Ruby for Relationships

Veeva Systems

About this app

Ruby is an AI app that helps companies and individuals better manage relationships with their customers and partners. Ruby eliminates data entry by connecting to a company’s email, calendar, and other data sources to mine and maintain contact and relationship information automatically.

The app allows users to quickly contact customers and partners, keep notes, manage relationships, and leverage the relationships of coworkers.

Key Features:
- Automate Contact Management: Sync with your company's existing email and calendar to automatically create and clean all your contact information.
- Leverage Relationships with Coworkers: Track touches, take private or shared notes, and explore the relationships between your teammates and contacts.
- Track Engagement Insights: Know who’s talking to whom in your organization and understand how you can better engage with your customers and partners.

What’s new

We have some exciting new features for this release.

Contact Record:
- Merge History: See the records that have been merged into a contact.
- Record History: Contact owners can see how a contact's information has changed over time.
- Inactive State UX: Users will understand when they are viewing a deleted or merged contact record.

Companies:
- Search all companies your organization works with.
- View a company record to see the associated contacts.