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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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.

Description

Proof MRM on Salesforce™ features an easy-to-navigate hierarchical system that establishes parent/child connections among marketing plans, journeys, and related activities, accommodating as many as five levels in this hierarchy. Additionally, it facilitates seamless and immediate collaboration directly within the Salesforce platform by integrating with Quip, enhancing teamwork efficiency. Its native construction on the Salesforce Lightning platform enables users to utilize standard Salesforce capabilities, such as task management, to streamline workflows effectively. Moreover, users can take advantage of Salesforce's robust reporting tools and Kanban view to analyze any data field—including custom ones—while also gaining a clear visual representation of campaign progress through the standard Kanban interface. This functionality empowers marketing teams to adapt quickly and make informed decisions based on real-time insights.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 

Integrations

Salesforce Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version Yes 

Pricing Details

$129 per user per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Cyntexa Labs

Founded

2018

Country

United States

Website

cyntexa.com

Vendor Details

Company Name

ProofAnalytics

Founded

2019

Country

United States

Website

www.proofanalytics.ai/mrm-for-salesforce-comparison

Product Features

Data Extraction

Disparate Data Collection No 
Document Extraction No 
Email Address Extraction No 
IP Address Extraction No 
Image Extraction No 
Phone Number Extraction No 
Pricing Extraction No 
Web Data Extraction No 

Product Features

MRM

Activity Planning No 
Analytics / ROI Tracking No 
Approval Workflow No 
Brand Management No 
Budgeting & Forecasting No 
Content Management No 
Digital Asset Management No 
Expense Management No 
Marketing Calendar No 
Strategic Planning No 

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