Business Software for Salesforce CPQ

Gearset is a full‑featured Salesforce DevOps solution built for the enterprise, giving teams the tools to adopt best practices across every stage of the DevOps lifecycle. From metadata and CPQ deployments to CI/CD, testing, code analysis, sandbox seeding, backups, archiving, and observability, Gearset gives teams unmatched insight and control over their Salesforce workflows. Over 3,000 organizations — including names like McKesson and IBM — rely on Gearset to deliver with security and scale in mind. With advanced governance, detailed audit trails, SOX/ISO/HIPAA support, multi‑team pipelines, integrated security checks, and adherence to ISO 27001, SOC 2, GDPR, CCPA/CPRA, and HIPAA, Gearset combines enterprise‑ready compliance with rapid onboarding and an intuitive interface — all in one platform. Leading firms in finance, healthcare, and tech trust Gearset to power their DevOps initiatives without adding complexity.

OnScreen is the most trusted Digital Adoption Platform (DAP), for SAP or any other browser-based enterprise application. Just in time OnScreen guidance can help you increase process efficiency and user productivity. Optimize SAP onboarding, Increase Employee Productivity, and Reduce Training Costs by up to 50% In-application walkthroughs for SAP ECC and SAP S4HANA transform business users into superusers. OnScreen is highly rated for its simplicity and usability. Any subject matter expert or trainer can create and manage content in minutes. OnScreen guides Users can access live overlays in any web application such as SAP, Salesforce SuccessFactors and Workday. OnScreen is very easy to set up and requires no server installation. OnScreen is a digital adoption platform for enterprises that offers flexible licensing and guarantees a high ROI.

With Kinective Bridge™ (formerly OmniConnect), access the largest library of integrated fintech solutions, with 80+ integrations across 99% of US-based cores. Seamlessly connect your core with best-of-breed fintechs to scale digital transformation, modernize operations, and increase client delight. • Turnkey solution for secure, comprehensive, and supported connectivity • Innovate at your pace and scale growth without the need for extensive development resources • Mitigate manual processes and human error • Access the largest library of integrated fintech solutions with the flexibility to choose any system, technology, or provider Transformation sounds great on paper, but hard to make a reality with legacy tech stacks and outdated infrastructures. The hassle of switching cores or burning through in-house dev hours to integrate systems can be a slow, time-consuming process.

Zapier is a comprehensive AI automation platform that helps organizations transform how work gets done. It allows teams to connect AI tools with everyday apps to automate workflows end to end. Zapier supports AI workflows, custom agents, chatbots, forms, and data tables in one unified system. With over 8,000 integrations, it eliminates manual handoffs between tools and teams. Built-in AI assistance helps users design automations quickly without technical complexity. Zapier enables teams to deploy AI agents that work continuously, even outside business hours. The platform offers full visibility into automation activity with audit logs and analytics. Enterprise-grade security and compliance ensure safe AI adoption at scale. Zapier is used across departments including marketing, sales, IT, and operations. It helps teams save time, reduce costs, and scale productivity with confidence.

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.

Enhance and accelerate your workflows with Acrobat Sign, the exclusive e-signature solution that combines the robust capabilities of Adobe Acrobat into one comprehensive tool. You can access and sign Acrobat PDF documents effortlessly from any location, utilizing either your mobile device or desktop. Your recipients enjoy a seamless signing experience with no need for downloads or sign-ups, making the process quick and efficient. Furthermore, easily scan and upload PDFs with the free Adobe Scan mobile application available on your device. Join the ranks of over 500,000 organizations that are enhancing customer interactions through the powerful features of electronic signature software and Acrobat PDF functionalities. Adobe simplifies the process of creating, editing, collaborating, e-signing, and sharing PDFs across all devices. You can select from various scalable document signing solutions tailored to your specific business requirements, whether you need PDF document management or not. Notably, Acrobat Sign is recognized as Microsoft's preferred e-signature solution, integrating seamlessly with the extensive suite of Microsoft applications, allowing you to send and sign PDFs directly within your current workspace. This integration significantly boosts productivity and streamlines document workflows for users.

Your documents can be transformed into interactive presentations or webpages with instant branding, analytics and more. Our AI-powered software has won more than 50 digital, creative, and marketing communications awards for clients like. Everything that matters should be packaged. Your document, images and videos are always at your fingertips, no need to use complicated uploading methods or fancy embed codes. You can reuse content from more than 250 web services, 12 cloud storage system, and any files on your device. With intuitive editing, transform your ideas into action. Create beautiful messages. You can save time by searching through 15 million images, using 70 best practice templates and applying design themes. Or, create your own masterpiece. You can work remotely on projects and not miss a beat. Share the most recent versions with colleagues and customers. Define project roles so that you can decide who can view, edit, or own the files. Share once and anywhere with colleagues and clients

CollectXpert is a comprehensive solution for managing the entire debt collections process, enabling businesses to handle collections from start to finish. It seamlessly integrates with both on-platform and off-platform applications, powered by a robust configuration-based rule engine. As the sole Salesforce-native AppExchange offering tailored for businesses of various sizes, CollectXpert provides exceptional automation capabilities, sophisticated segmentation features, and strategic management tools that bolster cash flow, reduce manual labor, and enhance recovery rates—all while prioritizing customer empathy and regulatory compliance. - User-Centric Configuration: Develop strategies, workflows, and rules independently of IT. - Complete Oversight: Instantly understand the status of each customer. - Compliance and Compassion: Ensure adherence to regulated collection practices with a focus on empathy. - Quick Return on Investment: Achieve lower Days Sales Outstanding (DSO) and heightened recovery rates. - Adaptable for Expansion: Suitable for teams ranging from mid-market to large enterprises. Reach out to us to arrange a demonstration of our platform and discover how it can benefit your organization.

Epicor CPQ (formerly KBMax), is redefining CPQ for manufacturers worldwide. Our product configurator is capable of handling complex business rules, visualizations, pricing, CAD automation, website embedding, and real-time pricing. This solution provides a great buying experience, faster sales cycles, and more efficient manufacturing processes. We're different because we: - Make complex products easier to sell and purchase faster - A visual, no-code engine simplifies configuration and maintenance of the most complicated business rules Automate workflows, CAD drawings, and documents to increase accuracy and efficiency - Remove the middleman and allow customers to buy directly from the manufacturer, rather than through a sales representative. Our product configurators are easily embedded in any webpage. -B2B2C is possible when distributors and partners are able to sell directly to customers

Salesforce Agentforce Service is a comprehensive customer service solution built to power intelligent, always-on support. It combines AI automation with human expertise to deliver seamless omni-channel experiences. Service Cloud centralizes customer data, cases, and knowledge into a single workspace. AI assistants guide service representatives with step-by-step action plans and real-time recommendations. Automated workflows accelerate resolutions and reduce repetitive manual tasks. Knowledge management tools ensure consistent, accurate responses across channels. Integrated Slack collaboration enables teams to swarm cases and solve issues faster. Incident detection and management capabilities minimize service disruptions. Self-service portals empower customers to resolve issues independently. Agentforce Service helps businesses increase satisfaction while lowering operational costs.

Malbek is an advanced AI-driven contract lifecycle management (CLM) platform built to empower enterprises in managing complex contracts with ease and transparency. It provides a dynamic, centralized environment where businesses can glean actionable insights from contracts, enabling smarter decision-making and maximizing profitability. The platform streamlines contracting by offering intuitive workflows, quick contract creation, and seamless approval processes that boost operational efficiency and compliance. Malbek’s robust integrations with widely used business tools like Salesforce, HubSpot, SAP, Slack, and DocuSign connect contract management with broader enterprise operations, maintaining a single source of truth. Embedded AI throughout the system automates manual, time-consuming tasks and provides timely insights and recommendations, accelerating negotiations and shortening contract review cycles. With a customer retention rate over 120% and nearly all users recommending the platform, Malbek is recognized for enhancing productivity and collaboration across global teams. The platform also offers comprehensive support and training, ensuring clients get the most out of their CLM investment. Its trusted reputation is built on delivering meaningful business impact through technology and innovation.

Momentum is a Revenue Orchestration Platform purpose-built for go-to-market teams. It moves beyond workflow automation by connecting conversations, systems, and actions into one seamless execution layer. Momentum integrates across the entire sales stack — including Salesforce, Slack, Gong, Outreach, Google Workspace, Asana, Jira, Notion, Zendesk, Stripe, Salesforce CPQ, and more — ensuring that every customer interaction drives structured execution without adding manual overhead. Today, Momentum powers thousands of orchestrated workflows each month for mid-market and enterprise leaders working with Demandbase, 1Password, Zscaler, Ramp, Owner, Cherry, Alation and more, helping revenue teams eliminate inefficiencies, unlock insights, and accelerate outcomes.

3D Source provides highly realistic 3D interactive configurators that allow businesses of any scale to utilize advanced 3D technologies for their sales teams and clientele. Demonstrated to boost sales and enhance customer interaction, the configurators from 3D Source empower brands to produce engaging, catalog-quality visuals that are easily adjustable with just a click. Customers can customize a single item or an entire scene, helping them to better envision how the product would fit into their own surroundings. This innovative approach transforms the shopping experience, making it more personalized and immersive.

Workato is the operating platform for today's fast-moving businesses. It is the only AI-based middleware platform that allows both IT and business to integrate their apps and automate complex business workflows. Our mission is to help companies automate and integrate their apps and business processes at least 10x faster than traditional tools, and at a tenth the cost of traditional tools. Integration is a mission critical, neutral technology that can be used in heterogeneous IT environments. We are the only technology vendor that is supported by all three of the leading SaaS vendors: Salesforce. Workday. And ServiceNow. We are trusted by the world's most recognizable brands and the fastest-growing innovators. Customers consider us to be one of the best companies to do business.

Inspire Planner is a leading Salesforce project management app. It is used by companies of all sizes across multiple industries, from small businesses to large public corporations. We have been searching for a Salesforce-native project management app for years without success. We found apps on Salesforce AppExchange that were too expensive, too complicated, or that offered a new way to do things. We decided to put our talents to use and create the app we were looking for. Inspire Planner was born from this vision. Inspire Planner offers many powerful features, such as multiple predecessors and interactive Gantt charts, automations, templates, time track, resource capacity planning, and more. Inspire Planner is a great tool for integrating everything in Salesforce if you are using Microsoft Project, Smartsheet or another similar tool.

Lago provides both self-hosted and cloud-based solutions featuring a scalable and modular architecture tailored for metering and usage-based billing throughout every phase of your business. Capable of processing as many as 15,000 billing events every second, Lago’s event-driven framework creates an excellent basis for developing a pricing model that can grow alongside your enterprise. It accommodates all types of pricing structures, enabling you to swiftly establish pay-as-you-go and hybrid plans using our user-friendly interface or API. Additionally, you can enhance your marketing initiatives and boost conversions with discount coupons that customers can redeem. Lago also empowers you to generate one-time charges that are billed instantly, ensuring flexibility. Based on your plan configurations, Lago automatically computes the amounts each customer owes and generates invoices accordingly. Furthermore, it facilitates recurring revenue streams for pay-as-you-go pricing models through Lago’s real-time prepaid credit capabilities, making it an invaluable asset for businesses worldwide. This flexibility and range of features make Lago a favored billing solution across various industries.

Dataimporter.io serves as an all-encompassing solution that streamlines the processes of data loading, migration, and integration specifically for Salesforce users. It accommodates both CSV and Excel formats for manual uploads and provides smooth integration with a multitude of data sources such as SFTP, S3, Dropbox, PostgreSQL, Google Sheets, Snowflake, OneDrive, Google Drive, Heroku, SharePoint, Azure SQL, SQL Server, and MySQL. Users can enhance their operational efficiency and reliability by scheduling tasks for automatic data import and export, with options available on an hourly, daily, weekly, or monthly basis. Additionally, Dataimporter.io supports intricate Salesforce-to-Salesforce migrations, enabling users to transfer entire record hierarchies between different organizations. The platform is equipped with features that include automatic relationship and lookup mapping along with data transformation capabilities through formulas, making it versatile for migrating data from any source object to any target object, even across differing schemas. This flexibility allows organizations to handle their data needs more effectively while ensuring a smoother transition during migrations.

Collate is a metadata platform powered by AI that equips data teams with automated tools for discovery, observability, quality, and governance, utilizing agent-based workflows for efficiency. It is constructed on the foundation of OpenMetadata and features a cohesive metadata graph, providing over 90 seamless connectors for gathering metadata from various sources like databases, data warehouses, BI tools, and data pipelines. This platform not only offers detailed column-level lineage and data profiling but also implements no-code quality tests to ensure data integrity. The AI agents play a crucial role in streamlining processes such as data discovery, permission-sensitive querying, alert notifications, and incident management workflows on a large scale. Furthermore, the platform includes real-time dashboards, interactive analyses, and a shared business glossary that cater to both technical and non-technical users, facilitating the management of high-quality data assets. Additionally, its continuous monitoring and governance automation help uphold compliance with regulations such as GDPR and CCPA, which significantly minimizes the time taken to resolve data-related issues and reduces the overall cost of ownership. This comprehensive approach to data management not only enhances operational efficiency but also fosters a culture of data stewardship across the organization.

Bigtincan’s sales enablement platform empowers organizations to transform customer interactions into lasting relationships through four essential pillars: management of sales content, training and coaching for sales teams, automation of documents, and effective internal communication. Crafted in partnership with Apple, our platform is device-independent and features a stunning, user-friendly interface that can be customized to reflect your brand and align with your teams' workflows. The user experience is consistent across both desktop and mobile platforms, positioning Bigtincan as one of the few truly mobile-centric sales enablement solutions available today. Moreover, organizations can enhance the core capabilities of the Bigtincan Hub by opting for integrated software solutions, such as a contemporary learning management system (LMS), document automation tools, and a digital catalog application, all available as additional features. To further optimize functionality, Bigtincan supports over 100 third-party integrations, ensuring a seamless experience within your company's existing technology ecosystem. This flexibility and adaptability make Bigtincan an ideal choice for businesses seeking to enhance their sales processes and foster deeper customer connections.

Bloomreach transforms the e-commerce landscape through personalization. Its innovative data engine consolidates real-time information about customers and products, enabling businesses to gain insights into true customer desires. By linking this insight across various channels, the e-commerce experience becomes boundless, adapting to customers’ evolving preferences as they shop. Powered by Loomi, Bloomreach's AI platform for e-commerce, this approach opens up countless new avenues for making purchases. The suite of Bloomreach products encompasses Engagement, a marketing automation tool; Discovery, an advanced e-commerce search solution; Content, a headless content management system; and Clarity, which offers AI-driven conversational shopping experiences. With numerous AI patents to its name, the company caters to a diverse array of global brands, including Williams-Sonoma, Bosch, Puma, and Marks & Spencer, illustrating its broad market impact. This comprehensive approach ensures that businesses remain competitive in a rapidly changing digital marketplace.

Tavant Warranty is a market-leading solution for warranty management. It brings together OEMs and suppliers in a real-time collaborative setting. The only Salesforce solution that enables end to end warranty lifecycle management, the product is unique in its type. With over 20 years of experience working alongside leading manufacturers worldwide, the product was developed. Tavant Warranty helps to reduce warranty spend, increase supplier recover, reduce claim processing, consolidate warranty data, and improve forecasts. Tavant continues to expand its warranty management suite. TMAP (Tavant Warranty Analytics Platform), one such product, uses the most recent artificial intelligence techniques to generate actionable insight. Additional modules include Supplier recovery, Campaign Management and Audit Management, as well as Field service management. The entire range of aftermarket services are available to manufacturers.

Apty serves as a Digital Adoption Platform designed to enhance business processes for enterprises. Achieving effective digital adoption necessitates not only guiding users through essential new software applications but also actively encouraging them to engage with new workflows. Apty uniquely merges on-screen guidance with the efficiency of proactive process compliance automation. IT operations managers, application owners, VPs of HR and Sales, as well as prominent CIOs all rely on Apty to maximize their employees' utilization of web-based applications in their daily tasks. Each month, nearly one million users leverage Apty to master web-based applications and excel in their roles at renowned companies such as Delta Airlines, Boeing, Agile CRM, and many others. It’s essential to recognize that the challenge lies not in the software itself, but in the way it is employed by users. By facilitating a more effective onboarding experience, Apty empowers organizations to harness the full potential of their digital tools.

If you're looking to establish a governed delta lake, create a data warehouse, or transition from a conventional database to a contemporary cloud data solution, Lyftrondata has you covered. You can effortlessly create and oversee all your data workloads within a single platform, automating the construction of your pipeline and warehouse. Instantly analyze your data using ANSI SQL and business intelligence or machine learning tools, and easily share your findings without the need for custom coding. This functionality enhances the efficiency of your data teams and accelerates the realization of value. You can define, categorize, and locate all data sets in one centralized location, enabling seamless sharing with peers without the complexity of coding, thus fostering insightful data-driven decisions. This capability is particularly advantageous for organizations wishing to store their data once, share it with various experts, and leverage it repeatedly for both current and future needs. In addition, you can define datasets, execute SQL transformations, or migrate your existing SQL data processing workflows to any cloud data warehouse of your choice, ensuring flexibility and scalability in your data management strategy.

Salesforce Agentforce Revenue Management is a powerful CPQ and revenue optimization platform designed to streamline the entire quote-to-cash lifecycle. It connects product catalogs, pricing, contracts, orders, and billing within a single, AI-powered environment. Sales teams can generate accurate quotes instantly using a familiar, spreadsheet-like interface that improves usability and speed. Guided selling flows ensure compliance with pricing policies and discount thresholds. Automated approvals and configurable rules help minimize revenue leakage and operational risk. The unified product catalog reduces SKU complexity while supporting multi-channel sales strategies. Self-service and API-first capabilities enable seamless integration with ecommerce and partner sales channels. AI-driven deal management enhances collaboration while maintaining secure, role-based access. Real-time data insights support better forecasting and revenue planning. Agentforce Revenue Management empowers businesses to scale revenue operations efficiently and close more opportunities with confidence.

Introducing a comprehensive native release management and version control solution tailored for Salesforce that operates effortlessly. This system unites personnel, workflows, and technology to enhance, visualize, and manage the flow of business value throughout your entire Salesforce ecosystem. It serves as an all-encompassing platform for managing requirements, controlling versions, executing deployments, and performing regression tests. Crafted with a "clicks not code" philosophy, it empowers Salesforce developers to meet their needs by facilitating changes to components that traditional Git-based solutions restrict, ensuring organizational synchronization, and accelerating deployment processes like never before. Designed to thrive in advanced DevOps settings, it seamlessly integrates with essential tools such as Git, Jira, Azure DevOps, Selenium, and more, which our clients rely on. Complete your deployments in mere minutes rather than the usual hours or days. Our click-not-code capabilities streamline all DevOps operations, empowering developers with the robust tools they desire and allowing them to work in their preferred manner while fostering a more efficient workflow. Ultimately, this solution elevates the development process, driving productivity and enhancing collaboration across teams.