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Processity - Process Intelligence
Elevate service process & metrics natively in Salesforce with Processity
- Industries
- Horizontal ProductFinancial ServicesHigh Tech
- Business Need
- ProductivityCustomer ServiceAnalytics
- Requires
- None
- Compatible With
- Sales CloudService CloudExperience Cloud
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.
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
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.
Please contact hello@processity.ai for queries on pricing.
Standard
$20 USD/user/month
Free trial available for 30 days