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Get Colby

The Smartest Analyst on Your Sales Team

Colby is an AI-powered sales assistant that helps users manage Salesforce data efficiently through voice commands and automation.

ByGet Colby

LaunchedSaturday, August 23, 2025

•What is Get Colby?

Get Colby is an AI-driven application designed to automate non-selling tasks for Asset Managers, facilitating a more efficient fundraising process. It helps streamline activities such as data entry, report generation, and research for institutional and intermediary investors.

•How to use it

To use Get Colby, simply integrate it with your existing Salesforce account for seamless functionality. You can then automate tasks by speaking or typing commands to generate reports and input data. Utilize Colby to access key information before meetings and enhance your outreach efforts.

•Background

Get Colby was developed specifically for asset management professionals, understanding the unique challenges they face in fundraising. Built on secure cloud infrastructure, it prioritizes data security and compliance with industry standards. The app leverages both internal and external data sources to provide comprehensive insights for users.

Frequently Asked Questions

How long does implementation take?

Implementation typically takes two weeks, during which extensive testing is conducted to ensure compatibility with your Salesforce environment.

Is my data secure with Colby?

Yes, Colby employs industry-standard security practices, utilizing Google's cloud infrastructure and encrypting data both at rest and in transit to ensure its safety.

Can anyone use Colby?

Yes, anyone with access to a Salesforce account can use Colby, but it requires a Salesforce tier that includes API access.

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