Integrations and Point Solutions Flashcards
What is NetSuite?
Enterprise Resource Planning (ERP) System providing real-time visibility into operational and financial performance with integrated suite of applications for managing accounting, fixed assets and project tracking.
What is Dynamics CRM?
To be replaced with Salesforce Sales Cloud. Dynamics CRM was the previous tool used by RLI to handle customer management through lead to order and post sales services.
What is Salesforce Sales Cloud?
Customer Relationship Management (CRM) System enabling RLI to organize and optimize the customer relations through lead to order and post sales service processes. The Sales team will primarily be using the system to interact with leads until contract creation and fullfillment.
What is Outreach?
Tool that facilitates communication between sales representatives and prospective customers and tracks these communications, logging their content and date / time stamp.
What is Customer Portal?
Accessible, customer-facing interface within Dynamics CRM. Power Apps protals template that enables RLI to create an externally facing website for scenarios related to sales order processing.
What is High Spot?
Sales Enablement Platform that manages sales content, guide, trains and coach reps from customer facing teams to analyze success metrics.
What is Acrobat Sign?
Tool to collect signatures acting as sign offs on contracts used by the legal team as part of contract processing.
What is Marketo?
Marketing tool used to generate leads, deploy campaigns (mostly email campaigns in RLI’s case), manage other lead nurturing activities, and track lead interaction information.
What is MDR/Agile?
Education marketing tool that improves lead generation and territory planning through education enrichment data.
What is Nice inContact?
Customer support / experience software that facilitates call center / contact center support interactions and integrates these with other customer support intake methods.
What is Cadence, Deals, Conversions?
Revenue Workflow Platform to build and nuture pipeline, manage and forecast pipeline, and find insights to enhance customer lifecycle from lead to renewal
What is Experian?
Tool to gain access to data, analytics and technology to make better business decisions through their solutions geared toward providing advanced analytics, collection and debt recovery, and credit decisioning.
What is OneSource?
Corporate tax software solution that will be repalced by Vertex. OneSource provides automation and accuracy over Indirect tax, Corporate Income Tax - U.S., and tax provisioning.
What is RP Admin?
Tool that executes the provisioning and licensing of select Renaissance SaaS products.
What is CPQ DealHub/UQS?
CPQ (Configure, Price, Quote) and Revenue platform to help RLI streamline their lead to order process by issuing proposals, closing deals, and managing contracts. The platform is used to easily configure price quotes for complex products.
What is Adaptive Insights?
Cloud based CPM tool used primarily by the FPA team to primarily aid in strategic finance analysis, forecasting and budgeting as well as management reporting to aid decision making.
What is Corp Data Warehouse?
Central repository system where RLI stores valuable information for analytics and reporting purposes. It pulls together data from different sources into a single, central, consistent data store to support data analysis.
What is Tableau?
Visual analytics platform that maximizes the use of data through drag-and-drop visualizations making it easier for RLI users to explore and manage data.
What is Business Fitness?
NetSuite success agency that provides consulting on NetSuite implementation and scripting customizations.
What is Concur?
Cloud-based tool that provides processing and approval of T&E based expenses for streamlined repayment to employee P-card and out-of-pocket business expenses.
What is Sage Fixed Asset?
Fixed asset tool that will be replaced by NetAsset. RLI utilizes the tool to keep a clean accounting record of the fixed assets separate from NetSuite as a single source of truth.
What is Atlas UKG?
Comprehensive Human Capital Management (HCM) tool to manage HR, Payroll and talent needs.
What is CyberSource?
Payment processing and fraud management solution that provides the ability to securely and efficiently handle electronic payments, including credit card transactions, online payments, and other forms of digital commerce.
What is Power BI?
Business analytics tool that provides RLI with interactive visualizations, dashboards and business intelligence capabilities to track KPI in a visual manner.
What is Snowflake?
Cloud-based platform that enables the business to access, share and analyze data from various sources and applications. Used to simplify data management and analytics.
What is Floqast?
What is Jira?
What is Mayan?
What is ContentWorks?
What is Dynamics PSA?
What is Anaplan?
What is RingCentral?
What is Absorb (renuse)?
What is Kubaru?
What is SurveyMonkey?
What is Salesforce Service Cloud?
