Business Software for Salesforce

Dealtale stands out as the pioneering No-Code platform for data exploration. We recognize the challenges and inefficiencies that arise from juggling numerous complex digital tools, which is why we developed a solution that seamlessly integrates and organizes data for analysis, offering teams an incredibly straightforward interface to obtain quick insights without the need for coding, managing data silos, or dealing with outdated data frameworks, data science, or engineering concerns. This innovative platform empowers marketing, sales, and customer success teams to conduct extensive analyses of customer journeys. Our unique technology aggregates every customer interaction across various channels including social media, paid ads, websites, emails, and meetings into a centralized customer data hub, enabling the formulation of data-driven, customer-focused revenue strategies. By utilizing advanced predictive modeling, organizations can enhance their ROI and revenue by identifying the optimal allocations for their marketing expenditures. Furthermore, connecting a multitude of business applications, such as CRM systems, marketing automation tools, websites, and advertising platforms, to Dealtale is a straightforward process that enriches data accessibility and usability. Ultimately, Dealtale not only simplifies data exploration but also fosters a deeper understanding of customer behavior and preferences.

Global 100 companies trust GRAX to enable them to: ✔ Maintain 100% Digital Chain of Custody ✔ Take ownership and control of all Salesforce backup and archive data ✔ Backup, archive, and recover multiple Salesforce Orgs ✔ Reduce storage costs and improve Org performance ✔ Reuse backup/archive data in analytics & reporting ✔ Track manually deleted data ✔ Bring historical Salesforce data into data warehouses ✔ Report on multiple orgs in tools like Tableau ✔ Improve global compliance and governance ✔ Make better predictions through reporting ✔ Answer business questions with their data Your Salesforce backup and archive data has strategic value. GRAX helps you maximize that value by letting you reuse your history to ADAPT FASTER.

BiCXO is an advanced AI finance platform designed to elevate finance teams beyond manual reporting by enabling predictive, analytical, and strategic decision-making through its AI engine, MiWa. MiWa guides finance departments by recommending business strategies, optimizing operations, tracking KPIs, and forecasting future outcomes with precision. The platform automatically analyzes cash flow, identifies underperforming products, highlights metric correlations, and evaluates financial impacts across multiple scenarios. Its reasoning engine sheds light on margin fluctuations, customer trends, and non-obvious relationships in the data to help leaders understand the “why” behind performance changes. BiCXO also provides a comprehensive suite of finance tools including FP&A reporting, revenue analysis, consolidation, reconciliation, treasury management, and AR/AP processing. Teams can save significant time with automated workflows and consolidated dashboards that unify data from various systems. Testimonials emphasize dramatic time savings, improved visibility, and enhanced data confidence after adopting BiCXO. With secure architecture, role-based access, and full control of financial data, BiCXO empowers organizations to modernize finance while focusing on strategic growth.

With the AI Sales Assistant, leads are processed in real-time, ensuring they never become outdated, even during holidays. Many leads can get overlooked in emails, chats, or even lost on visiting cards tucked away in suitcases. The 7Targets AI Sales Email Assistant efficiently replies to inquiries and sends out brochures within just five minutes, allowing potential clients to receive information while their interest is still piqued. This prompt response ensures that no opportunity is missed. While you can relax, the AI Assistant diligently sorts and delivers only the most promising leads to you, freeing up your time to concentrate on closing deals and increasing your commissions. Moreover, the AI assistant proactively follows up with all leads, transforming more of them into hot prospects, further enhancing your ability to finalize deals. It also helps generate interest and directs potential leads to your booth at conferences, trade shows, webinars, and demos. Connecting with leads from these events not only provides essential information but also increases the chances of securing qualified leads. Ultimately, this technology empowers sales teams to work smarter and achieve greater success.

Unstack offers a content marketing platform that enables you to quickly develop, assess, and enhance your online presence without requiring coding skills, developers, or unnecessary complications. With a focus on efficiency, it allows you to create stunning websites, landing pages, and blog posts without needing extensive design knowledge. While there are various methods to gather data, Unstack simplifies the process by automating the collection, organization, and analysis of results, making it easier to identify what strategies are effective. Elevate your business by capturing leads, closing deals, and selling products and subscriptions effortlessly. The platform comes equipped with essential pages commonly utilized by businesses similar to yours, giving it a tailored feel right from the start as you incorporate your unique branding and styles. You can begin by modifying the placeholder content on your homepage and then publish your updates to see the changes in real-time. Additionally, Unstack integrates with ten key marketing tools to assist you in tracking your performance and engaging with your audience more effectively, ensuring that you have the resources necessary to thrive in the digital landscape. This all-in-one solution empowers entrepreneurs to focus on growth without the technical hassle.

The Field offers a versatile, Salesforce-native mapping solution that empowers sales, fundraising, and canvassing teams to optimize their routes and territories with ease. Featuring an intuitive, mobile-friendly interface, it allows users to plan efficient walking and driving routes, assign turf, and capture data in real time—all while managers benefit from detailed performance tracking and analytics. The app’s highly configurable UI balances simplicity for field agents with robust customization options for managers, enabling seamless campaign management and user experience control. Fully integrated with Salesforce, The Field connects to flows, apps, and APIs, allowing users to automate workflows and enhance team collaboration. Customers praise its ease of use, scalability, and cost-effectiveness, making it a top choice for diverse field operations.

Having collaborated with numerous sales teams, we understand their requirements intimately. We gather essential sales metrics from platforms like Pipedrive, HubSpot, or Salesforce and present them in dynamic, user-friendly dashboards. Additionally, you can incorporate your own custom data fields from your CRM to enhance the standard data available. Dear Lucy consolidates the metrics you select into a single, straightforward view that is not only easy to navigate but also consistently updated and accessible. With Dear Lucy’s goal engine, you can set flexible sales targets and track your progress in real-time. The tool compares actual performance against these targets, displaying red and green indicators to clearly show where you stand relative to your goals. This feature allows for a quick and effective assessment of your team's performance. You can establish objectives for various metrics such as sales activities, revenue, offer base, hit rate, and even more tailored metrics. Furthermore, these targets can be customized for different levels including company-wide, team-specific, individual sales representatives, or by pipeline, providing a comprehensive approach to sales performance management.

QuotaPath creates ownership and accountability across revenue teams through automated tracking and compensation management. Our platform offers revenue teams the ability to design fully customizable compensation plans, forecast commissions in real-time, and surface insights in dashboards. RevOps, sales leaders and finance teams rely on QuotaPath to standardize comp plan creation and assignment, build custom quotas and acceleration tiers, export deal data and override earnings, create role hierarchies and permissions, and forecast revenue in real time. Our CRM integrations with HubSpot, Salesforce, and Close push data into QuotaPath, offering users a seamless experience and up-to-date, accurate deal data. Through our Payouts feature and finance tools, we’re helping operations, finance, and HR teams with the month-end close processes to audit, confirm, and process payouts.

SalesRabbit’s software helps outside sales teams operate faster and smarter. Their solution addresses all the major pain points of sales organizations, including lead and area management, rep performance tracking, digital contracts, market data, lead generation, and more. They also offer add-on services such as a training library and a geofenced marketing platform. Most importantly, they work personally with your company to make sure you’re getting the results you need.

Saleswise effortlessly consolidates your team's communications, meetings, documents, and CRM updates directly into your inbox, making interpretation a breeze and allowing for immediate action. In today's intricate B2B sales landscape, numerous touchpoints exist across the organization, yet these interactions are often inadequately documented and remain trapped in separate inboxes and calendars. By aggregating these many-to-many relationships, SalesWise offers a comprehensive 360-degree view of customer interactions, fostering enhanced collaboration among teams. The platform seamlessly integrates with Salesforce and various email systems, facilitating smooth transitions for customer management. Regardless of changes within your team or client base, all pertinent data remains readily accessible for those who require it most. By providing essential relationship data to the wider enterprise, SalesWise ensures your team stays efficient and focused on their goals. Say goodbye to the clutter of email CCs, forwards, and time-consuming internal updates on deal statuses, all while aligning the organization without incurring additional per-seat fees. This innovative solution transforms how teams interact and manage their sales processes, paving the way for greater productivity and success.

Introducing the ultimate mobility sales solution tailored for iPad and iPhone users! Mapview offers a dynamic geospatial perspective of your clientele, prospects, and daily sales itinerary. Sales Navigator serves as an iOS tool for planning and mapping that allows you to geographically visualize your contacts and strategize your daily sales routes. As you navigate from one appointment to another throughout your day, you may find yourself assessing whether you have sufficient time to transition to the next meeting after a delay, or pondering how to effectively fill the gaps in your schedule while on the go. With Mapview, the pioneering app for iPad and iPhone that transforms your appointments into a navigable route displayed on Apple Maps, sales professionals and road warriors can efficiently determine the mileage and travel time required to reach their next engagement. Additionally, users can discover optimal routes and spot nearby clients or prospects that could be integrated into their journey, ensuring every moment on the road is utilized to its fullest potential. This innovative approach not only streamlines your daily operations but also enhances productivity and client engagement.

While Salesforce serves as an effective database, it tends to be slow, necessitating excessive clicks and numerous browser tabs for daily tasks. Consequently, many users resort to spreadsheets for their work, jotting down sales notes and managing to-do lists in different applications, which leads to scheduling time on their calendars solely for the purpose of transferring information back into Salesforce. Is this truly the most efficient approach? We argue that it is not! Enter Scratchpad, the first workspace uniquely crafted for sales professionals. Every feature and interaction has been thoughtfully designed with account executives in mind, prioritizing speed and convenience. Scratchpad seamlessly integrates sales notes, spreadsheets, tasks, Kanban boards, search functionalities, collaboration tools, and adherence to sales processes within a single, user-friendly workspace that links directly to Salesforce, thereby eradicating the need for multiple tabs and redundant efforts. With a plethora of tasks to manage daily, minimizing clicks is essential; Scratchpad consolidates notes, tasks, and customer information—including emails, calendar events, and activity logs—into an easily digestible view. This innovative solution eliminates the hassle of toggling between tabs, providing users with a comprehensive overview to facilitate prompt action. Ultimately, Scratchpad aims to revolutionize how sales professionals work, making their processes smoother and more efficient.

RudderStack is the smart customer information pipeline. You can easily build pipelines that connect your entire customer data stack. Then, make them smarter by pulling data from your data warehouse to trigger enrichment in customer tools for identity sewing and other advanced uses cases. Start building smarter customer data pipelines today.

MTCaptcha is a privacy-focused and accessible captcha service. It offers an adaptive invisible noCaptcha that ensures easy verification for humans while posing a challenge for bots. MTCaptcha complies with GDPR and WCAG, guaranteeing the protection of your data without any sharing or selling to third parties. The captcha images are colorblind-safe, and the widget is fully VPAT compliant, optimized for screen readers. Supporting multiple languages, MTCaptcha can be fully customized to match any webpage. It also provides audio support, enhancing accessibility for visually impaired users. Trusted by Enterprises, Government, NGOs worldwide, MTCaptcha is available in major languages and functions globally, including in China. Its adaptive Risk Engine effectively detects and responds to threats, maintaining the balance between challenging bots and facilitating human verification.

Microsoft Purview serves as a comprehensive data governance platform that facilitates the management and oversight of your data across on-premises, multicloud, and software-as-a-service (SaaS) environments. With its capabilities in automated data discovery, sensitive data classification, and complete data lineage tracking, you can effortlessly develop a thorough and current representation of your data ecosystem. This empowers data users to access reliable and valuable data easily. The service provides automated identification of data lineage and classification across various sources, ensuring a cohesive view of your data assets and their interconnections for enhanced governance. Through semantic search, users can discover data using both business and technical terminology, providing insights into the location and flow of sensitive information within a hybrid data environment. By leveraging the Purview Data Map, you can lay the groundwork for effective data utilization and governance, while also automating and managing metadata from diverse sources. Additionally, it supports the classification of data using both predefined and custom classifiers, along with Microsoft Information Protection sensitivity labels, ensuring that your data governance framework is robust and adaptable. This combination of features positions Microsoft Purview as an essential tool for organizations seeking to optimize their data management strategies.

C1Risk is a technology company and the leading cloud-based, AI, enterprise risk and compliance management platform. Ou vision is to demystify and take the complexity out of risk management. We aim to To simplify your risk and compliance management for you to build and maintain the trust of your stakeholders. C1Risk sets the standard for companies that lead with risk, to win, with a full suite of solutions for a single, affordable price. GRC Regulations and Standards Library Policy Management Compliance Automation Enterprise Asset Management Risk Register and Risk Management Auto-calculated inherent and residual risk scoring Issue Management Incident Management Internal Audit Vulnerability Management Vendor Onboarding and Security Review Vendor Risk Scorecards REST API Integrations

Discover a comprehensive engagement platform designed for hotels to enhance revenue, boost customer satisfaction, and foster loyalty throughout the entire guest experience. With commission-free upselling and pre-arrival surveys, both you and your guests can curate an ideal stay together. One-click upgrades increase your revenue before guests arrive, while simultaneously building their anticipation for their visit. The In-Stay feature serves as a dynamic feedback and messaging tool that allows for immediate service recovery and elevates satisfaction while guests are still present. Guests have the option to connect to WiFi or utilize a QR code to provide feedback or engage with you directly through SMS and WhatsApp regarding their experiences. Elegant single-page surveys dispatched immediately after their stay demonstrate your genuine concern for their feedback. Additionally, a comprehensive suite of analytics and reputation management resources empowers you to make informed strategic decisions, enhance guest satisfaction scores, and maintain your visibility on review platforms. Ultimately, this platform not only streamlines communication but also elevates the overall guest experience, ensuring memorable stays and repeated visits.

Become part of the expanding network of integration experts utilizing Martini™ for quicker integration solutions. Gloop streamlines the tedious tasks involved in developing services for application and data integration, API creation, and data management, significantly reducing the workload. It simplifies various essential development functions, including data mapping and transformation, array iteration, implementation of if-else and switch-case logic, external code invocation, parallel job execution, and much more. Additionally, Flux serves as Martini’s event-driven workflow engine designed for orchestrating asynchronous workflows and triggering events in Gloop microservices. With Flux, you can call Gloop microservices either sequentially, passing outputs from one to the next, or concurrently, while Flux expertly tracks the state of each execution. The creation of Flux workflows is intuitive, allowing users to visually construct them by dragging states onto a canvas and selecting the Gloop microservices to be executed at each state invocation, fostering a user-friendly experience. This innovative approach not only enhances productivity but also encourages collaboration within the integration community.

Ketch is the AI Privacy Company. Built by the founders who led GDPR compliance for Salesforce Marketing Cloud, Ketch is permissioning infrastructure that helps businesses collect and use people's data responsibly — respecting consent and preferences, meeting privacy requirements, and ensuring all data is AI-ready. The problem Ketch solves is real and growing. AI turns data into a compounding competitive advantage while simultaneously expanding the surface area of risk. Marketing tools assume permission is handled elsewhere. Privacy tools are compliance-first, not growth-first. The result: enterprises are forced into a false choice between data growth and data governance. Ketch closes that gap. The platform operates across three layers. First, discovery — see everything. Ketch observes what data exists, where it flows, how it's collected, and whether consent is actually being honored. Second, permissioning — control everything. Consent, rights, policy, and intended use are enforced in real time across systems. Third, activation — use everything, safely. Permissioned data powers AI pipelines, advertising, and personalization without regulatory or reputational risk. Core capabilities include consent management with 400+ no-code configurations, automated data subject rights, front-end data observability via Data Sentry, server-side permission storage via Permission Vault, and AI governance via AI Sentry — which monitors, enforces, and audits every AI interaction against consent and rights signals. 3,500+ businesses trust Ketch. 67.2 billion consent transactions processed per month. Rated #1 Consent Management Platform on Gartner Peer Insights (4.8/5) and a G2 Grid Leader for Enterprise. Used by Chipotle, Forbes, Paramount, Hasbro, Equifax and more.

Develop. Discuss. Finalize. All in One Location. Say goodbye to cumbersome PDFs, endless rounds of revisions, and the chaos of version discrepancies. We are revolutionizing the entire workflow, making it more efficient than ever. Experience a streamlined approach like never before. Introducing Agreemint.

Kianda is a platform for no-code development that empowers citizen developers, business users, and knowledge workers to take charge of digital transformation. No longer do you have to wait for months or even years to implement a new system. You can build and deliver applications and end-to-end business processes quicker and more cost-effectively than coding. With no-code development, any idea can be turned into real-life solutions. Create intuitive forms, processes, and reporting dashboards that integrate with your existing IT systems quickly and easily. What is No-Code Development? Low-code and no code development have seen an exponential increase in popularity due to the need to reduce software development cycles and simplify them. No-code platforms let users focus on creating business applications using prebuilt components, rules, and actions rather than developing everything from scratch.

Quickpage stands out as the leading video follow-up solution globally, allowing you to differentiate yourself from competitors and offer an unparalleled experience to your customers. With Quickpage's video email feature, you can authentically introduce yourself and your services, fostering genuine connections. Designed to connect sales professionals with clients, the Quickpage app facilitates the development of meaningful relationships that build trust and drive successful transactions. Our mission is to empower sales representatives to distinguish themselves within their fields while enhancing the purchasing experience for customers. We believe that incorporating video communication can significantly transform business interactions for the better. As virtual sales strategies rapidly evolve, sales professionals must adapt swiftly to remain relevant in the marketplace. With Quickpage, you can effortlessly record or upload videos directly from your phone or desktop, ensuring that you stay at the forefront of this innovative approach. Embrace this opportunity to elevate your sales game and connect with your audience on a deeper level.

Netwrix Platform Governance Software is a comprehensive governance solution for managing ERP and CRM systems such as NetSuite and Salesforce. It automatically documents system configurations and maps dependencies, giving organizations clear visibility into how their environments are structured. The platform allows teams to simulate and test changes before deployment, helping prevent system disruptions and data loss. It enhances compliance by providing continuous monitoring, audit-ready reports, and segregation of duties controls. Netwrix Platform Governance reduces the risk of configuration errors by identifying hidden dependencies and potential conflicts. It enforces role-based access control to ensure that only authorized personnel can request, approve, and implement changes. The solution maintains a permanent audit trail of all activities, simplifying compliance with regulations like SOX. It helps organizations streamline change management processes and reduce operational risks. By automating documentation and governance tasks, it saves time and improves efficiency. The platform ensures systems remain stable, secure, and compliant. Overall, it provides organizations with better control and insight into their ERP and CRM environments.

RazorSign is a Contracts-Driven Corporate Legal Operations Platform for Smarter Contracts, Streamlined Legal Operations, and Effortless Compliance. RazorSign is the definitive solution for legal teams seeking to overcome the challenges of contracting, legal operations and compliance – without any compromise. In the age of Artificial Intelligence, RazorSign utilizes the long-lost and ancient art of using common sense to deliver solutions that matter. Contract lifecycle and legal operations on a single integrated platform. Maximize efficiency: One platform for legal entities, contracts, and corporate compliances, RazorSign now offers a complete legal solution on a unified platform. - Contract Lifecycle Management The perfect solution for all teams to create, negotiate and manage contracts. - SensAI RazorSign’s revolutionary legal assistant is designed to help you share your workload. - Compliance Management Efficiently track, manage and enforce compliances across the entire organization. - Legal Entity Management Gain secure control and visibility of legal entities, compliances, & company documents. - Legal Query Management A must-have solution for legal teams to track and manage all legal queries.

Product Features: 1. Workativ Agent Studio: Short Description (200 character limit) Train your AI agents, configuring custom workflows, connect with apps, manage live interactions with a shared inbox, integrate Slack/MS Teams, and monitor performance analytics—all in one intuitive platform. 2. Resolve queries instantly with GPT powered Agents: Instantly resolve employee queries and service requests with GPT-powered ai agents. Train with your content, deploy effortlessly, and provide quick, accurate responses 24/7. 3. AI-powered App workflows: Connect with 100+ enterprise apps and automate workflows instantly. Reduce process bottlenecks for employee onboarding, IT requests, and HR workflows. 4. Shared Live Chat Inbox for Teams: Manage all employee escalations and interactions in real time with an AI-powered shared inbox. Streamline support, collaborate, and handle queries efficiently across channels. 5. Seamless Integration with Your Existing Tools: Integrate AI Agents seamlessly with Slack, MS Teams, WhatsApp, more. Enhance workflows without disruptions for better employee assistance. 6. Advanced Analytics: Track agent performance with advanced analytics. Gain actionable insights into user behaviour and agent efficiency with easy-to-read dashboards and detailed reports.