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Average Ratings 0 Ratings

Total
ease
features
design
support

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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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Salesforce

Integrations

Salesforce

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$129 per user per month
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

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
Document Extraction
Email Address Extraction
IP Address Extraction
Image Extraction
Phone Number Extraction
Pricing Extraction
Web Data Extraction

Product Features

MRM

Activity Planning
Analytics / ROI Tracking
Approval Workflow
Brand Management
Budgeting & Forecasting
Content Management
Digital Asset Management
Expense Management
Marketing Calendar
Strategic Planning

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