Best Operations Management Software for Salesforce - Page 10

Build and share real-time business dashboards without the hassle. Geckoboard integrates with over 80 tools and services to help you pull in your data and get a professional-looking dashboard in front of others in a matter of minutes. Create dashboards directly in your browser with a straightforward, drag-and-drop interface, and bring important numbers, metrics and KPIs out of lifeless reports. When ready, share your dashboard with a link, invite your teammates, schedule email and Slack updates to go out automatically. For maximum visibility, Geckoboard has ‘Send to TV’, allowing you to pair your account with a browser on a large screen or TV, and pick which dashboards you’d like displayed on there. It can even loop through several dashboard on one screen. We’ve got easy-to-follow instructions for how to achieve this in an afternoon using affordable off the shelf hardware.

The 1st AI-powered strategy management platform that brings strategy, teams, and data together in one place helping organizations create strategic agility. Quantive is a trusted partner for over 800 organizations and close to 100,000 users in more than 75 countries. Red Hat, Adobe and Societe Generale are just a few of the clients. We believe that organizations can only succeed if they are 100% committed to a cross-functional framework for sensing disruptions and adapting strategy. Quantive is here to help you if you are dedicated to achieving your mission.

EasyEcom is an omnichannel inventory management and reconciliation solution for eCommerce businesses. EasyEcom is a digital platform that helps brands accelerate their digital growth. It offers end-to-end inventory management, warehousing, reconciliation and order management for B2B eCommerce. EasyEcom Offers the Following Value Add-On EasyEcom: Omnichannel Order Processing & Centralized Inventory Management. Inventory Procurement via purchase order management and SKU Management. Modern warehouse management system that allows for order routing, inventory splitting, and inventory distribution across multiple warehouse locations. Advanced shipping rules are also available. Track and prevent unpaid orders, extra shipping costs, and wrong deductions with automated & accurate payment reconciliation. Automated accounting with automatic synchronization with ERP/Tax. Advanced reporting and analytics about customers and their buying habits to identify growth opportunities

PoseidonCM, a cloud-based contract management platform, integrates the best-of-breed technology to address all aspects of contract management across your entire organization. Start small and grow at your own pace Use out-of the-box, or give us your process and workflow vision Alert and reminder for Belt n' Suspenders -- Never miss a renewal or deadline again! Allowing restricted access users-groups to read only, read-write, segmented by contract type, ...) are easy-to-use permissions You can create and customize your own dashboards and reports Record Types and List views allow you to track user-definable fields that are specific for that contract type Workflows and review/approval processes can be either automated or manually created Multiple search options -- within fields or documents Intake forms provide the right information every time! From internal and external resources Contract creation, redline, version management, clause library and electronic signature

GoFormz holds multiple patents on its digitization technology, including a method that preserves the look and feel of your original paper forms. GoFormz also provides an additional viewing mode for users working on smaller devices. Users can easily toggle between their original Form View and List View. Requiring no code or IT support to get started, GoFormz focuses on the front-end user experience and remains the leader in user adoption. With our powerful form builder features you can quickly create new forms – easily drag-and-drop fields like Signatures, Images, Barcodes, and Maps, and include Logic and Calculations. GoFormz forms can be filled out from remote locations – even while offline! Once forms are completed, they are automatically stored in the GoFormz Cloud as well as routed to collaborating team members, clients, integrated platforms, and more.

Impartner unlocks the potential of your partner ecosystem by helping you Manage, Optimize and Accelerate every step of the partner journey. Our platform supports industry-leading global enterprises, including several CRN 5-S Award-winning channel programs and designated Chief Partner Officers. At Impartner, you can be confident in knowing that not only are your business needs being supported by our innovative solutions but that you are also in excellent company.

Spinify makes hitting sales goals exciting. Our sales gamification platform turns KPIs into live competitions, instant recognition, and rewards that keep teams motivated, accountable, and performing at their best—whether in the office, remote, or hybrid. Motivate & Engage Your Team Sales teams thrive with clear goals, real-time feedback, and the drive to win. Spinify uses real-time leaderboards, challenges, and achievements to make performance visible and inspire healthy competition. Reps always know where they stand and how to reach the top. Celebrate Wins Instantly Recognition fuels motivation. Spinify automates celebrations with personalized messages, music, badges, and confetti. Whether it’s closing a deal, logging calls, or hitting an activity target, every success gets the spotlight it deserves. Custom Competitions That Fit Your Goals Every business is unique. Spinify lets you fully customize competitions, KPIs, and rewards so they align with your sales process and company culture. Run individual or team-based challenges, set short sprints or long-term goals, and adjust incentives to keep performance high. AI-Powered Coaching for Faster Growth Great sales leaders don’t just track numbers—they coach. Spinify’s AI Coaching Agent analyzes performance trends, highlights strengths and opportunities, and provides actionable insights to help reps improve faster while maintaining healthy engagement. Why Sales Teams Love Spinify Real-time visibility drives accountability Automated recognition keeps morale high Custom gamification fits your strategy AI coaching accelerates improvement Trusted by GE Appliances, Re/MAX, Amica, and Dialpad, Spinify has powered over 1.5 million leaderboards to boost engagement, productivity, and revenue.

Praxie is a comprehensive AI automation platform that enables businesses to digitize and streamline operations using intelligent apps and workflows. It provides organizations with access to a broad library of customizable tools that can be deployed instantly across multiple departments. Users can choose from pre-built applications or create new solutions by typing simple instructions into the platform. Praxie integrates AI-powered analytics to deliver real-time insights, performance tracking, and data-driven recommendations. The platform supports critical business areas including executive planning, finance management, IT operations, HR processes, sales performance, marketing analytics, production efficiency, quality control, and supply chain optimization. By centralizing workflows, dashboards, and reporting, Praxie eliminates data silos and reduces manual effort. It is built to support operational excellence initiatives such as Lean manufacturing, Six Sigma projects, OKRs, and continuous improvement programs. Automated processes help teams improve consistency, speed, and accuracy across daily operations. Praxie also includes presentation and dashboard builders for clear stakeholder communication. With a free trial and fast deployment, organizations can begin transforming their workflows almost immediately.

Shufti is a global identity verification, KYC, and AML compliance platform powered by a fully proprietary AI stack with no third-party dependencies. It enables businesses to manage identity verification, business verification (KYB), AML screening, proof of address, age verification, deepfake detection, and Video KYC through a single platform. Operating in 240+ countries and territories and supporting 150+ languages, Shufti verifies 10,000+ document types, including complex non-Latin scripts such as Arabic, Chinese, Cyrillic, Japanese, and Korean. The platform is available through cloud and on-premise deployment. Key capabilities include biometric authentication, 3D liveness detection, presentation attack detection, electronic identity verification (eIDV), and Video KYC. Its KYB solution verifies companies, directors, and ultimate beneficial owners (UBOs) through global registries. Shufti’s AML solution provides sanctions, watchlist, and PEP screening, automated due diligence workflows, transaction screening, and ongoing monitoring. Additional features include age verification for regulated industries, docless proof-of-address verification across 85+ countries, and advanced deepfake and synthetic identity detection. Shufti serves financial services, banking, fintech, crypto, iGaming, insurance, healthcare, and e-commerce organizations, helping them streamline onboarding, prevent fraud, and maintain compliance throughout the customer lifecycle.

Connect your organization effectively with the people you engage with on a daily basis through a robust platform. Ideal for franchises and businesses that operate across various locations, Gorilla Dash is specifically designed to enhance marketing and communication efforts for such enterprises. If your business spans multiple sites, Gorilla Dash serves as an excellent solution to manage your websites, streamline internal communication, and boost digital marketing strategies. Our applications are meticulously crafted to cater to the unique needs of businesses with numerous locations and multiple owners. Each Gorilla Dash application operates on the concept of a single master account that allows for an unlimited number of independent child tribe accounts. The parent account possesses comprehensive access, while the child tribe accounts retain all essential functionalities of the parent account, albeit with their own distinct data. This ensures that you have all the vital tools needed to effectively manage your websites, facilitate communication, and optimize your digital marketing efforts. With Gorilla Dash, your organization can thrive in a competitive landscape by leveraging tailored solutions for multi-location management.

Socialsuite is a global leader in impact technology - backed by a world-class board and executive team, with customers across the globe. ‍ As legislators and key stakeholders increasingly demand sustainability and impact reporting, there is a rapidly growing need for purpose built technology to support organizations looking to create positive change in the world. Founded in 2014, Socialsuite set out to help all organizations to show the change they are making. In 2017, Socialsuite grew to a team of 6 - and in 2018, Brad Gurrie joined Socialsuite as CEO. Jump forward to 2021, and the company has since experienced exponential growth. Whether you’re looking to monitor your nonprofit's impact on people, or would like to demonstrate your organization's ESG commitments, Socialsuite’s powerful impact technology can help you to show the change you’re making. With offices in Australia, America and Canada, Socialsuite simplifies the complexity of social impact and sustainability reporting for corporates, nonprofits, charities, NGO’s, governments, foundations, management consultants and impact investors.

ABBYY Timeline serves as a sophisticated Process Intelligence platform that empowers organizations to harness the data from their systems to construct a visual representation of their processes, enabling real-time analysis to pinpoint bottlenecks and forecast future results, thereby aiding in informed technology investment decisions. In today's landscape, the majority of process execution is monitored, controlled, and carried out through various IT systems of record, which means that nearly every detail of your processes is already documented. All you need is an effective tool to recreate a comprehensive view of process execution. Conventional business intelligence tools, dashboards, and reports fall short in this regard, whereas ABBYY Timeline excels. By properly ingesting, merging, and scrutinizing this extensive data, it becomes possible to uncover patterns and insights that lead to enhanced customer experiences and greater operational efficiencies. Furthermore, the platform's ability to visualize complex data sets allows businesses to strategically plan for future improvements.

Automation Hero's platform is democratized and bottom-up. Users can create automations from simple tasks to complex business processes using a no-code GUI. They can also add AI at any time without having to rely on IT or data scientists. The platform also includes Hero_Sonar, Hero_Go, and AI Studio. These allow you to upload or train AI models, and Flow Studio allows you to create automation flows. Robin, Automation Hero's personal assistant, is available for human-in the loop integration. Robin is also a feedback loop that helps improve AI models. Automation Hero can be used on-premises or in the cloud. Automation Hero is available on-premise or in the cloud. It comes with built-in orchestration.

The best all-in-one subscription & membership management platform that provides identity, dynamic paywall, CRM, authorization and billing. A comprehensive and self-serve solution with no code required, yet has all of the development tools to provide ultimate flexibility. Pelcro will be your single source of truth as it integrates with most of your tools. Pelcro's Top Features: * Increase your conversions with a seamless user experience * Create dynamic paywall. Same page user journey, don't get your clients off your website * Grow your revenue with automated recurring billing * Integrate with all your favorite tools * No coding experience needed * Helpful customer support Visit Pelcro.com to start for free or request a demo.

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.

Manage your business projects efficiently with Jira Work Management, previously known as Jira Core, which provides a comprehensive view of all project details. This software aids in organizing your team and projects effectively, starting with a defined workflow that allows for seamless task tracking. The Cloud version of Jira Work Management offers boards that visually represent workflows, enabling you to easily move tasks from pending to completed status. Task management is simplified with all essential elements like statuses, comments, and attachments conveniently located in one interface. This ensures that everyone stays informed about the project's specifics without the need for constant emails or meetings. Additionally, real-time notifications alert you when your input is required, making it easy to monitor task progress and workload distribution among team members. With Jira Work Management, you can keep tabs on your team's projects through various methods, including concise overviews and personalized dashboards, enhancing overall productivity and collaboration. Furthermore, the ability to customize views allows teams to adapt the software to their unique workflow needs.

Albato is an intuitive no-code platform that empowers you to connect your favorite apps and automate essential business processes. Core Features: • Extensive App Ecosystem: Integrate with over 800 widely used apps, including Google Sheets, WhatsApp, Salesforce, Slack, and many others. • App Integrator: Seamlessly incorporate new apps into the platform using APIs or Webhooks. • Automation Builder: Create complex multi-step workflows with robust data transformation tools. • Solutions: Access a marketplace with ready-to-use automation templates or design personalized workflows to suit your unique requirements. • Embedded: Deliver integration functionality directly to your SaaS platform with Albato’s white-label interface. Streamline your business operations, save valuable time, and enhance efficiency with a scalable solution tailored to meet your needs.

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

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.

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.

Aptivio’s Buyer Intent AI platform is the future of sales. We leverage artificial intelligence to enhance inefficient and generic sales pipeline development processes through opportunity discovery, hyper-personalization, unified sales and marketing, and real-time actionable insights at every stage of the buyer lifecycle that drive revenue outcomes. ​

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.

NextBillion.ai delivers AI-powered mapping and routing solutions designed to tackle complex logistics challenges in real time. We provide a dynamic, API-first platform that enables businesses to optimize routes and streamline operations across various industries.

formsflow.ai is a Low Code Platform to build forms, approval workflows, and automations swiftly. It doesn’t matter how you like to build applications - no code, low-code or pro-code, formsflow.ai supports all of it, letting you switch between different development approaches. This makes formsflow.ai friendly to developers, business technologists and business users alike. You can build form and workflow apps with a combination of AI prompted development via Flow-E the AI assistant, drag and drop elements, and scripting. formsflow.ai features: - SaaS and On-premise options. - Product packages with progressive tiers. - Usage based pricing with no restrictions on user seat count - Multi tenancy - Form Bundling Under-the-hood: - Powerful workflow and decision engines to build nuances and scale into your workflows. - An integrations module that can help you connect natively to 1000s of Apps. - A secure best-in-class identity management system, bring in your own module if required.

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.