Klyiro

Klyiro or Salesforce automation

Salesforce runs your process. We build the agent that does the work the process assumes someone will do.

Klyiro or Salesforce automation, side by side
Salesforce automationKlyiro
RoleEnterprise system of record with flows and rulesAn agent working records and writing back to Salesforce
Who configures itAn admin or a partnerUs, with your admin in the loop
Judgement stepsRouted to a person as tasksHandled when they follow a pattern, routed when not
When it breaksAn admin traces the flow that failed.We notice, fix it and tell you what happened in the monthly report.
Best whenThe process is defined and rule-basedThe work needs reading and writing at volume

Their strength

Salesforce stays the source of truth for accounts, pipeline and forecasting.

Where we differ

We take the follow-up, inbox and back-office work that turns into tasks nobody gets to.

Your admin keeps control of the org. We work through agreed objects and permissions.

Questions people ask