or list view. All fields—standard and custom—flow into Skyp automatically. Company info, deal stage, custom fields, notes, everything.
AI Writes Personalized Emails
Skyp's AI generates unique emails for each contact using Salesforce data—company details, deal context, relationship history, custom fields. Each message references specific, relevant data points.
Review, Edit & Send
Reps review AI-drafted emails before sending. They can adjust tone or add details. The AI handles pulling CRM data and drafting—reps add the final polish.
Sync Everything Back to Salesforce
All email activity flows back automatically—opens, clicks, replies, bounces. Activity records appear on contact timelines. Your CRM stays the single source of truth.
Common Salesforce + Skyp Use Cases
Real campaigns sales teams run every day using Salesforce data
Re-Engage Stale Leads
Pull leads that went cold 6-12 months ago. Skyp writes personalized re-engagement emails referencing their original interest and company changes. Turn dead leads into renewed conversations.
Result: 20-30% reply rate on leads your team had written off
Territory-Based Campaigns
Each rep imports contacts from their Salesforce territory. Skyp personalizes with regional context, local events, and territory-specific value props—automatically pulling territory data from CRM.
Result: 3x higher engagement than generic outreach
Deal Stage Nurture
Target contacts stuck in a specific deal stage ("Proposal Sent" or "Demo Completed"). AI writes follow-ups addressing common objections and next steps, using deal data to personalize.
Result: Move 15-20% of stalled deals forward
Post-Event Follow-Up
Import Salesforce campaign members after trade shows or webinars. Skyp writes personalized follow-ups mentioning the event, session attended, or booth conversation—pulling context from CRM.
Result: Send 500 personalized follow-ups in 10 minutes
Account-Based Campaigns
Target multiple contacts within high-value accounts. AI personalizes based on each contact's role while maintaining consistent account-level messaging. Coordinate across buying committees.
Result: Reach entire buying committees with role-specific personalization
Key Benefits
Why sales teams connect Skyp to Salesforce
No More Copy-Pasting from CRM
Skyp pulls CRM data automatically and uses it in AI-generated messages—eliminating manual data transfer and the errors that come with it.
Leverage Data You Already Captured
Custom fields, notes, activity history—Skyp ensures none of that effort goes to waste by using CRM data to drive better outreach.
Keep Salesforce as Source of Truth
Skyp doesn't create a separate database. It pulls from Salesforce and syncs back—your CRM remains the authoritative system.
5-Minute Setup, No IT Required
OAuth connection takes minutes. Select objects to sync, choose fields for personalization, and launch. No complex configuration or IT tickets.
The ROI of Salesforce + AI Personalization
Sales teams connecting Skyp to Salesforce typically see:
3-5x increase in outreach volume per rep (from spending less time on manual drafting)
2-3x improvement in reply rates (from better personalization using CRM data)
40-60% time savings on email-related activities (from eliminating copy-paste and manual drafting)
20-30% more pipeline generated (from reaching more prospects with better messages)
For a sales team of 20 reps:
$500K-2M in additional pipeline quarterly
while saving 400+ hours of manual work per month
Skyp integrates with Salesforce Professional, Enterprise, Unlimited, and Developer editions. OAuth connection, select objects to sync, and start sending—takes 5-10 minutes.
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