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Truly - Sales Process Optimization
by TrulySalesforcePaid
Automates sales process measurement and management in Salesforce using activity data, funnel metrics, and custom process rules.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYAnalytics
UPDATED ON MARKETPLACE
What it does
Truly uses Salesforce data to capture engagement activity, derive sales process metrics, and run automations. It can update CRM fields such as call notes, competitors, and call outcomes from Activities. The package calculates funnel measures including pipeline coverage, time in stage, pipeline velocity, and forecast accuracy. It also analyzes activities and deals against custom process rules for forecasting and coaching workflows.
Key capabilities
from the Salesforce AppExchange listingActivity-based field updates
Automations update Salesforce fields such as call notes, competitors, and call outcomes from Activities.
Funnel statistics
The package calculates pipeline coverage, time in stage, pipeline velocity or momentum, and forecast accuracy.
Custom process rules
Activities and deals are analyzed against custom process rules and definitions.
Forecasting automation
The package automates management processes such as forecasting based on activity and deal analysis.
Coaching automation
The package automates coaching processes using activities, deals, and defined process rules.
Use cases
- Sales teams can use activity data to update CRM records without manual entry by representatives.
- Management teams can apply custom process definitions to forecasting and coaching workflows.
Who it's for
Sales representatives, sales managers, and management teams.
How it compares
Ebsta focuses on real-time pipeline risk detection, sales performance, and forecasting, while Truly combines activity-based CRM updates, funnel statistics, and custom process-rule automation. Advanced Forecasting focuses on opportunity pipeline forecasts, customer needs, actions, and forecast status or probability. Olono captures sales activity and digital exhaust from multiple sources and automates actions, whereas Truly works with data already present in Salesforce.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Paid | Cloud | |
| Advanced Forecasting | Free | Cloud |
In the catalog
332 plugins in Salesforce Platform · Analytics
Price distribution: 154 free, 33 freemium, 145 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid
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What the vendor says
«Truly is the first solution built on Salesforce to allow you to define, measure and optimize your sales process. Every sales process evolves through three core activities - capturing engagement data, deriving insights from that data and then driving automations that improve efficiency and quality. Truly RPA solves for …»