AI-Powered Account Intelligence That Turns Account Plans into Revenue
Analyze Salesforce accounts with AI, create account plans, map stakeholders, find expansion opportunities, and forecast revenue.
Next QuarterPaid
Clientry Essentials
by Clientry OySalesforcePaid
Asset-based aftermarket sales workflow for Salesforce, with recommendations and pre-filled opportunities.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
What it does
Clientry links Salesforce products, price books and assets to present related aftermarket items, including spare parts, services and upgrades. It ranks sales suggestions using asset timing, usage records and customary intervals between purchases. From an asset record, users can create an opportunity populated with products, quantities and prices. Dashboards display aftermarket potential, product mix and opportunity history.
Key capabilities
from the Salesforce AppExchange listingAsset-based recommendations
Shows aftermarket items associated with each customer asset, including spare parts, services and upgrades.
Prioritized sales suggestions
Orders recommendations according to timing, usage history and the intervals typically used for sales.
Pre-filled opportunities
Creates an aftermarket opportunity from an asset record with products, quantities and price book values included.
Aftermarket dashboards
Displays aftermarket potential, product mix and the history of opportunities.
Seller workspace tabs
Provides dedicated tabs for information relevant to sales teams.
Admin configuration
Supports setup through permission sets, page layout changes and optional SLDS2 theming.
Use cases
- A seller reviewing a customer asset can identify related aftermarket items and create an opportunity from that record.
- A sales team can examine product mix and opportunity history when reviewing aftermarket potential.
Who it's for
Sales users, sales teams and Salesforce administrators.
How it compares
Clientry focuses on linking customer assets with aftermarket offerings and creating related opportunities with products, quantities and pricing. ARPEDIO focuses on planning and managing key accounts and opportunities for B2B sales. Both listings are paid and cloud-deployed.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Paid | Cloud | |
| AI-Powered Account Intelligence That Turns Account Plans into Revenue | Paid | Cloud | |
| Global Call Forwarding Softphone | Salesforce CTI for Sales & Support | Paid | Cloud | |
| Field Sales By 4i | Free | Cloud | |
| Confetti Path Accelerator: Celebrate Wins, Increase Productivity 🎉🎉🎉 | Free | Cloud | |
| Account Planning & Opportunity Management for B2B Sales in Salesforce | ARPEDIO | 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
Paid
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What the vendor says
«Clientry enhances Salesforce with a complete aftermarket sales workflow. The app connects products, price books and assets to automatically relevant aftermarket offerings—such as spare parts, services, and upgrades—for every customer asset. Sales users receive clear, prioritized suggestions based on timing, usage …»