Reltio Connected Data Platform vs. Tallyfy

The data model is really flexible, so it should function well across many industries. Reltio Connected Data Platform tends to add new features first to its industrial vertical customers, though, so it may be especially well suited if your use case is specifically supported.

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Good for customizing an onboarding process to help ensure a smooth process, and setting up a contract for electronic signature in an easier way than customizing an editable PDF and uploading it to any number of eSign platforms. I've integrated Tallyfy, using Zapier, to Webmerge and Signnow, to get the result I was looking for, but there are plenty of ways Tallyfy can be implemented.

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Independently Invited by TrustRadius

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• integration with SFDC, D&B
• Reltio API allows us to build interfaces with ease.
• The beauty of Reltio is Consolidation at any time we can review data at field level from different sources (crosswalk) and configure match merge and survivorship rules to define operational value and approved data can be redistributed to the upstream or downstream systems.
• With Central data governance, enrichment with D&B allows creating trusted data and distribute to various systems.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info

• Easily to collect data to serve any number of purposes.
• We use it to collect data about our clients and to collect the data necessary to customize the contract and the customer experience.
• Tallyfy Webhooks then allow us to push that data out to other platforms, etc, so I've been able to create a solution that completes the document and sends it out for electronic signature with the click of a button... once the data has been collected.
• Create drop-downs, radio selections, checkboxes, short and long text paragraphs, etc. Even uploading documents and saving them directly to your favorite cloud storage, such as Drive or Dropbox.
• Manage the process from one team member to the next, depending on responsibility.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• UI does not support creating different profile views for an entity based upon customer types as example however we can achieve this by using sub entities ( sub classes). This feature is useful if we are creating profiles in reltio manually.
• Manual export every time we need to pick entities, fields etc does not allow to save templates. workaround is using postman creating predefined API with selected fields, filters and trigger export.
• UI does not support data masking which needed while we maintain PII information
• Potential Matches doesnt auto sort on confidence code so users need to manually select deselect relevant entities which is time consuming and painful process however this issue is when we have more than 4 entities as potential matches.
• It would be beneficial if UI displays data related errors (if any) between Reltio and SFDC.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info

• I'd like more control over the view. For example, some way to condense the view so that more data can be seen at once. Currently, in my opinion, it is just a little too large or blown up, but this may be a petty request.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Good Feedback

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Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info

Love the UI

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Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info

We felt Reltio had the best user experience, with flexible graph database technology and a customizable UI. Also important was the ability to look at historical snapshots to see relationships as they existed as of a previous date.

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Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info

I was very satisfied with the Tallyfy solution and did not seek out any alternative solutions.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• unifying multiple sources of data = 10+
• Data quality on customer and vendors moved from 65% to 95%
• Reporting quality on operational, finance and sales improved from 70% to 95%

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info

• Streamlined our intake process, leaving far less room for error.
• Also expedited and improved the accuracy of the sales contract process and execution.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info