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Description
Proof MRM on Salesforce™ features an easy-to-navigate hierarchical system that establishes parent/child connections among marketing plans, journeys, and related activities, accommodating as many as five levels in this hierarchy. Additionally, it facilitates seamless and immediate collaboration directly within the Salesforce platform by integrating with Quip, enhancing teamwork efficiency. Its native construction on the Salesforce Lightning platform enables users to utilize standard Salesforce capabilities, such as task management, to streamline workflows effectively. Moreover, users can take advantage of Salesforce's robust reporting tools and Kanban view to analyze any data field—including custom ones—while also gaining a clear visual representation of campaign progress through the standard Kanban interface. This functionality empowers marketing teams to adapt quickly and make informed decisions based on real-time insights.
Description
Obtain insights into data quality by generating reports on both standard and custom field usage. Have you ever dreamed of achieving that ideal, streamlined page layout? Unused fields in your Salesforce organization can lead to confusion, distort reports, and complicate essential administrative tasks. Field Trip provides the capability to evaluate the fields within any object, allowing you to swiftly see the percentage of records (or selected subsets) that have a particular field filled in. By running reports on your standard and custom fields in Salesforce, you can gain a clearer understanding of which fields are crucial for your organization. With an effortless installation process, a user-friendly interface, and exportable reports, Field Trip simplifies the analysis of your fields. After installation, you simply name your trip, choose an object (like Accounts), and optionally apply a filter for specific record subsets. Subsequently, you will receive a comprehensive report outlining the usage of each field or the absence of data. This tool not only enhances your reporting capabilities but also contributes to improved data management practices.
API Access
Has API
API Access
Has API
Pricing Details
$129 per user per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
ProofAnalytics
Founded
2019
Country
United States
Website
www.proofanalytics.ai/mrm-for-salesforce-comparison
Vendor Details
Company Name
ZoomInfo
Founded
2007
Country
United States
Website
zoominfo.com
Product Features
MRM
Activity Planning
Analytics / ROI Tracking
Approval Workflow
Brand Management
Budgeting & Forecasting
Content Management
Digital Asset Management
Expense Management
Marketing Calendar
Strategic Planning