AGENTFORCE FOR PRE-SALES

AI-Powered Pre-Sales Automation for Faster, Smarter Deals

Revolutionize your pre-sales process with Agentforce for Pre-Sales, an AI-driven solution that automates scoping, pricing, and resource planning—all through seamless conversations.

Features:
- AI-Generated Scoping & Estimation
- Instant Quote & Timeline Creation
- Automated Resource Allocation
- Real-Time Commercial Insights
- Built-in SOW Generator

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QUOTEX: SCOPING & QUOTING SIMPLIFIED

Transform Your Services Quoting Process with Enhanced Precision

Streamline your project scoping and quoting with QuoteX, offering customizable templates, detailed cost estimations, and collaborative tools to ensure seamless Salesforce integration.

Features:
- Scope Libraries for Quick Scoping
- Resource & Timeline Planning
- Built-in SOW Generator
- Role-Based Cost Calculations
- Collaborative Salesforce Integration

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DRTE

Empower Your Salesforce with End-to-End E-Signature Workflows

DRTE is a powerful Salesforce-native tool that automates your entire sales contract process, from dynamic document generation to secure, compliant e-signatures.

Key Highlights:
- 100% Salesforce-Native Solution
- Dynamic Document Generation
- End-to-End E-Signature Workflow
- Real-Time Status Notifications
- Secure & Compliant Signing

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FEEDBACK360

Elevate Your Insights with Comprehensive Survey Solutions

Transform your feedback process with Feedback360, a powerful survey and assessment tool integrated with Salesforce. Gather customer insights, conduct internal tests, and drive data-driven decisions.

Features:
- Customizable Survey Templates
- Dynamic Question Routing
- Real-Time Reporting & Analytics
- Flexible Mock Test Capabilities
- Proactive Feedback Notifications

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BRANDING SETS

Tailor Your Interface To Match Your Brand

Customize record pages with dynamic background colors and unique button hues to match your brand, making it simple to identify different record types and improve productivity.

Features:
- Dynamic Background Color
- Customize Button Colors
- Conditional Field Highlighting
- Easy Configuration
- Changes Persist Across Sessions

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HOME CAROUSEL BANNER

Elevate Your Notifications, Empower Your Team!

Easily configure and manage notifications with simple settings. Customize content, order, and visibility to ensure users get the information they need when they need it.

Features:
- Dynamic Notifications
- Easy Configuration
- Rich HTML Content
- Seamless Integration
- Advanced Filtering

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SIMPLE USER JOURNEY MAP BUILDER

Design, visualize, and manage journeys with ease!

Built on the Salesforce platform, this tool offers a user-friendly interface for designing, visualizing, and managing customer journeys with powerful analytics and security.

Features:
- Visual Journey Mapping
- Integration with Salesforce Data
- Analytics and Scalability
- Security and Compliance

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CUSTOM LIGHTNING REPORT CHART

Get the insights you need, when you need them!

When native report charts fall short, elevate your reporting experience with our point-and-click Custom Lightning Report Chart, accessible from any record page.

Features:
- Enhanced Flexibility
- Integrate with Record Pages
- Real-Time Updates
- Customization and Accessibility

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LIGHTNING PDF GENERATOR

Effortless PDF Generation Right Within Salesforce

Instantly convert Salesforce page views and components into downloadable PDFs. A user-friendly interface with flexible content selection and customizable output.

Features:
- Flexible Content Selection
- Customizable Output
- User-Friendly Interface
- Seamless Salesforce Integration

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