Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Kanban Board is a productivity tool that allows you to visualize Dynamics 365 CRM data using Kanban View. For quick review and analysis, records are categorized and arranged in compact, movable cards in multiple rows and lanes. It allows you to easily drag and drop the values of records, and performs quick actions to record activities such as Email, Task, or Phone Call with just one click. It can be configured for any View within Dynamics 365 CRM or CDS.
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
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
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
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Inogic Tech
Founded
2006
Country
India
Website
bit.ly/3KkayFo
Vendor Details
Company Name
ProofAnalytics
Founded
2019
Country
United States
Website
www.proofanalytics.ai/mrm-for-salesforce-comparison
Product Features
Kanban
Collaboration Tools
No
Dependency Tracking
No
KPI Monitoring
No
Milestone Tracking
No
Multi-Board
No
Prioritization
No
Project Planning
No
Roadmapping
No
Supports Scrum
No
Task Management
No
Time Tracking
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