Business Software for Salesforce

Use QuoteWerks, the sales quoting and proposal software solution, in your CPQ and Quote-To-Cash sales process. For efficient sales quotes and proposal creation, turn to QuoteWerks. QuoteWerks is a market-leading Configure-Price-Quote (CPQ) solution designed to help businesses evolve their sales process so they can sell more, faster, and easier. The solution offers seamless PSA/CRM integrations, QuickBooks and Sage 50 integrations, credit card payment processing, approval and peer review, quote labor, Word-based proposals, a powerful dashboard, and so much more.

Agentforce Field Service is a comprehensive, agent-first platform built to modernize field operations and workforce management. It enables companies to orchestrate everything from break-fix repairs to inspections and proactive maintenance with intelligence and speed. By unifying customer records, asset data, and service history, teams gain full visibility into every job and interaction. AI-driven scheduling automates appointment coordination, dynamically adjusting to disruptions while keeping customers informed. The mobile experience is designed for real-world conditions, offering offline functionality, rapid data sync, and customizable workflows for technicians. Dispatchers can efficiently assign work based on skills, availability, and geography using advanced optimization tools. Predictive asset management capabilities help organizations anticipate failures and schedule service before downtime occurs. Operations dashboards powered by analytics provide real-time KPIs and conversational insights for smarter decision-making. Visual Remote Assistant reduces unnecessary truck rolls by connecting customers to experts through live video guidance. Together, these capabilities empower businesses to increase efficiency, reduce operational costs, and deliver seamless, proactive service experiences at scale.

Accelo is a beloved tool among professional service firms globally, designed to effectively manage client projects and enhance profitability. This comprehensive cloud-based platform encompasses every facet of client work, from initial prospecting to final payment, covering areas such as sales, project management, ticketing, retainers, timesheets, and resource allocation, all accessible from any location. Focusing on both time efficiency and financial management, this client work management system provides an integrated view of the latest business metrics and financial health. By centralizing client interactions, activities, and tasks within a single interface, users can effortlessly track progress without the need for constant status inquiries. Accelo optimizes workflows and boosts productivity across teams, fostering improved visibility and collaboration that empower leaders to effectively manage their businesses while allowing professionals to concentrate on their most critical tasks. Moreover, with the aid of robust automation features, managers can easily ensure that projects are completed on schedule and within budget, enhancing overall operational effectiveness. This makes Accelo an invaluable asset for any service-oriented organization looking to thrive in a competitive environment.

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

Accord LMS is a comprehensive learning management system designed to provide flexible solutions for both organizations and enterprises. With its user-friendly interface and appealing design, Accord LMS facilitates enhanced training compliance, promotes consistency, and helps in minimizing costs. The platform boasts features such as quick course deployment, automated enrollment processes, straightforward administration, and options for blended learning, all while maintaining an economical pricing structure. By utilizing Accord LMS, organizations can streamline their training efforts and achieve better outcomes.

Transform your document-dependent tasks from a burdensome chore to a powerful source for growth and positive impact. Transform document-dependent tasks from unsecure, burdensome and manual busywork into a powerful source of positive impact and growth for organizations of any size and across many industries. Revver, formerly eFileCabinet, is an advanced document management system that will help you achieve business zen. Revver is a platform that combines many tools, including workflow automation and advanced search, as well as integrations with other business tools. These powerful features are designed to help businesses keep their heads above the influx of paper documents, and eliminate the chaos created by scattered digital assets.

Enhance your team's communication and collaboration using Azendoo, a user-friendly project management and team collaboration tool designed for contemporary teams. Accessible through web, desktop, and mobile platforms, Azendoo empowers teams to structure their tasks, strategize, and share projects while fostering efficient communication, leading to improved productivity. Additionally, Azendoo seamlessly integrates with popular business applications and supports over 80 external services through Zapier, ensuring a cohesive workflow for your team. The versatility of Azendoo makes it a valuable asset in any collaborative environment.

ContractWorks makes it easier to execute, store, and track corporate agreements. ContractWorks is easy to use, quick to implement, and affordable pricing that allows unlimited users for $700 per month. This makes contract management software accessible to all businesses and teams. You'll also get all the features you need for managing your contracts, as well as a dedicated support team to help you get the most from your contract portfolio.

Celoxis is a project portfolio management tool that allows project leads and organizations to easily strategize, balance priorities, and optimize resources across projects and portfolios. With features promoting effective communication & collaboration, Celoxis enables accurate tracking, evaluation, and progress visibility of your project portfolio, ensuring it's in sync with organizational goals. Benefit from strategic decision-making, risk management, and scenario analysis for more successful projects.

Instapage is the world’s most advanced landing page platform, empowering digital advertisers to build conversion-optimized landing pages in minutes. With a vast library of page templates, built-in optimization features, and an award-winning user experience, Instapage makes it easy to build, launch, and optimize conversion-focused landing pages at scale—without a developer.

Act-on makes it easy to build lasting relationships with customers and measure your marketing successes. Act-On, a cloud-based marketing automation platform that has won numerous awards, aims to help businesses grow their brand, drive demand and expand customer relationships. Act-On is the only integrated workspace that allows marketers to combine multiple marketing tools into one application. This allows them to improve customer experience. Web visitors typically decide to stay or leave a site within the first 20 seconds. Act-On’s AI agent, called Act-On InSite, ensures they stay engaged by delivering fast, accurate, and personalized content that addresses their needs, turning visitors into potential sales opportunities.

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.

Unleashed Software makes inventory management simpler and more efficient. Unleashed is a cloud-based platform that makes inventory management easy. It allows businesses to monitor inventory health and gives visibility into all aspects of inventory management. It integrates seamlessly with many finance, eCommerce and other software solutions. Global brands trust Unleashed across a variety of industries, including manufacturing, wholesale, retail, and consumer goods.

Fieldmagic is a modern, easy-to-use field service and asset management software that includes a CRM. It helps organizations track and accelerate their sales performance, schedule jobs, capture more field data, and provide better customer service.

APE Mobile is a cloud-oriented software designed for construction management, offering essential tools for managing compliance and streamlining site documentation. Among its primary functionalities are document organization, the ability to create custom forms, markup capabilities, notifications for noncompliance issues, and integration support through APIs. Additionally, APE empowers users to design a wide variety of forms, such as engineering calculation sheets, timesheets, progress reports, and much more, catering to diverse project needs. This versatility makes APE Mobile an invaluable asset for construction teams aiming to enhance efficiency and maintain regulatory standards.

Reply.io combines AI automation, real-time data, and multichannel engagement to help modern sales teams generate, nurture, and convert leads at scale. The platform’s advanced database of over 1 billion B2B contacts allows users to discover ideal prospects using audience targeting and enrichment tools. Through AI-driven personalization, users can craft dynamic email sequences, automate LinkedIn messages, and even send follow-up calls or SMS from one unified dashboard. Its flagship Jason AI SDR agent autonomously handles outreach—analyzing data, generating messages, and scheduling meetings on behalf of the team. Reply.io’s robust email deliverability suite ensures that every message reaches the right inbox with features like domain warm-ups, spam prevention, and reputation tracking. Sales teams can manage every stage of the pipeline—discovery, engagement, and conversion—without switching tools. Seamless integrations with CRMs, calendars, and marketing platforms make it easy to sync activities and track performance. With over a decade of innovation, Reply.io remains the go-to automation partner for businesses looking to humanize and scale sales outreach through AI.

IMPGo is an easy-to-use brand marketing platform that keeps everything you need to manage your brand in one shared place . From brand guidelines and data asset management to content creation and distribution, IMPGo offers a comprehensive suite of easy-to-use solutions to help marketing teams manage and grow their brand. With IMPGo, you can centralize all your brand resources and information in one convenient brand hub so everyone can easily locate the assets they need; allow employees to easily customize, personalize and localize engaging on-brand content, ensuring brand consistency and saving creative team resources; and easily distribute content and campaigns across online and offline channels including social media, email, and direct mail. IMPGo is a single solution with multiple benefits: -Maintain brand consistency -Localize, personalize, and customize content -Reduce marketing requests -Improve team collaboration and communication -Engage and empower employees Our mission is to deliver solutions that simplify how marketing teams manage and grow their brand. We are committed to quality, continuous innovation, and concierge-level service so that your success is possible.

Descartes ShipRush is the smart shipping solution for small and medium ecommerce companies. ShipRush helps businesses streamline their shipping processes to save time, money, and better serve customers. You can instantly compare carrier rates and delivery times, set automation rules to improve operations, email customers, and update orders. The solution integrates seamlessly with more than 90 ecommerce marketplaces, carts, and major US and international carriers.

What Marketing Converts? - WhatConverts provides a complete call tracking, lead capture, and reporting platform that gives marketers the power to "See What Market Converts!" Capture phone calls, chats, web forms, and eCommerce transactions. Trusted by over 10,000 companies and marketing professionals for tracking, managing and reporting all in one place Marketing professionals use this tool to monitor, manage, and report on PPC, SEO, and Social campaigns. WhatConverts is a fully featured call tracking platform. Our software solution is an all-in-one solution that can be used as a standalone solution. To enhance functionality, we can also integrate with other software platforms. All of the above are included: Call, Chat, Form, Chat, and eCommerce tracking. All the tools you need for real-time reporting and lead management in one platform. The solution provides a comprehensive set of tools for tracking website chat sessions, eCommerce transactions and custom online events, as well as integrated reporting for quotable leads and total lead management.

Xobin is an online candidate assessment software used by 5000+ teams to track, assess and interview top talent effortlessly. Whether you are conducting role based hiring assessments, tech hiring, large scale university recruitment or even employee skill gap evaluation, Xobin is the single solution that supports all these use cases. What makes Xobin unique is its full-stack capabilities. Xobin is a complete talent operating system with role based skill tests, psychometric assessments, video interviews and applicant tracking feature. All this along with a scientifically curated question library. Don't stitch together different solutions for your hiring and L&D needs. Just use Xobin. Screen based on skills and culture fit with Xobin’s online assessment platform. Xobin operates in 55+ countries, working with growth stage startups, mid-market and enterprises.

ATSTimeWorkOnDemand is built for the cloud. ATS Cloud Human Capital Management is a complete solution connecting every human resource process from hire to retire. The application provides a consistent experience across devices, enables one source of truth for HR data to improve decision-making, and empowers you with market-leading innovation to address your needs today and into the future. This is what we call work made human.

Spoke is the leading platform for high-value, complex, and regulated conversations. Spoke guides employees to say and collect the right things so deals move forward and customers get better experiences. Spoke integrates with everything, personalizing conversations, driving productivity, and ensuring compliance. Trusted for over 250,000 conversations every day with features such as calls, SMS, WhatsApp, Team Inbox, programmable routing, Personalized IVRs, caller insights, forms, analytics, +more. The Problem Today, only a small portion of your employees are equipped or have the skills to have highly-contextual, complex, and personalized customer conversations. The Solution Spoke empowers every employee with the information and skills to hold high-quality compliant conversations that drive positive customer and business outcomes. To achieve this, Spoke Phone combines the best parts of traditional business phone systems, high-cost contact centers, and leading business process automation, and has made it all easy to use on a mobile phone or desktop. By integrating a customer’s information, processes, and automation into calls, SMS, and WhatsApp conversations occurring on mobile phones, desktops, and other devices.

DailyStory is a digital marketing automation platform that combines all the tools you need to create, manage, automate, and measure successful digital marketing campaigns. It's simple and easy to use. Included: * Audience segmentation * Personalization of Audience * Email marketing * SMS / Text Message Marketing * Push notification marketing * Landing Pages * Notifications and visitor tracking * Popups * Integration of forms and web site * Extensive reporting & analytics ... and many more! DailyStory integrates with many popular platforms like Salesforce, Telligent Community and MINDBODY. Zapier is available for integration with almost any software platform.

With Formester.com, you can create, edit, and manage forms and documents effectively with the help of a no-code form builder. Use customizable form templates to collect, track, and analyze data while automatically syncing with your team and collaborating in real time. Streamline workflows with the help of automation, view collected data in dynamic, visual dashboards, and standardize your organization's forms - all in one customizable platform.

Great products deserve great presentation to become leaders in their respective markets, and CELUM is at the forefront of helping brands achieve that. As a world-leading creator of unique Content Supply Chain Management Software as a Service, CELUM integrates a powerful digital asset management (DAM) system at the core of its diverse capabilities. This solution enables brands to efficiently and quickly market their products on the digital shelf, enhancing their content quality and reach. With nearly 150 dedicated professionals working from various locations, CELUM serves hundreds of clients, including renowned brands like SCOTT Sports, Porsche Holding, Mammut, Drykorn, Essity, and Shop Apotheke Europe. By streamlining content management and distribution, CELUM empowers brands to stand out in the digital marketplace. Its robust platform simplifies the complexities of managing digital assets, making it an indispensable tool for brands aiming to stay ahead in the competitive market.