Best Operations Management Software for Salesforce - Page 8

airSlate WorkFlow, the first and only no-code platform for business automation, is a holistic platform. AirSlate WorkFlow combines electronic signing, no-code robotic automation, contract negotiations, document generation, and web forms in a single business automation platform. Configure and automate every business process, and integrate it with any system of records without writing a line of code. Start any process directly from your record system with just one click. Automatically pre-fill data, route documents according to real-time updates and archive completed documents. Start in minutes by choosing from tens or thousands of pre-built document templates and workflows for any industry and department. No need to integrate multiple platforms or services. The time to value is reduced by 10x with no-code configuration and deployment.

InRule Technology® provides explainable, AI-powered intelligence automation. The InRule platform empowers its users to delight customers and improve business outcomes​ by combining process, decision automation and machine learning – without code.

Collaborate effectively with your team by centralizing all information and tailoring project organization to your needs. Our Project Planning template is designed to assist you in deconstructing your projects into manageable tasks, assigning these tasks to appropriate team members, establishing deadlines, and monitoring progress effortlessly. This template not only consolidates essential data but also fosters seamless collaboration on future projects with your team. By providing a robust and adaptable business roadmap, it enables you and your team to visualize the overall objectives of your business. This clarity will ensure that everyone comprehends the business goals and the pathways to achieve them. Furthermore, with this template, you’ll be equipped to monitor your business ambitions and strategies, systematically organized across various company departments, ensuring that each team understands its specific responsibilities in the forthcoming projects. This comprehensive approach ultimately leads to improved efficiency and alignment in achieving organizational success.

Zenphi is a no-code process automation platform built specifically for Google Workspace, empowering any user to easily automate and optimize their workflows. Minimizing time spent in custom code development and maintenance, zenphi enables optimum use of your team’s time to focus on achieving more across higher value tasks. Plus, being built on Google, for Google, and including over 80 thoughtfully developed integrations with Google and popular SaaS services, zenphi makes it easy to connect, streamline and enhance any process using automation and Intelligent Document Processing, with no code required. From on- and offboarding to invoice processing, Google Workspace administration, approval workflows and everything in between, if you can draw a flowchart of your process, then you can automate it with zenphi. As an ISO 27001 certified and HIPAA compliant platform, zenphi provides the tools to transform productivity by turning hours of manual processes into set-and-forget workflows.

Create intricate automations at lightning speed, eliminating the hassle of dealing with APIs. The tedious hours spent navigating through a tangled web of scripts are now behind you. Utilize JavaScript for enhanced flexibility while relying on the intuitive UI for everything else. n8n empowers you to establish adaptable workflows that prioritize comprehensive data integration. Additionally, with shareable templates and an easy-to-navigate interface, team members with less technical expertise can also contribute and collaborate effectively. Unlike many other tools, complexity won’t hinder your creativity, allowing you to construct anything your imagination conjures—without worrying about expenses. Effortlessly connect APIs using no-code solutions for simple task automation, or delve into vanilla JavaScript for sophisticated data manipulation. You can set up multiple triggers, branch out, merge workflows, and even pause processes to await external events. Seamlessly interact with any API or service through custom HTTP requests, and safeguard live workflows by maintaining distinct development and production environments with separate authentication credentials. Embrace the freedom to innovate without limits.

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.

Digitize. Automate. Transform. Fluix mobile-first workflow management software can bridge the gap between office and field. Fluix document workflow software has been used by thousands of businesses around the world to improve their processes. You can quickly fill out any form you need in your day, including purchase orders, inspection reports, and invoices. Fluix's built in annotation capabilities make PDF form filling faster, increasing productivity and optimizing your operational workflow. Fluix makes it easy to complete any type of inspection, review, and approval task in minutes. Just a few clicks away, you can now have a two-week workflow cycle. Ability to view inspection documents from a field worker, even if he is miles away. Signing urgent contracts for customers using the iPad or iPhone

Planview AdaptiveWork, previously known as Clarizen, empowers PMOs and professional services teams of various sizes to achieve instant visibility across their operations, streamline workflows, proactively address potential risks, and enhance overall business outcomes. By aligning with the company’s strategic objectives, organizations can maximize workforce effectiveness, ensuring that teams concentrate on delivering the most critical tasks timely. It facilitates the tracking, management, and prioritization of work requests, guaranteeing that each request automatically encompasses all necessary information for execution. With bi-directional integration with your CRM and custom triggers in place, opportunity details can be effortlessly captured to aid in planning client projects. The platform automates and governs the various phases of the request lifecycle, including submission, scoring, prioritization, routing, and approval, thereby streamlining the pathway for converting requests into actionable projects, tasks, or work items. This comprehensive approach not only boosts efficiency but also fosters a culture of accountability and transparency within the organization.

Remote teams can use the cloud phone system. JustCall provides a phone system that works from any device, anytime, anywhere for sales and support teams. It takes only seconds to obtain phone numbers in 70 different countries and make or receive calls. In minutes, you can set up your own cloud phone system. JustCall is the fastest and easiest way to manage your phone service. Learn how JustCall is used by companies to handle phone calls. Increase sales and conversions by enhancing agents' capabilities. Get rid of the hassles associated with manual dialing and data logging. You can increase sales call volume and productivity by up to 300% You can deliver a seamless customer experience with IVR and Smart Call Routing, as well as Live Call Monitoring. With SMS Bots and a variety of features, you can offer your clients responsive, 24-hour support. Automated integrations can be used across many business tools and applications. CRM, Helpdesk, and other software automation tools can be used to create smooth workflows for support and sales teams.

Repsly's retail execution platform enables CPG field teams improve field sales performance, promotion compliance, and merchandising execution by connecting them to the data and tools that they need to work smarter in their accounts. Repsly's configurable platform provides field teams with solutions for ordering, scheduling, data collection, time tracking, mileage tracking, sales performance reporting, as well as data collection. Our unique approach to data is what makes us stand out. The Repsly platform aggregates data on shelf-level execution and team activity to help field teams make better decisions that maximize their impact. Repsly's over a decade-long experience in helping CPG teams execute in the field has resulted in more than 5,000,000 in-store activities each month in 80 countries.

Aisera is leading the charge in innovation by launching a groundbreaking solution that transforms the dynamics between businesses and their customers. Utilizing state-of-the-art AI technology, Aisera delivers a proactive, tailored, and foresighted experience that streamlines operations and support in diverse fields such as HR, IT, sales, and customer service. By offering user-friendly self-service resolutions reminiscent of consumer-grade solutions, Aisera not only empowers its users but also enhances their success. By harnessing the potential of digital transformation, Aisera expedites the transition towards a more efficient future. Through the incorporation of user and service behavioral intelligence, Aisera facilitates the complete automation of tasks, actions, and essential business processes. By seamlessly connecting with top-tier platforms like Salesforce, Zendesk, ServiceNow, Microsoft, Adobe, Oracle, SAP, Marketo, Hubspot, and Okta, Aisera delivers significant business value while setting new standards in operational excellence. This innovative approach not only simplifies workflows but also enhances overall productivity across various sectors.

Neota’s no-code technology and modular building blocks enable businesses to quickly develop, deploy, and scale solutions that seamlessly integrate with the rest of a company’s tech stack. Neota delivers proven tools to build powerful digital solutions. With Neota’s visual, enterprise-grade platform for business process automation, innovative ideas quickly become sophisticated, secure applications. Neota’s intuitive platform enables businesses to easily develop and deploy decision-making solutions to automate workflows, documents, decisions and processes.

EHSQuest offers a comprehensive and automated platform designed to oversee all essential EHS functions, such as incident and environmental reporting, plant and process safety, permit oversight, hazardous material management, and EHS audits and inspections, among others. This single solution consolidates the vital elements of environmental, health, and safety management into one accessible system. It allows for the administration of each permit throughout its entire lifecycle, starting from the notice of intent and application development, to efficiently handling monitoring and reporting obligations, and culminating in expiry notifications and renewal procedures. Users can enhance communication by attaching multimedia files, such as images and videos, to clearly articulate problems and their resolutions during the process. Additionally, the platform seamlessly links all EHS procedures to the necessary controlled documents and training materials. The system is customizable to fit specific operational needs and preferences for EHS management, ensuring full traceability of all modifications made within the EHS framework while providing a reliable and efficient management experience. This level of integration not only improves compliance but also fosters a proactive safety culture within organizations.

Sign.Plus, a legally binding electronic signature solution, is designed to speed up workflows for all businesses, large and small, as well as individuals. Sign.Plus Features: Fill out, sign, then send PDF documents, contracts and leases, NDAs, and agreements. eSignature is extremely easy to use and available on multiple platforms including mobile, web, and Google Workspace. You can monitor the progress of your signature requests live. Use these templates to send multiple documents to different recipients. A certificate of completion with a tamperproof audit report and details about the signers. Create a team and include your employees. Conformance with electronic signature regulations like ESIGN and eIDAS, ZertES and many more. Conforms to the strictest data regulations in the world, such as ISO 27001 and SOC2 Type 2. Data encryption at rest and in transit Data residency is required to meet all data compliance requirements.

Cleo Integration Cloud is an award-winning EDI solution that enables B2B integration and visibility. CIC simplifies EDI problem resolution, accelerates partner onboarding and automates EDI automation. End-to-end integration transparency across EDI and non-EDI integrations, as well as API integrations, enables you to grow revenue-generating processes faster and better. CIC optimizes thousands of supply chain for logistics providers, manufacturers and wholesalers. Our cloud-based B2B platform, which includes seamless ERP integration, TMS and WMS integrations, transforms complex, costly processes into efficient, agile and scalable operations. Our ecosystem integration approach provides the best B2B capabilities, so you can automate EDI transactions and API transactions, quickly onboard partners, gain competitive control, and more.

Dixa is customer service software that empowers brands to create great experiences for customers and support teams alike in a conversational, friendly, and engaging way. Dixa unifies voice, email, chat, and messaging apps in one single platform, enabling brands to have more meaningful conversations with their customers, driving customer loyalty, and ultimately “customer friendships.” With Dixa, agents have all the context they need to provide fast, efficient, and effective customer service every time. With customer recognition features, Dixa makes it possible to know your customers the second they reach out. We do this by displaying each customer's conversation history with your business in a timeline as well as their order history instantly. This ensures teams have the information they need to solve customer inquiries faster while delivering more personalized support. Flexible pricing and global scalability allows you to only pay for what you need and scale up or down without additional costs or effort. All conversation types (phone, email, chat, Facebook Messenger, and WhatsApp) are placed into queues and automatically routed to the appropriate agents while conversation data is translated into real-time analytics. Dix

You don't need to speak to the users in order to understand what they experienced (replays, behavior insights, etc.). End-2-end Transaction Insights (business, technology, etc). Poor user experience can be caused by issues with the interface design or technology. Germain UX identifies the root-cause and use cases of issues, down to user clicks and scenarios and technology (network requests, code, sql etc.). Ineffective business operations can be caused by a lack of training, poor organizational structure, and attrition. Germain UX identifies the main gaps and their root cause, in real-time, 24x7. Low conversion rates can be caused by a number of factors, including a crowded call center, a lack of expertise and difficulty finding information on a site. Germain UX can help identify actionable insights. A poor customer experience can be caused by a number of factors, including a product or service that is ineffective, lacked support, and difficult to find online material. Germain UX identifies these insights in real-time and 24x7.

Introducing the first hyperautomation platform that seamlessly integrates with any current ITSM tool to reveal and act on insights instantly, thereby enhancing ticket resolution speed and minimizing expenses. The Swish.ai hyperautomation platform not only analyzes and automates processes but also predicts the optimal actions to take, efficiently directing issues to the most suitable agent. By assessing your historical ITSM ticket data, the Swish.ai platform formulates dynamic AI models that continuously adapt to capture insights pertinent to your unique environment. This patented technology transcends traditional natural language processing to grasp your company's specific terminology. It effectively enhances the comprehension of each underlying ticket issue and accurately determines the next best action in real-time. After tickets are properly classified, the platform considers additional live data points before directing them to the most fitting agents. Furthermore, we offer comprehensive reference materials to ensure agents have all necessary resources at their disposal to resolve the ticket effectively, avoiding any delays or rerouting. In this way, Swish.ai not only streamlines operations but also empowers agents to perform at their best.

AutomationEdge is an Intelligent Robotic Process Automation product that comes bundled with key technologies for automation of front, middle, and back office operations. AutomationEdge offers chatbots, intelligent automation bots, AI, and machine learning capabilities that help clients cut costs, improve response times, grow their business, and achieve compliance. AutomationEdge offers ready-made Bots and a development environment for new Bots. Each organization has different business functions. Some of these repetitive tasks can be time-consuming and error-prone if they are not performed by humans. AutomationEdge – Robotic Process Automation automates repetitive data processes such as processing transactions, collating information, triggering responses and integrating disparate data systems.

OpenText Process Automation is a powerful low-code development platform for building and managing business process automation and dynamic case management solutions tailored to evolving customer, employee, and partner demands. It accelerates application development by leveraging intuitive drag-and-drop tools, reusable building blocks, and pre-built accelerators, cutting down time-to-market and development expenses. The platform seamlessly connects and orchestrates data flows across various enterprise systems, enabling end-to-end automation and more efficient workflows. With embedded business intelligence, users gain real-time, actionable insights through customizable reports that simplify decision-making. The solution supports collaborative development, allowing business experts and developers to work together and increase agility. Its cloud-native architecture offers deployment flexibility on-premises, hybrid, or fully in the cloud, adapting to organizational strategies. OpenText Process Automation also includes mobile-first design principles, empowering users to access and manage workflows from any device. It integrates easily with enterprise content management and robotic process automation tools to deliver comprehensive process optimization.

The contemporary analytics landscape truly took shape with the introduction of QlikView, our inaugural analytics platform, powered by its transformative associative engine. This innovation fundamentally altered how businesses engage with data, offering intuitive visual exploration that democratized business intelligence for a wider audience than ever before. We continue to set the standard with Qlik Cloud® Analytics for cloud-based SaaS implementations, alongside Qlik Sense® for traditional on-premises setups. Each of these solutions enhances human intuition through AI-driven insights, enabling your team to shift from passive analysis to active engagement, facilitating real-time cooperation and decisive action. By leveraging both cloud and on-premises analytics, you gain unparalleled flexibility and choice in determining how to store, transform, and analyze your data, ultimately enhancing your organization's analytical capabilities. This adaptability ensures that your team can effectively respond to evolving data needs and capitalize on opportunities as they arise.

Digital transformation begins with establishing a streamlined flow. Break free from the chaos of numerous applications by consolidating your daily tools to form automated workflows that enhance efficiency in your business. Propel your innovation forward with a single platform that accommodates countless applications. You can enjoy both simplicity and robust functionality without compromise. With just a few clicks, you can select the applications you wish to link, define triggers and actions, and watch as your apps start working harmoniously. Experience automation that takes minutes rather than days—it's truly that efficient. All your applications and workflows are designed to operate cohesively. Seamlessly integrate both cloud-based and on-premises applications, including custom solutions developed with Claris FileMaker. You can even manage device-to-cloud integrations directly from your smartphone. Claris Connect is powered by Claris Core, which means our dedicated teams for DevOps, CloudOps, and SecOps are continuously working to provide you with cutting-edge technologies and top-notch security measures. We incorporate comprehensive security features such as end-to-end encryption, HSM key management, OAuth, MFA, and AI-driven threat protection, ensuring that you can connect with peace of mind. Furthermore, this commitment to security empowers you to focus on innovation without worrying about potential risks.

Bookafy is a comprehensive and automated booking solution designed for scheduling demos, service appointments, sales calls, and more. Featuring an elegant booking page as well as website integration, Bookafy empowers customers to manage their own appointments, settle payments, and effortlessly reschedule meetings and demos. With its user-friendly yet powerful interface, Bookafy boasts advanced online appointment scheduling tools that include enterprise-grade functionalities such as automated text reminders, mobile access for scheduling, options for class and group bookings, GoToMeeting integration, support for unlimited users, and additional features that enhance user experience. This platform is ideal for businesses looking to streamline their appointment management process and improve customer interactions.

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.

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