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Average Ratings 0 Ratings

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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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Salesforce
Telegram
WhatsApp

Integrations

Salesforce
Telegram
WhatsApp

Pricing Details

$100 per month
Free Trial
Free Version

Pricing Details

$5 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

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
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Product Features

SMS Marketing

2-Way Messaging
Artificial Intelligence
Contact Management
MMS
Mass Texting
Message Personalization
Mobile Coupons
Mobile Keywords
Polls / Voting
Reporting/Analytics
Scheduled Messaging
Shortcodes
Text-to-Win

WhatsApp Marketing

API
Alerts
Autoresponder
Bulk Messaging
Campaign Management
Contact Management
Multi-Language Support
Reporting / Analytics

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