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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Effortlessly arrange and dispatch your Salesforce reports with ease. You can send reports in a user-friendly Excel format to any email address, including those of non-Salesforce users, eliminating the need for tedious email forwarding or copying and pasting data. There are no limitations on the objects or fields you can utilize, and all Salesforce sharing rules along with your user’s field-level security will be honored. Report Sender has been one of the most sought-after features by Salesforce users, allowing for hassle-free report scheduling. Enjoy dedicated customer support and a five-star rating on Salesforce AppExchange, with compatibility for Lightning. However, there are some challenges associated with Salesforce reporting, such as the labor-intensive and repetitive manual tasks involved. Joining Salesforce data can pose difficulties for those without development skills. Additionally, many individuals, both within and outside of your organization, may wish to access Salesforce reports, yet reports can only be generated and sent to users with Salesforce accounts. Users are restricted to sending a maximum of 200 reports each month, and reports are still dispatched even when there are no data records available, which can lead to confusion. To address these issues, consider utilizing solutions that streamline the reporting process and enhance accessibility.

Description

ValueText is a versatile messaging application designed for Salesforce users, enabling communication through various channels such as SMS, WhatsApp, Telegram, and beyond. With ValueText, users can effortlessly initiate text conversations via SMS or WhatsApp directly from their Salesforce records, including contacts, leads, opportunities, and even custom objects. The app features a Chat Console and Converse Inbox for managing customer interactions, allowing all conversations to be centralized in one platform. Users can enhance their messaging experience by adding personalized labels, utilizing dynamic templates, sending files and audio messages, scheduling texts, creating automated responses, and much more. For those needing to send or schedule messages to multiple recipients at once, ValueText simplifies the process through List Views, Reports, or Campaigns. Custom messages can be crafted or templates and bots used to streamline communication. Seeking to boost productivity and save valuable time? ValueText allows for the automated sending of SMS and WhatsApp messages within Salesforce, utilizing native automation tools to promptly confirm appointments, dispatch reminders, share special promotions, and more, ensuring that users can focus on what matters most. This comprehensive approach to messaging not only enhances efficiency but also fosters better customer relationships.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
Telegram No 
WhatsApp No 

Integrations

Salesforce Yes 
Telegram Yes 
WhatsApp Yes 

Pricing Details

$100 per month
Free Trial Yes 
Free Version No 

Pricing Details

$5 per user per month
Basic: $5 per user per month
Standard: $9 per user per month
Pro: $18 per user per month
Free Trial Yes 
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) No 
Online Support Yes 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

CloudAnswers

Founded

2009

Country

United States

Website

www.cloudanswers.com

Vendor Details

Company Name

ValueText

Founded

2017

Country

India

Website

valuetext.io

Product Features

Reporting

Customizable Dashboard No 
Data Source Connectors No 
Drag & Drop Yes 
Drill Down No 
Email Reports No 
Financial Reports Yes 
Forecasting No 
Marketing Reports Yes 
OLAP No 
Report Export Yes 
Sales Reports Yes 
Scheduled / Automated Reports Yes 

Product Features

SMS Marketing

2-Way Messaging No 
Artificial Intelligence No 
Contact Management No 
MMS No 
Mass Texting No 
Message Personalization No 
Mobile Coupons No 
Mobile Keywords No 
Polls / Voting No 
Reporting/Analytics No 
Scheduled Messaging No 
Shortcodes No 
Text-to-Win No 

WhatsApp Marketing

API No 
Alerts No 
Autoresponder No 
Bulk Messaging No 
Campaign Management No 
Contact Management No 
Multi-Language Support No 
Reporting / Analytics No 

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