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What is RollUp Magic?

RollUp Magic is an effective solution that significantly improves data management within Salesforce. This tool provides the capability to generate rollup summaries based on specific custom criteria. In contrast to the conventional Salesforce rollup options, RollUp Magic is not restricted to Master/Detail relationships. Rather, it enables the creation of rollup summary fields for objects connected through lookup relationships as well. By using RollUp Magic, users can easily bypass the constraints associated with standard rollup fields, thereby enhancing their data processing capabilities. This flexibility opens new avenues for data analysis and reporting in Salesforce.

What is Akoonu?

Equip each member of your sales team with the necessary insights to promote accountability and maintain the accuracy of pipeline data. Instantly enhance efficiency for everyone involved with intuitive pipeline visuals, integrated views, and real-time updates on opportunities. Built on the Salesforce Lightning Platform, this solution ensures complete data protection while facilitating quick implementation and seamless integration with current business processes. Easily monitor the progress of transactions in your pipeline, including new leads, successful deals, losses, and modifications. Summary metrics clearly illustrate variations in total value, showcasing all pertinent data that impacts overall results. You can effortlessly explore individual deals to evaluate their progress without sifting through numerous windows, tabs, or clicks. Utilize visual cues alongside numerical data to gauge pipeline risk according to different deal attributes like quantity, value, status, and timeline. Furthermore, assess crucial information related to each deal to gain a deeper understanding of their context and pinpoint any potential challenges that may emerge. This holistic strategy not only boosts visibility but also empowers your sales team, ultimately enhancing the quality of decision-making in your sales processes. By implementing these practices, your team can better anticipate and respond to market changes, further driving success.

Media

Media

Integrations Supported

Salesforce
Appify
Honeywell Forge
Salesforce Agentforce 360 Platform
Salesforce Sales Dialer
Teamworks
Virtalis Reach

Integrations Supported

Salesforce
Appify
Honeywell Forge
Salesforce Agentforce 360 Platform
Salesforce Sales Dialer
Teamworks
Virtalis Reach

API Availability

Has API

API Availability

Has API

Pricing Information

$55 USD/company/month
Free Trial Offered?
Free Version

Pricing Information

$20 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Ksolves India Limited

Date Founded

2012

Company Location

India

Company Website

www.ksolves.com/rollup-magic

Company Facts

Organization Name

Akoonu

Company Location

United States

Company Website

www.akoonu.com

Categories and Features

Data Management

Customer Data
Data Analysis
Data Capture
Data Integration
Data Migration
Data Quality Control
Data Security
Information Governance
Master Data Management
Match & Merge

Categories and Features

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

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