AgentExchange

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?

Kloudinsight - Resource and Vendor Management

Resource Planning, Vendor and Contract Management

Overview

  • 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 Management
People Management
Industries
Horizontal Product
Personas
Business User
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.
Agentforce
Agentforce 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 More
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Agentforce
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Lightning App Builder
Salesforce Mobile