Cloudsquare Checklist Reviews & Product Details

Cloudsquare Checklist is a dynamic data entry/item manager and customizable to-do list for your business. Directly in Salesforce, you can build a series of required items, define documents or files to be collected, and do it all wherever you need it in the system. With Cloudsquare Checklist guiding your business, you can ensure more complete data entry for every deal, reduce decision fatigue, and create a more organized pipeline process.  Cloudsquare Checklist can be used for various use cases: - Sales - Helping sales rep to accomplish required steps and to-dos before moving forward with the opportunity - Sales - Guiding the sales team to find the correct product price quote according to the account industry - Onboarding - Help the onboarding team to check off all the required documentation before moving forward or closing the onboarding process. - Customer Service- Conduct customer service processes with a list of required steps or verifications before sending the case or work order to the technical staff. What’s Included? A versatile to-do list: - Can be applied to any deal or business process   - Track and manage any stipulations, documents, and items that need to be collected, reviewed, and marked off for funding. - Add notes to each item, as well as upload files   - Create new, one-time items on the fly   Pre-define and automate workflows: - Ensure a reliable and consistent process   - Define which tasks, files, and items are required to proceed to the next step   - Auto-create items based on a Salesforce record criteria   - Build out a pre-set list of items, and quickly add each item to any record (that the item rule has been created to)   Sophisticated process and evaluation rules: - Eliminate micromanagement with these pre-set checkpoints  - Different lists can be set to trigger based on any object, with any criteria   - Assign items to users or queues and send notifications   - Assign due dates to items, and track how long it took to be completed   - Create a ‘tab’ system based on statuses for each item to move through    'At a Glance' view   - UI breakdown of items shows an at a glance view of how many items are completed and how many are still pending.