Automated CSAT Survey
Automates customer satisfaction surveys and stores responses in Salesforce.
Dean Infotech Pvt LtdFree
Tess
by Acuity B.V.SalesforcePaid
Manage customer data, projects, contracts, time and invoicing within Salesforce Platform.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYFinance
UPDATED ON MARKETPLACE
What it does
Tess combines customer data with information from other applications used in an organization. It provides records for accounts, contacts, activities, files, notes, dashboards and reports, along with Salesforce Flows and a mobile app. Additional modules cover customer acceptance, services, projects, contracts, subscriptions, time registration, capacity planning, expenses and invoicing. The system can be configured for accountancy, services and industry through modules, add-ons and connections.
Key capabilities
from the Salesforce AppExchange listingCustomer relationship records
Tess includes accounts, contacts, account relationships, tasks, appointments, calls, emails, files and notes.
Projects and contracts
Modules cover services, projects, project templates, activities, tasks, teams, planning, contracts, contract lines and subscriptions.
Time and invoicing
Tess supports rates, time entries, timesheets, time approval, expenses, products, price lists, invoice proposals, work in progress, batch invoices, advances and final settlements.
Reporting and dashboards
The base package includes dashboards and reports.
Application connections
Tess combines customer data with other applications used in business environments.
Mobile access
The base package includes a mobile app.
Salesforce Flows
The base package includes Salesforce Flows.
Use cases
- Accountancy organizations can configure Tess for their sector.
- Service organizations can use sector-specific modules, add-ons and connections.
- Industrial organizations can configure the relationship management system for their sector.
In the catalog
295 plugins in Salesforce Platform · Finance
Price distribution: 53 free, 14 freemium, 228 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid
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What the vendor says
«Om organisaties met veel plezier en gemak effectief te runnen en klanten optimaal te bedienen is Tess ontwikkeld. Tess zorgt er binnen organisaties voor dat alle informatie, die nodig is voor optimale klantbediening, altijd en overal beschikbaar is. Tess integreert klantdata met alle andere applicaties die binnen …»