Let’s face it, Salesforce is powerful, but it’s not always user-friendly at scale, especially when there are multiple complex objects involved. If you’ve ever found yourself endlessly clicking between tabs, wrestling with complex reports, or wishing you could see all your data in one place, you’re not alone. These frustrations have been the bane of Salesforce users for years. But what if there was a way to make all those headaches disappear?
Today we introduce Relatable, the game-changing app that helps make navigating data simpler by enabling users to see and interact with data across multiple objects, simultaneously, all in one place! Let’s explore Relatable’s key features and how it’s set to revolutionize the way we interact with our data within Salesforce.
No More Tab-Hopping!
Remember the last time you had to prepare for a client meeting? You probably spent what feels like hours between accounts, opportunities, and support cases. Relatable and its multi-object views is here to save you from all that heartache. Enjoy a single view where you can see everything about your client – their account details, open opportunities, ongoing support issues, and even their latest NPS (net promoter score). It enables you to view up to 15 objects in one place, giving you a true 360-degree view of your data.
Totals and probabilities are also a key pain point, where users would normally have to export spreadsheets and calculate values that utilize multiple pages. Relatable’s row totals and running totals make that a breeze, as common math functions are built-in and can be used on both parent and child rows across multiple objects!
But it’s not just about convenience. This consolidated view can dramatically improve your decision-making process. By being able to see how an open support case might be affecting an upcoming renewal, or how a recent NPS correlates with ongoing opportunities, your team is now equipped to make smarter, more informed choices.
For sales teams in particular, this means walking into every client meeting fully prepared, with a complete understanding of the client’s history, current status, and future potential, available instantly without scrubbing through multiple tables.
Edit Tables on the Fly
In the same vein of viewing data, we’ve all been in a similar situation of spotting an outdated contact detail or needing to update opportunity status, but doing so means clicking away from your current view. It’s a small interruption that adds up to major productivity loss over time. Relatable’s inline editing feature solves this, updating any field, from any object, without ever leaving your carefully crafted view.
Even those pesky documents you’d previously have to search for are fully accessible with their inline attachment management, which enables users to add attachments via lists and view existing files across multiple objects from the same page.
A common instance where this comes in useful, let’s say a sales representative notices that the client’s email address has changed during a call. With Relatable, they can update it instantly, ensuring no future communications go astray.
Not only does this save time, but it is also instrumental in saving your train of thought and ensuring that important updates don’t fall through the cracks because they were “too much hassle” to record immediately.
Compliance Made Simple
Data is only good when it is quality data, this is especially true in heavily regulated industries, where maintaining compliance is key to accurate results and effective work.
Relatable assists in that goal by enabling you to create views that combine accounts, contacts, interactions, and compliance checks. For prior data, simply use conditional formatting to highlight non-compliant records instantly. With all this in place, audit trails are clear, your risks are visible, and your auditors are a lot less scary.
Relatable’s ability to combine multiple objects should also be highlighted as you can create comprehensive compliance dashboards that were previously impossible or required complex custom development.
The real power here is not just in making compliance easier to manage, but in making it an integral part of day-to-day operations. When compliance data is siloed away in separate systems or buried in hard-to-access reports, it’s all too easy for issues to slip through the cracks.
With Relatable, it brings compliance front and center, making it a natural part of how your team interacts with Salesforce.
Track Project Management within Salesforce
With project management being part and parcel of business operations, Salesforce has always lacked the flexibility to fill that aspect of business. But with Relatable’s Gantt view, managing large teams and tasks has never been easier. Visualize tasks, milestones, and dependencies across multiple projects or accounts, all within Salesforce. Gantt charts are a mainstay in assisting in project orchestration of all sizes, use them to have a better grasp of your team’s progress and easily spot resource conflicts, at-risk projects, or billing discrepancies in seconds, not hours.
But it’s more than just a pretty Gantt chart. Relatable allows you to view any collection of Salesforce objects in a comprehensive Gantt view, providing a flexible way to directly see how project progress is impacting things like opportunity stages, invoice schedules, or support case volumes.
This granularly interconnected insight enables project managers to make more informed decisions, balance resources more effectively, and keep stakeholders better informed.
This is a long-awaited solution for organizations that have been forced to use external project management tools alongside Salesforce. Relatable offers the possibility of consolidating everything into a single system, eliminating data silos and integration headaches, so teams can sit back and enjoy seamless project management fully integrated with your CRM.
The ROI of Clarity
With all the benefits being said, I’m sure you’re asking, what is the start-up time and cost? Is this a worthy investment?
Good news – not only does Relatable boast a 100% declarative, code-free setup kitted out with setup and user guides, it is also a ‘freemium’ app! Its free version with 1 active view and 5 free user licenses are plenty to get a taste of how Relatable can drastically improve your day-to-day Salesforce experience.
With Relatable integrated, look forward to:
- Time Savings: The hours saved from reduced tab-switching, easier data entry, and simplified reporting quickly add up across an organization.
- Improved Decision-Making: With accessible and comprehensive data, decisions at all levels become more informed and effective.
- Increased User Adoption: Relatable can drive higher adoption rates of your Salesforce system thanks to its accessible and intuitive nature.
- Reduced Need for Custom Development: Cases requiring Apex code or Visualforce pages can instead be handled with Relatable’s point-and-click interface.
- Enhanced Data Quality: Relatable’s inline editing enables better data visibility, and errors are caught and corrected more quickly, leading to overall improvements in data quality.
In Conclusion
All in all, Relatable is looking to be indispensable as it builds on top of Salesforce’s strengths and fills in its cons, making everything clearer, sharper, and easier to manage. For admins tired of building complex page layouts, for end-users frustrated with constant data hunting, and for organizations looking to leverage their Salesforce investment truly, Relatable is a worthwhile app to explore.
With vast use cases and utility, users will find project management and data manipulation a lot less frustrating and stressful with Relatable. Learn more about Relatable and give it a whirl directly from the App Exchange! Interested in getting to know how Relatable and other useful tools can assist your current Salesforce setup? Get in touch today!
