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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 Proof MRM?

The Proof MRM solution on Salesforce™ boasts a user-friendly hierarchical structure that creates parent/child relationships among marketing plans, journeys, and associated activities, accommodating up to five levels within this framework. Furthermore, it promotes efficient and immediate collaboration right within the Salesforce ecosystem by integrating with Quip, which enhances team dynamics. Built natively on the Salesforce Lightning platform, it allows users to leverage standard Salesforce features like task management, which aids in the effective streamlining of workflows. In addition, users can utilize Salesforce's comprehensive reporting capabilities and Kanban view to examine any data field—including custom fields—while also visualizing campaign progress through the standard Kanban interface. This advanced functionality not only empowers marketing teams to respond swiftly but also equips them with the insights necessary for making informed decisions in real-time. With these tools, organizations can enhance their marketing strategies and improve overall productivity.

Media

Media

Integrations Supported

Salesforce

Integrations Supported

Salesforce

API Availability

API Availability

Pricing Information

$55 USD/company/month
Monthly Starter Plan
Free Trial Offered?

Pricing Information

$129 per user per month

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Not specified

Company Facts

Organization Name

Ksolves India Limited

Date Founded

2012

Company Location

India

Company Website

www.ksolves.com/rollup-magic

Company Facts

Organization Name

ProofAnalytics

Date Founded

2019

Company Location

United States

Company Website

www.proofanalytics.ai/mrm-for-salesforce-comparison

Categories and Features

Data Management

Customer Data
Data Capture
Data Integration
Data Security
Master Data Management

Categories and Features

MRM

Not specified

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