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OnePlace

Collaborative Client Intelligence for Professional Services

No Ratings
Starting at $17.5   USD/user/month
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Industries
Professional Services
Business Need
Sales Intelligence

OnePlace is a cloud-based client intelligence solution built on the salesforce.com platform, which helps professional services firms (including legal, accounting, engineering and communications) build stronger relationships with their clients.

  • Introduction to OnePlace the Professional Services Client Intelligence Platform

Compatibility

Salesforce Editions
Force.com

App Details

Version
OnePlace/Spring 2021 258.16.0
Listed On
09/02/2014
Latest Release
12/04/2022
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Salesforce Shield
Community Builder
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 142
Custom Tabs: 28
Custom Apps: 5
Lightning Components
Global: 189
App Builder: 71
Community Builder: 5
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.

Additional Details

IMAGINE A WORLD WHERE ALL YOUR CLIENT INFORMATION IS AVAILABLE WHEREVER YOU ARE, AND WINS YOU MORE BUSINESS. WELCOME TO ONEPLACE! OnePlace has been built specifically for the Professional Services industry and comes pre-configured, allows you to profile your clients, integrate financial information from your billing system (via our OneLink connector), track cross-selling and referrals, record prospective matters, current matters, allow professionals to record their credentials, client authorised disclosable deals, create pitches and credential statements via a Proposal Builder wizard, profile and manage events and publications, determine a client's Return on Investment to the firm via a ROI calculator, etc. To promote use within the firm we have created tool called Meeting Optimizer, which is available on smart phones and tablets to records meeting detail and referrals. OnePlace builds stronger relationships through collaborative client intelligence available anytime, anywhere, on any device (smart phone, tablet, PC, etc).

Need help?

OnePlace Pte Ltd

Singapore

Support Phone+1 415 741 9492
Other ResourcesEmailTerms & Conditions