Kloudinsight - Resource and Vendor Management
Resource Planning, Vendor and Contract Management
Overview
This application manages internal and out-sourced resources from on-boarding to project planning. It provides vendor management life-cycle from request for proposal to storing contracts & Invoices. Install the App with 30-day free trial.
Manage Resources - Onboard and manage internal, outsourced and consulting resources. - Manage Budgets and Payment Schedules. - Project Planning. - Manage Time Sheets.
Manage Vendors Life Cycle - Vendor Onboarding. - Manage Vendor Scorecards. - Create & manage Requisitions (RFPs). - Calculate burn rate against Projects, Budget and Contacts.
Stores Contracts and Documents - Stores Contract details and associates documents. - Sends Expiration Alerts.
Kloudinsight - Resource and Vendor Management (RVM) efficiently manages Resources and Vendors. The application helps in onboarding resources and Vendors. It provides visibility of resources by skills and helps in project planning. It helps manage budgets and helps track the spending to mitigate the risk of overspending. It can efficiently track resource time by project. This application also has a tool to track issues and enhancement requests assigned to internal and external resources. The Application stores contracts and associated documents in a secured Salesforce.com cloud. Organizes all vendors related documents by vendor, type, and business owner. Provides expiration and renewal alerts. It manages the vendor score cards and provides reports & dashboards. It comes with many Salesforce.com features such as Approval processes, Alerts & Reminders, an easy-to-use reporting tool, rich dashboards, and intuitive graphs. This application is safe to try/use in any Salesforce environment as its data is completely segregated from other business data (such as accounts, contacts, Quotes, etc.). Contact us for a demo, custom, or advanced functionalities.
Categories
- Business Needs
- Contract ManagementPeople Management
- Industries
- Horizontal Product
- Personas
- Business User
- 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.AgentforceAgentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn MoreMultiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyAgentforceMultiple CurrenciesPerson AccountsSalesforce ShieldManaged PackageLightning App BuilderSalesforce Mobile