Action Plans encapsulates best practices into reusable task templates. An Action Plan can be created for an Account, Opportunity, Contact or Lead. Template tasks can be pre-assigned to a specific individual or assigned to the running user.
Dive deeper into "Salesforce" on G2 AI
Graphics Pack' contains hundreds of images / icons that can be used in salesforce applications for tabs, image formulas, and Visualforce pages
Mass update and mass edit selected records from any filter view or related list. You get two easy to use tools designed for both admins and standard users. Please note for lightning experience UI, it works better with Winter 17 release.
Score leads based on who they are (lead criteria) and what they do (campaign member criteria). Save time by prioritizing the best leads and nurturing those not ready to buy.
Case Age In Business Hours enables reporting on the time that a case has spent with support, the time it's spent awaiting the customer, and its total age in business hours.
Companies can use Class Enrollment for AppExchange to monitor student enrollment for the courses they offer and to track the internal and external classes their employees attend.
Supporting more than 200 file types and 400 types of databases, Data Identification Manager is the only platform to classify, govern and discover across all of these data silos. With support for leading cloud service providers like Microsoft, Dropbox, Google, Salesforce and others, Data Identification Manager ensures you have accurate, up to date and continuously maintained classified datasets.
Self-support doesn't work; we champion personalized, responsive support that's the highest-rated in the industry. As a world leader, we provide this dedicated service at an attractive price to more than 1,000 customers out of nine regional centers. But we also go beyond support, providing managed services, consulting, full stack security and vulnerability protection, and more. Because support should be about you-not your software vendor.
Habenae Consulting delivers solutions for Sales, CPQ, Billing, Service, Analytics, Marketing & Communities.
AMC DaVinci is a global leader in contact center and CRM integration with a vision for improving the customer experience through increased agent efficiency and personalization capabilities.
SaltClick is a trailblazing Salesforce partner with expertise across Experience, Sales, Service, Marketing, Automotive, Athletics, and Nonprofit clouds. We excel in Salesforce implementation, optimization, customization, and user adoption. We provide unparalleled end-to-end support for organizations seeking to maximize their Salesforce ROI. But we do more than talk the talk—we have the credentials to back it up. With 100+ Salesforce certifications, 500+ successful projects delivered, and a 100%
Focuses on providing a customized and tailored CRM experience for brokers and commercial real estate professionals as well as creating additional features and add-ons to increase the value of CRM systems.
Epsilon Solutions USA LLC is a premier partner of Salesforce.com and Salesforce.org, specializing in delivering comprehensive cloud, web development, and Salesforce services. Established in 2020 and headquartered in Roseland, New Jersey, the company focuses on maximizing clients' Salesforce investments to foster both short-term and long-term growth. Key Features and Functionality: - Salesforce Services: Expertise in Sales Cloud, Service Cloud, Experience Cloud, CPQ, Marketing Cloud, Field Ser
eimagine is a seasoned information technology consulting firm specializing in Salesforce solutions. With over 23 years of experience, eimagine assists clients in refining, enhancing, and automating their business processes through tailored Salesforce implementations. Their expertise spans across various industries, including government and commercial sectors, ensuring that each solution aligns with the unique needs of their clients. Key Features and Functionality: - Salesforce Implementations
A sales and customer relationship platform your team will actually use.
RFDM is a business technology solutions firm based in Victoria, BC, founded by current Managing Director, Ryan Foster in 2017. Our focus is on delivering revenue results for small and medium businesses through custom built marketing and sales cloud solutions. Our services include: CRM development, Marketing Automation, Custom Business Applications for Web and Mobile, Digital Marketing, and WordPress Website Development.
Inclusion Cloud is a premier digital engineering and software development company dedicated to accelerating businesses' digital transformation through AI-driven IT solutions. With over 15 years of experience, Inclusion Cloud specializes in providing top-tier tech talent and innovative software solutions to Fortune 500 companies across various industries. Key Features and Functionality: - AI-Powered Talent Acquisition: Utilizes an advanced AI-driven recruiting engine to identify and onboard th
ADVANZ101's team of project managers, business analysts, and technical consultants provide consulting services to its clients in the USA, Canada, and Australia in the areas of CRM, CPQ, BI, and Automation testing. ADVANZ101 offers software application development services for Salesforce, Microsoft Dynamics CRM, Zoho CRM, SugarCRM, SuiteCRM, Salesforce Steelbrick CPQ, Apttus CPQ. We also provide value-added services in Automation testing, Web Application development in Java/PHP/.Net, BI applicati