ProcessUnity Announces ProcessUnity for Salesforce on the Salesforce AppExchange, the World’s Leading Enterprise Apps Marketplace

ProcessUnity for Salesforce Strengthens Sales and Client Service Team Effectiveness with Access to Risk, Compliance, Product and Service Information

Concord, Mass. – Oct. 13, 2015 – ProcessUnity today introduced ProcessUnity for Salesforce, an application that simplifies data exchange between ProcessUnity’s Risk Suite and Offer Management solutions and Salesforce, the Customer Success Platform and world’s #1 CRM company. Available on the Salesforce AppExchange, ProcessUnity for Salesforce allows organizations to make risk management and compliance data as well as key product and service information available to sales and client service teams in their familiar Salesforce interface.

“Organizations need to equip key stakeholders with relevant risk and offer management information – but switching between applications just increases complexity,” said Lisa Weil, Vice President of Industry Solutions at ProcessUnity. “With ProcessUnity for Salesforce, organizations can easily combine risk and product information with prospect and customer data to help account-facing teams achieve their sales and service targets.”

“Companies are looking to transform the way they connect with customers, partners and employees to thrive in today’s connected world,” said Ryan Ellis, VP, Product Management, AppExchange, Salesforce. “By leveraging the power of the App Cloud, ProcessUnity provides customers with proven cloud technologies that accelerate business success.”

ProcessUnity for Salesforce eliminates the need for programming, allowing system administrators to quickly build bi-directional integrations using a simple field-mapping interface. Data synchronization can be scheduled or performed on an ad-hoc basis. Specific integration examples include:

  • For Governance, Risk and Compliance programs, Asset Management firms can incorporate client incident histories (trading errors) on account views in Salesforce, so sales and service representatives are always aware of current and past issues and corrective actions being taken.
  • For Offer Management programs, Benefit Providers can equip sales teams with pre-approved product and service packages that steer prospects towards preferred, higher-value offerings. Client service teams can view service usage information to easily identify cross-sell opportunities and determine which of their clients are underperforming.

For more information on ProcessUnity for Salesforce, visit

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About ProcessUnity
ProcessUnity is a leading provider of cloud-based applications for risk management and service delivery management. The company’s software as a service (SaaS) platform gives organizations the control to assess, measure, and mitigate risk and to ensure the optimal performance of key business processes. For public companies and regulated industries, ProcessUnity Risk Suite delivers effective governance and control, vendor risk mitigation, and regulatory compliance. For benefit plan administrators and other financial service firms, ProcessUnity Offer Management controls complex product offerings and strengthens client service experience. ProcessUnity is used by the world’s leading financial service firms and commercial enterprises. The company is headquartered outside Boston, Massachusetts and is funded by private investors. For more information, visit