PRIORITIZE - AI-Powered Next Best Action for Wealth, Banking, and Insurance
Prioritizes next actions in Salesforce Platform using internal and external data for financial institutions.
Responsive Financial Technologies IncPaid
Altrata
by AltrataSalesforceFreemium
Provides executive and company insights in Salesforce and automatically updates Salesforce data.
PRICINGFreemium
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
What it does
Altrata provides executive and company insights in Salesforce. It supplies information about prospects and clients and automatically updates Salesforce data. The vendor describes its use for leads, contacts, and accounts.
Key capabilities
from the Salesforce AppExchange listingExecutive insights
Provides executive and company insights in Salesforce.
Automated data updates
Automatically updates data in Salesforce.
Prospect information
Provides information about prospects.
Client information
Provides information about clients.
Who it's for
Teams working with prospects, clients, leads, contacts, and accounts.
How it compares
Altrata provides executive and company insights and automated Salesforce data updates. Lead Qualifier calculates scores when records are created or modified and displays those scores through reports and dashboards. PRIORITIZE is a next-best-action engine for financial institutions that uses external and internal data sources.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Freemium | Cloud | |
| Lead Qualifier | Free | Cloud | |
| PRIORITIZE - AI-Powered Next Best Action for Wealth, Banking, and Insurance | Paid | Cloud |
In the catalog
1,106 plugins in Salesforce Platform · Sales
Price distribution: 265 free, 166 freemium, 675 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Freemium
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What the vendor says
«Get immediate access to best-in-class comprehensive executive & company insights that seamlessly integrate into your existing workflows. CULTIVATE LASTING ENGAGEMENTS: Connect with your most promising prospects and loyal clients swiftly and confidently by harnessing timely, relevant, and accurate insights about them …»