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Symbe
Build deal-winning business cases in seconds.
- Business Need
- Sales
- Requires
- AgentforceSales Cloud
- Compatible With
- Sales Cloud
Build deal-winning business cases in seconds, directly from your Salesforce opportunity record. The integration is feature rich, automatically applying prospect branding and pulling insights from the opportunity into your Business Case.
Highlights
Deal Winning Business Cases Symbe lets you create deal-winning business cases in seconds. Applied across all stages of the sales cycle, Symbe business cases help sales teams deliver value-selling at scale.
Create or Modify a Business Case from Salesforce You can create and modify each prospect's business case directly from a Salesforce Opportunity.
Customize the Business Case for each Opportunity Intuitively customize each business case to support Discovery. From your prospect's branding to specific outcomes, each business case adapts to each one of your prospects.
Collaborate with your Prospects Invite and collaborate with your prospects on the business case, enabling you to align on the outcomes that matter most to them and help showcase maximum value from your solution.
Provider Details

The Intelligent Business Case Platform for value-based sales professionals.
Pricing Details
You must pay for a product or service that is external to Salesforce for this solution to work.
A license for the Symbe platform is required to use the Salesforce app.
For sales organisations with higher complexity, an Enterprise Plan is available which includes all of the functionality of the Pro Plan, plus: -1:1 Value Architect training & support -Custom usage analytics/reporting -Customer value realisation reporting
Pro / per user
$134 USD/user/month
Pro / per user (Yearly)
$1,416 USD/user/year