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Symbe

By Symbe

Build deal-winning business cases in seconds.

No Ratings
Paid Add-On Required  

Payment required for external services or products

Business Need
Sales
Requires
Agentforce
Sales 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.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Agentforce
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud

App Details

Version
Symbe/Version 1.3 1.3.1
Listed On
01/23/2026
Latest Release
08/04/2026
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Agentforce
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 0
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 1
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.2.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
11/10/2025

Additional Details

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. 1. Qualification: They help qualify faster and more accurately by using them as a 'value hypothesis' during qualification. 2. Discovery: They serve as a step-by-step visual guide to talk through the buyer’s challenges & pain points and the key outcomes that are important to them. 3. Presentation: During your demo, the business case is used to connect the business value to the different product features presented. 4. Stakeholder Buy-in: The business case is configured in collaboration with your prospect, it then becomes their own decision-making tool, enabling them to sell your solution internally with your outcomes. 5. Contract Sent: The business case provides reassurance during this final stage of the buyer decision-making process, where buyer risk is most heightened.   Deals that use a Symbe business case as early as qualification have a 61% win-rate.

Need help?

Symbe

London, England

Support Phone+44 020 383 53898
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