Let your data do the work. Use data-initiated workflows to proactively assign actions and follow-ups across teams, partners, and customers. Manage progress and communication in real-time in one place.
Start automating your collaboration with data-initiated workflows that apply across teams, functions, and enterprises.
Stop wasting time with emails and phone calls to colleagues or partners. With Elementum, you preset the triggers, and the work is assigned in real-time.
Late shipment? Your carrier is automatically assigned a corrective action. Employee leaving the company? IT is automatically notified to initiate the offboarding process. New sales exec joining? Automatically notify your rep at Salesforce to add a license.
Share exactly the information that you want to. Track progress. Set reminders. Communicate within the app. All activities are captured in an audit log for accountability and future reference.
Collaborate securely: define roles and permissions to share exactly what you want with who you want. From an entire application to an individual field, you can decide what’s shared internally, externally, or both.
Automatically assign actions to teammates, partners, vendors, and customers. Triggers and Conditions are pre-integrated to your Data Cloud, which means your workflows are initiated as soon as the data is updated.
Connect natively to your data cloud via basic permissioning. Select the tables you want to share, and Elementum can seamlessly use that data to initiate automatic workflows
After connecting via Cloud Link, you can see all of your master and transaction data within Elementum. Each of these data items can be used to automatically trigger workflows.
Track progress with predefined workflows, which are fully customizable to your specific process. Assign tasks. Share files. Set reminders. Review the audit log.
Communicate directly within the app. Drop in attachments. @mention for easy collaboration. Available via web and mobile devices.
