#1 Client Relationship and Data-Driven Advisory Platform for Capital Markets
- Singletrack incorporates advanced data analysis tools that provide the intelligence to monitor, manage and plan revenue generating activities on a fully coordinated, cross-departmental basis. - The system employs powerful tools for research distribution and consumption monitoring, and maintains the records required to ensure that all activities can be fully monetised and logged for compliance. - Singletrack is designed for maximum flexibility; individual customisation enables firms to capitalise upon their preferred methods of working and build their own, distinct competitive advantage. - Built on the proven Salesforce platform, but with an intuitive interface that reflects industry workflows, Singletrack integrates with different functions and data sources in a seamless way, enabling professionals to collaborate and ensure that all sales opportunities are promptly recognised and acted upon.
Top keywords
- singletrack3×2.40%
- activities2×1.60%
- data2×1.60%
- ensure2×1.60%
- fully2×1.60%
- upon2×1.60%
CalendarAnything | Native Scheduling, Calendaring, Resource & Asset Management
CalendarAnything lets you visualize any Salesforce object with a date or time field while enabling self-scheduling and appointment booking directly within Salesforce—no external tools required. Build calendars for resource allocation, project management, campaigns, media planning, production workflows, field service, and more. Integration with Outlook, Google, Slack, and Zoom consolidates all your scheduling in one central location. CalendarAnything is industry-agnostic, enabling users to create customizable Salesforce calendars using any standard, custom, or external object. Overlay events, opportunities, and production schedules alongside your Outlook or Google calendars to avoid scheduling conflicts, like client calls overlapping personal obligations. Availability Scheduling integrates self-scheduling capabilities to optimize workflows. Allow resources to set availability for bookings or let customers book assets directly through your website or digital experience. All captured data flows into Salesforce for streamlined management Easy & Flexible: At-a-glance insights, in-place updates, and color-coded prioritization. Fully customizable and extensible with custom development.
Top keywords
- salesforce4×2.70%
- calendars3×2.03%
- scheduling3×2.03%
- availability2×1.35%
- calendaranything2×1.35%
- custom2×1.35%
- customizable2×1.35%
- directly2×1.35%
- enabling2×1.35%
- external2×1.35%
- field2×1.35%
- google2×1.35%
