Solutions
We built a Digital Experience Platform (DXP) for Salesforce, but didn't stop there. We develop pre-built "applications" and "solutions" on iDialogue DXP to showcase the many possibilities.
And let's face it... building DXP apps with Salesforce flows is just plain fun. :-)
iDialogue extends any Salesforce standard or custom object with the ability to add digital content and experiences. Build your own custom solutions are start with one of our pre-built accelerators for each Salesforce Cloud. Whether you use Salesforce for Marketing, Sales, Service, or an Industry Solution, iDialogue will take your investment to the "next level".
CLM Contract Lifecycle Management
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Sales
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Marketing
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Legal
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Support
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Industry Clouds
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Quote rooms
Sales content enablement / faster onboarding
Flow CPQ: Guided sales, product bundles, quoting
Sales content enablement / faster onboarding
Flow CPQ: Guided sales, product bundles, quoting
Lead auto-responders: don't just respond with email. Respond with a link to personalized room. Track all activity.
Account-Based Marketing: Account rooms (Chasm group link)
Enablement Rules: Create simple IF-THEN rules that delivery PDF brochures, content, case studies directly in opportunities.
Account-Based Marketing: Account rooms (Chasm group link)
Enablement Rules: Create simple IF-THEN rules that delivery PDF brochures, content, case studies directly in opportunities.
Generate compliant, pre-approved Contracts, agreements, and quotes directly from Salesforce.
Guided contract creation flows. Orchestration.
Approvals, delivery, eSignature, archiving.
Guided contract creation flows. Orchestration.
Approvals, delivery, eSignature, archiving.
Case rooms.
Web-to-case autoresponders.
Auto case close follow-up room
Web-to-case autoresponders.
Auto case close follow-up room
SaaS quote-to-cash accelerator. link to SaaS
NPSP. Link to NPSP
Financial Services
Health Cloud
NPSP. Link to NPSP
Financial Services
Health Cloud
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ABM / ABX
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Sales Enablement
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Flow CPQ
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Case Management
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Industry Clouds
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Account-Based Marketing and Experiences
B2B marketing and sales professionals revolve around Salesforce Accounts. Extending Salesforce Accounts to build experiences....
Intent, infographics
B2B marketing and sales professionals revolve around Salesforce Accounts. Extending Salesforce Accounts to build experiences....
Intent, infographics
Onboarding new Salesforce users can be simultaneously exhilarating and challenging.
On one hand, there is immediate ROI by storing all your customer data in one place in the cloud. On the other hand, learning all the various products, services, competitors, and configurations can be time-intensive.
iDialogue SE provides Salesforce users with just-in-time content that enable Sales reps to focus on the customer opportunity, assured that contextual content and playbooks are always one click away.
On one hand, there is immediate ROI by storing all your customer data in one place in the cloud. On the other hand, learning all the various products, services, competitors, and configurations can be time-intensive.
iDialogue SE provides Salesforce users with just-in-time content that enable Sales reps to focus on the customer opportunity, assured that contextual content and playbooks are always one click away.
"Flow CPQ" is both a technology and Sales Enablement methodology based on Salesforce standard screen flows.
It starts with guided product configuration flows and extends to event-based quote room activity triggers to automate any quote and onboarding process.
Watch the video "Building a CPQ solution in one hour?" to learn how iDialogue plus Flow CPQ can take your Sales cloud to the next level.
In the spirit of enabling Sales, it extends beyond content recommendations to provide guided product configuration.
It ensures both new and experienced Sales Reps configure products perfectly every time. Minimizes quote and review.
Create product configuration flows using standard Salesforce screen flows.
Use iDialogue configuration and pricing rules, and actions to generate quotes.
It starts with guided product configuration flows and extends to event-based quote room activity triggers to automate any quote and onboarding process.
Watch the video "Building a CPQ solution in one hour?" to learn how iDialogue plus Flow CPQ can take your Sales cloud to the next level.
In the spirit of enabling Sales, it extends beyond content recommendations to provide guided product configuration.
It ensures both new and experienced Sales Reps configure products perfectly every time. Minimizes quote and review.
Create product configuration flows using standard Salesforce screen flows.
Use iDialogue configuration and pricing rules, and actions to generate quotes.
When customers report issues, they want resolution. Fast! iDialogue rooms provide frictionless access to case management and intake forms. No usernames and password to recover. No complicated portal user licenses. Just send a link to a contact to start the support dialogue.
[See case room in action. Customer requests support, incident, or refund] multi case room templates. onboarding.
Web to case, paste into website (or use iDialogue)
[See case room in action. Customer requests support, incident, or refund] multi case room templates. onboarding.
Web to case, paste into website (or use iDialogue)
We've pre-built solutions for the following industries:
SaaS quote-to-cash accelerator. link to SaaS
NPSP. Link to NPSP
Financial Services
Health Cloud
SaaS quote-to-cash accelerator. link to SaaS
NPSP. Link to NPSP
Financial Services
Health Cloud
Solutions By Industry
Technology
SaaS
Accelerator package with pre-built support for quoting
Subscription Start/End Dates
New, Add-On, Amendment, and Renewal opportunity types.
Billing and End Customer Accounts
MRR/ARR calculations
Order conversion
NPSP Nonprofit Success Pack
End of year donation letters.
Financial Services Cloud
Pre-built templates for wealth management objects.
Recommend portfolio documents based on client profile and plan.
Healthcloud
SaaS
Accelerator package with pre-built support for quoting
Subscription Start/End Dates
New, Add-On, Amendment, and Renewal opportunity types.
Billing and End Customer Accounts
MRR/ARR calculations
Order conversion
NPSP Nonprofit Success Pack
End of year donation letters.
Financial Services Cloud
Pre-built templates for wealth management objects.
Recommend portfolio documents based on client profile and plan.
Healthcloud
