Related Products
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About
Visually manages any process involving people, systems and customers to ensure an optimized experience not just for customers but for the staff using CRM as well. We delivers best-practice plug-in solutions that help you add, adopt and optimize your CRM! Best practice plugin solutions that help you operationalise and enhance internal processes, eliminate silos across teams and to prioritise activities and tasks throughout the entire sales cycle. The major feature enhancements to the customer journey plugin fall into two major categories, enhancing the user experience and expanding template control and automation for administrators. To show off the new capabilities that increase automation and even further reduce the number of user “clicks” required, a new template for handling high priority customer problems is now available. Intelligent one-click enhances the existing one-click capabilities by allowing greater customizability of any task or activity when a template is created.
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About
Valuecase is a platform designed to streamline customer onboarding and sales processes by providing shared workspaces that enhance collaboration, automate tasks, and track engagement. It offers interactive onboarding plans with due date reminders and assignees, reducing the need for manual follow-ups. The platform allows for 100% automated customization, displaying relevant content and adjusting plans automatically through variables. Central visibility is provided through dashboards that track tasks, onboarding progress, and customer engagement. Valuecase integrates with CRMs like Salesforce and HubSpot, ensuring seamless data synchronization. It also supports various content embeds, including PDFs, videos, forms, and scheduling tools, facilitating comprehensive resource sharing in one place. The platform is fully GDPR compliant, ensuring secure tracking of customer activities. Users can start with best-practice templates and receive one-on-one guidance and training.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Enterprises in search of a customer journey plugin solution to add, adopt and optimize their CRM
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Audience
B2B companies interested in a tool to enhance their customer onboarding and sales processes through automated workflows and improved client collaboration
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationAddoptify
Founded: 2015
Denmark
addoptify.com
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Company InformationValuecase
Founded: 2021
Germany
www.valuecase.com
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Alternatives |
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Categories |
Categories |
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Integrations
Calendly
Google Docs
Google Drive
Google Forms
Google Meet
Google Sheets
Google Slides
HubSpot CRM
Make
Microsoft Teams
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Integrations
Calendly
Google Docs
Google Drive
Google Forms
Google Meet
Google Sheets
Google Slides
HubSpot CRM
Make
Microsoft Teams
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