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Processity - Process Intelligence

Elevate service process & metrics natively in Salesforce with Processity

Overview

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
Productivity
Customer Service
Analytics
Industries
Horizontal Product
Financial Services
High Tech
Personas
Administrator
Business Operations Manager
Business User
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.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Managed Package
Lightning App Builder

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