Processity - Process Intelligence
Elevate service process & metrics natively in Salesforce with Processity
Overview
Processity supercharges your service process understanding using process mining insights - understand your service process variations, case bottlenecks, process adherence to optimize your processes for NPS, CSAT, and more - all natively in Salesforce.
See How Processity - Process Intelligence Works
Deep Process Visualization: Gain a 360-degree view of your end-to-end service processes within Salesforce. Understand how data flows through your system from start-to-finish, uncovering inefficiencies, process adherence - all natively in Salesforce
Bottleneck Identification: Quickly pinpoint areas where processes slow down, resources are underutilized, or standard operating procedures are not being followed; and address issues before they impact your critical service metrics
Data-Driven Optimization: Leverage actionable insights derived from your own data to streamline your service operations, reduce case handling costs, and enhance customer satisfaction
Analytics: Stay ahead with up-to-the-minute analytics that keep you informed about the health of your service processes
Seamless Salesforce Integration: Built exclusively for Salesforce, Processity knows Salesforce Service Cloud, so you can quickly get up-and-running with process insights
Streamline audit & compliance - Processity’s Audit Trail produces an audit log with depth and breadth through its unlimited object and unlimited field tracking capability - you can then easily analyse this detailed audit log of your business processes
Improve your understanding of how your Salesforce implementation is actually used - which parts of your standard business process are followed, and how often, versus which are not
Discover excessive escalations and reassignments in your support processes - Processity enables you to easily segment your cases into teams, functions, and geos and helps you spot reassignment and escalation patterns
Zero in on the drivers of high costs per case - Processity helps you identify the cost drivers in your case lifecycle and shortens redundant steps, so you can pinpoint and eliminate the biggest cost sinks in your service process
Elevate your Salesforce service implementation with Processity — bring process mining clarity and insight to your Salesforce service processes. Processity seamlessly integrates with Salesforce to provide a comprehensive visualization of your service workflows, allowing you to identify paths through your processes, bottlenecks, time lags, to drive efficiency and metric performance like never before. Understand the process drivers of your organizations key metrics in Service - identify case ping-pong, sales stage skips, or long-cycle times for your organization’s service management and how these impact your service metrics like NPS, CSAT, and more.
Categories
- Business Needs
- ProductivityCustomer ServiceAnalytics
- Industries
- Horizontal ProductFinancial ServicesHigh Tech
- Personas
- AdministratorBusiness Operations ManagerBusiness User
- 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.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.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.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsManaged PackageLightning App Builder
