Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • MindCloud Reviews & Ratings
    64 Ratings
    Company Website
  • Titan Reviews & Ratings
    376 Ratings
    Company Website
  • Declarative Webhooks Reviews & Ratings
    3 Ratings
    Company Website
  • ActiveBatch Workload Automation Reviews & Ratings
    366 Ratings
    Company Website
  • GW Apps Reviews & Ratings
    38 Ratings
    Company Website
  • RunMyJobs by Redwood Reviews & Ratings
    425 Ratings
    Company Website
  • Resco Mobile App Development Toolkit Reviews & Ratings
    2 Ratings
    Company Website
  • Resco Inspections+ Reviews & Ratings
    67 Ratings
    Company Website
  • Square 9 Reviews & Ratings
    411 Ratings
    Company Website
  • Resco Field Service+ Reviews & Ratings
    4 Ratings
    Company Website

What is Si-Fi?

Si-Fi functions as a powerful and accessible Business Rules Management System (BRMS) that allows business users to design complex rule structures and workflow processes without requiring any coding expertise. Users have the ability to choose from a wide range of actions, such as creating, viewing, or selecting Salesforce records, making logical determinations via Si-Fi Expressions, dispatching emails, or posting updates on Chatter. These various functionalities can be easily linked together through an intuitive drag-and-drop interface, which significantly enhances user experience. In addition, Si-Fi facilitates interaction with all standard Salesforce objects, custom objects, and external data sources via web services. With its drag, drop, and connect capability, users can construct dynamic elements that are essential for effective business operations. Serving as a complementary resource to Salesforce Flow and Visual Workflow, Si-Fi is particularly designed to assist organizations with demanding process requirements in their quest for operational excellence. In an era where customer focus is paramount, the ability to implement flexible, measurable, and manageable processes has become crucial for achieving success. Moreover, the platform's user-friendly design ensures that even individuals with limited technical backgrounds can leverage its functionalities effectively. This accessibility empowers a broader range of users to engage with the system, promoting innovation and efficiency across various business functions.

What is ClosePlan?

Enhance your sales strategy by integrating it seamlessly with Salesforce through ClosePlan, which combines your sales techniques, processes, and methodologies directly within the platform. ClosePlan equips sales teams to prioritize essential activities such as comprehensive opportunity assessments, ensuring alignment with customer relationships, and executing the sales process effectively. With its intuitive drag-and-drop features, you can easily create organizational charts and customize opportunity qualification scorecards to fit any sales qualification model. This tool also enables the creation of standardized Sales Playbooks for different business units, along with the ability to design relationship maps, organizational charts, account maps, and influence maps within Salesforce. This visual representation helps you connect with key stakeholders among your customers and prospects, fostering vital relationships. The application is fully integrated into Salesforce and can be conveniently accessed through the AppExchange, making it perfect for account planning, deal evaluations, quarterly business reviews, and personalized coaching sessions. By leveraging your Salesforce contact records, you ensure that all relevant data remains centralized within the platform, which not only boosts collaboration but also streamlines efficiency across your sales initiatives. Additionally, this integration empowers sales teams to adapt quickly to changing circumstances and maintain a competitive edge in their markets.

Media

Media

Integrations Supported

Salesforce
Chatter

Integrations Supported

Salesforce
Chatter

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$10 per user 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

ORIAC Solutions

Date Founded

2006

Company Location

United Kingdom

Company Website

oriacsolutions.com/products/salesforce-si-fi-app/

Company Facts

Organization Name

ClosePlan

Date Founded

2017

Company Location

Czech Republic

Company Website

www.closeplanapp.com

Categories and Features

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Categories and Features

Account Planning

Account Segmentation
Account Tracker
Annual Account Plan
Communication Matrix
Competitor Stacking
Dashboard
Performance Metrics
Relationship Mapping
Trend Monitoring
White Space Analysis

Customer Journey Mapping Tools

Action Management
Attribution Modeling
Behavioral Analytics
Collaboration
Customer Profiles
Data Import / Export
Predictive Analytics
Surveys & Feedback
Templates

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Forecasting

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Sales Performance Management

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

Sales Training

Analytics / Reporting
Assessment Management
Built-in Course Authoring
Certification Management
Customizable Branding
Gamification
Learning Management
Microlearning
Onboarding
Practice Tools
Progress Tracking
Video Assessments

Popular Alternatives

Popular Alternatives

Upland Altify Reviews & Ratings

Upland Altify

Upland Software
Strategy Mapper Reviews & Ratings

Strategy Mapper

Point N Time