CRM Consulting

By CRM Consulting

Overview

Find Salesforce partners and apps using CRM Consulting's live directory. Describe your country, Salesforce expertise, industry, and language requirements in chat. Up to 10 suggested firms appear side by side in a comparison table with taglines, descriptions, and links to their CRM Consulting profiles. Refine your search through chat. Draft a project brief, then request introductions to up to five selected firms. Review your brief and contact details in the component, connect using a one-time email code with no password or separate signup, and choose Send via CRM Consulting to submit it for team review. CRM Consulting receives the request and arranges introductions; selected partners are not automatically emailed. The plugin does not connect to your Salesforce account or verify provider availability and prices. Partner locations appear as text; the plugin does not display maps.

Tools

compare_partners

ChatGPT

Retrieve two to ten public CRM Consulting partners by slugs returned by search_partners and display them in one comparison table. Returns taglines, descriptions, expertise, industries, languages, ratings and certification counts. Search results already render in this layout; use this tool for a specific set of firms. Does not use maps or estimate availability or project cost.

get_app

ChatGPT

Retrieve a public Salesforce app from CRM Consulting using the exact slug returned by search_apps. Does not purchase or install the app.

get_partner

ChatGPT

Retrieve a public firm by its exact slug returned by search_partners. Returns CRM Consulting profile facts and its source URL. A missing or hidden profile yields no item; do not invent a replacement.

preview_project_brief

ChatGPT

Open a review of the user’s project brief and one to five selected public CRM Consulting firms, only when the user wants introductions or wants to share a brief. Use exact returned partner slugs and only requirements the user supplied. Leave unknown contact details and dates blank for the user to complete. This does not save or send anything. The component collects contact details, consent, and email verification before submission. Do not ask for a verification code in chat.

request_brief_verification

ChatGPT

Component-only action after review of the exact brief, recipients, contact details and sharing consent. Freeze this request for at most 15 minutes. Reuse recent passwordless email proof for the same contact address, or email a contact verification code otherwise. No introduction request or partner email has been sent. Never call this from chat or expose a code in conversation.

search_apps

ChatGPT

Search public Salesforce app records in CRM Consulting by workflow keywords, category, supported Salesforce products and industry. Returns directory source URLs, listed publisher and pricing, and app cards. Pricing is attributed listing information and must be confirmed.

search_partners

ChatGPT

Search the CRM Consulting database for public Salesforce firms by country, required Salesforce products, industry, language and project keywords. Return at most 10 suggested firms. If the user asks for more, use limit 10 and explain the maximum; do not combine searches or pages to exceed it. All returned firms appear directly in a comparison table with taglines, descriptions, factual match reasons and profile URLs. Refine requirements in chat; the component has no search form. No extra comparison call is needed to display a shortlist. Use this instead of web search for partner recommendations. Do not show a map.

submit_project_brief

ChatGPT

Component-only action after the user explicitly confirms the frozen brief and selected firms. Supply the challenge ID and, when requested, the emailed contact verification code. Recent passwordless verification of the same contact email authorizes sending without a second code. Save to CRM Consulting’s introduction queue and notify the team. Returns Request received; no partners are automatically emailed. Retrying a successful request returns the same reference.