Titan

Titan Overview

Titan is a game-changer for the world’s leading AI CRM, empowering you to solve any use case on a single platform. With only clicks, organizations can achieve customized and scalable processes that require minimal maintenance. Titan’s unique capability is syncing to Salesforce in real time using only drag-and-drop tools.

In this Titan review, we will learn what Titan is, its features, pricing, usability, and Titan’s pros and cons.   

What is Titan?

Titan is a no-code platform that enables businesses to build any solution for Salesforce using only declarative tools. With this all-in-one solution, you can create portals, generate docs, make forms, collect feedback, streamline contracts, manage files, and automate any workflow. It is the only product on the market that syncs bi-directionally with Salesforce using zero code. 

Pros and Cons of Titan

Pros of Titan

No-code Salesforce Integration

Titan offers bi-directional integration with Salesforce without requiring coding skills, making it easy for teams of all technical levels.

All-in-one Platform

Using Titan, users can create portals, generate documents, design forms, collect feedback, manage contracts, and automate workflows without investing in additional software. This allows for multiple functionalities from different tools in one platform instead of having many different tools. 

Customizable and Flexible

The platform is fully customizable, fits any business case, and is suitable across a wide range of industries.

Cons of Titan

Limited Development Capabilities

Titan’s custom development capabilities are limited, making it almost impossible to code or develop without contacting support. The good news is that you can achieve fully customized and scalable solutions without code. 

Limited Offline Functionality

As Titan is built for cloud-based operations, it may have limited functionality for teams that need offline access or businesses operating in low-connectivity environments.

Titan Features

Titan is a platform with several products that help in solving, scaling, and streamlining Salesforce. Its featured products are as follows:

Document Generation

Users can automatically generate documents like quotes, invoices, and agreements directly from Salesforce, thus removing any manual work. 

You can create custom portals, sign agreements, and more without coding. The documents are fully accessible, customizable, and highly secure.

You can add barcodes or QR codes to process payments online rather than manually. You can also merge and convert documents in any format such as PDF, docx, HTML, and PNG. Users can also store documents in various locations.

The important features of Titan documents are multiple formats, digital signatures, QR codes, access permission, and collaborative sharing. 

Build Forms

Titan helps users create flexible forms that work well with any Salesforce object, data structure, or logic. This flexibility enables businesses to collect data that perfectly meets their needs.

It is the only solution available in the market with real-time Salesforce integration. Users can create, embed, and publish these web forms with high end-to-end security. It also helps to automate the repetitive process, thus saving time.

Some of the notable features of Titan forms are payment integration, dynamic content, responsive design, custom branding, and more.

Electronic Signature

Titans allows users to easily add electronic or digital signatures to their files when generating a document from Salesforce. This simplifies the signing process for contracts, agreements, or approvals.

You can easily create, share, and track the full signing process in real time. You can also use the bulk signing feature to merge and share multiple documents or templates.

The main features of Titan Sign are progress tracker, dynamic signers, conditional reports, automation, and advanced reports.

Get Feedback

Using Titans, users can measure customer satisfaction, conduct market research, and send NPS surveys to their customers. This speeds up the survey process and provides real-time insights, allowing teams to act quickly on the feedback they receive. 

Titan’s survey builder allows you to design fully accessible, dynamic Salesforce surveys. Depending on your audience, you can do either web or email surveys.

The important features of the Titan survey are pre-fill data, reports & analytics, responsive design, and any question type.

Create Portals

Titan allows businesses to create fully branded web portals with drag-and-drop tools that integrate with Salesforce. These portals can be used for customer interactions, employee self-service, or partner cooperation. You can either choose to integrate Titan Web with Experience Cloud or build on top of Salesforce without an Experience Cloud License.

Automate Workflow

Titan helps to automate workflow, thus reducing manual work across departments. This feature allows business units to focus on more strategic activities.

You can automate about 10,000 Salesforce per second. You can also design flexible, highly secure business processes without coding.

Titan flow has the following features: conditional logic, payment integration, OCR, barcode scanning, and eSignature collection.

Titan Pricing: How Much Does It Cost?

Titan provides a range of products, so you buy either individual products or a complete package, depending on your business needs. The pricing structure is flexible and varies based on the products or features you choose. 

Businesses that are interested in buying the entire suite of Titan products should contact the sales team directly for a customized pricing plan tailored to their requirements.

Titan Usability

Titan is user-friendly Salesforce software. It provides a no-code platform that allows users to create and manage projects without any technical skills. Titan’s drag-and-drop interface simplifies complex tasks, making it accessible for teams with varying skill levels. 

Whether customizing Salesforce solutions, gathering data, or streamlining processes, Titan allows you to build customized solutions in less time, reducing time to market. 

Titan Support

Titan offers comprehensive support to ensure users get the most out of the platform. Whether you’re setting up new features or troubleshooting issues, Titan provides dedicated customer service to assist you at every step.

The Help Center contains FAQs, webinars, Titan Academy, and more. Customers can also request a demo to assist with onboarding and training and guarantee seamless integration and optimal use of the platform’s features.  

Additionally, you can contact their customer support by submitting a form, and you will get a response within 24 hours.

Titan Integration

Titan can integrate with various software, including Word documents, Excel, Acrobat, Google Drive, MailChimp, Dropbox, Map, and more.

Summary

Titan is a robust platform that helps businesses to streamline processes, automate workflows, and enhance their Salesforce integration. Its user-friendly interface and flexibility make it accessible to teams of all technical levels.

With its customizable pricing and dedicated support, Titan is an important solution for companies looking to optimize their Salesforce experience and improve operational efficiency.