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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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 

Screenshots View All

Screenshots View All

Integrations

Microsoft Dynamics 365 Yes 
Salesforce No 

Integrations

Microsoft Dynamics 365 No 
Salesforce Yes 

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 

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