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Processity - Process Intelligence

Elevate service process & metrics natively in Salesforce with Processity

$20   USD/user/month

Discounts available for nonprofits

Try It
Industries
Horizontal Product
Financial Services
High Tech
Business Need
Productivity
Customer Service
Analytics
Requires
None
Compatible With
Sales Cloud
Service Cloud
Experience Cloud

Highlights

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

Provider Details

Processity.ai
London
Founded
2023
Phone
+447545894530

About Processity Processity is a new and exciting vendor for the Salesforce ecosystem. Processity offers insightful Process Mining capability for the all flavours of Salesforce. Processity provides audit trail field and process tracking capabilities. It can track all or any fields in Salesforce for as long as required. Unlike standard field history tracking, Processity can track the values in long text fields and roll-up summaries. It can keep the history for deleted records. It can also group together changes so that you can see which changes happened together, even across objects. Processity is particularly applicable in highly regulated industries including Financial Services, Government, Healthcare, and Not for Profit. Increasing levels of regulatory compliance are driving a need to be able to wind the clock back and see who did what and when in Salesforce. Processity also records telemetry data alongside the field changes, making it a useful tool for ‘performance tuning’ Salesforce. Please contact us for more information via hello@processity.ai

Pricing Details

You must pay to use this solution. Discounts are available for nonprofits.

Standard

$20 USD/user/month

Free trial available for 30 days

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