Explore apps for invoice automationIntegrate CRM with CLM solutions
Help & Support
Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More
Have Questions?
HVAC Maintenance Agreement Estimator
Improve Your Maintenance Agreement Estimating process with RADIENT-SE
- Business Need
- Sales
Built natively on the Force.com platform RADIENT-SE helps HVAC companies estimate Service Agreements for a wide-range of equipment. Sales Reps can quickly create estimates that are tied to their Sales Opportunities, all within Salesforce!
Rating
Reputation
MVP
Recognized by Salesforce for their leadership, expertise, and generosity
Top Reviewer
Contribute reviews that encourage conversation and help others make informed decisions
Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead
Showing 1 of 1 Review
Customized Estimating App within Salesforce
My sales team loves it. The assets that are added into the estimating app pulls in scope for all equipment. This was a definite win for my team as this process was manually done prior to the estimating app. The estimate creates the documents needed for both our internal and external customers. These documents needed internally, is shared with our contract admins and the customized proposal document is shared to our sales team. It is a great product and process improvement for all.