Alternatives to Milestones PM+

Keeping your business contacts and calendar secure and local is simple and affordable with DejaOffice CRM. This CRM is more cost-effective than cloud-based alternatives and can be used even if you're offline. Easy sync with Android and iPhone. Tons of features like mail merge, Outlook integration, project and deals management. For a one-time price you can manage your customer calls, appointments and follow-up tasks quickly and easily on your PC.

Mission Control, a cloud-based Salesforce Project Management app, helps you stay in control and on track. Our professional services automation software lets you create a consistent process for managing, planning, and measuring client projects from one app. Our extensive feature set seamlessly integrates with Salesforce to maximize efficiency and profitability. Spend more time working with clients and less time organizing your days. Mission Control's Salesforce Project Management software will give you a clear overview about your project briefs, progress, and all the resources that have been allocated to you. All of this is designed to help you stay on track and to make it easy for your team to collaborate. Use the intuitive assignment wizard, time tracking, and the resource capacity planner to create actionable tasks that will improve your business' client and project management capabilities.

Inspire Planner is a leading Salesforce project management app. It is used by companies of all sizes across multiple industries, from small businesses to large public corporations. We have been searching for a Salesforce-native project management app for years without success. We found apps on Salesforce AppExchange that were too expensive, too complicated, or that offered a new way to do things. We decided to put our talents to use and create the app we were looking for. Inspire Planner was born from this vision. Inspire Planner offers many powerful features, such as multiple predecessors and interactive Gantt charts, automations, templates, time track, resource capacity planning, and more. Inspire Planner is a great tool for integrating everything in Salesforce if you are using Microsoft Project, Smartsheet or another similar tool.

Manage your bids, revenue and projects with BidBook CRM. Manages relationships to drive new project demand. Submits Proposal Estimates. Manages follow-up tasks. Views estimation queue. Works or uploads estimates. Invites approved suppliers for bids on scopes of works. Manages the bid process for suppliers and overall budget. Produces proposal documentation. Collaborates with team. Uses BidBook for all inbound bid opportunities. Collects all necessary files, drawings and addendums. Assigns bids and estimates to sales. Views the pending demand for project, revenue schedules and profit analysis. Approves purchase orders. Initiates the invoice.

AssetOptics is the best native Force.com enterprise asset manager (EAM) solution on the Salesforce AppExchange. Customers can increase productivity, reduce operating costs, and reduce operating risk by using our native Force.com enterprise asset management (EAM) solution. AssetOptics Facilities, Equipment and Fleet Maintenance for Salesforce uses industry best practices for efficient asset maintenance. We provide business process consulting, application training and technical services as well as project management for AssetOptics EAM or Salesforce CRM. AssetOptics was started by an engineer who understands the needs and wants of maintenance professionals. We also have a former software professional who is able to deliver affordable, robust software solutions.

Your ticket to first-class customer onboarding. We are the best Salesforce-native app to help customers onboard. Our TaskRay in 60 second video explains the 4 key steps and best practices for customer onboarding. This is just one of the things that sets us apart. TaskRay is the leader in Salesforce customer onboarding. TaskRay, a customer onboarding and project management tool that helps companies manage their implementation and onboarding processes, increase efficiencies and create exceptional customer experiences - all within Salesforce.

Decisions on Demand assists sales and marketing operations teams to implement Account-Based Selling in Salesforce. Our AppExchange app quickly and accurately assigns the right people to the right leads and accounts, opportunities, and other Salesforce objects. Decisions on Demand has the ability to handle even the most difficult assignment challenges. It features an intuitive editor and management tools in the Salesforce UI. The app supports a wide variety of Salesforce capabilities, including Account and Opportunity Teams and Enterprise Territory Management, Communities (PRM), and Financial Services Cloud.

Easy and Flexible: Drag-and-drop functionality allows you to create new records, update existing ones and view details with a single click. Color-code data to make it easy to view and organize what’s important. Find Important Information Faster: Incorporate Salesforce information into existing workflows with calendar sharing, organization, and grouping functionality. Dynamically search for keywords and use custom filtering within Salesforce calendar records. Mobile-Ready: CalendarAnything lives within the Salesforce Mobile App! View, add, and edit any calendar objects right from your phone. Take advantage of our five different views adapted to mobile screens.

Geopointe, a native AppExchange app that location-enables Salesforce and provides actionable insights for our customers' business processes, is Geopointe. See for yourself, mapping made easy - Real Simple. Geopointe is an AppExchange native application that geo-enables Salesforce and provides actionable insights for our customers' business processes. Geopointe is for whom? SALES: Plan trips and optimize routes; Log meetings notes and check-in; Cancel meetings. Features: Access the where and when of your data. Geographic Searching & Analysis. Search Any Salesforce Data. Geopointe can find any Salesforce data anywhere in the world. These searches can be anything, from a view of all Salesforce accounts, clustered according to concentrations, to a small area search for leads and prospects in the local neighborhood. Geopointe will show you the big picture with advanced visualization and filtering capabilities that identify patterns and trends you didn't know existed.

Salesforce AppExchange's top payments app is Chargent Payment Processing. Chargent is 100% Salesforce-native, lightning-fast credit card / ACH payment solution that can be used for one-time billing or recurring billing. Chargent gives you complete control over your payment processing. You can manage everything right from Salesforce, including customer data. Our highly extensible platform is available as an easy-to install Salesforce add-on. It has been used in hundreds of organizations worldwide since 2008. With over 30+ pre-built integrations, Chargent can be customized to fit any business process. You can securely accept phone payments using a user-friendly interface. Chargent is the most popular payment processing app on the Salesforce AppExchange. Multiple gateways can be used simultaneously to support different business units.

GanttPRO is an online Gantt chart software. It helps single users as well as teams plan, schedule and manage their projects. Project managers and teams can create and assign tasks, track progress and work with milestones and dependencies. This Web-based Gantt chart tool can be used to manage resources and costs efficiently, collaborate with teams, and even share plans with people not registered in the app. GanttPRO had 800K+ registered users as of August 2022. Teams from well-known companies like Salesforce, Sony, HubSpot and Vodafone use the software.

Find out why SendHub is the right choice for you enterprise. Businesses are increasingly turning to SMS to deliver their messages, as other channels like email and voice have lost effectiveness. We are your fully-featured business SMS and voice platform. It offers flexibility, convenience, and all the features that modern businesses need. All this is done within a simple web dashboard and mobile application. There is no need to install or configure hardware. Everything you need is already included in your SendHub Account. SendHub for Salesforce SMS messaging now available in Salesforce AppExchange

SMS is rapidly gaining a significant place in the sales process. The average open rate for email is between 28% to 33%, but it stands at a remarkable 99% for SMS. It's no surprise that integrating a text messaging app into Salesforce org can help your sales team seal deals quicker. Send messages with Workflows, Process Builders, or Apex Methods. Threaded text messages for any object using Conversation View VF page. Bulk SMS via Views, Reports or Campaign - Easy Batch Texting 360 SMS is a single-stop solution for text messaging in Salesforce. The app allows users to communicate with customers and business partners effectively, allows marketers to batch text, and enables administrators automate triggered texts messages and even automate responses. We created a messaging app for the industry that allows industry leaders to increase customer engagement via 1-on-1 conversational, batch, and AI-driven automated texting.

Send Salesforce reports easily and schedule them. Salesforce reports can be sent to any email address, even those not associated with salesforce. They are available in an Excel format. No more email forwarding or copying/pasting reports. There are no restrictions on objects and fields. All salesforce sharing rules, as well as field-level security for your user, will be observed. Salesforce customers love Report Sender. It's easy to schedule reports. Support from a dedicated team. Salesforce AppExchange 5-star rating Lightning ready. Limitations and problems with Salesforce reporting: The repetitive, tedious, manual processes. If you are not a developer, it is difficult to join Salesforce data. Salesforce reports are only available to Salesforce users. This means that many people outside of your organization may be interested in Salesforce reports. A maximum of 200 reports can be sent per month. Reports can still be sent if there is no data (zero record).

Premier Deal Software for Data-Driven Sourcing. Find your best buyer and establish intermediary relationships. Scale your business development efforts. Expert project management over deal preparation and due diligence. Automate analytics, reporting. Transform market data into actionable intelligence. Improve deal discipline to improve deal control. Navatar provides a comprehensive investor relations and fundraising platform. You can outperform your competitors on the fundraising trail by targeting the right LPs and creating structured processes to nurture them. This will ultimately earn your potential investors' trust. Navatar is built on Salesforce, the world's most trusted cloud security platform. It connects to the AppExchange ecosystem which offers hundreds of apps and industry data providers.

You can share files, send instant messages, and tick off tasks all with one project management tool. It's easy enough for everyone to use. You can easily group tasks into milestones and assign them. Instantly communicate with your team on any device. You can send files, group chats, and forget emails. One-click tracking and time estimates. Invite friends to work with you on projects. Add links and additional information to your workflow to make it easier for your team. You can set up recurring tasks and one-click download Gantt charts or reports. There's plenty of space to store, share, and collaborate to your heart's delight. Upload images, documents, and videos - version control means you won't have to worry about duplicate files. No more email. Instantly communicate with your team on any device. Instantly reply to your team members by sending files or creating group chats.

You can organize your work and projects into tasks, and work together on them. Use the built-in chat to communicate quickly, easily and powerfully in real-time. You can visualize all your tasks, milestones, and appointments in one powerful visualization. Use a shared space to store project documentation and share files with your team. You can take notes and create project documentation with your team. You can track your work time by assigning tasks or projects to your team and have access to project or team reports. Based on your timesheets and projects, create semi-automatic invoices and proposals.

There is no long-term commitment. Only pay for the number of users you need. You can add users whenever you like. Each anniversary date allows you to cancel or modify your contract. All your apps and content can be accessed immediately from the Salesforce App (available in Apple AppStore and Google Play). Crosstalent is available in AppExchange, the Salesforce business app store. You can add LinkedIn, DocuSign, and many other add-ons into your HR application. Crosstalent solutions are based upon the technology and hosting of Salesforce CRM, the global leader in global CRM technology. Consulting administrative information. Request to update the file (employees, managers). Consultation of the job market. Submission of applications. Printing/edition offers and applications. Consultation with the Competency Repository and openings to other trades. Individualized social report. Entry of expense reports. Request for leave of absence. Consultation/editing of a personal interview report.

Plan automates your work life to make it easier for you and your team to work less and accomplish more. Plan intelligently organizes tasks and projects using all the tools your team uses: email, calendar, email, JIRA Zendesk Zendesk Salesforce, Github, and Salesforce. It's like a personal concierge for your work. Plan teams save on average 15 hours per week. This means more time is spent working and less time managing work.

Workspace allows you to create proposals, manage projects, and send invoices all from one place. Beautiful proposals will help you manage leads and win more customers. Create custom labels for leads to organize them into groups. Save existing templates to create proposals and reuse them later for different clients. Use chat or email to collect project requirements. Multiple projects can be managed from one dashboard. You can track progress across projects and zoom in to see details to address risks. You can customize stages and properties to fit your project's lifecycle. Invite clients to update in real-time and add team members. Break down projects into tasks and milestones. Scope your projects using templates or previous projects. Assign tasks to groups, create subtasks, and set due dates. You can track your tasks in a board, list or calendar view. You can filter by assignees or projects. Manage your finances, create invoices and get paid on time.

For project management success, it is important to break down projects into smaller, more manageable tasks. Quire was designed for this task and is the best solution for businesses who struggle to manage large goals, make them smaller, and manage all the tasks. The three main view mods in Quire are Task List view, Kanban View and Timeline View. These view modes allow you to work smarter and inspire to reach higher milestones.

4PM Enterprise project management for large organisations, project management offices. Task & milestones, finance, collaboration and document management system. Advanced reporting. Free trial of 4PM - project management. You can access powerful features for up 5 projects and 5 users. Simple projects and small groups can be managed with project management. Basic project management, task and milestone management, finance management, document management, and financial management. Includes collaboration tool and time reporting. Advanced users can use project management to manage their projects. This includes task & milestones, finance, document system, time reporting and collaboration.

The future of PPM lies here! Unprecedented clarity and support for agile, classical, and hybrid frameworks. Strategic alignment at all levels. More superpowers for BigPicture. Premium extension for complex organizations that have a large number of initiatives. Agile transformation is possible. Timelines reimagined! Easy milestone and critical path definition, dependency visualization, automated scheduling, compatibility to agile. You can build any portfolio structure including sub-portfolios and programs, projects, stages. No matter what your method, you can optimize your work and track progress at both the high- and low-level levels. Discover boxes - multifunctional, customizable, universal management spaces for tasks and deliverables, resources and risks. You can organize all your projects and portfolios into boxes.

Say goodbye to the frustrating manual reports and spreadsheets — with the OKR Board for Salesforce by Oboard. With this Salesforce OKR plugin you can set, track, and manage all your OKRs directly within Salesforce. It's user friendly, fully customizable, and very intuitive — perfect for thought leaders implementing the OKR framework for their teams. OKR Board for Salesforce seamlessly integrates OKRs into the Salesforce ecosystem, providing an efficient way to align your company towards a common goal while monitoring everyone's progress. In addition OKR Board for Salesforce offers: ✅ Extreme customization options and advanced security features; ✅ Real-time Dashboard to monitor different intervals and teams; ✅ Customizable OKR levels, weights and breakdowns; ✅ Public API to share data with visualization software. Apart from OKR management, OKR Board also provides reporting and analytics tools with a real-time Dashboard that can be set to show any intervals or teams. This data can be easily exported into third-party visualization tools or presented as an executive report with a shareable link. The cost for OKR Board is $10 per user per month, with a 30-day trial available that requires no credit card.

Coordinate with both internal and external stakeholders, monitor campaign budgets, update agencies and coordinate company events. Increase logistics efficiency, develop and maintain effective supply chains, coordinate teamwork in planning and execution, and create and maintain clear supply chain methods. Manage multiple services simultaneously, coordinate Proof of Concepts and Requests for Proposals, and ensure transparency in customer escalations. Create hiring plans, organize interviews, onboard new staff, and coordinate employee programs with other departments. Project-based sales management, managing key milestones, deliverables and contacts, allowing you to close more deals quicker and duplicate across accounts. Collect and discuss data, create action plans, share ideas, manage responsibilities, implement more data-driven business actions. A single glance will give you a complete overview of all tasks and projects.

Create a partnership with your customers. You can be more efficient without having to switch between Salesforce and email. It is easy to connect to Salesforce. All of your Salesforce accounts can be synchronized by simply authenticating to them. Thread allows customers to chat live with you by sending a message. You will receive a notification whenever customers go online, and when they view your emails and files. Salesforce syncs Thread updates. If Salesforce records are updated, Thread will immediately reflect the changes.

DataTools for Salesforce is a metrics and meta-data management tool that brings together Salesforce and data cloud professionals. DataTools for Salesforce provides context data and metadata to help you implement a modern customer data cloud. Our Salesforce dictionary utility was designed specifically for robust reporting and insightful analyses. You can categorize and pinpoint key fields while highlighting essential metrics in order to maximize the utility your meta-data. Color schemes make it easy to see the connections between Salesforce objects. Structure and interact with your Salesforce entity relation diagram. Create your Salesforce entity relationship diagram by selecting the relevant objects in your dictionary. Our Salesforce data migration tool was designed to streamline project and process management.

Proof MRM for Salesforce™, with its intuitive hierarchical structure, supports up to five levels of hierarchy. Proof MRM for Salesforce™, through its integration with Quip, offers intuitive and real time collaboration right from the Salesforce platform interface. The native Salesforce Lightning platform allows you to use standard Salesforce functionality such as tasks to manage your work flow. Use Salesforce reporting and Kanban views to report on any data field including custom fields and visualize campaign progress using the standard Salesforce Kanban views.

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.

Google Drive file management and document generation make it easier to increase productivity. Use the Drive Links Lightning component to keep important documents close at hand and share them with your team. You can create powerful merge templates that generate documents for your business. It takes just a few clicks and not code. Drive Connect's 14-day trial lets you explore all its capabilities with up 10 users. Link Drive folders and files to Salesforce records. Use Google Doc merge templates for document generation. Automate Drive operations using record-triggered flows. Drive Connect is available now. Get 10 user licenses free for 14 days. No credit card needed. Drive Connect can be purchased from the setup tab in the Drive Connect Salesforce app. Drive Connect allows you to quickly impact clients by creating processes across Salesforce or Google Drive that help them scale.

You can add notes directly to Salesforce and get AI-driven suggestions for creating tasks and managing events. Create notes instantly from your mobile. Our AI engine will recommend you create tasks and events based on your notes. You can do this with just one tap. The home page intelligently prioritizes the accounts that require attention, and the streamlined search allows for quick access. Each account page contains important information to help prepare you for your upcoming phone calls. Sales Sparrow allows anyone to connect their Salesforce accounts and access their lead information, gather insights, or add notes directly into Salesforce. It also offers AI-driven suggestions for next steps based on the notes, allowing them to create and manage events and tasks.

You can manage your project portfolio more effectively and with more insight than ever. PPO is an easy-to-use online system for project management. PPO gives project teams and stakeholders better visibility into the status of work, projects and portfolios. PPO provides a collaborative environment for teams to plan, work and complete projects together. It also provides the communication and alerts needed to keep them informed. The result? The result? Project teams that work faster and smarter. PPO allows tasks and deliverables to be assigned to resources. This creates accountability and transparency. PPO can help you quickly adapt to any project, no matter how complex or simple. You can target specific parameters with customizable dashboards and reports to gain insight into your project. You will have a better understanding of how your projects work and you can use historical logs to help you run your next project.

A visual board allows you to quickly track progress and identify where tasks are at any time. You can drag-and-drop them between stages by using a simple drag-and drop. Naav's Backlog feature allows you to see a list view of all types tasks, including stories, tasks and subtasks. This makes it easy for teams and individuals to manage their work and view the larger picture. The Roadmap shows you a visual timeline of your project's story and tasks. It allows you to organize and plan your project timeline with precision. This ensures that everything stays on schedule. This feature allows you to visualize dependencies and track project progress. It also keeps your team informed about upcoming milestones. You can create custom dashboards with widgets that are customized to meet your needs.

Sweep makes CRM easy so you can work smarter. Sweep helps you visualize, create, and manage your CRM rules, automation, and processes. Sweep also builds an optimized backend Salesforce infrastructure. Your perfect CRM funnel design workspace. All in one interface: create, collaborate, and deploy to Salesforce. Drag-and-drop allows you to see how your CRM steps interrelate as you build them. A simple framework to view and manage configurations. Global view, one viewport to view your entire CRM. Direct action, optimizations and proactive diagnosis of bottlenecks. Automate all aspects of your process and say goodbye to repetitive work. Salesforce Lightning components designed to help Sales teams. Salesforce simplifies Salesforce interaction with inline guidance. You can quickly and safely deploy your funnels from the sandbox to production. Everything you need to support native Salesforce reporting from day one.

Accorto, a professional-grade time-and-expense management software, gives you the ability to seamlessly integrate billing and project management - from opportunity through project to invoice integration and payroll integration. Accorto, unlike other PSA applications, is a native Salesforce app. This gives you the flexibility to customize objects and extend Salesforce's application with minimal learning curve. All data is stored securely in Salesforce, and can be accessed for dashboards and reporting. We offer personalized product support as well as customization and configuration services. We also provide training and an expert Help Desk. Accorto offers professional services automation for professionals. Try a demo for free and see how much smarter, easier and more powerful the PSA solution is.

You don't have to guess what you should do or when. Sales cadences are a framework for consistent engagement. They can be used to outbound prospect, create quarterly customer touchpoints, and many other things. Your sales reps will be able to save time by using repeatable cadences, bulk and automated email options, email templates, as well as saving them valuable time. Salesforce and Salesvue data can be combined in one platform to provide insights into follow-up timeliness and consistency of engagement, key drivers for success, and conversion rates throughout the sales cycle. Sales reps can save time by having all Salesforce data and the playbook of their day in one place. This allows them to get into more conversations and close more deals.

LASER Credit Access allows seamless integration between your salesforce org and the industry's leading providers of credit data. Experian, Equifax, TransUnion or any of the nearly 40 CRA's. Factual Data, MeridianLink, CBCInnovis, and MeridianLink are all available. After you have downloaded the LASER Credit Access app via the AppExchange, and have had a chance to test it out and see how it can improve your workflow and workflow, you will need to set up a full credit account. This will allow you to run live credit reports from Salesforce directly to your credit bureau account. After you submit your account setup form, it usually takes around 24 hours to set up an account. We will need some information about your account and the credit bureau you will be using to set up an account. Each credit bureau's information is different so make sure you complete the account setup form carefully. It won't work if the data isn't 100% accurate.

Find the summary activity for all your projects. Check out your most recent conversations and visualise your tasks status. Check the activity and progress of your project. You can easily check the status and progress of your milestones and tasks in a visual and easy way. You can track time, status, assignees and progress. This will help you manage milestones and reach your KPIs. You can track time, status, assignees progress, conversations, and many other details at a "per-task" level so that milestones and KPIs can be successfully managed and achieved. A milestone is a point in time during a project's lifecycle that can be used to measure progress toward its ultimate goal. Visually track every milestone and task, per project and per collaborator in a beautiful and clear way. You can create unlimited roles in your projects and invite talented people to join your team based upon the capabilities you have defined.

StrategicERP IT solutions provide end-to–end process automation and information management systems with great customisation. The core technology development team at IIT created our cutting-edge product. We help you use technology effectively. Technology is the greatest weapon in the 21st Century. StrategicERP, the best ERP software for Real Estate and Construction Industry, facilitates project management and offers an ERP solution specifically tailored for the construction industry. StrategicERP gives Real Estate and Construction businesses real-time information that allows them to make informed and efficient decisions about key business functions. Real Estate ERP's real-time analytics will help you optimize your costs and improve your processes. Our ERP Real Estate Software was designed to simplify complex business functions. StrategicERP's software is for Construction.

Trackfront is the perfect solution for managing projects, jobs, or teams every day. It allows you to work faster, smarter and more efficiently than ever before. Trackfront's suite can be used individually or together depending on your specific needs. Trackfront's tools can all be customized to your work style so you can make them your own. Your chances of winning a business are greatly increased if you respond quickly to leads with a custom proposal. Trackfront makes it easy to quickly create cost estimates and custom proposals. It can be difficult to work with clients and internal teams on multiple projects. Trackfront makes collaboration easy and efficient by managing all communications and file sharing, approvals and approvals. It also manages project stages, milestones and deadlines. It is the fastest way to ensure profitability. Trackfront makes it easy to manage time and expenses.

Trac is a web-based software development project management system that combines a wiki and issue tracking system. Trac is a web-based software project management system that uses a minimalistic approach. Our mission is to help developers create great software and stay out of the way. Trac should not impose any restrictions on a team's existing development process or policies. Trac allows wiki marking up in issue descriptions and commit messages, creating seamless references between bugs and tasks, files, changesets, files, and wiki pages. The timeline displays all past and current events in order. This makes it easy to track progress and get an overview of the project. The roadmap lists the next milestones and shows the route ahead. Trac comes with a built-in Wiki system that you can use to organize knowledge and information in a flexible way. Pages can be created using an intuitive and simple textual markup.

Flexible and customizable CRM & MMLS platform. All property professionals can use this solution. Agent Hub is the first CRM system specifically designed for the property industry. It is also the only Salesforce partner to offer a property application in the UK and Europe. We combine our revolutionary MLS with Agent Hub to facilitate collaboration and cross-industry connections. This allows professionals in the property sector to organize their work, connect with other people, reach wider audiences and close more deals. CRM One platform that is intuitive and innovative to help property professionals stay organized and productive. Property websites. Fully integrated with the Agent Hub CRM, these websites can be creatively designed for your property business. MLS. Property professionals are encouraged to collaborate, share, and increase their opportunities. Agent Hub is a new way to manage your property industry work. No matter what your role, Agent Hub will help you operate more efficiently, stay organized and streamline processes. This will also improve your sales.

Sunrise HCM is the only full service payroll, HR, billing, project, and expense management application on Salesforce Platform. Our clients see savings of up to 50% on their software/application expense. We also offer simplified data operations with one source of information that enables systems for the entire employment and project life cycles. Our HR solution includes applicant tracking, recruiting, hiring, onboarding, pay and benefits management. Our project tools provide a platform for fixed fee and mixed project billings while easily allowing project managers to gain insight to budgeted and actual time and expense for more real-time insights to project profitability.Integrating with Salesforce as our core operating system allows our clients the flexibility, access and security of one of the world's largest providers of business software solutions.

Signal Vine, an AI-powered messaging platform that uses text messages to reach students and saves time, is powered by Signal Vine. Administrators can increase engagement, persistence, and enrollment by niggling students and alumni with personal messages about key deadlines and appointments.

Zumzum Financials is an accounting application that's fully integrated and designed for small and medium-sized businesses. It offers all the functionality you need in one package for one price. It also has a fast and efficient implementation. Zumzum Financials is built entirely on Salesforce. It allows you to unify front and back offices, and improve customer service. All this without manual rekeying. All information is visible on the Account to all those who need it across all departments. This allows customers to quickly and efficiently answer any question. Foster collaboration, gain 360-degree views of your customer, and simplify finance processes. Install Zumzum Financials from Salesforce AppExchange to start your journey to a unified CRM/Finance system.

You can see how your goals relate to each other, as well the overall progress and status for each milestone. You can choose from a timeline, list, or column view. You can focus on your goals by focusing on details, tasks, and the Kanban Board View. This focused view will give you a clear understanding of the current milestone, its progress and blockers. You can make your project plan publicly available and share it with anyone. Or export it to use in emails and presentations. For repeating projects, you can clone it. We remind you of milestones 3 days before they are due. You also get notified about any activity on your milestone, such as when your collaborators make changes or update the status. You can also keep track of what your collaborators need from you by using comments!

Optimize services delivery to maximize revenue. Align sales, services, and success teams on Salesforce. Customer onboarding is the first step to customer success. Salesforce offers a variety of playbooks that can be used to help customers onboard faster. You can mobilize teams quickly, schedule resources, and make better use your capacity. Forecast, track, and forecast the time and usage of your team. Precursive PSA provides complete visibility across all employees and professional services to improve operational performance, 100% natively Salesforce.

RealTime PSO is an enterprise-level professional services and outsourcing on demand application. It is cloud-based and patent protected. RealTime PSO is used by professional services firms and outsourcing companies to sell and deliver firm services on-demand for real-time revenue. It replaces sole dependence on RFPs or receivables for revenue. For a free trial of RealTime PSO, visit www.realtimepso.com.

We have over 20 years of experience in delivering value to traditional and digital publishers. This means we are well equipped to accelerate transformation opportunities and enable project execution. Cross-platform order management with custom ad sales modules for salesforce.com. This includes sales funnel planning, cross platform order management, custom interfaces, and financials integration. COMS supports all major CRM systems, including SFDC. Billing is often an afterthought. We decided to create a financial management/accounts receivable module that is specifically tailored to address publisher workflows. It integrates seamlessly with all major ERP platforms, including Oracle, SAP, and QuickBooks. It supports both traditional and digital invoices. Audience Platform enables you to align your billing and reporting information under one roof.

Since 2006, Predictive has been helping organizations to send mass emails via Salesforce. With a 5-star AppExchange rating, we are an official Salesforce partner. Our drag and drop editor in Salesforce allows you to create beautiful, responsive emails. Predictive Marketing is built into Salesforce and allows for in-depth segmentation using any field in your contact/lead records. This allows you to send personalized and meaningful emails to your audience. To get a complete view of your audience, you can collect all their data in one place. Email campaign and event information flows automatically back to the contacts' records so you can see their activities as well as engagement with your company. Predictive Marketing uses Amazon SES for sending emails from Salesforce. Amazon SES has the highest industry deliverability rates, filtering spam and malicious contents. We also offer litmus and A/B testing so that your email reaches the right audience.