Salesforce, without the complexity.
Your team shouldn't have to be Salesforce experts to use Salesforce.
Ask questions. Find what you need. Get work done.
Just ask Hank.
Hank
Hank. Good to meet you. What do you want to know?
Hank is AI, built by Visios. This chat isn't saved, and he can't see your data from here.
Salesforce can do a lot. Using it can still be hard.
Your team shouldn't need to know which object to open, which report to run, or which filters to apply just to get an answer.
- Want to see your open opportunities?Ask Hank.
- Need to find customers you haven't talked to lately?Ask Hank.
- Need to know which cases are still waiting on a reply?Ask Hank.
Hank finds what you need, so you spend less time figuring out Salesforce and more time doing your job.
See how it works
That's Hank.
Ask a question. Narrow it down. Keep going. No report to build.
An example conversation. Hank answers from your own Salesforce.
You
Which customers bought from us last year but haven't ordered this year?
Hank
I found 86 customers.
You
Just show me the ones in Florida who spent more than $1,000.
Hank
14 customers match.
You
Which ones are assigned to me?
Hank
You have 6. I've listed them below with their last order, so you can pick up the phone.
Ask. Understand. Do.
Ask
Ask Salesforce questions in everyday language.
No complicated reports. No hunting through Salesforce. Just ask Hank.
- “Who are my biggest customers?”
- “Which customers haven't been contacted lately?”
- “How much did we close last month?”
- “Show me my open opportunities.”
Understand
Get answers you can actually understand.
Hank gives a straight answer, shows what he checked, and draws a chart when that helps. Change the question as you go without rebuilding a report.
- “Only Florida.”
- “Over $1,000.”
- “Which ones are mine?”
- “Show me the largest 10.”
Do
Turn answers into action.
Ask Hank to take the next step, like adding a follow-up task or fixing a misspelled name. He shows you exactly what he'll change first, and nothing happens until you say yes.
- “Create a follow-up task for each of these.”
- “Fix the capitalization on these names.”
- “Update this deal to Closed Won.”
Meet Hank
You know your job. Hank knows Salesforce.
Hank
The friend who shows up.
- Works inside your Salesforce
- Any team, any size
- Veteran-owned in spirit
- Plain-spoken
- Here every day
“I'll give you a straight answer, tell you where it came from, and I won't touch a record until you say so.”Say hi to Hank
A perfect day looks like…
Your team asks me what they'd ask a sharp coworker: who's gone quiet, what's slipping, what looks off. I hand back straight answers before lunch.
I'm the one who…
Shows up to help you move and doesn't touch your stuff without asking first.
My love language
Clean data. The same person entered twice, merged. Missing emails, filled in. Nothing left for the next person to trip over.
Green flags
- Gives you the answer first
- Tells you what he checked
- Only sees what you can see
- Asks before changing anything
- Keeps a record of every change
Dealbreakers
Guessing. Hype. Changing a record without a yes.
We'll get along if…
You'd rather have the right answer than a long one.
You already invested in Salesforce. Help your team actually use it.
The challenge isn't always what Salesforce can do. Sometimes it's simply getting people to use it.
Hank lowers the barrier between your team and Salesforce. That can mean:
- Less time searching through Salesforce
- Fewer one-off report requests
- Less waiting on your Salesforce expert for routine questions
- Easier access to the information your organization already has
- More people getting value from Salesforce
Hank isn't another CRM.Hank makes your CRM easier to use.
You speak your language. Hank handles Salesforce.
Sales
- “Which opportunities are expected to close this month?”
- “Show me my deals over $50,000.”
- “Which customers haven't had activity recently?”
Service & support
- “Which cases have been open more than a week?”
- “Who has more than one open case?”
- “How many cases did we close this month?”
Leadership
- “How much revenue is in the pipeline right now?”
- “How does this quarter compare to last quarter?”
- “Give me a summary of this month's activity.”
Fundraising
- “Who gave last year but not this year?”
- “How much did we raise last month?”
- “Which donors assigned to me haven't been contacted recently?”
You ask. Hank finds it. You stay in control.
Only what you can see
Hank works as the person asking. If you can't see it in Salesforce, Hank can't either.
Shows his work
Every answer ends with a plain note of what Hank checked, so you know where it came from.
Nothing changes without a yes
When Hank suggests a change, you review it first. Nothing is saved until you approve it.
A record of every change
Every approved change is logged, with what it was before and after and who approved it.
Make Salesforce easier for everyone
Salesforce is a powerful CRM, but that power can make everyday tasks feel complicated. Finding the right record, building a report, applying filters, or simply knowing where information lives can slow people down.
Hank gives your team a simpler way to work with the Salesforce information they already have. Instead of figuring out where to look, people start with a question. Hank helps them find what they need, understand it, and take the next step.
Improve Salesforce user adoption
Getting more value from Salesforce doesn't always require more customization or more training. Sometimes people simply need an easier way to use it.
Hank shortens the learning curve by giving everyday users a familiar way to work with Salesforce: a conversation. They don't need to know where Salesforce stores something. They can just ask Hank.
Frequently asked questions
What is Hank?
Hank is a simple Salesforce assistant. Your team asks questions in everyday language, and Hank finds the answer in the Salesforce information your organization already has, then helps with the next step.
Does Hank replace Salesforce?
No. Salesforce stays your CRM and your system of record. Hank gives your team a simpler way to use it.
Do I need to know Salesforce to use Hank?
No. Hank is built so everyday users can ask in the language of their job, like donors, customers, deals, or programs. Hank handles the Salesforce part.
Can Hank answer questions about our Salesforce data?
Yes. Hank looks up the answer in your Salesforce and shows what he checked. He only uses information the person asking is already allowed to see.
Can Hank update Salesforce?
Yes, on the Starter plan and up. Hank can suggest changes and new records, like a follow-up task or a corrected address. You see exactly what will change, and nothing is saved until you approve it.
Is Hank only for nonprofits?
No. Hank works in any Salesforce org, for businesses and nonprofits alike. It's especially helpful when everyday staff need answers without becoming Salesforce experts.
How does Hank help with Salesforce user adoption?
Hank removes a lot of the everyday friction. Instead of knowing where information lives or how to build a report, people start with a question, so more of your team actually uses Salesforce.
Salesforce doesn't need to feel complicated.
Give your team a simpler way to use the Salesforce you already have.