Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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
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