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Ultra Field

Ultra Field History Tracker goes beyond the standard Salesforce limits and provides greater insights and recording/ monitoring of critical fields and the history of the fields. This solution can help organisations with their data security, privacy and compliance needs by capturing of when and who made a field change in Salesforce (for example a change in value to a financial value field).

Product highlights are:

  • Track Unlimited number of fields per objects be it Standard or Custom.
  • Track history of Deleted records.
  • Respects your organisation sharing model and won’t consume your Salesforce org's Data Storage space.
  • Quick filters and sophisticated search engine allow you to locate relevant data quickly.
  • Able to export data for analysis in pdf and Excel format.
  • An excellent solution primarily for domains that require history tracking for extended durations (e.g. Banking, Finance, Insurance, Healthcare. Real Estate, Education etc.).
  • Report on audited data through native Salesforce reporting.
  • Secure your audited data using AES Encryption.
  • Get notifications on critical field updates.
  • Able to configure 'Special Action' and get notifications on-field updates.
  • Identify deleted modified records easily.
  • Capture changes for complex datatypes including formula, text area, roll-up summary, multi-select picklist and cross-object formula fields.

Document Generation

Are your people creating critical customer communications and contracts by manually copying data from one system to another? This could present a high risk of data corruption, transcription errors and privacy data breaches, all of which can be a high cost to your organisation. 

At Relationship Unlimited, we can assist with implementing a world-class automated workflow(s) to reduce these risks, assist with increasing the productivity of your team and free them to spend more time serving customers.  A tool like this will improve the return on your technology investment and significantly improve your staff efficiency and performance.

Product highlights are:

  • May have many processes already in place, but taking up valuable resources and time.
  • Update and ensure that existing processes are working as effectively as they should.
  • Have been considering automation but don’t know where to start.
  • Want to gain more practical use out of Salesforce by using improved processes and professional reporting to your external customers.
  • Quickly create consistent, compliant, up to date documents from within Salesforce.
  • Create professionally designed reports and PDF's from Salesforce (using Nintex Document Generation Report Templates).

Subscribe Now

‘Your new subscription sales channel for your market!' Subscribe Now service enables your business to have better cash flow management, higher customer retention, and have more significant marketing opportunities for up-selling and cross-selling.

Our subscription model enables and ensures that your business is retaining a more significant number of customers consistently.

Product highlights are:

  • We use the world’s # 1 Chargebee subscription service engine and integrated with Salesforce to ensure your success.
  • Attract more customers through subscription-based sales channels versus the traditional sales channel. The lower monthly charge may negate price being a barrier to entry for your products and services.
  • Gain greater market traction and allow your customers to trial your product/services.  For example: With one-time payment systems, it’s challenging to offer a trial period or taster session. Even with a free trial, the full price of the item could be a potential deterrent to a sign-up. Subscription-based products and services make this much more accessible, allowing you to provide free versions in anticipation of enticing clients into subscribing to the full package.

OcuCloud

OcuCloud is the Next Generation in Cloud Security offerings. With any application, there is a heavy reliance on trusting internal and external users that have access to your systems and your data. This risk is more significant when your staff have 24-hour access via Cloud applications. To ensure that your organisation has a full understanding of these threats, we partner with OcuCloud to monitor your external and internal threats.

While there are many systems and solutions applied to the security of external threats, unfortunately, research shows that 59% of all fraud and data leakage breaches in organisations comes from within organisations - the Insider Threat.  

Product highlights are:

  • Want to understand who is using the data and how your valuable business data is being used within the Salesforce ecosystem.
  • Have employees with access to the data from workstations, laptops, tablets and phones whether they are in the office, on the road or working from home.
  • Minimise your risks when the cloud service provider takes no responsibility for the security of your data.
  • Understand the risks and costs if you or your organisation has a data breach?

Clarity

In partnership with LINQ, we can provide real-time insights and analysis on your ‘current’ business processes, people, technology, and compare it with your desired business change. With Clarity, we can measure and understand the improvements/impacts of implementing the business change and help you make evidence-based decisions about where you should invest your time, money and people.

Product highlights are:

  • Insights into the value of your information, current and future states (i.e. people and business processing time and cost, technology improvements and bottlenecks).
  • Through the modelling of scenarios of change, you can solve your business transformation challenges; quickly understand your starting point, provide information to decision-makers.
  • Document and understand your current business processes, people, time and costs in hours versus days or weeks.