Best Data Management Software for Salesforce - Page 2

Grow is a full-stack, no-code business intelligence (BI), platform that empowers everyone within your organization to make data-driven decision. Any organization can connect to its data and discover insights by combining ETL, data warehouses, and visualization in one platform. Our unlimited-user license model allows everyone to access the answers they seek without having to wait for an analyst. Everyone can now make great decisions in real time to accelerate their growth. Plus: Unlimited Users - More than 100 Integrations - No SQL required (but still available for use) - BI Consultants Support - Simple ETL Dynamic Dashboards

A powerful iPaaS platform for integration and business process automation. Linx is a powerful integration platform (iPaaS) that enables organizations to connect all their data sources, systems, and applications. The platform is known for its programming-like flexibility and the resulting ability to handle complex integrations at scale. It is a popular choice for growing businesses looking to embrace a unified integration strategy.

It shouldn't take long to analyze data from your business solutions. Zuar Runner allows you to automate your ELT/ETL processes, and have data flow from hundreds of sources into one destination. Zuar Runner can manage everything: transport, warehouse, transformation, model, reporting, and monitoring. Our experts will make sure your deployment goes smoothly and quickly.

DataV is a comprehensive analytics and visualization platform that helps organizations turn complex, raw data into clear and actionable insights. It supports both static and dynamic visualizations, enabling teams to understand their data from multiple angles. With advanced data modeling, AI-assisted analytics, and interactive dashboards, DataV simplifies data exploration and improves decision-making across all levels. The platform offers seamless data integration, automated reporting, predictive insights, and strong collaboration features, allowing teams to track performance, identify trends, and respond quickly to business changes. By bringing everything into a single unified interface, DataV empowers organizations to make informed, timely, and strategic decisions with confidence.

Dataddo is an enterprise-grade data integration solution engineered to mitigate the operational risks inherent in data movement. Serving as a centralized connectivity backbone, the platform provides a fully managed layer that bridges the gap between any SaaS, database, or file source and your chosen destination—including AI agents. The platform excels by automating the heavy lifting; it proactively manages API updates, schema drift, and the protection of sensitive information. This ensures granular transparency across even the most intricate data flows, whether they reside on-premise, in the cloud, or in hybrid environments. By shifting the perspective of data movement from a "one-off project" to mission-critical infrastructure, Dataddo empowers engineering teams to achieve maximum reliability and redirect their focus toward high-impact AI initiatives rather than tedious pipeline maintenance.

TrueContext, formerly ProntoForms, is used by over 3,500 businesses to enable field teams to capture data, submit it, and analyze it using their smartphones and tablets. The app allows users to dispatch partially-filed form, record the time and location where forms are submitted, capture pictures and sketch, and collect signatures.

Supaflow is an all-in-one data pipeline platform that enables businesses to ingest, transform, and activate data from multiple sources in a unified environment. It connects SaaS applications, databases, APIs, and files to data warehouses like Snowflake with minimal setup. The platform supports both historical and incremental data syncing, along with schema drift detection and validation features. Supaflow integrates orchestration, scheduling, and monitoring, allowing teams to manage workflows efficiently from a single interface. It provides observability tools such as real-time run status, alerts, and data lineage tracking for complete transparency. With secure deployment options, businesses can run Supaflow within their VPC or Snowflake infrastructure, ensuring data privacy and control. The platform also supports dbt Core transformations, enabling teams to manage business logic alongside pipelines. Its activation features allow users to push curated data back into CRM and marketing tools with built-in safeguards. Supaflow offers a CLI and Claude Code plugin, enabling AI-driven pipeline creation and management. Overall, it delivers a scalable, secure, and cost-efficient solution for modern data engineering needs.

Data Quality Sense (DQS) is a fully integrated data quality application designed specifically for Salesforce by Tucario, enabling users to assess, track, and enhance the dependability of their CRM data without the need for data exports, as all operations occur within the Salesforce environment. DQS evaluates your data across six key criteria — Completeness, Validity, Uniqueness, Consistency, Timeliness, and PII Detection — generating a comprehensive Data Quality Score at various levels including organization, object, and field. The intuitive no-code Definition Builder, structured as a five-step wizard, allows administrators to establish rules, while scheduled scans ensure that the data scores remain up to date, complemented by Insight Studio which highlights trends and assesses the health of data fields. Furthermore, the application features automated PII detection that covers eight different patterns such as SSN, credit card numbers, IBAN, email addresses, IP addresses, and dates of birth, enabling organizations to identify and safeguard sensitive information prior to any potential breaches. As the demand for tools like Agentforce and AI continues to grow, DQS equips your Salesforce data for effective AI utilization, emphasizing that the quality of an AI agent is directly linked to the integrity of the data it operates on. This innovative solution is readily accessible on the Salesforce AppExchange for interested users.

Optix flexible options include document management, workflow automation (business processes management), and records management for multi-user organisations. Optix allows organizations to store, route, secure, and capture content in almost any format. They can also manage multiple revisions. Optix has a presence that includes the Fortune 500, federal, states, and local governments as well as SMBs. It offers both hosted and on-premise solutions that can be integrated with other business applications.

Parseur is the best email parser and document processing platform. With Parseur, automatically extract text from emails, PDFs, CSVs or Excels and sends it to any app, spreadsheet or database. Parseur will save your business hundreds hours of manual data entry and lets you automate your business. Parseur comes loaded with ready made templates for many industries including food delivery orders (e.g. Grubhub, DoorDash), Google Alerts, real estate leads (e.g. Zillow, Apartments.com), Job applications (e.g. LinkedIn), Bookings (e.g. Airbnb) and many more!

People Data Labs provides B2B data to developers, engineers and data scientists. It provides a dataset with resume, contact, demographic, and social information for more than 1.5 billion unique individuals. PDL data can be used for building products, enriching profiles, and enabling AI and predictive modeling. APIs are used to deliver it to developers. PDL only works for legitimate businesses, whose products aim to improve the lives of people. Its data is crucial for companies who are forming data departments, and focusing on the acquisition of data. These companies require clean, rich and compliant data on individuals to protect themselves.

Most organisations already have the data. The problem is it sits in disconnected systems - ERPs, databases, SCADA, IoT devices, files, and APIs - and nobody has built the layer that ties it all together in real-time. AI makes this worse. Models need clean, integrated, multi-source data to work. Most data environments are not ready. 95% of AI projects never reach production. Rayven builds that layer. It connects IT, OT, IoT, cloud systems, files, data streams, APIs, and proprietary protocols into a single managed data platform - then executes automation, AI models + agentic AI directly on live data. Five unified layers: integration (600+ connectors, bidirectional, real-time), data (processing, storage, AI-ready structuring), execution (automation, AI models, and agentic AI), presentation (custom apps, dashboards, and conversational interfaces), and security, governance + hosting (role-based access, audit trails, and data residency - built in as standard). What gets built on top: custom software, AI agents, predictive analytics, field applications, workflow automations, dashboards, and portals - all from one platform with no external tooling required. Serves businesses from growth-stage to enterprise across 24+ industries globally. Delivery: DIY, Done-For-You (fixed scope, fixed price, two to 12 weeks) + Hybrid. More than 600 pre-built connectors. Ten native AI capabilities. More than 240 deployments live. Rated 5/5 across more than 140 independent reviews.

Zoho Analytics (formerly Zoho Reports) provides powerful, actionable insights for your business. It is a self-service analytics and business intelligence software. Businesses can connect to any source and import data, analyze data through visual reports, dashboards, and securely share and collaborate on reports or dashboards with Zoho Analytics. The platform also integrates with top business apps.

Online forms simplify data collection. Our integrated apps make it easy to create forms, share them online and receive instant alerts. You can also manage your data efficiently with our integrated apps. Zoho Forms will take care of everything while you focus on your business. You can create beautiful forms without knowing how to code. The form builder software is feature-rich and includes 40+ field types, customizable themes and situation-specific templates. It also has a simple interface that allows you to create functional forms that meet all your needs. Engage with your website visitors by embedding forms on their web pages. You can share links via social media and to a targeted audience through email campaigns. Your forms can be shared with a wider audience, or kept private within an organization. Send conditional emails to alert you when a new record is submitted. Attach attachments to keep everyone in the loop. Chat platforms that allow teams to work together instantly provide instant updates.

Looker reinvents the way business intelligence (BI) works by delivering an entirely new kind of data discovery solution that modernizes BI in three important ways. A simplified web-based stack leverages our 100% in-database architecture, so customers can operate on big data and find the last mile of value in the new era of fast analytic databases. An agile development environment enables today’s data rockstars to model the data and create end-user experiences that make sense for each specific business, transforming data on the way out, rather than on the way in. At the same time, a self-service data-discovery experience works the way the web works, empowering business users to drill into and explore very large datasets without ever leaving the browser. As a result, Looker customers enjoy the power of traditional BI at the speed of the web.

ElectroNeek stands as an Intelligent Automation Platform that is reshaping the landscape of business process management within enterprises. Its core mission involves the fusion of AI bots with employee workflows, resulting in the automation of repetitive tasks and empowering human resources to concentrate on creative and strategic endeavors. ElectroNeek presents a comprehensive array of innovative low-code automation tools, harnessing the capabilities of RPA, IDP, AI, and GPT-4 (Conversational and Generative) technologies.

Reo.Dev is a cutting-edge revenue intelligence solution that helps developer-first companies track and engage high-intent accounts. The platform leverages AI to monitor developer activity, allowing sales, marketing, and business development teams to tailor their outreach with precision. Reo.Dev’s insights empower teams to prioritize leads, refine their go-to-market approach, and drive revenue growth by targeting developer-qualified accounts. With seamless integrations and automated workflows, it streamlines customer acquisition and boosts conversion rates.

Lucidchart is a comprehensive visual collaboration platform that empowers teams to create intelligent, data-driven diagrams for process mapping, team planning, systems architecture, and more. With features like AI-powered diagram generation, real-time collaboration, and data integration, Lucidchart helps users quickly visualize their systems and workflows with ease. Whether you’re building technical diagrams or mapping out complex organizational structures, Lucidchart streamlines the process, saving you time and improving clarity. It integrates with a variety of popular tools such as Jira, Slack, Confluence, and Notion, making it an invaluable tool for enhancing teamwork, driving decisions, and accelerating innovation across your organization.

The Square 9 AI-powered intelligent information processing platform takes the paper out of work and makes it easier to get things done with digital workflows that automate many aspects of how you work today. We make it easy by extracting information from scans or PDFs, storing documents in a searchable archive, and building digital twins of your current processes through graphical workflows.

UpLead, a B2B prospecting platform, provides the highest quality B2B contacts & company data. Features include email verification in real time, worldwide contacts in more than 200 countries, 50+ search criteria and technology tracking. They also offer account-based marketing, email pattern intelligence, social profiles links, Salesforce integrations, robust API, and other CRM integrations.

The Outreach Sales Execution Platform allows sales teams to create pipeline efficiently and predictably close a greater number of deals. Outreach is the only platform that empowers all sales organizations -- from sellers, to front-line managers and sales leadership to ops -- to close more pipeline. If you want to win more sales by personalizing, prioritizing and analyzing your sales activities, then turn to Outreach. Outreach is the #1 platform for sales engagement that helps sales teams be more effective. Outreach can help you achieve your sales targets by optimizing workflows and creating pipelines. The top tools include sales sequences, dialer, tracking and email, outreach everywhere, content and email templates, analytics, reporting, and coaching analytics.

Mixpanel's mission is to increase innovation. Mixpanel is not only a company but also a service provider for businesses. Companies can use our engagement and analytics product to analyze how users interact, convert, retain, and engage with them in real-time on web, mobile, or smart devices. They can then use this data to improve their products and business. Mixpanel serves more than 26,000 companies in different industries worldwide, including Samsung, Twitter and BMW. Mixpanel is headquartered in San Francisco and has offices in New York City, Seattle, Austin. London, Paris, Barcelona, Paris, London, and Singapore.

Creating online forms can be quite challenging, but Wufoo simplifies the process. With our intuitive form designer, you can easily craft contact forms, online surveys, and event invitations to gather the essential data, registrations, and payments you require. Our user-friendly form builder allows for extensive customization and design options tailored to your preferences. You can seamlessly link to our pages, embed forms on your website, or utilize our REST API for integration. As submissions come in, we can notify you via email or text, and you can even establish a real-time report to keep track of responses! Our award-winning form builder provides an exceptional interface, straightforward customization, an array of galleries, templates, and robust reporting features. You can select from over 400 templates, perfectly suited to your needs, and ready for personalization. Additionally, you can create engaging visualizations using your own graphs, charts, and key metrics, while implementing rules to generate dynamic forms that adhere to your specified logic. Within minutes, you can start accepting online payments through a Wufoo-powered form, making the entire process efficient and effective. Experience the ease and versatility that Wufoo brings to online form creation today.

Power BI provides advanced data analysis, leveraging AI features to transform complex datasets into visual insights. It integrates data into a single source, OneLake, reducing duplication and streamlining analysis. The platform enhances decision-making by integrating insights into everyday tools like Microsoft 365 and is bolstered by Microsoft Fabric for data team empowerment. Power BI is scalable, handling extensive data without performance loss, and integrates well with Microsoft's ecosystem for coherent data management. Its AI tools are user-friendly and contribute to efficient and accurate insights, supported by strong data governance measures. The Copilot function in Power BI enables quick and efficient report creation. Power BI Pro licenses individuals for self-service analytics, while the free account offers data connection and visualization capabilities. The platform ensures ease of use and accessibility, backed by comprehensive training. It has shown a notable return on investment and economic benefits, as reported in a Forrester study. Gartner's Magic Quadrant recognizes Power BI for its ability to execute and completeness of vision.

Boss Insights provides global leading access to business customers’ financial data with a single connection to accounting, banking, commerce, payroll, tax and more (i.e. Quickbooks, Stripe, SalesForce, etc.). It’s used by fintechs and neobanks to gain 60% increased automation, 100% automated scoring, 51% faster funding and 5x faster renewals.