Explore apps for invoice automationIntegrate CRM with CLM solutions
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?
Tier1 Financial Solutions Consumption Reports
Limit manual intervention with advanced data mapping
$5 USD/user/month
- Industries
- Financial Services
- Business Need
- Sales IntelligenceDashboards & ReportsData Visualization
- Requires
- None
- Compatible With
- Sales CloudService CloudFinancial Services Cloud
Tier1’s solution to Consumption Reporting isn’t just a report, but a methodical response in which the mapping of customized data needs and preferences for each of your clients is already solved for you.
Highlights
Allows users to track all interaction types by client, such as emails, calls, research readership, analyst models, analyst and corporate access meetings and any other interaction type necessary, for the broker vote submission
Provides exception reporting, reflecting unacceptable values, empty fields etc., and gives you access from the same window to correct the data points on those interactions
Has access to an Interactions Summary Report (ISR), pulling in all information from Tier1 Client Center, Tier1 Events and any other integrated vendors you work with, into a single spreadsheet
Provider Details
Tier1CRM
Pricing Details
Tiered pricing, based on user count and length of term. Requires Tier1 Financial Solutions for Banking and Markets in AppExchange https://appexchange.salesforce.com/appxListingDetail?listingId=a0N300000016aqHEAQ
Default Plan
$5 USD/user/month