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Description
Provide each member of your sales team with the appropriate level of visibility to foster accountability and maintain the integrity of pipeline data. Instantly boost productivity across the board with user-friendly pipeline displays, roll-up summaries, and status indicators for various opportunities. Built directly on the Salesforce Lightning Platform, this solution ensures robust data security, quick deployment, and smooth integration with existing business workflows. Effortlessly track the movement of deals in and out of your pipeline, encompassing new opportunities, successful closes, lost deals, and adjustments. Summary calculations illustrate the fluctuations in total value, alongside all relevant data that contributes to the overall outcome. Easily delve into each individual deal to examine their changes without navigating through multiple windows, tabs, or clicks. Implement visual indicators in conjunction with numerical data to assess pipeline risk based on deal factors such as quantity, value, status, and timing. Moreover, assessing key information for specific deals allows for a deeper understanding of the context surrounding each transaction, enabling you to identify potential issues swiftly. This comprehensive approach not only enhances decision-making but also strengthens your overall sales strategy.
Description
Easy Rollup is the smart choice, because it's:
It's easier to use
More Powerful
No cost
There is no limit to the number of rollups
Easy Rollup runs natively within Salesforce, with a user-friendly interface. Easy Rollup is simple to install and does not require additional setup.
Easy Rollup allows businesses to create a custom rollup summary in Salesforce with just a few clicks and no code. It allows you to use the following Salesforce functionalities:
1. Also supports roll-up of lookup objects.
2. All records can be exported in one click.
3. You can create multiple filters and include more criteria in one filter.
4. In graphical format, see the number of Rollups for objects.
5. Edit any Rollup detail or filter.
6. User-friendly UI.
Salesforce made it easy to roll up data.
API Access
Has API
API Access
Has API
Integrations
Salesforce Sales Cloud
Appify
Honeywell Forge
Salesforce Platform
Salesforce Sales Dialer
Teamworks
Virtalis Reach
Integrations
Salesforce Sales Cloud
Appify
Honeywell Forge
Salesforce Platform
Salesforce Sales Dialer
Teamworks
Virtalis Reach
Pricing Details
$20 per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Akoonu
Country
United States
Website
www.akoonu.com
Vendor Details
Company Name
Cyntexa Labs
Founded
2018
Country
United States
Website
cyntexa.com
Product Features
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Sales Tracking
Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management
Product Features
Data Extraction
Disparate Data Collection
Document Extraction
Email Address Extraction
IP Address Extraction
Image Extraction
Phone Number Extraction
Pricing Extraction
Web Data Extraction