DocVazCloudvaz
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Proof MRMProofAnalytics
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Related Products
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About
Enhance your document processes within Salesforce and automate linking documents to multiple objects. A simple click-and-configure utility to link your documents to multiple Salesforce objects. The configuration rules ensure that all processes follow the same rules when documents are uploaded to any Salesforce object. Organizations that use Salesforce to manage their business activities have many challenges in accessing the documents. When a document is attached to an object, it is linked only to that object. This is a standard feature of Salesforce. However, when the documents need to be available for other objects, there is no provision. This limitation becomes multi-fold for businesses that have a massive number of documents. DocVaz is an elegant solution to overcome these challenges and can scale up with the growth of the business. DocVaz addresses a wide variety of real-time business cases for accessing documents within Salesforce.
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About
Proof MRM on Salesforce™ provides an intuitive hierarchical structure with a parent/child relationship when it comes to marketing plans, journeys and associated marketing activities, supporting up to five levels within this hierarchy. Proof MRM on Salesforce™ offers intuitive and real-time collaboration from right within the Salesforce platform interface through integration with Quip. Being built natively on the Salesforce lightning platform allows the usage of standard Salesforce functionality like tasks to manage your workflow. Leverage Salesforce reporting and Kanban view to reporting on any data field, including custom fields, and visualize campaign progress via the standard Salesforce Kanban view.
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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
Businesses and companies seeking a solution to improve the process of uploading and tagging their documents
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Audience
Companies in need of a native MRM solution for Salesforce to save up money
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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
$8 per month
Free Version
Free Trial
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Pricing
$129 per user per month
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 InformationCloudvaz
United States
www.cloudvaz.com/docvaz.html
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Company InformationProofAnalytics
Founded: 2019
United States
www.proofanalytics.ai/mrm-for-salesforce-comparison
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Alternatives |
Alternatives |
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Categories |
Categories |
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Document Management Features
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
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Integrations
Salesforce
Amazon S3
Amazon Web Services (AWS)
Box
Dropbox
Google Drive
Microsoft OneDrive
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Integrations
Salesforce
Amazon S3
Amazon Web Services (AWS)
Box
Dropbox
Google Drive
Microsoft OneDrive
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