AgilePoint NX - Intelligent e-Form, Workflow and BPM for Salesforce
Integrate Salesforce and your Business into one workflow and BPM process
Overview
AgilePoint NX delivers enterprise-grade workflow and custom forms to Salesforce. You get to build, deploy, monitor and manage business processes that integrate and work across Salesforce and all your existing systems, either on-premises or in the cloud.
AgilePoint NX is the gold standard in e-form design, they are easily produced to your exact requirements with no code. AgilePoint allows the forms to capture, populate, act on and take from, all your existing systems with validation and in-built rules.
AgilePoint NX enables you to trigger workflows based on changes made to a Salesforce entity. Imagine when you just closed a new opportunity, a customer on-boarding workflow that orchestrates co-workers and systems they work with can be triggered.
You can have AgilePoint NX your way - SaaS app, private cloud or on your own hardware on premise. AgilePoint has its own library of Salesforce ’AgileParts’ to enhance Salesforce integration and interoperability through ease of drag-and-drop.
Imagine - you have just closed a new opportunity in Salesforce, it doesn’t stop there: You complete the custom AgilePoint form right there from Salesforce and initiate the next steps. The form displays product SKUs retrieved from SAP and populates a new Service record into your SharePoint system. Jack, the service manager, gets an email and a task in Office365 to review and ensure the new client is on-boarded quickly. He completes his task, the process moves on… You check the progress from your Salesforce AgilePoint integrated dashboard, its going great… Jane in Marketing receives the new contact details and she can see the client’s preferences, she acknowledges receipt and the process continues…. Sam in dispatch has been using SAP for years, AgilePoint NX is able to provide him with a custom filled form from the Salesforce information that fills the new customer’s information into the system. Don’t imagine! This is the reality when Salesforce and AgilePoint NX are working together. A free, 30-day trial of AgilePoint NX Platform is available. Ongoing use of AgilePoint NX requires active subscription of platform. For more details, contact info@agilepoint.com
Categories
- Business Needs
- SalesProductivityCollaboration
- Personas
- ArchitectBusiness UserDeveloper
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Accessible SolutionThis company indicates that their solution meets certain accessibility standards. To learn more, review the Accessibility Conformance Report provided by the company. We don't independently audit a solution's accessibility.
- No LimitsLightning ReadyManaged PackageAccessible Solution