Salesforce App >> Email to Case Premium: Robust Case Management Solution

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Salesforce >> Email to Case Premium: Robust Case Management Solution

Email to Case Premium: Robust Case Management Solution

Price: $2,400 USD per org (first 10 users) per year

Install App Improve agent productivity and delight customers!
Extend and enhance the basic functionality of standard Email-to-Case with a more effective solution for managing service and support via Salesforce. Install a free trial for a hands-on look at why world-class service operations use Email to Case Premium.

  • Increases agent productivity
  • Saves time and add consistency to your org’s support workflow
  • Customers receive better service

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Salesforce App >> Clearbit – Automatically enrich leads and contacts in real-time

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Salesforce >> Clearbit - Automatically enrich leads and contacts in real-time

Clearbit – Automatically enrich leads and contacts in real-time

Price: Starting at $999 USD per company per month

Install App Build your business on better data
Today’s top companies know the value of better sales data—smarter scoring, targeted prospecting, and more revenue won. And since Clearbit handles data entry automatically, your reps have more time for prospects.

Data is the backbone of your sales org—it determines lead scoring, routing, and so much more. But where does this data come from? Most reps spend hours manually researching and updating Salesforce. But with Clearbit, you’ll never worry about data again.

WHAT “BETTER DATA” MEANS
Clearbit lets you instantly turn email addresses and domain names into full prospect and company profiles.
Some of the 85 data points: PERSONAL PROFILE
Name
Title, role, seniority
Bio
Location
Social
Avatars COMPANY PROFILE
Industry
Employee count
Location
Funding
Annual revenue
Fiscal year end
Social
Tech used

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Salesforce App >> Code Coverage Report

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Salesforce >> Code Coverage Report

Code Coverage Report

Price: Free

Install App Code Coverage Report in excel Format
Now you can view the overall and individual entity code coverage in your organization. The results of the code coverage can be downloaded in Excel format

Overall code coverage of our organization.

Download the result of each Class/Trigger code coverage in excel format

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Salesforce App >> Enabler4Excel Free

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Enabler4Excel Free

Price: Free

Install App Work with your Salesforce data directly from Microsoft Excel
This free version of the popular Enabler4Excel add-in will help you work with your Salesforce data in a familiar Excel environment.
An Excel Connector that makes it easy to pull and refresh data from Salesforce reports right to your Excel spreadsheet.

Works with Professional, Group Edition, and up.

Pull a Salesforce report right from Microsoft Excel
Display Salesforce information in Excel in a familiar fashion – preserving pick lists, multiple pick lists, and pick list dependencies.

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Salesforce App >> Chargent Payment Processing – Credit Card Payments, ACH, Recurring Billing

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Salesforce >> Chargent Payment Processing - Credit Card Payments, ACH, Recurring Billing

Chargent Payment Processing – Credit Card Payments, ACH, Recurring Billing

Price: Starting at $3,000 USD per Salesforce Org per year

Install App Top Rated payments app on the AppExchange, 2008 – 2019 and beyond
* Support for 30+ Payment Gateways (list below)
* Real-time or scheduled credit card, ACH / direct debit payments
* Payment Request links for online payments
* Works with Salesforce CPQ, Communities
* To learn more, click [ Watch Demo ] button below

Collect revenue faster, and eliminate duplicate data entry, by enabling payments directly where your customer data lives — Salesforce. Payment processing capabilities in Salesforce empower your team to be more efficient and better serve customers.

Chargent embeds PCI compliant payment processing capabilities directly within any object or app on the Salesforce platform. Manage billing and payments with better visibility into transactions and totals, all with the security of Salesforce.

Charge, Authorize, Void, Refund buttons let you take payments in real-time, or you can automate one-time or recurring subscription billing for maximum flexibility. Send payment request links for customers to pay online via credit card or eCheck.

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At Axis Consulting, we help companies streamline their process with automation by unlocking the power of technology. From Salesforce Implementation to Custom App Development and beyond, we deliver powerful results that strengthen your business.

Salesforce App >> Accounting Seed: Native Accounting Application

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Salesforce >> Accounting Seed: Native Accounting Application

Accounting Seed: Native Accounting Application

Price: Starting at $250 USD per month

Install App Run Accounting and CRM on a Single Platform
Reinvent the way you do accounting with our native general ledger, project accounting & enterprise resource planning application. Accounting Seed automates all accounting tasks and is multi-currency and multi-entity ready! Click Watch Demo to learn more!

A native Salesforce app that combines Accounting and ERP for a full business solution.

Manage your General Ledger, Billing & Cash receipts, Accounts Payable & Cash Disbursements, PSA, Fund Accounting, and Project Accounting on one platform.

Our accounting solution gives your company inventory management, order management, and lite manufacturing capabilities. Additionally, Accounting Seed is multi-currency and multi-entity enabled.

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At Axis Consulting, we help companies streamline their process with automation by unlocking the power of technology. From Salesforce Implementation to Custom App Development and beyond, we deliver powerful results that strengthen your business.

Salesforce App >> Talkdesk for Salesforce Contact Center | Telephony | Click-to-Dial

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Salesforce >> Talkdesk for Salesforce Contact Center | Telephony | Click-to-Dial

Talkdesk for Salesforce Contact Center | Telephony | Click-to-Dial

Price: Starting at $65 USD per user per month

Install App The Contact Center for Innovative Enterprises
Talkdesk Enterprise Cloud Contact Center empowers companies to make customer experience a competitive advantage. With enterprise class performance and consumer-like ease of use, 1,400+ companies rely on Talkdesk to power their customer interactions.

Omnichannel: Deliver personalized service via the channel most convenient for your customers. Access advanced voice capabilities directly in Salesforce and integrate with Salesforce Omni-Channel to better manage work items across multiple channels.

Reporting: Use real-time reporting and 25+ prebuilt historical reports to perform detailed analysis on team performance. Correlate your Talkdesk data with Salesforce data to measure the true impact of your contact center.

Automations: Dramatically increase agent efficiency by creating custom Talkdesk workflows to initiate Salesforce events throughout the customer service process. Automations can take care of call logging, case creation and more.

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At Axis Consulting, we help companies streamline their process with automation by unlocking the power of technology. From Salesforce Implementation to Custom App Development and beyond, we deliver powerful results that strengthen your business.

Salesforce App >> Zenkraft Multi-Carrier | shipping and tracking for FedEx, UPS, USPS & more

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Salesforce >> Zenkraft Multi-Carrier | shipping and tracking for FedEx, UPS, USPS & more

Zenkraft Multi-Carrier | shipping and tracking for FedEx, UPS, USPS & more

Price: Starting at $208.75 USD per mont

Install App Create and track shipments with 45+ carriers with a single click
Multi-Carrier Shipping brings 45+ shipping carriers inside Salesforce. Ship orders and track packages with carriers such as FedEx, UPS, USPS DHL, Canada Post, TNT, DPD and more. Integrate easily with Cases, Orders & any other object.

  • Multi-Carrier gives you access to more than 45 carriers with more being added every month
  • One-Click Shipping: quick and easy shipping seamlessly tied to your Salesforce customer data, page layouts and workflow
  • Native Shipping: shipping, returns, tracking and pickups for any standard or custom object.

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At Axis Consulting, we help companies streamline their process with automation by unlocking the power of technology. From Salesforce Implementation to Custom App Development and beyond, we deliver powerful results that strengthen your business.

Accelerate Your Analytics Build with Einstein Analytics Templates

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Home >> Accelerate Your Analytics Build with Einstein Analytics Templates

Recently, I have finally got closer to Einstein Analytics. It’s a nice reunion, as I had used it in the past when it was still ‘Wave’ (Einstein Analytics’ former name), but back then, the product was different – it didn’t have the connectors! For background on this product, I recommend you check out this post: 2019 Update: How Wave Evolved Into Salesforce Einstein Analytics

One of the things I saw when I revisited Einstein Analytics are ‘Templates’. Templates can really accelerate the build of dashboards, data flows and lenses with just a few clicks – and so, they are something we should all take advantage of! The Salesforce Einstein Analytics team has built these with best-practice KPIs that apply to businesses in many industries, so that you can customise it for your org and get up-and-running quickly.

The templates do all the legwork needed to optimize, enrich, analyze, and pull in the data required for specific business needs. This automates the process of pulling in data from all the different Salesforce objects, for example, all the data necessary for pipeline trending: Accounts, Opportunities, Products, and Owners.

It’s as simple as creating an ‘App’ and selecting ‘Start from Template’. Follow the wizard steps, as it guides you through the creation of the app, asking questions about how you store data in your Salesforce org and how you’d like to view the data in your app:

Depending on the Template you have created, it will ask you relevant questions to customise it in the fields that are appropriate for what you are trying to achieve.

Pretty cool, huh? Then whilst it gets busy doing all of this, you can go and have a stretch and in few minutes it’ll be ready:

Then, from the Analytics home page, you can access your newly created App. Each one has a Home or Overview dashboard which is linked to many others, a good place to start:

Then, you can drill down, either by filters or clicking anywhere of interest, auto-magically all related components will be updated on the selection. The Einstein Analytics product is a very powerful data visualization tool.

My favourite thing about the product overall, is how it is integrated with Salesforce. Simply from the App builder, you can drag the component ‘Einstein Analytics Dashboard’ and select which active dashboard you want to display, it couldn’t be easier!

Or from Einstein Analytics you can post to Chatter:

For me this is a big bravo for the team behind the scenes! I hope this is the direction for all acquired products will head towards: seamless integration and user experience to, at least, the core Salesforce cloud products.

There are tonnes of different ones available to get you started, from industry specific or line of business:

Einstein Analytics Templates

Shared with CloudApp

 

Outside of templates, of course you can extend Einstein Analytics using building blocks, but these templates get you in the product, using it with your own data. If you want to learn more on Analytics App Template Development, there is a Trailhead module just for you!

This post first appeared in SalesforceBen

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Salesforce App >> Cloudingo: Remove duplicates and improve data quality

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salesforce >> Cloudingo: Remove duplicates and improve data quality

Cloudingo: Remove duplicates and improve data quality

Price: Starting at $1,096 USD per company per year

Install App Get rid of duplicates and have data you can trust.
Improve and better manage Salesforce data. From deduping to importing and even migrating data, Cloudingo makes it easier to manage your Salesforce org. Find duplicates within your existing records and easily merge them.

● Conquer common hurdles native to Salesforce like duplication, inconsistencies, data decay, and human errors. Cloudingo is powerful yet easy to use and is completely customizable to accommodate the unique, complex nature of your dataset.

● Customizable filters and robust matching criteria allow you to dig deep to find duplicates using anything from exact to fuzzy matching and even synonyms. Merge dupes manually, mass merge, or schedule Cloudingo to automatically merge duplicates.

● More than just deduplication: import data without creating duplicates, mass convert leads, mass update and mass delete records, migrate data, and more. All important data like notes, attachments, and relationships stay intact.

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At Axis Consulting, we help companies streamline their process with automation by unlocking the power of technology. From Salesforce Implementation to Custom App Development and beyond, we deliver powerful results that strengthen your business.