Best Operations Management Software for Salesforce Service Cloud

HubSpot is an AI-powered customer platform with all the software, integrations, and resources you need to connect your marketing, sales, and customer service. HubSpot's connected platform enables you to grow your business faster by focusing on what matters most: your customers. HubSpot CRM is more than just a tool. It's the lifeblood of your business. Our CRM is the ultimate solution to empower your team to create deeper customer relationships. It transforms how you interact with your clients. It offers a seamless integrated platform for sales and marketing, as well as customer service. HubSpot CRM gives you unparalleled insight into your customer interactions. It's all organized in a simple, intuitive dashboard that will increase the efficiency of your team. Our platform is designed to grow with your business, providing scalable solutions to adapt to changing business needs. HubSpot CRM also offers a robust, free version that is packed with essential features. This makes it the ideal choice for ambitious businesses. HubSpot CRM is the future of customer management. Every interaction with customers is an opportunity to grow. Get a demo to learn about our premium software, or get started with our full suite of free tool.

Your operations can be transformed by delivering workflows and real-time visibility so that your teams can keep up with the pace of change. To drive deeper insight and automation across complex systems and processes, extend and connect data, processes and workflows. Rapidly adapt your operations to meet new opportunities and to address potential risks. You can tailor workflows to meet the changing needs of your employees. In days, not weeks, create new workflows that respond to new challenges and support new ways to work. Connect, govern, and continuously improve an ecosystem of digital solutions that you can use to secure your most important data and processes. Transform how your data is used, and empower your employees to provide real-time insights using one unified platform. Unlock the potential of your team. Quickbase is now available.

Companies can use Blitzz Remote Support, to do more, increase profits, improve customer satisfaction, and avoid frustrating users with complicated software. There is a need for change in the customer support industry. Remote video support platforms can help you stand out from the crowd. Blitzz has helped businesses save time and money, while increasing customer satisfaction. To believe it, you have to see it. Remote Support, solves problems in a wide variety of industries. See how Blitzz can help companies achieve more. Remote support tools have been a problem in the past. They failed to provide the necessary tools and experience for a successful support team.

Trello allows teams to work together more effectively and get more done. Trello's cards, lists, and boards allow teams to organize and prioritize projects in an easy, flexible, and rewarding manner. Trello can help your team stay organized, whether it's for work or a side project, or even the next family vacation. Trello cards allow you to dive into the details, adding attachments, comments, due dates and more. Collaborate on projects, from beginning to end. Let the robots do all the work! Automate your team's productivity with Butler. Eliminate tedious tasks from your to-do list. Trello can be used the way your team works best. Trello has the flexibility and features to suit any team's needs. Trello makes it easy to get your team started. All the tools and boards your team needs to succeed are gathered in one place. Integrate the apps that your team already uses into your workflow.

Smartsheet is a recognized leader in work management and collaboration solutions designed to transform team discussions into productive outcomes. This platform empowers organizations by providing them with a robust toolkit that fosters innovation, attracts new clients, and drives revenue growth. With its intuitive spreadsheet-like design, Smartsheet includes features like file sharing, Gantt charts, automated workflows, user-friendly portals, and dynamic dashboards, among numerous other capabilities, making it an essential resource for effective project management. Ultimately, Smartsheet not only streamlines processes but also enhances overall team performance and collaboration.

A web-based software application that is tailored to the client's specific needs. Our services are simple to use and easy to implement. It takes only minutes for a company or individual to use our services. We understand how valuable your time is and have created a turnkey service that will help your business grow. Talygen is simple to use, access, and implement. Talygen allows clients to track and manage their projects, employee progress and performance, profitability reports, and many other things. Talygen offers an easy-to-use online portal, a desktop application with screenshot functionality, and a mobile application tracking system that can be accessed via your Android Smartphone, iPhone, Windows Phone, or Windows Phone. There is finally an online tool that allows businesses, employees, contractors, and everyone else to track their expenses. The key to running a successful business is expense tracking.

Craft a seamless and efficient customer journey that spans multiple channels without any hassle. Discover our AI-driven, automation-first solutions designed for everyday use. Annually, we introduce numerous new features, solutions, and integrations to ensure our platform remains at the forefront of customer experience technology and emerging trends. Our focus on automation enhances vital customer service processes through the power of Talkdesk AI. But don’t just take our word for it; explore testimonials in various formats showing how our clients successfully satisfy their own customers. Transform your customer service operations with CX Cloud, a comprehensive suite of enterprise-grade, integrated applications designed for customer self-service, omnichannel interaction, workforce engagement, employee collaboration, and analytics – all within a single cloud-native environment. Impress your agents with a user-friendly interface and enhance your contact center's flexibility by effortlessly adjusting every component of CX Cloud, from IVR routing protocols to the agent interface. With these tools, you can ensure a consistently exceptional experience for both your team and your customers.

NICE CXone Mpower is an AI-powered customer service automation platform that integrates workflows, agents, and knowledge into a cohesive, scalable system. It allows businesses to create and manage seamless end-to-end workflows, enhancing collaboration between customer support teams and back-office operations. The platform leverages AI-driven virtual agents and copilots to boost efficiency by utilizing historical interaction data for smarter automation and improved agent performance. By consolidating data, AI models, and knowledge into a unified framework, CXone Mpower delivers secure, intelligent, and personalized customer interactions that drive operational excellence.

Nintex Process Platform is used by enterprise organizations all over the world to automate, manage and optimize their business process. Nintex Process Platform features include process mapping, workflow automation and document generation. It also includes mobile apps, process intelligence, forms and forms generation, and forms. All of this is done with a drag and drop designer. Nintex Workflow Cloud, the latest version of Nintex Workflow Cloud, accelerates your organization's journey towards digital transformation. Put The Power of Process™ in the hands of your ops and IT professionals, process analysts, business analysts, power users, and more. Digitize forms, workflows and more. The Nintex Process Platform provides the most comprehensive platform for automation and process management. Nintex makes it easy to automate and optimize business processes.

Scoro is work management software specifically designed for service businesses that have grown weary of dealing with disjointed systems, unpredictable workloads, and shrinking profit margins. With its powerful features and intuitive interface, Scoro streamlines and optimizes the entire workflow of agencies, consultancies and other professional service businesses, providing them with a unified platform to manage all aspects of their operations. By consolidating essential functions such as project management, time tracking, collaboration, invoicing, and reporting, Scoro eliminates the hassle of switching between different tools and brings coherence to the work process. It enables businesses to gain better control over their projects, allocate resources efficiently, and monitor progress in real-time. Scoro's data-driven insights and analytics empower businesses to make informed decisions, identify areas for improvement, and drive overall growth and profitability.

Board stands out as a highly regarded decision-making platform suitable for organizations of all sizes. It integrates business intelligence, corporate performance management (CPM), and analytics into a single robust solution, allowing users to create and manage applications swiftly and effortlessly without any coding. With various deployment options available, Board ensures that users can access critical information more efficiently and promptly. This flexibility enhances the overall decision-making process, making it an invaluable tool for businesses striving for success.

Salesforce Field Service with Agentforce empowers organizations to optimize field operations and improve service delivery. By leveraging AI technology, the platform automates tasks such as scheduling, dispatching, and asset management, resulting in improved productivity and reduced costs. With features like mobile app extensibility, dynamic data capture, and real-time video support through the Visual Remote Assistant, field teams can work more efficiently. The service also supports customer satisfaction by providing actionable insights into performance metrics like first-time fix rates and technician utilization, helping businesses operate smarter and more sustainably.

To avoid errors when configuring complex products, create dynamic product bundles. To automate condition-based pricing, you can set up pricing rules and discount schedules. You can also apply special terms to your customers and get their approvals. Create PDF quotes using configurable templates. Sign off deals, negotiate terms, and automate recurring quotes. All pricing and configuration rules are visible. This will allow you to see exactly how the price was calculated. Automatic configuration of bundles and quotes. You can configure conditional adding/removing products at the quote level, and not just for bundles.

Discover essential sales and service insights using Salesforce Einstein Analytics, an advanced data visualization and self-service Business Intelligence (BI) tool. Previously referred to as Salesforce Analytics Cloud, Einstein Analytics offers a comprehensive solution that leverages Artificial Intelligence (AI) to assist business professionals in examining vast amounts of data across various sectors such as sales, service, and marketing. This capability allows organizations to make informed decisions quickly and effectively. By harnessing the power of AI, users can uncover trends and patterns that facilitate strategic planning and operational enhancements.

Boomi's iPaaS platform empowers businesses to integrate, automate, and manage their data and workflows across multiple applications and systems. By leveraging AI agents, Boomi automates complex processes, improving speed and reducing errors. With a user-friendly interface and a library of pre-built connectors, the platform simplifies the integration of applications such as Salesforce, SAP, and AWS. Boomi helps organizations unlock their full potential by enabling rapid digital transformation, secure data management, and optimized business operations. Boomi Agentstudio is the solution for managing AI agents at scale, offering businesses a centralized platform to design, monitor, and deploy agents effectively. It includes powerful tools such as Agent Garden for lifecycle management, Agent Control Tower for visibility and governance, and AI-powered workflows that integrate seamlessly with other business systems. By providing easy-to-use tools for AI agent orchestration, Boomi allows organizations to achieve efficient, compliant automation while reducing operational complexities, all within a secure environment.

Spinify is the #1 Sales Gamification Company! Are you tired of having whiteboards in your office that are almost out of date? Do you have TVs in your office, but would you like to use them for sales gamification purposes? Spinify offers thousands of layouts that allow you to create beautiful leaderboards and competitions in minutes. Friendly competitions that drive activities and results overnight. The best part is to celebrate when players reach their goals by creating engaging YouTube music videos. It's never been more fun to succeed at work. Easy to set up, free trial. All major CRMs, including salesforce, google sheets and excel, are supported. Are you ready to gamify the office? We can help!

Hypergrowth companies like Epic Games, Hopin, and Wistia use Klaus to boost agent skills and have more conversations that end with a smile. ✨ Klaus users report: - Cut downtime spent on quality assurance by 70% - Boost CSAT by over 10% - Onboard new agents 2x faster ✨ Our purr-ific features: - Automate & scale your QA - Rate and comment on conversations - Customize rating categories and scales - Accelerate onboarding of new support reps - AI brings meaningful conversations to the top - Automate assignments & goals - Coach with precision - Filter conversations based on: Complexity, Sentiment, CSAT, and more - Filter by agent-based on: Volume, Sentiment, CSAT Zoom in on details with data insights and zoom out for perspective with data visuals. A quality all-in-one, Klaus is your single source of information for training & improving.

Praxedo is a versatile cloud-based application designed for Field Service Management, accessible via desktops, tablets, and smartphones running on either iOS or Android. Its robust integration features allow seamless configuration with existing information systems, making it an ideal solution for collaborative teams that include both in-house and field members dedicated to enhancing customer service. Team members in the field can leverage the mobile-optimized platform to facilitate communication, receive guidance, and monitor customer information effectively. Furthermore, business owners and leaders can enhance their decision-making processes by utilizing the customizable automated reports, which help pinpoint areas for improvement and drive operational efficiency. This combination of tools ultimately empowers organizations to deliver superior service and increase productivity across their teams.

xMatters serves as a smart communications platform aimed at enhancing critical business workflows, particularly within IT operations, DevOps, and the management of significant incidents. With a trusted base of more than 1000 international organizations, xMatters provides advanced communication solutions that facilitate efficient IT management, ensure business continuity, foster employee involvement, and improve customer interactions. The platform stands out for its exceptional reliability and cutting-edge features, making it an invaluable tool for modern enterprises. Its capabilities are continually evolving to meet the dynamic needs of businesses in a rapidly changing environment.

Begin utilizing our mobile application today to oversee all your field operations effortlessly with just a few clicks! Experience features like Intelligent Auto-scheduling, customizable dashboards and reports, and seamless integration with platforms such as QuickBooks, Salesforce, Zoho, and others. Benefit from a dedicated customer portal, receive instant updates through multiple channels (SMS, Email, PDF), and handle invoicing and signature collection directly from your mobile device. Our native applications for Android and iOS come with offline capabilities, allowing you to create custom forms and fields while receiving intelligent notifications. Effortlessly generate quotes, invoice clients, and monitor payments right from your smartphone. Enjoy real-time mapping and automatic scheduling, selfie attendance, and leave management, all accessible on your mobile device. Secure chat options and knowledge sharing with colleagues and managers enhance collaboration, while real-time location tracking ensures faster response times. The user interface and experience are optimized for both Android and iOS platforms, allowing you to capture, approve, and monitor expenses right from the field. FieldEZ offers a flexible and highly customizable solution that caters to multiple industries for a range of applications including repair and maintenance, installation, lead management, asset tracking, data collection, and surveys, making it an invaluable tool for streamlining operations. Take advantage of these features to improve efficiency and productivity across your business.

Enable Contact Center Managers, Quality Managers, and Customer Service Agents to enhance customer experiences through a unified platform featuring adaptable scorecards that evolve alongside your organization’s needs. This empowers you to strategically allocate your quality management efforts. Foster agent development with dashboards that offer real-time feedback, while also providing targeted training and coaching via a comprehensive LMS to bridge any knowledge gaps. Benefit from the extensive expertise of our team, dedicated to delivering cutting-edge quality management solutions. We recognize the challenges you face and create tailored solutions that cater to the ever-changing customer service landscape. Scorebuddy drives significant, measurable improvements in contact centers across the globe. Additionally, Scorebuddy requires the contact details you share to reach out regarding our offerings and services. Through our collaborative approach, we aim to transform customer interactions and bolster agent performance effectively.

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.

At SightCall, we believe the more you see, the better you serve. See more, solve faster, serve better. SightCall enables you to deliver instant service through enriched video so you can guarantee remarkable customer experiences every time. SightCall enables your agents and technicians to solve customer problems faster through remote, guided interaction. By sharing live video enriched with augmented content, you can ensure remarkable customer experiences every time. Trust a platform built on a secure global network that works when and where you need it.

HubSpot's AI powered customer platform puts your customers first, allowing you to grow more effectively. Connect your front-office teams with a complete view on the customer journey. Use AI-powered tools for a seamless experience with customers. Easily adapt to new industry trends and technologies. Traditional CRMs are not enough to drive growth. Most CRMs are not designed to connect with customers, which is crucial in an AI-driven environment where customers can easily explore, evaluate and buy. HubSpot's Customer Platform is so much more. It's powered with Smart CRM, which combines AI and customer data to help you adapt. It also has products for engaging customers throughout the entire journey and an ecosystem that includes integrations, education and community. It's designed to help businesses connect with their customers and grow.

Natively built and operated on the Salesforce platform, QHSE is the fastest growing Enterprise Quality, Health and Safety Management System. Unified QHSE solutions combine EQMS with EHS to help customers of all sizes deliver high quality products and services in a safe and sustainable manner. They reduce risk, inefficiencies, and inefficiencies, while protecting their customers, employees, and brand.