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360 Asklogix M&A

By 360Asklogix

Smarter Deals. Faster Decisions

Starting at $30   USD/user/month
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Industries
Financial Services
Business Need
Productivity
IT & Administration
Collaboration
Requires
Sales Cloud
Platform Cloud
Experience Cloud
Compatible With
Sales Cloud
Platform Cloud
Experience Cloud

We provide an out of box delivered CRM designed specifically for 360 M&A firms, that better engages customers with Omni-channel experience. The key benefits are: - Automation of processes - Streamlined Deal flow management - Real time dynamic reporting

  • CRM solution for M&A

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Platform Cloud
Experience Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Platform Cloud
Experience Cloud
Salesforce Editions
Professional
Enterprise
Unlimited

App Details

Version
VCPE (MA CRM)/1.34 1.34.0
Listed On
07/08/2022
Latest Release
07/08/2022
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.
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
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: 26
Custom Tabs: 9
Custom Apps: 1
Lightning Components
Global: 19
App Builder: 16
Community Builder: 16
Languages
English
French

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.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.33.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
06/16/2022

Additional Details

We provide an out of box delivered CRM functionalities (OOB) for M&A CRM, that better engages customers with Omnichannel experience powered by AI. We are unique as we support Key moments of sales & marketing processes with predictive AI capability. Our solutions ensure enhanced sales, productivity, efficient communications, customer experience & loyalty. PROCESSES SUPPORTED • Forecast potential new business • Manage deal interactions & progress • Provide updates to your client & close deals faster (AI powered) • Organizing meeting one-to-one, Client visit & call report (follow-up) • Marketing automation • Due Diligence & RFP • Events & meetings • Client delivery and Solvency request • Lead management • Contact & document management • Synchronize e-mails, contacts and calendars with Outlook, Gmail • Risk & Compliance (GRC) Contact us : contact@360asklogix.com

Need help?

360Asklogix

London

At 360Asklogix, we are committed to providing the highest level of support to our customers and helping you fully realize the benefits of our solutions. If you're experiencing any issues, please complete the following support request form.

Support Phone+44 780 556 5876
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