MenuAgentExchange
SalesforceSlack

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?

SunTec Xelerate

By SunTec Business Solutions

Reimagine Customer Experience with SunTec and Salesforce

No Ratings
$25   USD/user/month
Try It
Industries
Financial Services
Business Need
Finance

Xelerate enables financial institutions to offer a new level of customer experience through personalized services using real-time insights on customers, products, pricing, deals, and offers to make faster and better-informed decisions.

Compatibility

Salesforce Editions
Enterprise
Unlimited
Force.com
Developer
Essentials

App Details

Version
Xelerate Package/Xelerate Package 1.4.0
Listed On
06/18/2021
Latest Release
03/03/2022
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.
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.
No Limits
Lightning Ready
Multiple Currencies
Salesforce Shield
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: 7
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 38
App Builder: 38
Community Builder: 38
Languages
English

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.
1.4.0
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.
06/15/2021

Additional Details

SunTec and Salesforce bring together the world’s #1 Relationship-based Pricing platform with the world’s #1 CRM system. Banks now have a single source of truth to offer best pricing arrangements, cross-sell and upsell products that the customer actually wants, and deliver personalized offers that strengthen customer loyalty. The joint solution provides instant information to Sales and Relationship Managers to personalize services, add measurable value at each stage of the customer journey, and enable a new level of customer engagement. Snapshot of the features: • Customer Portfolio Management - Get easy access to customer relationship details, price plans, and revenue generated. • Product Pricing and Billing - Enable a centralized view of products, services, associated fees, and account summaries. • Offer Enrollment - Track personalized offers subscribed to by each customer. Find all the information needed to enroll customers in new products and offers based on dynamic eligibility criteria. • Deal management - Structure negotiated and personalized pricing contracts with customers and prospects. Easily onboard new customers.

Need help?

SunTec Business Solutions

Support Phone+1 724 749 5699
Other ResourcesEmailTerms & Conditions