The Omnito product family is simple:
NOTE: This document provides a detail comparison of the the Omnito Salesforce-Native and legacy Omnito Appts product offerings.
If you plan to use the WHERE PAGE in the Online Scheduler, you will need your own Google Maps API. Since the time of writing this article, Google offers 14,000 – 28,000 map loads per month at no cost and additional loads for a nominal fee. You may learn more here:
If you plan to use an Google API key you can do that here
|
Navigate to API’s & Services > Library > Select Maps on the left hand side
Confirm that the following libraries are enabled in the Google API settings.
– Places API – Geocoding API – Maps Javascript API – Maps Static API |
No. Every Omnito user license can install Salesforce mobile (iphone, android, tablet), which gives you full access to all accounts, contacts, activities, social feed, and more.
Yes, Omnito offers self-scheduling packages starting at 1,500 appointments/month. Please contact us for details.
Yes, Omnito offers several one-time implementation / setup packages for those interested in our help with the process. This Omnito Support Center includes tons of information to teach you how to both administrate and use the software. To get up and running quickly, we offer four implementation package options:
All customers may email [email protected] anytime for free ongoing support.
File Storage
*11GB will store over 1,000,000 web images or 10,000 avg. PDF files. So, you have a long ways to go before you ever have to worry and you can always delete old files to avoid purchasing more storage. In addition, the AppExchange marketplace offers competitive storage options, should you wish to explore these.
Data Storage
SOURCE: Data and File Storage Limits
Most customers purchase Premier Support, which includes:
Most enterprise customers purchase Premier+ Support, which includes everything in Premier, plus:
Yes, Omnito is written in Salesforce Lightning, which makes it very compatible with Salesforce Communities.
Yes, our sales team offers a number of ways to evaluate Omnito. Contact us to learn more.
The short answer is, no, Omnito does not require a Salesforce.com license. The following options are available:
Add-On licenses are designed for users who have a Salesforce CRM or Platform license (Enterprise Edition or greater). Since Omnito is built native on the Salesforce platform, these users will receive seamless access to both Omnito -and- the world’s #1 CRM application -or- the platform.
If you are interested in Omnito, this is the best option.
Stand-Alone licenses are designed for users who do not have a Salesforce license. In addition to Omnito functionality, like the Omnito Calendar, Self-Scheduling Sites, Work Shifts, and more… a Omnito license also includes the following platform functions:
NOTE: A Omnito license does not include access to Salesforce Leads, Opportunities, Quotes, Cases, etc… This will require a Salesforce license. However, if you have users that do not require access to Salesforce Leads, Opportunities, Quotes, Cases, etc… then they will only require a Omnito Stand-Alone license.
Omnito Appointments offers both Omnito Add-On and Omnito Stand-Alone options.
Generally it is not possible to have a mix of add-on and stand-alone licenses in one (1) Salesforce org. Inquire for more details.
Yes, Omnito supports the Salesforce NPSP. Omnito helps organizations schedule with Salesforce Users, Leads, Contacts, and Person Accounts from any standard or custom object. Omnito has customers using Omnito with NPSP and in our experience, so long as you are using Salesforce Users, Leads, Contacts, and Person Accounts, you should be fine.
Yes, all Omnito functionality is available in Salesforce Classic, but does require Lightning Experience to be enabled, since Omnito utilizes multiple lightning web components to display pages.
To enable Lightning click Setup | Get Started under Lightning Experience Transition Assistant | Click the Go to Steps on Roll Out Phase and Enable.
Once you check the box to enable, it will ask you to confirm enabling it as it is a feature that will be permanently enabled.
STEP 1: Setup Menu
STEP 2: Lightning Experience Transition Assistant / Roll Out Phase
STEP 3: Open Launch Lightning Experience
STEP 4:Enable Lightning Experience
Final Confirmation
Omnito does not rely on SYNC technology. Omnito has a Calendar Connector that connects Omnito directly to your calendar (Google Calendar, Office365, etc) and acts as an availability engine. The Omnito Calendar Connector, will check your free/busy information in real-time and will put appointments on your calendar.
With that said, the following tools are available on the Salesforce platform to accommodate full calendar sync (mirroring) between the Salesforce Calendar with any 3rd party calendars, such as Google Calendar.
In addition to the above, you may also find the following 3rd party tools available on the AppExchange:
Yes, Omnito runs in the Salesforce Console, which works with both Sales Cloud and Service Cloud.
Omnito is compatible with the following Salesforce Clouds:
*If you are curious about a specific use case, please ask.
Field Service apps generally are not considered competing products to Omnito, since they cater to mobile experts who provide dispatched “field service”. This article helps explain the differences.
Omnito is designed specifically to:
Field Service Apps include: Salesforce FSL (Field Service Lightning), ServiceMax, Skedulo, and more found on the AppExchange.
Field Service apps are designed for dispatching field service reps into the field to host “on location” appointments at homes or businesses, such as:
These apps, especially FSL, generally cost 3X-4X+ more upfront (and to maintain long-term) than Omnito, since it includes work order management, GPS map routing, dispatcher, and more.
Yes, Omnito has the capability to support multilingual for both the online prospect/customer experience, as well as the CRM employee experience in Salesforce.
RELATED ADMIN ARTICLE
Yes, Omnito has different stages in the self-scheduling process where you can turn on/off the Captcha solution.
Captcha is technology that requires users to confirm they are real and not a bot. This is important to deploy, to prevent bots from spamming you. While it is extremely rare, if you were targeted, it could cause you to receive hundreds or thousands of fake appointments. Therefore, Omnito includes the most powerful Captcha technology by Google.
Read the “Static Video Conference Link” section here.
Yes, Omnito offers video conference connector capability as well, which you can learn more about here.
Yes, Omnito offers special discounts for non-profits and NGOs. To get a price quote, contact us.
Yes, SSO is fully supported. Since Omnito is built 100% native on the Salesforce platform, Omnito is able to leverage the SSO (Single Sign-On) capabilities of the Salesforce platform.
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