Rating
5.0
Reviews
2
Pricing
Paid
From $20 per user per month
Listed since
2025

About Processity

Elevate service process & metrics natively in Salesforce with Processity

Elevate your Salesforce service implementation with Processity — bring process mining clarity and insight to your Salesforce service processes. Processity seamlessly integrates with Salesforce to provide a comprehensive visualization of your service workflows, allowing you to identify paths through your processes, bottlenecks, time lags, to drive efficiency and metric performance like never before. Understand the process drivers of your organizations key metrics in Service - identify case ping-pong, sales stage skips, or long-cycle times for your organization’s service management and how these impact your service metrics like NPS, CSAT, and more.

Highlights

  • Deep Process Visualization: Gain a 360-degree view of your end-to-end service processes within Salesforce. Understand how data flows through your system from start-to-finish, uncovering inefficiencies, process adherence - all natively in Salesforce
  • Bottleneck Identification: Quickly pinpoint areas where processes slow down, resources are underutilized, or standard operating procedures are not being followed; and address issues before they impact your critical service metrics
  • Data-Driven Optimization: Leverage actionable insights derived from your own data to streamline your service operations, reduce case handling costs, and enhance customer satisfaction
  • Analytics: Stay ahead with up-to-the-minute analytics that keep you informed about the health of your service processes
  • Seamless Salesforce Integration: Built exclusively for Salesforce, Processity knows Salesforce Service Cloud, so you can quickly get up-and-running with process insights
  • Streamline audit & compliance - Processity’s Audit Trail produces an audit log with depth and breadth through its unlimited object and unlimited field tracking capability - you can then easily analyse this detailed audit log of your business processes
  • Improve your understanding of how your Salesforce implementation is actually used - which parts of your standard business process are followed, and how often, versus which are not
  • Discover excessive escalations and reassignments in your support processes - Processity enables you to easily segment your cases into teams, functions, and geos and helps you spot reassignment and escalation patterns
  • Zero in on the drivers of high costs per case - Processity helps you identify the cost drivers in your case lifecycle and shortens redundant steps, so you can pinpoint and eliminate the biggest cost sinks in your service process

Screenshots

Quick Explorer- quickly get up-and-running with analyzing your service processes

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Quick Explorer- quickly get up-and-running with analyzing your service processes

Pricing

Paid, from $20 per user per month.

Processity plans
PlanPriceBilled
Standard$20 per userMonthly

Please contact hello@processity.ai for queries on pricing.

The publisher offers discounts.

Compatibility

Works with
  • Sales Cloud
  • Service Cloud
  • Experience Cloud
Salesforce editions
  • Essentials
  • Enterprise
  • Unlimited
  • Performance
  • Developer
Lightning Experience
Supported
Salesforce mobile app
Not supported
Salesforce security review
Passed on April 28, 2025
Industries
  • Horizontal Product
  • Financial Services
  • High Tech
Languages
  • English