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Kloudinsight - Resource and Vendor Management
Resource Planning, Vendor and Contract Management
- Industries
- Horizontal Product
- Business Need
- Contract ManagementPeople Management
- Requires
- None
- Compatible With
- Sales CloudService CloudMarketing Cloud Engagement
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.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- None
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales CloudService CloudMarketing Cloud Engagement
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedDeveloper
App Details
- Version
- Resource and Vendor Management/Summer_ 2022 2.1.0
- Listed On
- 01/19/2020
- Latest Release
- 07/19/2022
- Supported 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
- Package ContentsIf 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: 22Custom Tabs: 15Custom Apps: 2
- Lightning Components
- Global: 0App Builder: 0Community Builder: 0
- Languages
- English
Security
Additional Details
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.
Need help?
Kloudinsight, LLC
Vancouver, WA
Support will be provided via Phone and email. Please contact us for premium support options.