Best Finance Software for Salesforce - Page 12

Visible.vc has a mission: to help founders achieve success. We've created the most user-friendly fundraising, stakeholder communications, and reporting tools available for startups and investors.

Tradeshift helps businesses automate processes, digitize invoicing and scale without limitations. This is your chance to grow and evolve, whether you're in payables, finance, or procurement. Tradeshift is the gateway to success for your sellers. Like collaboration, analytics and digital invoicing. They'll be on board. You'll also get a digitalized and compliant supply-chain. We simplify global electronic invoicing by seamlessly integrating government systems and ensuring no data gaps. We have a proven track-record in over 71 different countries, including 12 that have full clearance. As a registered PDP in France (PDP immatriculee), we can provide you with the technical expertise and compliance assurances you need. Tradeshift uses AI to automate legacy processes and solve real issues. Tradeshift sellers get paid in just two days, for every invoice. Ensure that your sellers have enough cash to continue supplying your company.

The telecom market has seen major changes over the past decade. Mobile devices, over-the top communication services like video streaming and a moderation of traditional voice services have all been disruptive to the industry. As IoT, 5G and other emerging technologies become more common, the complexity of telecom billing will only increase. Communications Service Providers (CSPs), in order to remain competitive and grow with their market, will need to replace outdated billing systems with convergent systems that offer greater flexibility as well as cost-saving efficiencies. CostGuard is an easy-to use convergent billing platform that can be used across all markets, customers, and service lines. You can also launch new products, services, and pricing models much faster than your competitors.

Kepion is a cloud-based business planning software powered by Microsoft Business Intelligence which combines budgeting, forecasting, BI reporting, and intuitive modelling technology in a single, centralized platform, enabling users to produce and plan applications around the way their organization works. Kepion caters for businesses of all sizes, including SMBs and large enterprises, and supports custom-built apps, as well as an end-to-end BI platform, web-based access, flexible integration, real-time calculations, and more. Kepion enables sales, finance, operations, marketing and HR departments to configure personalized planning apps designed specifically for how they work, with review planning and sales forecasting budgeting, plus workforce planning and project planning tools. Users can conduct 'what-if' scenarios, integrate Kepion with their source system for data to import automatically from their ERP, CRM or SCM system, and plan, monitor, and analyze by any facet or combination of facets of data on a single dashboard. Intuitive dashboards help users create and manage projects by giving quick access to key measurements for ongoing performance.

O2B stands out as the pioneering subscription management and billing system that is completely native to Force.com. If you can envision it, O2B has the capability to turn that vision into a profitable reality, and no other solution can rival its offerings. When selecting your Subscriber Relationship Management (SRM) solution, keep in mind that the goal is to drive transformation, enhance operational efficiencies, and leverage features that were previously unavailable. Whether your services are Software as a Service (SaaS), Platform as a Service (PaaS), Hardware as a Service (HaaS), or even traditional utility models, the dynamics of the sales cycle, monetization strategies, and customer relationship management differ significantly from those associated with one-time sales products. Originating in the telecommunications sector, ChikPea has expanded its offerings to cater to various markets, specializing in areas such as quoting, order management, service delivery, subscription billing, payments, collections, and change management. Explore the world of Subscriber Relationship Management today, and remember, as a software manufacturing company, we solely create the tools you need and do not engage in billing services or telecom project management on your behalf. By focusing on innovation and efficiency, we aim to empower businesses to streamline their operations and enhance customer satisfaction.

Experlogix CPQ solution enables sales teams to quote configurable products and services with accuracy. Experlogix CPQ leverages a logic-based rules engine, so product and engineering teams can control product and service options, available feature combinations, pricing and discounting, and automate processes such as discount approvals, helping sales representatives sell more quickly and create accurate quotes every time.

Our mission is to transform how clients tackle B2B pricing and sales obstacles by leveraging advanced pricing software and enhanced data analytics, all powered by the only cloud-native platform in the industry. With extensive experience in creating customized solutions across diverse B2B sectors, we address issues like cost fluctuations, intricate pricing frameworks, and inefficient workflows. It's time to rethink your approach to pricing. We serve thousands of customers, products, and commercial decisions, urging you to innovate your pricing and sales enablement strategies. The challenges of complex pricing processes and rate inconsistencies can lead to significant revenue loss. Rethink how you achieve optimal rates. Our SaaS sales and pricing software, along with our cloud-native platform, enable organizations to swiftly adapt to evolving market conditions, tackle critical areas of margin and revenue loss, and implement pricing and sales strategies more effectively. Join us in redefining the future of pricing and sales efficiency.

The Globys B2B Portal Suite offers a comprehensive range of modular telecom self-service solutions, allowing your business clients to conveniently purchase, manage, and pay for various products, services, and devices through an online platform. These solutions are designed to integrate effortlessly, empowering customers to take immediate and relevant actions during their entire portal journey. Furthermore, Globys addresses your security, compliance, and operational needs with adaptable and scalable deployment options across private, hybrid, or public clouds. It ensures compatibility with all of your existing systems, including billing solutions, portal frameworks, as well as leading industry platforms like Salesforce and ServiceNow. By upholding industry-leading standards such as ISO 27001 certification, PCI DSS compliance, and GDPR adherence, Globys guarantees the utmost security and privacy for both your business and your clients. This commitment to high standards fosters trust and reliability in the digital transactions facilitated through the platform.

aBILLity is an exceptional tool designed to efficiently manage your service portfolio while ensuring accurate billing for your customers. This comprehensive communication billing platform has been meticulously developed and enhanced to meet all your billing needs. Exceed your business goals with features like real-time analytics, fraud detection, customizable customer portals, and smooth back-office integrations. It protects you from supplier overcharges and ensures that you do not miss out on potential revenue from your customers while also identifying and preventing fraudulent activities. With aBILLity, you can design attractive bundles and subscription plans for a wide range of ICT services that will delight your clientele. Additionally, aBILLity guarantees precise calculations for your bills, merging all fixed and variable charges into a single, convenient invoice for each customer, streamlining your billing process. This innovative solution not only simplifies management but also enhances customer satisfaction through its reliable and transparent billing practices.

Empowering Life Sciences organizations of any size to accelerate revenue growth and be more productive in the process, by offering an AI-based Tender Management system, specialized for the Life Sciences. Cube RM is focused on helping businesses maximize tender market coverage, identify opportunities, understand each market’s competitive environment to increase win rate and efficiently manage their tender preparation processes. Our platforms use AI & NLP to capture and analyze key tender market data globally and transform it into actionable market intelligence, allowing organizations to make informed decisions and take proactive steps resulting in improved revenue performance.

Companies can quickly move from using on-premise software to using the Cloud. IT is challenged to keep track of the environment because they can connect from anywhere on the planet, on any device. Technology has moved to the Cloud. New SaaS purchasing strategies and corporate processes must be adjusted. Companies today need data and analytics to monitor SaaS license users, company application usage, and current SaaS spend. SaaSLicense, an AI-powered dashboard driven IT SaaS license management tool, can solve these problems. Organizations can address inefficiencies and drive compliance by having one platform for all their contracts and renewals.

Innovative experiences, streamlined workflows, and curated content are tailored to enhance distribution and simplify the investor service functions for global asset managers, private equity firms, real estate organizations, hedge funds, credit institutions, and funds of funds. A CRM specifically designed for your industry allows you to efficiently manage contacts, investors, prospects, commitments, and deals. It offers branded, institutionally wrapped communications suitable for private placements. This portal serves as an ideal entry point at a competitive price, particularly for firms lacking a dedicated portal, enabling rapid deployment and a polished presentation to investors. It encompasses all essential workflows and tools necessary for effective reporting and communication. By integrating CRM and performance dashboards, it elevates the Essentials Portal significantly. This solution is particularly useful for firms looking to transition away from Excel or other outdated methods of contact and investor relationship management, allowing them to operate more professionally and enhance their reporting capabilities. Ultimately, this platform empowers firms to elevate their standards and streamline operations, setting them apart in a competitive landscape.

Ordway is a smart bill and revenue automation platform that scales businesses. It simplifies the way companies price products, send invoices and collect payments. It also recognizes revenue. The cloud-based platform was designed for small businesses. It eliminates manual workarounds in revenue recognition and accounts receivable functions. It sits between an accounting system and an application/CRM. Flexible templates allow the platform to deal with a wide range of customers, including multiple contracts, unique contact terms, and multiple charges. The platform generates accurate revenue schedules. Finance teams can also create custom revenue recognition templates. Automated billing runs send monthly invoices that include all active and newly activated customers. Integration with existing systems can be achieved with minimal impact on engineering teams by using REST API-first technology.

Flexera One transcends traditional IT asset management and financial operations by providing a comprehensive SaaS suite for hybrid IT environments. The platform delivers full visibility into hardware, software, SaaS subscriptions, and cloud infrastructure, enriched with proprietary data on millions of technology products via Technopedia®. Organizations gain intelligence on asset usage, vulnerabilities, and lifecycle events like end-of-life and end-of-support, enabling cost savings and risk reduction. Flexera One integrates ITAM with FinOps to optimize cloud spending, software licenses, and SaaS renewals, while also enhancing security and regulatory compliance. Sustainability efforts are supported through carbon footprint visibility and compliance reporting. It helps bridge communication gaps between IT and business units by aligning technology investments with business outcomes. With deep vendor integration and continuous data updates, the platform provides a reliable source of truth for IT investments. Flexera One fuels strategic decisions that improve ROI and accelerate digital transformation.

After half a decade of development, drawing from the extensive expertise of our senior leadership, The CRE Suite emerges as our groundbreaking flagship platform for real estate analysis, underwriting, and asset management, fundamentally transforming the operational dynamics of investment and development teams. This innovative tool empowers your team to collaborate seamlessly on portfolios and mixed-use projects, eliminating the hassles of locked files and the tedious back-and-forth of emailing Excel spreadsheets throughout the office. Embrace the flexibility you desire and harness the strength you require. Created with input from clients like yourself, this platform is designed to help you manage both substantial deals and rapid turnaround projects effectively, ensuring that your team has the resources they need to succeed. Experience the future of real estate management with a solution tailored to your needs.

Affinity provides the insight you need to grow your most important relationships and uncover untapped business opportunities. Its patented technology structures and analyzes billions upon billions of data points from your team's digital communications. Affinity helps teams manage their networks and increase deal flow by unlocking key decision-makers and autopopulating pipelines. Affinity also provides context to your contacts so that you can always see who has spoken to whom and why. Affinity is a tool that allows you to gain deeper insights into your network, and eliminate manual data entry in any industry that relies on building strong relationships.

Tier1 Financial Solutions is a global leader in relationship management software for investment banking professionals, corporate and investment banking, and capital markets. Our clients are empowered to increase productivity, reduce risk and improve customer ROI. Tier1 provides the connectivity, tools, and workflows that enable collaboration, transparency, communication, and communication between capital market participants and clients. Our extensible developer toolkit, plug-ins, and Salesforce's solid encryption enable rapid custom application development using capital markets-grade security, configurable coverage models, and industry-specific business logic.

Atominvest offers next-generation technology solutions for Alternatives investment managers. Atominvest's integrated tech solutions are flexible enough to fit your business. They can help you source deals, raise funds, manage investor relationships, and monitor your portfolio. Our cutting-edge tech systems allow Alternatives fund managers manage their investments and investor base efficiently using one software solution. The software allows fund managers to streamline their investor journeys, including onboarding, fundraising, and client reporting, and it provides functionality and workflows.

Are you finding it challenging to optimize yield across various channels, develop robust inventory and pricing strategies, and enhance your tracking and billing systems? These elements are essential for a thriving advertising enterprise. Understanding this need, Operative has created the Operative Digital Platform, tailored to align with your current operations while guiding you toward your future objectives. Although the thought of migration may be daunting, with Operative, you can be fully operational in as little as 8 weeks, thanks to our commitment to automation tools for migration and a reliable, scalable implementation process. There's no need to delay assessing your post-DSM landscape; you can transition to your new platform before the deadline, which will simplify reporting and streamline processes throughout the organization. Operative has consistently demonstrated success in helping clients achieve significant returns on investment by utilizing the Operative.One® platform to effectively manage their digital advertising operations, ensuring that your business is equipped for both present and future success. By choosing Operative, you position your business to thrive in an ever-evolving market.

It’s Time to Empower the Right People At MHC, we believe that business users know how to optimize the processes they support better than anyone else. Users don’t have time to wait for IT to respond to a ticket. Nor wait for a managed services consultant to “request more information” to understand the need before they even think about taking action. Business users know their operations better than anyone else and they need the agility to make changes quickly. From intelligent document capture to dynamically created content and configurable workflows, MHC solutions are designed to empower business users with the functionality to take action and accelerate progress.

Our payment processing solutions are thorough and user-friendly, enabling seamless navigation with a range of customizable features that let you concentrate on your tasks. Accept payments effortlessly, whether through card transactions or alternative methods, while managing user permissions tailored to specific job roles. Simply log in, handle your transaction, and quickly assist the next customer. You deserve the highest level of security, which we guarantee, along with complimentary customer profile storage in our PCI-compliant database. Furthermore, we equip developers with the necessary tools to excel in the e-commerce arena, ensuring a comprehensive approach to all payment needs. This combination of features is designed to enhance your overall operational efficiency.

Direct is the fastest path from data to insight. Incorta empowers your business with a true self service data experience and breakthrough performance to make better decisions and achieve amazing results. Imagine if you could deliver data projects in days instead of weeks or months, instead of weeks and months with fragile ETL and expensive data warehouses. Our direct approach to analytics enables self-service on-premises or in the cloud with agility and performance. The world's most successful brands use Incorta to succeed where other analytics solutions fail. We offer connectors and pre-built solutions that can be used in your enterprise applications and technologies across multiple industries. Incorta's partners include Microsoft, eCapital and Wipro. They are responsible for delivering innovative solutions and customer success. Join our vibrant partner ecosystem.

Navatar is a leading software solution designed for data-informed sourcing and seamless execution with no risk involved. It enables you to identify and strengthen your top buyer and intermediary partnerships effectively. Furthermore, it enhances your business development initiatives and provides expert project management oversight throughout the due diligence and deal preparation phases. With the ability to automate analytics and reporting, it transforms market data into practical insights while improving deal discipline for more favorable outcomes. Navatar features a holistic platform for fundraising and managing investor relations, empowering you to surpass competitors in the fundraising arena by strategically targeting the appropriate limited partners, structuring processes to cultivate these relationships, and ultimately gaining the trust of potential investors. Additionally, built on the highly reliable cloud security framework of Salesforce, Navatar integrates seamlessly with the AppExchange ecosystem, granting access to a multitude of applications along with essential industry data sources. By leveraging these robust features, users can significantly enhance their operational efficiency and achieve superior results in their investment endeavors.

RevVana stands out as the sole platform focused on optimizing and planning revenue. It is the pioneering solution that harmonizes your revenue perspective across both CRM and financial tools, offering a unified source of truth for all sales commitments while automatically generating corresponding revenue plans. The persistent inquiry, “Why are we not achieving the anticipated revenue?” can now be addressed and rectified effectively. With revVana Plan, users can promptly forecast revenue based on their open and closed sales commitments over time, addressing the shortcomings of current CRM systems in translating sales data into accurate revenue forecasts. Its adaptable revenue scheduling engine generates forecasts at various levels—be it account, opportunity, or other sales dimensions—drawing from your CRM data. Additionally, revVana Insights provides a user-friendly interface to analyze, compare, and contrast planned sales commitments with any changes, as well as with actual revenue, corporate budgets, and sales quotas, enabling businesses to make informed decisions based on comprehensive data analysis. This holistic approach ensures that organizations can not only track their revenue expectations but also strategically adjust their sales efforts to meet those expectations.

A solution that allows businesses to effectively manage, organize, and compensate their extended workforce while ensuring compliance is offered by WorkMarket. This advanced technology platform equips companies with the resources needed to thrive in a competitive environment. Workers can register, build profiles detailing their skills and qualifications, accept job assignments, initiate projects, and provide evidence of their work completion. Designed specifically for both Android and iOS devices, the platform simplifies the onboarding process, allowing you to categorize your 1099 contractors and freelancers into easily manageable groups, known as Labor Clouds. This organization enables you to monitor their skills, locations, and experience, creating a centralized repository for your contingent workforce. Furthermore, harness robust bulk management tools to oversee hundreds or even thousands of workers nationwide, facilitating real-time collaboration and tracking through our intuitive mobile applications. The seamless integration of technology into workforce management ensures that companies can adapt quickly and efficiently to the changing demands of their industries.