RollUp Magic

RollUp Magic

Ksolves India Limited
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About

Easily give every sales team member the right level of visibility to encourage accountability and pipeline data integrity. Immediately increase productivity for everyone with intuitive pipeline views, roll-ups, and status indicators on opportunities. Natively developed on the Salesforce Lightning Platform for full data security, rapid deployment, and seamless integration with business processes. Quickly see how deals have flowed into and out of your pipeline, including new deals, wins, losses pushes, and more. Summary calculations show the change in total value, with all the underlying data that adds up to the net result. Quickly drill down to the individual deals to inspect how they each changed without dozens of windows, tabs, and clicks. Use visual cues alongside numeric values to weigh pipeline risk across deal factors including a number of deals, deal values, status, and timing. Review key data for individual deals to gain deal context and spot areas of concern.

About

RollUp Magic enhances Salesforce data management by offering a powerful solution for calculating rollup summaries based on custom criteria. Unlike standard Salesforce rollup fields, RollUp Magic is not restricted to Master/Detail relationships; it enables easy creation of rollup summary fields even for objects with lookup relationships. Overcome the constraints of standard rollup summary fields with RollUp Magic.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Executives, sales managers and teams seeking a solution to manage their pipeline review meetings

Audience

Healthcare, Education, NGO, Government, E-Commerce, IT Sector, Manufacturing

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$20 per month
Free Version
Free Trial

Pricing

$55 USD/company/month
Monthly Starter Plan
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Akoonu
United States
www.akoonu.com

Company Information

Ksolves India Limited
Founded: 2012
India
www.ksolves.com/rollup-magic

Alternatives

Alternatives

Easy Rollup

Easy Rollup

Cyntexa Labs
zkSync

zkSync

Matter Labs
monday CRM

monday CRM

monday.com
ClinchPad

ClinchPad

Clinchpad Technologies

Categories

Categories

Data Management Features

Customer Data
Data Analysis
Data Capture
Data Integration
Data Migration
Data Quality Control
Data Security
Information Governance
Master Data Management
Match & Merge

Integrations

Salesforce
Appify
Honeywell Forge
Salesforce Agentforce 360 Platform
Salesforce Sales Dialer
Teamworks
Virtalis Reach

Integrations

Salesforce
Appify
Honeywell Forge
Salesforce Agentforce 360 Platform
Salesforce Sales Dialer
Teamworks
Virtalis Reach
Claim Akoonu and update features and information
Claim Akoonu and update features and information
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Claim RollUp Magic and update features and information