Alternatives to ZoomInfo Field Trip

Send Salesforce reports easily and schedule them. Salesforce reports can be sent to any email address, even those not associated with salesforce. They are available in an Excel format. No more email forwarding or copying/pasting reports. There are no restrictions on objects and fields. All salesforce sharing rules, as well as field-level security for your user, will be observed. Salesforce customers love Report Sender. It's easy to schedule reports. Support from a dedicated team. Salesforce AppExchange 5-star rating Lightning ready. Limitations and problems with Salesforce reporting: The repetitive, tedious, manual processes. If you are not a developer, it is difficult to join Salesforce data. Salesforce reports are only available to Salesforce users. This means that many people outside of your organization may be interested in Salesforce reports. A maximum of 200 reports can be sent per month. Reports can still be sent if there is no data (zero record).

IRI FieldShield® is a powerful and affordable data discovery and de-identification package for masking PII, PHI, PAN and other sensitive data in structured and semi-structured sources. Front-ended in a free Eclipse-based design environment, FieldShield jobs classify, profile, scan, and de-identify data at rest (static masking). Use the FieldShield SDK or proxy-based application to secure data in motion (dynamic data masking). The usual method for masking RDB and other flat files (CSV, Excel, LDIF, COBOL, etc.) is to classify it centrally, search for it globally, and automatically mask it in a consistent way using encryption, pseudonymization, redaction or other functions to preserve realism and referential integrity in production or test environments. Use FieldShield to make test data, nullify breaches, or comply with GDPR. HIPAA. PCI, PDPA, PCI-DSS and other laws. Audit through machine- and human-readable search reports, job logs and re-ID risks scores. Optionally mask data when you map it; FieldShield functions can also run in IRI Voracity ETL and federation, migration, replication, subsetting, and analytic jobs. To mask DB clones run FieldShield in Windocks, Actifio or Commvault. Call it from CI/CD pipelines and apps.

Trustworthy customer data is important for your team. DupeCatcher can block, control, and prevent duplicate Salesforce® records. Duplicate records can cause havoc in your organization. They can confuse, frustrate, and hinder productivity. DupeCatcher blocks dupes immediately at the point-of-entry so that your customer data is secure and your team is happy. Install within your Salesforce org in a matter of minutes. To catch dupes at their source, create filters and rules. DupeCatcher is a real-time application that keeps dupes away. DupeCatcher checks for duplicates whenever new records are created, updated, or converted, as well as when records are entered into Salesforce via web forms. DupeCatcher can be told how to detect duplicates by creating filters and rules. DupeCatcher can match records using a combination of standard and custom Salesforce fields.

Proof MRM for Salesforce™, with its intuitive hierarchical structure, supports up to five levels of hierarchy. Proof MRM for Salesforce™, through its integration with Quip, offers intuitive and real time collaboration right from the Salesforce platform interface. The native Salesforce Lightning platform allows you to use standard Salesforce functionality such as tasks to manage your work flow. Use Salesforce reporting and Kanban views to report on any data field including custom fields and visualize campaign progress using the standard Salesforce Kanban views.

RollUp Magic is a powerful tool that enhances Salesforce data management. It allows you to calculate rollup summaries using custom criteria. RollUp Magic, unlike standard Salesforce rollups, is not limited to Master/Detail relationship. It allows for the creation of rollup summary field even for objects that have lookup relationships. RollUp Magic allows you to overcome the limitations of standard rollup fields.

DataTools for Salesforce is a metrics and meta-data management tool that brings together Salesforce and data cloud professionals. DataTools for Salesforce provides context data and metadata to help you implement a modern customer data cloud. Our Salesforce dictionary utility was designed specifically for robust reporting and insightful analyses. You can categorize and pinpoint key fields while highlighting essential metrics in order to maximize the utility your meta-data. Color schemes make it easy to see the connections between Salesforce objects. Structure and interact with your Salesforce entity relation diagram. Create your Salesforce entity relationship diagram by selecting the relevant objects in your dictionary. Our Salesforce data migration tool was designed to streamline project and process management.

Org Dictionary is a first-of-its-kind application that allows users to create and maintain their own vocabulary of metadata. This includes custom objects, fields, record type, etc. Salesforce has a predefined object module, which was created to assist developers. Fexle has now created Org Dictionary, which enhances the standard features of this module. This dictionary allows users to create custom vocabulary based on their project, with custom metadata and fields. You can find more information here. This app was designed to help you grow your business with its incredible features. Salesforce is without a doubt one of the fastest-growing companies worldwide. It offers solutions that boast cutting-edge functionalities. Org Dictionary was designed by Salesforce experts and will allow your entire organization to access all information about a specific component.

Data Loader allows bulk data import and export. It can be used to insert, update and delete Salesforce records. Data Loader can import data from CSV files or from a database connection. It outputs CSV files when exporting data. User interface--Using the user interface, you can interact to specify the configuration parameters, CSV file used for import and export, as well as the field mappings that map field names in your Salesforce import file with Salesforce field names. Drag-and-drop field mapping. All objects supported, even custom objects.

The future of field technician work is now: From checking boxes, you can perform guided audits, installations and inspections, as well as assessments that adapt in real time. You can create and complete forms at scale, as well as run analytics and workflows, all from the security and comfort of Salesforce. Salesforce-native mobile workforce solution, which guides procedures, standardizes process, and collects data even offline. Drag-and-drop template creator, custom styling and template/question copying for speed building. You can reduce risk by capturing more information with one tool. Complete processes offline, edit Salesforce records offline, then sync to Salesforce when you connect.

A workforce is essential for any company that engages in field activity, such as marketing, service, and site work. It is difficult to keep track of all field activity and the location of each worker on the map. We can have cameras in the office and a thumb base attendance system to track time. Monitoring and controlling field staff is difficult. According to a general survey, field staff spend 20% to 40% of their time doing unproductive work. All field staff/employees need a quick, online, and real-time reporting tool. All activity can be tracked, monitored, controlled, and guided in a productive manner. Every company needs field staff management software such as Staff Care. We created the Staff Care application to support all types of field staff engaged in any type of field activity. Sales, marketing, service and support.

SafetyConnect ensures that SafetyConnect's Field Force safety is protected, allowing Health and Safety Heads of Large Enterprises to have a restful night of sleep. Our AI-powered field force driving and work safety suit reduces lost time injuries by 70%, and saves lives for the field force.

Delta Sales App is a B2B GPS-based field sales monitoring and sales management mobile application that is used by hundreds manufacturers, distributors and retailers to track field salespeople in real-time. It also automates reports, performance measurement and beat planning. The productivity-focused features of Delta Sales App give you a unique view of your field employees' GPS location, daily activities, performance, and other details. This app can increase your business productivity by 60% and improve the efficiency of your field employees by almost 30%. Delta Sales App is a field tracking app that allows sales managers, distributors, and brands to monitor their field sales activities. This location tracking app can be installed on the phones of field sales reps, field workers, or field employees to monitor your sales team and provide accurate data without relying on manual records.

URVA Service is a field service management software that empowers service teams to digitize, track and analyze their field operations with powerful apps. It is ideal for any industry with technicians and service teams working in the field, particularly those with a large workforce attending to various service needs. URVA Service is a mobile and web-enabled software that brings work allocation, geotagging and order fulfillment all inside a single suite. The software offers a variety of features, including scheduling service tasks to agents, sending out technical specialists for setup and service, and tracking employee progress in the field. It helps organizations to manage their field service tasks efficiently with a central system, thereby maintaining their service standard, meeting customer needs and improving efficiency. URVA Service is flexible enough to tune to the requirements of the company and provides transparency, instantaneous insights and a great customer experience.

Cerrebro, a cloud-based CRM system, redefines the way customers, leads and marketing managers can be connected seamlessly. Our CRM goals are to increase lead conversions and customer growth and retention. These objectives can be achieved by creating a robust, dynamic, and user-friendly CRM system that is heavily focused on emerging technologies. Field Force Management module allows your field team to stay connected to the CRM system via a simple mobile application, decreasing their dependence on the back-office team. This simplifies reporting and field team management. Each client is unique and has their own needs and requirements. These requirements are built on the existing framework to create a product that is unique to the client. Our expertise lies in ERP technology, custom business solutions, and mobile-based business applications.

This application makes it easy to migrate data between Salesforce Orgs. All object relationships are maintained. This includes Salesforce Org management optimization and maintenance. Snapshot can help you manage Salesforce Orgs that become more complex and unruly. Monarch makes data migration complicated easy. Pre-built templates can be used to match destination objects with multiple fields. You can also maintain object relationships, compare data differences, import CSV files, share data with your team, and create pre-built templates. Monarch, a desktop application, communicates directly with your Salesforce account. This ensures maximum security and privacy. Your data stays under your control. There is no package installation. Monarch uses bulk data API to handle large-scale migration scenarios. Salesforce CPQ, field services lightning, FinancialForce and ServiceMax, among others.

Bulk Object Field Creator is a native force.com application that allows admins and developers to perform Bulk-CRUD operations in just a few clicks. It can perform bulk metadata operations, unlike the standard salesforce. This app provides a faster way to create, delete, update, or clone mass objects/fields. This app will reduce the manual effort required by users and increase productivity.

Software for field activity management software that can be used by businesses with outside sales reps, merchandisers or retail auditors. An app for smartphones allows you to track field reps customer visits. You can view reps' GPS positions and see the time they check in at each location. To save time, plan and optimize your customer rounds. Keep track of your mileage and business expenses. Take and share photos and notes from your visits. Reduce or eliminate off-hours reporting. Track the field sales reps to see when they check in at each location. Collect timesheet information. Get accurate records of business expenses and mileage. Get photos and reports of their visits and validate their movements using GPS. There is no need to install anything on your computer. It is a simple browser application. Field reps and supervisors can find customer rounds confusing. Due to the increased time and fuel required, it can lead to lower profits as well as lost sales opportunities.

Prepare for the challenges of tomorrow and make use of digital technologies. We combine traditional knowledge and experience with modern technology for sustainable food production. Field list with map and crop rotation. Activity recording (also automated), task planning. Field notes, optionally geolocated photos included. Comprehensive reports and analyses, exported in XLSX or PDF. Nutrient needs and fertilizer planning on the entire farm and for each field. All products are logged, with a register number and a live check. Stock movements are accompanied by stock levels and detailed reports. Calculate contribution margins at the farm, crop and field level. Create customers or subfarms, and manage fields associated with them. Satellite data can be used to monitor plant population (NDVI, NDWI and LAI). Farmdok is a cutting-edge tool that uses satellite and weather data to provide added value to farmers.

Want to more efficiently manage field service, automate workflows and modernize your mobile workforce with a fully integrated asset management platform? Gruntify makes it easy to collect field data, manage assets and assign jobs, manage teams, and automate business processes all from one platform. You can quickly find trends and get answers with powerful metrics, reporting capabilities, and location intelligence. Gruntify accelerates the automation of your mobile workforce: - Capture rich media, complete forms, and submit inspections, all geotagged and created on the go. - Manage recurring maintenance schedules or generate simple reactive work orders. - Design your own automated workflow in Workflow Studio. - Real-time location awareness and GPS Trip Recording. - Integrate third-party base maps or your own GIS data. - Dashboards to monitor your field operations and stay in complete control. - Signature capture. - Barcode and QR Code scanning. - Augmented Reality assistance.

TX CHRONO, the first-time tracking tool, is perfect for both managers and employees. TeamExpand can provide additional functionality for your business beyond the standard TX Chrono capabilities. The TeamExpand team of technical experts will assist you in solving any technical problem you may face when configuring or operating TX Chrono. It allows you to track time on Work Items directly using TFS/VSTS fields. You can also keep records for non-coding tasks. Timesheet submissions can be submitted, approved, and analyzed. Reports can be created and customized notifications used. TFS/VSTS data should be accurate, current, and consistent with time sheets. Run time reports for Users, Projects and over a custom date range. As a web-based tool. Integrated with TFS & VSTS. TFS is used to populate WIs and projects. Grid that is most user-friendly for weekly time input.

It was never easier or more convenient to copy data from your source object into your target object, and then automatically define default values for your target objects. PostObject Pro empowers users to create a new object record from the source object and automatically copies all the values from the source object to target object as per specified mapping without need for custom code or automation from Administrators/Developers. PostObject Pro allows users to create a new record from the source object. It copies all values from the source to the target object according to the specified mapping and does not require any custom code or automation by Administrators. Define field mappings between objects. The mapping will auto-populate the values of the source object to the target object when creating the target record. Define mappings for new objects and new field on the move. To save time, auto-match fields based upon Field Type, Name, and API Name.

AMSTARC Global GPS/GSM/GPRS vehicle tracking technology offers a great return on investment. Tracks vehicle movements in real time for efficient control. Satellite navigation provides real-time tracking of vehicle movements for efficient routing. Provides territory management capabilities. Route verification. It allows for better trip management and distance calculations. Protects against theft If the vehicle is reported stolen from your phone, it will be immobilized. Includes trip report and route. Provides miles/kilometers driven reports. Provides extensive fuel usage analysis reports. Tracks driver's driving patterns. Channel input (include 6 channels logistic input that can be user-defined, 1 pulse counter output), six-channel output (include 4 channels logistic output that can be user-definable). User-defined 3X16 bytes saving memory to record installation information.

Salesforce Platform native allows you to offer the best field service management solution. The solution is portable and adaptable to your needs. FieldForcePro Field Service Management is designed to provide an integrated, proactive, and easy-to-use interface to overcome obstacles such a diverse job skill requirement, lack of parts and travel schedule. It also meets service level agreements. FieldForcePro facilitates greater collaboration between Contact Center Agents, Dispatcher Agents, and Field Technicians through the Salesforce platform, Lightning components and Salesforce1 mobile app. FieldForcePro is enabled with Assisted Scheduling, field ready functionalities and boosts technician productivity. It also increases your First-Time Fix rate by 35%

Work with your field force in order to identify healthcare professionals on whom to focus your marketing efforts. CRM increases marketing impact by introducing a new approach for the 5 stages of marketing within the pharma and health sciences industry. The system will give you all the insights and results from the previous marketing cycle so that you can target the right customers. Restructure your field force in no time. Keep track of all changes. Plan with your field force their visits, activities and even leave while meeting your goals and targets. Give your field force all the tools they need to meet their goals and plans. Mobile application for running visits, detailing products, running presentations, recording comments and objectives, giving away give-away materials, running surveys, and inviting to events. Send updates to your field force and communicate with them while they are in the field.

Take control of your homeschool records and plans. You can create lessons plans, courses, and assignments that can all be used again and again by your students. Each student should have a weekly task list. Instead of having one schedule for each student, create detailed routines that cover every day of the week. This will help you remember chores, habits, clean up, and more. For each course, record grades, benchmark objectives, and written evaluations. Print grade reports, progress reports, and transcripts as necessary. Keep track of the details. Keep track of what you did, how you talked about it, questions, field trips and funny quotes. Also, keep a record of brainstorming sessions, brainstorming sessions, and any other activities you might be involved in. Keep track of journal entries, grades, attendance, and other information. Refer to your library book lists. Check out what supplies you will need for your upcoming assignments. You can easily drag-and-drop the interface to keep track of attendance and satisfy state requirements.

FieldAx: Field service software that provides a central solution for field service companies. With enterprise-level features, you can track your business from anywhere. FieldAx makes it easy to manage customer details and communication history. FieldAx will give you a complete view of all your customers, including insights into how to engage them and details about the deals they are involved in. This report must include a complete overview of any repair, maintenance, or installation that was done on the site by your technician. The work can be visually verified by your customer or supervisor. You can manage each invoice's payment details, including credit card and net banking. Enterprise edition users can configure an online gateway for Stripe, Authorized.net, and PayPal. FieldAx allows field technicians to report their travel time and time spent on the job using their device. It can also be included as a labor charge in an invoice.

Student SupportTracker, the most advanced case-management system, is designed specifically for school districts and their staff who support at-risk students. Automated workflows will improve internal and external coordination, speed up the delivery of resources to students, and provide real-time insights that will support student success. You can easily create custom reports and data visualisations using the data collected by Student SupportTracker to monitor overall initiative outcomes and support students more effectively. You can schedule reports to be generated automatically or create a dashboard that is web-accessible and updated in real-time. Custom fields in Student SupportTracker allow your district to collect data and report it in accordance with the design and goals of your initiative. Student SupportTracker can be used anywhere to support students in need. Users in the field have access to student records with 100% compatibility on phones and tablets.

Smart Field Forms is a flexible solution that can be used in many industries. Our platform offers many features that can be used by industries that need to manage a field force or field assets, or simply to switch to a paperless system. The Asset and Work Order Management features will make it easier to maintain solar installations and increase their availability and revenue. Receive real-time maintenance reports. Send work orders to field teams. Maintain wind turbines using Asset registry and Work Orders. Schedule preventive maintenance. You can respond to inspection reports by assigning tasks to your field teams. Perform equipment, vehicle, and site inspections. Track incident reports. Keep track of incident reports and photos. Schedule preventive maintenance.

ServiceMax, a leader in cloud-based field services solutions, can transform your field service organization. ServiceMax is built on the Salesforce platform and powers a new generation of field service experiences. The platform provides end-to-end field services solutions including workforce optimization, advanced dispatch, parts logistics and depot repair, inventory & depot repairs, social collaboration, and installed base entitlements.

Merlin gives you unlimited company and contact records. In addition to the standard fields that a CRM system should provide, Merlin also allows for approximately 40 user-definable fields. This allows you to store and report on all the information you need. Merlin's intelligent, dynamic menu will show you the options that you are most likely to use next on any page. Merlin's fully integrated approach records all activity against the relevant contact. This ensures that there is no duplication and you have a complete historical archive. The Customer Relationship Management module (CRM) allows proactive sales teams to have their diaries automatically filled with appointments for the next month or week, day, or a specific date range. This module can also be used by your Accounts and Purchasing teams to chase payments or deliveries.

Configero DataLoader makes data uploading, mass editing and cleansing easier than ever. It expands on the Apex DataLoader's capabilities by allowing users to filter records more efficiently and even displaying a preview of relevant records that can be mass edited or updated before Salesforce loads data. All objects supported, even custom objects. External ID matching against formula field. Each CSV file type is remembered mapping. Wizard-driven for simplicity and customization. Before loading data to Salesforce, preview and update data.

FieldSense is an automation solution for field forces that combines a smart workflow with organizations that have a large field force. It allows businesses to track their field staff in real-time to ensure smooth operations. It provides instant updates to facilitate effective communication and coordination between field forces and managers. It offers comprehensive reporting and analysis, providing actionable insights to help make informed decisions. FieldSense has streamlined more than 2000 organizations in 85 countries, by digitizing their workflow.

Optimize My Day provides first-class solutions to mobile processes that are at core of the value-added chains. Optimize My Day's cloud-based solution optimizes customer interaction, routes and schedules. Our cost-effective solution integrates seamlessly with your existing IT infrastructure and is simple to implement. Ready for immediate use. Field-service route planning should be dynamic in order to be efficient. The goal is to reduce travel time and allow for more contact with customers. Our route-planning software provides field staff with an instant overview of which customers they should visit. You spend less time on the streets and more time with customers. OMD Go manages your mobile order management for your sales team, including technicians, sales reps, and service staff. They only need a mobile device that has Internet access.

Our drag-and-drop form builder for Salesforce allows you to create custom forms, collect data and pre-fill it, use conditional logic and automate business process. Titan Forms is the only product in the market that integrates Salesforce in real-time. Titan's drag-and-drop builder allows you to create custom web portals and Salesforce forms. Our product is flexible, unlike other Salesforce form tools. Titan allows you to read from and write to multiple objects in real time. You can add any logic to any data structure, including one-to many, many-to -many junction objects, lookup field, formulas, list view, and related lists. Titan is the only software that allows you to edit large records, upload files, and use grid views. You can create forms without having to write any code.

FieldX is the complete solution to your scouting needs. FieldX includes tools to record your field data and tools for managing your fields using weather data. You can then quickly send concise reports to customers with detailed scouting information and recommendation details at the end of each day. FieldX allows you to create an electronic journal that tracks all activities in your fields. You can record information such as Planting, Treatment, Irrigation, Field Operations, Harvest, and Harvest. The crop recordkeeping features are free to use as a grower subaccount in a FieldX account. FieldX allows you to create sampling events and navigate to the points in your field. These sample points can be sent to any lab you choose. You can also upload the points to FieldRx to make VRT maps or export them as a shpfile.

Create Next Startup is a Next.js startup boilerplate that helps developers create data-integrated interfaces quickly. It provides a set of interoperable, focused components with minimal side effects and syntactic sugar. Developers can cherry-pick the components that best suit their needs. The basic setup includes Next.js. TailwindCSS. NextAuth.js. and React Email. Mobile support is planned for future releases. The platform offers features like custom record types, record detail pages, custom field types, record change detection and views. It supports a variety of field types including attachment, text and number, currency, percentages, checkboxes, dates, single select, repeaters, relationship, objects, toggles, and JSON. Mailgun offers integration with Mailjet, Postmark, ActiveCampaign and Resend.

Why limit yourself by limiting the number of fields and entries on a form? You don't have to worry about the number of fields or how many entries you make. You can add or remove fields at any time. You can use forms from different sources or internally. You can use forms on your website or send an email to fill out. Sometimes you want to be notified when a form is completed. Sometimes it can be difficult to find a unique entry in the collected data. Filtering is possible for any field in a form. You can easily make mandatory fields of data that are part of a form. If the user does not enter any data into a mandatory field, an error message will be displayed.

Cloudingo makes managing customer data super simple, from deduping to importing to migrating. Salesforce is great for managing customers. Salesforce is great for managing customers. But it falls short when it comes to data quality. Data quality is a problem. There are duplicate records, customer data that doesn’t make sense, and reports that are a little...off. Do you sound familiar? You can only merge dupes one by one, native solutions, custom codes, and spreadsheets. It shouldn't be a problem to ensure the accuracy of customer data. Or spend a lot of time cleaning up and managing Salesforce. You've wasted too much time putting at risk relationships, losing opportunities, and dealing in chaos. It's time for you to change it. Imagine a tool that transforms your Salesforce data from a messy, confusing, and unreliable mess into a lead-nurturing, sales-producing machine.

Optimetriks has developed FieldPro, a mobile and web-based platform that allows manufacturers and distributors to manage and automate field operations and achieve greater efficiency. Our solution allows information to flow in real-time between all the actors of the distribution network. We help brands achieve four operational objectives that are essential for productivity and performance improvement: Field Force Monitoring and Outlets Mapping, Sales Audit, and Retail Audit. We transform distribution from a top-down to a collaborative approach, allowing businesses to have close relationships with their field agents and retailers. FieldPro, our mobile app for Field Force Automation, provides real-time data about your field sales activities. Digitize your distribution to make it more efficient and transparent. FieldPro, our Field Sales app, allows you to record and analyse orders in real-time, eliminating bottlenecks in manual processes.

All farming activities during the cultivation season should be planned, monitored and recorded. Tracking the cost and quantities of all inputs and materials, such as machines, seeds, fertilizers and plant protectants, is essential. You can either use pre-made schedules and task templates for farming tasks or create your own. Track your activities on the map and view them on the calendar. Register all material purchases. Automatic recording of material application via farming task. Multiple storage locations can be supported Inventory reports and details transaction records. Cost and usage of all resources, workers and machines, as well as materials for cultivation and field work. All sales and purchases should be recorded. Highly skilled generation of available crop quantities via harvest tasks. Smart financial analysis: Profitability analysis for each field, crop, and farm. Cost breakdown and analysis for each cost category. Based on area or yield, automatic allocation of fixed costs to crops and fields. View interactive dashboards, and generate reports

Field Sales Connect, a field management software built on the Salesforce Platform allows organizations to increase the efficiency of their field operations. It centralizes the field activity, and provides useful insights to maximize potential field sales. The software offers leaders the chance to increase sales by combining features such as intelligent automation, real time tracking, and seamless data flow. Field Sales Connect is a tool that helps sales reps improve their efficiency and managers with the following: Assign leads to appropriate resources Monitor operational performance in real time and KPIs; Data consolidation from multiple systems Answering lead inquiries Manage knowledge bases and assets Track and maximize your travel reimbursements Work together on different territories Field Sales Connect helps firms build a competitive, productive sales culture. It also reduces lead leakage caused by inadequate training.

The Easy Way to Remove Duplicate Salesforce Records DataGroomr uses Machine Learning to automatically detect duplicate Salesforce records. Duplicate Salesforce records are automatically loaded into a queue so users can compare them side-by-side and decide which values to keep, add new values, or merge. DataGroomr provides everything you need to locate, merge, and get rid off dupes. DataGroomr's Machine Learning algorithms take care of the rest. You can merge duplicate records in one click or en masse from within the app. You can select field values to create a master record, or you can use inline editing for new values. You don't want to see duplicates across the entire organization. You can define your own data by industry, region, or any Salesforce field. The import wizard allows you to merge, deduplicate and append records while importing Salesforce. Automated duplication reports and mass merging tasks can be set up at a time that suits your schedule.

VoiceLine is a field sales intelligence tool that makes it easy to collect and organize data. VoiceLine simplifies field sales intelligence. Use your voice to capture any interaction on the field in seconds. AI can help your sales team make data-driven decisions. Record any field interaction using your voice. Tap, speak and let our AI extract the key data points. VoiceLine recording is 7x faster than typing, and it is available on the go. VoiceLine will process any insight or observation you have in the field and save it to your CRM structure. Document anything using only your voice. VoiceLine allows you to record anywhere, with just one click. Work with voice in the car or anywhere else. Make every field interaction actionable. Our AI extracts and structures crucial business data using VoiceLines that you record. Smart Reports can be fully customized in just a few clicks.

Your team will benefit from the IT skills development platform that ITProTV offers. They can also enjoy the journey. ITProTV is IT training that engages and is effective for teams. The ProPortal will help you prove the ROI of your training investment. You can manage your seats, assign/unassign team members, as well as access monthly usage reports. You can see metrics such as logins, viewing times, courses viewed, tracks finished, and more. You can manage subsets of users or teams by giving them customized assignments, monitoring progress, and reporting on the platform's usage. Assignments can be either full courses or individual episodes within a course. For more advanced reporting, you can choose to download data as a convenient CSV. Visual reports give you instant insight into the viewing habits and progress of your team over any time period. Get email alerts to be notified when dynamic reports are available.

MileCatcher organizes your trips by status, making it easier to update your trip log. Each trip has maps that make it easy to see what you need. Visual trip route and full addresses make it easier to recall. Our smart tools make it easier to classify fewer trips manually. You can instantly classify a trip notification by tapping on it as soon as your car leaves the garage. You don't need to open the app. It works on your smartwatch and smartphone. MileCatcher is a great tool for employees. MileCatcher provides MileCatcher Teams with consolidated bill! You can generate employee reports using the Web Portal! MileCatcher's Work Hours feature can be used to reduce battery consumption. Log trips only when you are on the clock!

Customers expect a customized experience that is tailored to their needs, and in their language, during every interaction with your company. PDF Butler is your Salesforce document generator tool. This ensures a quick and future-proof Go Live. With minimal configuration, you can easily add language preferences. Document generation problems in Salesforce will only increase with products like CPQ billing, sales cloud, field service lightning, and billing. You can personalize your user experience by avoiding lengthy generation times and difficult-to-maintain template. Start with simple templates that are quick and easy to use. Then, add dynamic images, logos, picklist translations via the translation toolbench, data from other objects, QR codes, or barcodes. Your roadmap is also set by you. Our Salesforce document generation tool offers speed, durability, scalable performance, and excellent support.

Reduce the amount of paperwork and costs associated with errors, gaps and delays. Digitize the way your company collects data, manages it, and transfers it. Receive digitally completed documents from the field. Eliminate confusion, headaches, and frustration due to lost, inaccurate or illegible documentation. Automate the recording and management of asset-related information for a more efficient inventory management process. Field service management software designed to integrate into your existing processes and system. TeamWherx automates manual processes, digitizes your workflows and optimizes employee communication. Discover how our all-in one workforce management software can help your business become more efficient, smarter, and successful. Our solution is an all-in one approach to workforce management. We offer everything you need to boost your business's profitability and productivity on a single platform.

Automate your business processes by collecting machine and fieldworker information. Creating and assigning orders and tasks manually or automatically. Assigning orders field workers, drivers, third-party suppliers, and contractors. No-code, low-code app builder that can quickly and easily configure simple or complex tasks and processes. Keep track of all your assets and analyze customer feedback. Our mobile platform integrates with ERP solutions to provide actionable insights for field workers, service partners, and customers. LogiMove is a centrally managed web portal that maps mobile processes. The results can be customized to fit your business' needs.

Are you ready to eliminate paper in the field? If your company is still using paper or spreadsheets to fill out timesheets, complete tickets, or track LEMs, Aimsio could be a great fit for you. Aimsio is a software used by companies who dispatch resources (either crew or equipment) to job sites, and who need to easily record time and material usage while on those job sites. In other words, Aimsio is a Field Management Software. All Available Features: - Unlimited Users - Field Tickets - Timesheets - Jobs - Unlimited Price Books - Access Management - CSV Exports - Client eSignature Approval - Flexi-Forms - Branded Headers - Non-Recurring Billables - Tasks - Timesheet Automation - Time and Material Estimates - Resource Costing - Purchase Orders - Job Performance Reporting - WBS Phase Management - Cost and Actual per WBS - Budget and Contract Values per WBS - Change Orders - RFI

Get the product on your smartphone today and you can manage your entire field operations with just a few clicks. Custom Dashboard & Reports Instant multi-channel updates (SMS, Email, PDF) Custom forms & fields