Audience
Companies in need of a native MRM solution for Salesforce to save up money
About Proof MRM
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.
Other Popular Alternatives & Related Software
Report Sender
Easily schedule and send your Salesforce reports. Send salesforce reports to any email address including non-salesforce users, in user friendly Excel format. No more email forwarding and copying/pasting reports necessary. There are no restrictions on objects or fields, and all salesforce sharing rules and field level security for your user will be obeyed. Report Sender is one of the most requested ideas by Salesforce customers. Schedule reports the easy way. Dedicated customer support. 5-star rating in Salesforce AppExchange. Lightning ready. Limitations & Problems with Salesforce reporting: The repetitive, time-consuming, manual processes. Joining Salesforce data is difficult if you’re not a developer. Many non-Salesforce users in or out your organization may want to access Salesforce reports, but reports can only be created and sent to Salesforce users. You can only send 200 reports a month. Reports are still sent when there is no data (zero records).
Learn more
Sweep
Sweep makes CRM simple so you can work smarter. Visualize, create and manage your CRM processes, rules, and automation while Sweep constructs an optimized backend Salesforce infrastructure. The workspace to design your perfect CRM funnel. One interface, create, collaborate and deploy to Salesforce. Drag-and-drop, see how your CRM steps interact, as you build them. Intuitive framework to view and manage configurations. Global view, a single viewport to analyze your full CRM. Direct action, find optimizations and diagnose bottlenecks proactively. Goodbye repetitive work, automate any part of your process. A Salesforce Lightning component designed specifically to aid your sales teams. Salesforce simplified, inline guidance makes Salesforce interaction easy for your sales teams. Deploy your funnels quickly and safely from sandbox to production. Everything you need to support native reporting in Salesforce from day one.
Learn more
DataTools
DataTools for Salesforce is metrics and meta-data management designed to bring your Salesforce and data cloud professionals together. DataTools for Salesforce supports your Salesforce organization’s core metadata and metrics today while providing context data to help you implement your modern customer data cloud. We’ve crafted our Salesforce dictionary utility specifically for the purpose of robust reporting and insightful analysis. With it, you can pinpoint and categorize crucial fields, while emphasizing essential metrics to maximize the utility of your meta-data. Explore connections between Salesforce objects through easily discernible color schemes. Engage with and structure your Salesforce entity relationship diagram effortlessly. Simply choose the relevant objects within your dictionary and create your Salesforce ERD with just one click. Our Salesforce data migration tool is designed for efficient process and project management.
Learn more
OKRify
OKRify is the leading Goal Management and Strategy Execution Application in Salesforce. OKRify is the only application that brings together OKR methodology and KPIs in Salesforce for streamlined and focused execution of strategy. OKRify will enable organizations to build alignment and a culture of accountability, transparency, collaboration across teams. OKRify is a simple, intuitive user friendly application built 100% natively in the Salesforce platform. OKRify features include company, team, individual level OKRs, Objective/Tea, Hierarchy, Heatmap, automatic progress update using Salesforce data, real-time KPIs for users and business units, milestones, split period targets, contributors, and much more. Central Hub to manage, track and update OKRs and KPIs. Objective and team hierarchy to view alignment across your organization.
Learn more
Pricing
Starting Price:
$129 per user per month
Integrations
Company Information
ProofAnalytics
Founded: 2019
United States
www.proofanalytics.ai/mrm-for-salesforce-comparison
Videos and Screen Captures
Other Useful Business Software
Ship Agents Faster
Gemini Enterprise Agent Platform lets you rapidly build, scale, govern and optimize production-ready agents grounded in your organization's data. The platform enables developers to build custom or pre-built agents for virtually any use case. New customers get $300 in free credits.
Product Details
Platforms Supported
Cloud
Support
Online