Business Software for Salesforce

ProcessMaker serves as an open-source solution for business process management (BPM) and workflow management. With its easy-to-navigate drag-and-drop interface, it empowers users to enhance their operational efficiency while creating, executing, analyzing, and refining business processes. For those seeking a robust, production-ready BPM platform that supports multiple languages, ProcessMaker is an excellent choice. Key functionalities encompass a Rest API, a versatile form designer, fundamental dashboards, a document output builder, user portals, a cases inbox, and management tools for users, among various other features. This comprehensive set of tools makes it an ideal option for organizations aiming to streamline their workflows.

AdvoLogix stands out as an innovative cloud-based solution for legal practice and matter management, leveraging the capabilities of Salesforce. Tailored specifically for mid-sized and large law firms as well as general counsel, it offers extensive functionality, customizable options, and top-notch security and reliability, alongside a myriad of features and possible integrations with numerous applications. Essential functions encompass contact management, matter management, time tracking, calendar/docketing, mobility, document management, and email oversight. Recognizing that each organization has its own unique needs, AdvoLogix empowers you to streamline your workflows, tailor settings with ease, and enhance your operational efficiency on a robust, trusted enterprise platform, allowing you to concentrate on your primary objectives. By providing such adaptability and support, AdvoLogix ensures that legal professionals can effectively manage their tasks and services without compromise.

Multipub is an advanced platform designed for managing subscriptions and audiences, streamlining tasks related to fulfillment, accounting, and marketing. Offered both as an on-premises solution and a cloud-based service, Multipub enables organizations to enhance their accounting practices, improve customer support, and optimize fulfillment and marketing strategies. By efficiently tracking subscription purchases, reducing the need for repetitive data entry, documenting event registrations, and managing invoices for various products, Multipub significantly boosts operational efficiency. Its comprehensive features ensure that businesses can focus on growth while minimizing administrative burdens.

Amicus Attorney serves as a comprehensive Practice Management software designed to enable legal practitioners to unify all essential aspects of their work into a single, user-friendly platform. Its dashboard provides a range of customizable tools for overseeing Billing & Invoicing, Calendar, Case & Client History, Cases & Client Data, and even includes an in-app Email feature that supports integration with other applications. Additionally, this software enhances efficiency by streamlining various tasks, allowing professionals to focus more on their clients and less on administrative duties.

FundCount is an analytical and partnership accounting software that tracks, analyses and reports on complex investments. FundCount is suitable for fund administrators, family offices and hedge funds as well as private equity firms. It features an integrated multicurrency general leadger and automated workflow tools that bring greater efficiency to day-to-day processes. It also includes flexible, easy-to-use reporting tools that allow firms to quickly create and deliver customized reports to meet each client's specific requirements. Hedgeweek voted FundCount the Best Fund Accounting and Reporting System Firm.

Northpass, formerly Schoolkeep was a cloud-based learning management software (LMS) that aims to provide the best online learning experience. Northpass is designed for modern teams and allows businesses to offer training across all channels, including customers, partners, and employees. The platform has a user-friendly interface that is optimized for learners. It also includes a suite of tools to create online courses, deliver engaging content, monitor learner's progress and more.

BIO-key PortalGuard IDaaS, a cloud-based IAM platform, offers the most flexible options for multi-factor authentication and biometrics. It also allows customers to reset their passwords and provides a user-friendly interface. All this at a reasonable price. PortalGuard has been trusted by many industries, including education, finance, healthcare, and government, for over 20 years. It can be used to secure access for employees and customers, regardless of whether they are on-premises or remote. PortalGuard's MFA is unique because it offers Identity-Bound Biometrics with the highest levels of integrity and security. They are also more accessible than traditional authentication methods.

Fonteva for Associations offers a streamlined and efficient platform for member-based organizations looking to expand their membership base. As the sole end-to-end association management software designed specifically on the Salesforce platform, it caters to medium to large organizations that employ over ten staff members. This innovative solution operates entirely in the cloud, eliminating the need for hardware or ongoing maintenance. Key features encompass a self-service web portal, a unified system for collecting, accessing, and monitoring all member-related information, as well as tools for engagement, event management, e-stores, and beyond. Users can conveniently access all membership software resources across desktops, tablets, and mobile devices. Additionally, it allows for seamless management of event registrations and certifications within the same community. By utilizing powerful self-service membership software, organizations can foster member interactions anytime, anywhere, and on any device, while also enabling the creation of collaborative and branded online communities that enhance member engagement. Overall, Fonteva for Associations empowers organizations to thrive in a digital world.

Effortlessly communicate with your contacts by automatically leaving voicemails, emails, and text messages without needing any specialized equipment. Ytel offers a comprehensive, cloud-based marketing suite that helps small to medium-sized call centers and businesses streamline their multi-channel communication efforts. The platform boasts features such as auto-dialing, call distribution, voice response systems, and a scripting module for enhanced functionality. Users can also access real-time reporting on agent performance metrics, including call duration and effectiveness. Moreover, Ytel is compatible with both iOS and Android devices, providing flexibility for on-the-go management. Enhance your communication capabilities in any programming language and accelerate your production timelines. With a focus on high uptime and substantial capacity for SMS and voice channels, Ytel provides robust bandwidth for large-scale messaging through a single API. While your business excels in its core areas, it’s essential to integrate and elevate customer engagement to optimize operational efficiency further. This allows for a more cohesive approach to handling customer interactions and ensuring satisfaction.

DemandJump is the most popular Marketing Insights & Attribution Platform. It shows marketers what their target audience does, what their competitors do, and what actions they should follow to achieve better results. Customers can be empowered by knowing what content they should write, which keywords to use, which websites to target, and what videos to produce. DemandJump assembles disparate data to build networks of customer touchpoints around any topic. This allows customers to prioritize what actions to take next. Companies can also close the loop between marketing and sales by seeing which actions are driving revenue growth and pipeline growth.

Veelo offers a comprehensive cloud-based sales enablement platform that integrates tools for training, continuous support, optimization, and onboarding all in one place. The onboarding capabilities enable the creation of role-specific learning paths for new hires that utilize engaging and interactive materials. Additionally, the Guided Selling functionality helps streamline the process by automatically delivering suggested content to sales teams, enhancing their effectiveness. This holistic approach not only facilitates employee integration but also drives sales performance through tailored resources.

Astera ReportMiner, a data extraction platform, provides users with a complete solution to data integration and ingestion. ReportMiner allows users to extract business data from TXT, PDF, and DOC files. ReportMiner offers business rules-based data quality assurance, data cleansing, transformation, and loading into a variety of databases platforms.

The contract intelligence company pushes the boundaries of what’s possible with contract lifecycle management.

Elevate your calendar and inbox integration with SmartCloud Connect for Salesforce, a versatile all-in-one solution designed specifically for contemporary sales teams. This innovative tool seamlessly connects Salesforce to your inbox, enhancing the ease of document management. With SmartCloud Connect, sales representatives, managers, sales operations staff, and service professionals can enjoy a comprehensive view of their clients directly from their inbox, effortlessly synchronize emails, calendars, and contacts with any custom object, track email activity after sending, and access a multitude of additional features. Furthermore, SmartCloud Connect is compatible with Office365, Outlook, Gmail, Mac, and iOS, making it an adaptable choice for various work environments. This integration not only streamlines workflow but also enhances productivity across the board.

Streebo is an intuitive and user-friendly application that enables you to create and manage forms seamlessly from your computer, tablet, or smartphone. It offers a platform to design or alter forms, eliminates the need for paper documentation, features drag-and-drop functionality, and ensures high security, allowing for quick and easy data collection and transmission. With capabilities such as offline support, PDF integrations, GPS functionality, E-signatures, and more, Streebo is the essential tool for your business. As major enterprises pivot towards mobile technology, why spend precious time waiting for a developer to create a form for you? We simplify this process with our robust form builder, which empowers you to design appealing and user-friendly forms effortlessly using just drag and drop. This enterprise-ready solution enhances your mobile data collection applications, optimizes business workflows, and removes the reliance on paper forms. You can easily create mobile form applications once and deploy them across various platforms, including browsers, tablets, and smartphones, making it a versatile asset for any organization. Additionally, the flexibility and efficiency of Streebo's solutions position your business to thrive in an increasingly digital landscape.

Qualtrics Employee Experience software is an advanced solution built to help organizations listen to their workforce and turn insights into impactful actions. It captures employee feedback across multiple channels, including surveys, pulse checks, and lifecycle touchpoints, providing a complete view of employee sentiment. Using AI-powered analytics, the platform identifies trends, highlights risks, and generates actionable recommendations tailored to managers and leadership teams. It connects employee experience data with customer outcomes and business performance, allowing organizations to demonstrate measurable ROI. The platform supports the full employee journey, from candidate experience and onboarding to engagement and development. Real-time dashboards and insights help leaders make faster, data-driven decisions. Qualtrics also enables predictive analytics, such as identifying flight risks and addressing retention challenges proactively. Managers benefit from clear guidance on how to act on feedback rather than simply reviewing reports. The system fosters a culture of continuous improvement by encouraging ongoing listening and responsiveness. Ultimately, Qualtrics empowers organizations to build stronger teams, improve engagement, and drive long-term business success.

Our vision is to End Month End. For nearly 30 years, Multiview has been proudly advancing corporate finance and back-office operations alongside our clients so they can spend more time focusing on their business. Corporate Finance and accounting have been leveraged as a way to discuss past performance. There is value in that. We believe, however, there is even more value if you can leverage that information not only monthly, quarterly, or annually, but daily to drive results and decisions with the information. Not talk about the results after it is too late to do something about it. The power of data control is at the hands of the CFO or centralized in an organization is you can share it throughout the company. Trusting the information you’re making decisions on is incredibly important. Ultimately, the finance team’s job is to tell stories. Tell the stories about what is actually going on within an organization, and support the story with accurate, timely data. Join us on our vision to End Month End, and help your organization Stop Chasing Numbers. Start Using them.

Our custom VoIP solution allows you to connect with your clients from any location around the globe. Say goodbye to high hardware expenses and the burden of multiple line rentals each month. Whether you are working from home or in the office, our cloud-based communication platform is always available, ensuring you stay connected at all times. In today's world, having a communication system that is both adaptable and easily accessible is crucial. As remote work continues to grow, traditional hardware becomes increasingly expensive and less effective compared to a VoIP system. No matter where you or your team members decide to work—be it at home or in the workplace—our innovative system offers not only flexibility but also a variety of communication options to engage with your clients effectively, enhancing your overall business operations. With this approach, you can streamline communication while ensuring that your team remains productive and responsive.

In the current market landscape, brand recognition plays a vital role in driving business expansion. Successfully operating within a B2B or B2C framework necessitates a robust inventory management system and a strong focus on delivering value to customers. To address the challenges of an efficient platform, WedgeCommerce offers a centralized commerce solution on Salesforce, featuring an attractive storefront and an impressive checkout experience. This powerful application integrates data warehousing with Customer Relationship Management, enabling the creation of self-service portals to efficiently manage inventory, track associated opportunities, execute personalized marketing initiatives, and gain a comprehensive 360-degree perspective to boost productivity through seamless interactions across the platform. By leveraging these capabilities, businesses can enhance their overall operational efficiency and customer satisfaction.

Communicate with your campaign members, leads, and contacts directly through Salesforce by sending emails effortlessly. Utilize an intuitive email Wizard to create, send, and schedule visually appealing emails without any need for HTML expertise. Overcome the typical email restrictions found in Salesforce by dispatching messages that exceed daily or batch limits. Monitor the effectiveness of your emails in real-time to inform future strategies, as you can track metrics such as opens, click-through rates, bounces, complaints, and unsubscribe rates. Craft individual emails for your contacts and leads instantly or plan them for later delivery, ensuring you are informed when your message has been opened or engaged with, allowing you to strategically decide on your next actions. Prioritize the authenticity of contacts on your email list before sending to minimize bounce rates by as much as 98% and enhance your email deliverability. Share marketing materials like PDFs, documents, and videos without any added complexity, and if needed, you can set expiration dates and times for any urgent content to ensure timely access. This comprehensive approach makes email marketing through Salesforce not only efficient but also effective in reaching your audience.

FieldAx: Field service software that provides a central solution for field service companies. With enterprise-level features, you can track your business from anywhere. FieldAx makes it easy to manage customer details and communication history. FieldAx will give you a complete view of all your customers, including insights into how to engage them and details about the deals they are involved in. This report must include a complete overview of any repair, maintenance, or installation that was done on the site by your technician. The work can be visually verified by your customer or supervisor. You can manage each invoice's payment details, including credit card and net banking. Enterprise edition users can configure an online gateway for Stripe, Authorized.net, and PayPal. FieldAx allows field technicians to report their travel time and time spent on the job using their device. It can also be included as a labor charge in an invoice.

We offer an extensive and distinctive array of telecom network services tailored to your specific needs. Effective communication, both with clients and internally, is a crucial component for achieving success. Real success is not just a dream but an attainable goal. Coztel excels in delivering top-notch domestic and international termination services to telecom providers around the globe. By providing high-quality direct connections with tier-one and direct carriers, Coztel enhances both profitability and overall value for your business. We ensure that SMS can be sent to you or your customers anywhere across the globe, supported by a robust telecommunications infrastructure. Our adaptable software can scale to manage phone numbers, sender selection, compliance, content, and responses seamlessly. Coztel’s hosted PBX platform is an all-encompassing business phone solution that enables you to accomplish more than what other providers can offer. By simplifying the complexities of traditional business phone systems, Coztel presents a better alternative for your communication needs, ensuring you can focus on growing your business effectively.

Leady identifies the corporate guests visiting your website and provides you with insightful reports. By leveraging this information, you can initiate targeted campaigns that focus on the most promising prospects. Discover who is prepared to make a purchase and facilitate timely, context-driven interactions. Leady transforms your anonymous site visitors into valuable business leads by providing comprehensive profiles of both companies and individuals. Picture having access to in-depth details about each visitor, including their company affiliation, the source of their visit, and their points of interest on your site. With this knowledge at your disposal, you can effectively engage potential customers who are keen on your offerings right when they are most receptive. Since only a limited percentage of visitors share their contact details, the Leady application empowers you to identify those you've engaged with, allowing you to follow up with them proactively. This strategic approach not only enhances your outreach but also increases the likelihood of converting visitors into loyal clients.

Plecto, a business performance platform, is ideal for mid-market companies and enterprises that need real-time information about their sales, marketing, and finance performance. It integrates all company data into adaptable dashboards that can be viewed on TV's, mobile devices, or desktops. Plecto can be used by all employees of a company, from the CEO to the management to the commercial staff. It allows them all to work from the same data and produce the same results.

entomo is an experience platform for people built for the digital workplace. entomo powers 30mn+ users and more than 30 million workplaces worldwide. It enables workforce experiences that transform engagement, performance, and talent development through hyper personalized insights and nudges. Fortune 500 companies and other large corporations are among the clients of entomo, as well as forward-thinking Governments that have undertaken transformational initiatives at an enterprise, industry, or national level. entomo has been voted a leader in G2's software marketplace across multiple categories. entomo was founded on the belief that the current way enterprises view talent development and performance is not appropriate for the new workplace. This is especially true when employees are expected to give their best every day. It should be a continuous process, tailored to each employee, and done every day.