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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Si-Fi serves as a robust and user-friendly Business Rules Management System (BRMS) that empowers business professionals to craft intricate rule frameworks and process workflows without any coding involvement. Users can select from a diverse array of actions, including creating, displaying, or selecting a Salesforce record, making logical decisions through Si-Fi Expressions, sending out emails, or posting updates on Chatter. These various actions can be seamlessly connected using a simple drag-and-drop interface, enhancing usability. Furthermore, Si-Fi enables processes to engage with all standard Salesforce objects, custom objects, and external data through web services. With the drag, drop, and connect functionality, users can assemble dynamic components to formulate effective business operations. Si-Fi acts as a complementary tool to Salesforce Flow and Visual Workflow, specifically tailored to support businesses with intensive process needs in their pursuit of excellence. In today's customer-centric world, having the capability to implement adaptable, quantifiable, and manageable processes has become essential for success. Additionally, the platform's intuitive design ensures that even those with minimal technical skills can effectively utilize its capabilities.

Description

Sweep simplifies CRM, enabling you to operate more efficiently. With Sweep, you can visualize, create, and oversee your CRM workflows, regulations, and automated tasks, while the platform builds a streamlined Salesforce backend for you. This is the ideal workspace to craft your optimal CRM funnel. Using a single interface, you can create, collaborate, and implement directly into Salesforce. The drag-and-drop feature allows you to observe the interactions between your CRM steps as you develop them. It offers an intuitive framework for viewing and managing various configurations. You gain a comprehensive perspective from a unified viewport to assess your entire CRM system. You can take direct actions to identify optimizations and address any bottlenecks proactively. Say farewell to tedious tasks as you automate any portion of your workflow. This Salesforce Lightning component is specifically designed to support your sales teams effectively. By simplifying Salesforce, inline guidance ensures that your sales teams can navigate the platform with ease. You can rapidly and securely deploy your funnels from sandbox environments to production. Additionally, Sweep provides all the necessary tools to support native reporting in Salesforce right from the start, ensuring seamless functionality. Ultimately, it empowers you to enhance your CRM strategy and elevate your sales performance.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Salesforce
Chatter
Salesforce Sales Dialer
Slack

Integrations

Salesforce
Chatter
Salesforce Sales Dialer
Slack

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
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

ORIAC Solutions

Founded

2006

Country

United Kingdom

Website

oriacsolutions.com/products/salesforce-si-fi-app/

Vendor Details

Company Name

Sweep

Country

United States

Website

www.sweep.io/product/

Product Features

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Alternatives

Alternatives

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