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Q2 Relationship Pricing - PrecisionLender Connector

By Q2

Commercial Lending. Win better deals, build stronger relationships.

No Ratings
$1   USD/user/month

Our sales and negotiation software empowers Commercial Bankers and Treasury Officers with actionable insights and coaching, so they structure and price the best deals for the client and the bank.

Compatibility

Salesforce Editions
Professional
Enterprise
Unlimited
Developer

App Details

Version
PrecisionLender_CRM/Spring 2022 v1.12 1.12.0
Listed On
12/02/2022
Latest Release
12/02/2022
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.
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.
No Limits
Lightning Ready
Person Accounts
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: 5
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 4
App Builder: 1
Community Builder: 1
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.
1.12.0
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.
11/03/2021

Additional Details

Q2 Relationship Pricing (PrecisionLender) is the world’s leading sales and negotiation solution for commercial banks. We are modernizing banking. PrecisionLender software empowers bankers with actionable, in-the-moment insights and coaching, so they can structure, price and negotiate winning deals. The result is stronger, more profitable relationships, for both the relationship manager and the bank. With the Connector, PrecisionLender connects seamlessly so that each time an opportunity is priced in PrecisionLender, all client information is passed in real-time to Salesforce. PrecisionLender empowers bankers with ways to make deals work, beyond just rate and term. They can see the relative value of every deal point to the bank, helping them confidently address each term relative to the client. Now you can know the real value of each relationship and understand the true impact of winning or losing each deal. PrecisionLender also gives bankers multiple non-credit ways to expand those relationships. *By completing this form, you agree that the information provided may be stored and handled in accordance with our https://www.q2.com/privacy-policy

Need help?

Q2

Austin, Texas

Support Phone+1 877.506.2744
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