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Average Ratings 8 Ratings

Total
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features
design
support

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.

Description

Quip empowers sales teams to enhance their business performance instantly by reimagining traditional sales workflows through the integration of live Salesforce data and collaborative documents. It offers a seamless way for Salesforce users to redefine tasks such as Account Planning, Mutual Close Plans, and Qualification Notes, making it easier to standardize, automate, and integrate real-time documents directly within Salesforce records. By centralizing work and communication, Quip ensures that your team can efficiently accomplish tasks from a single platform. Furthermore, you can incorporate spreadsheets into your documents, providing essential context that aids your team in making informed, critical decisions. With built-in team chat features in every document and spreadsheet, along with dedicated chat rooms and individual messaging options, Quip enhances collaboration and streamlines your workflow effectively. This holistic approach allows teams to work smarter and more cohesively, ultimately driving better business outcomes.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
APIANT No 
CloudEagle.ai No 
Dropbox Dash No 
Google Docs No 
Jira No 
Jira Service Management No 
Jira Work Management No 
Onna No 
Range No 
RegFox No 
Rootly No 
Slack No 
Slapdash No 
Tactiq No 
Wufoo No 
Zapier No 
Zight No 
effx No 

Integrations

Salesforce Yes 
APIANT Yes 
CloudEagle.ai Yes 
Dropbox Dash Yes 
Google Docs Yes 
Jira Yes 
Jira Service Management Yes 
Jira Work Management Yes 
Onna Yes 
Range Yes 
RegFox Yes 
Rootly Yes 
Slack Yes 
Slapdash Yes 
Tactiq Yes 
Wufoo Yes 
Zapier Yes 
Zight Yes 
effx Yes 

Pricing Details

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

Pricing Details

$10/month
Free Trial Yes 
Free Version Yes 

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 Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

ProofAnalytics

Founded

2019

Country

United States

Website

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

Vendor Details

Company Name

Salesforce

Founded

1999

Country

United States

Website

quip.com

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 

Product Features

Collaboration

Brainstorming Yes 
Calendar Management Yes 
Chat / Messaging Yes 
Contact Management No 
Content Management Yes 
Document Management Yes 
Project Management Yes 
Real Time Editing Yes 
Task Management Yes 
Version Control Yes 
Video Conferencing Yes 

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery No 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature No 
Email Management No 
File Recovery Yes 
File Type Conversion Yes 
Forms Management No 
Full Text Search No 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management No 
Version Control Yes 

Idea Management

Activity Dashboard No 
Brainstorming Yes 
Collaboration Yes 
Creator Tracking No 
Idea Ranking Yes 
Project Tracking Yes 
Status Tracking Yes 

Knowledge Management

Artificial Intelligence (AI) No 
Cataloging / Categorization No 
Collaboration Yes 
Content Management No 
Decision Tree Yes 
Discussion Boards No 
Full Text Search Yes 
Knowledge Base Management Yes 
Self Service Portal Yes 

Sales Content Management

Audio / Video Recording No 
Audio File Management No 
Branded Sales Content No 
Centralized Sales Content Repository No 
Collaboration Tools No 
Content Recommendations No 
Email Management No 
Engagement Analytics No 
Interaction Tracking No 
Personalization No 
Sales Partner Management No 
Sales Training / Onboarding No 
Video File Management No 

Sales Enablement

Collaboration Yes 
Contact Management No 
Content Management Yes 
Document Management Yes 
Goals / Quota Management No 
Lead Management No 
Meeting Management Yes 
Performance Management No 
Presentation Management No 
Proposal Management No 
Territory Management No 
Training Management No 

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