Alternatives to Milestones PM+

Utilize BidBook in Salesforce CRM to oversee your bids, revenue, and projects effectively. It facilitates the management of relationships that generate demand for new projects. The platform allows for the submission of proposal estimates and the organization of follow-up tasks. Users can monitor the estimation queue and upload relevant estimates. It also enables the invitation of approved suppliers to participate in bidding for specific scopes of work. Additionally, BidBook oversees the supplier bidding process and manages the overall budget efficiently. It generates comprehensive proposal documentation and encourages team collaboration. By aggregating all incoming bidding opportunities, BidBook helps streamline the collection of necessary files, drawings, and addendums. Bids can be assigned to sales and estimation teams for active pursuit. Users can assess the pending demand for projects, analyze revenue schedules, evaluate profit margins, and review win/loss metrics. The platform also allows for the approval of purchase orders and the initiation of invoices, ensuring a smooth workflow from bid management to project execution. With BidBook, every aspect of the bidding and project management process is organized in one cohesive tool.

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.

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.

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.

AssetOptics stands out as the premier native enterprise asset management (EAM) solution on the Salesforce AppExchange, built on the robust Force.com platform. Our offerings empower clients to enhance their productivity, boost asset returns, and minimize both operational costs and risks. The AssetOptics suite for Facilities, Equipment, and Fleet Maintenance on Salesforce is designed around industry best practices to ensure optimal asset upkeep. In addition to our software solutions, we provide comprehensive business process consulting, application training, technical services, and project management tailored for AssetOptics EAM and Salesforce CRM. The company was established by an engineer who is well-acquainted with the maintenance management sector and a software expert dedicated to creating reliable, cost-effective software solutions, ensuring our clients receive not only superior products but also exceptional support. Together, we strive to address the evolving needs of the industry effectively.

Chargent Payment Processing for Salesforce stands out as the premier payments application available on the Salesforce AppExchange. This solution is entirely native to Salesforce and is designed to accommodate both credit card and ACH payments for one-time or recurring billing, all while being lightning-ready. With Chargent, you gain total control over your payment processing activities, seamlessly managing everything within Salesforce, where your customer information resides. Easy to install as an add-on, this highly adaptable platform has been implemented by numerous organizations since its inception in 2008. Chargent offers out-of-the-box integrations with over 30 direct payment gateways, along with developer tools that facilitate customization to align with any business workflow. Users can securely process phone payments through an intuitive interface, and Chargent allows for simultaneous use of multiple gateways to cater to different business units. Its extensive features make it an invaluable asset for businesses looking to streamline their payment processes.

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.

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.

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

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.

Salesforce Loyalty Management is an all-encompassing platform aimed at assisting businesses in developing and overseeing intelligent, customized loyalty programs that boost customer interaction and enhance their lifetime value. Constructed on the Salesforce Customer 360 Platform, this tool allows organizations to design loyalty initiatives with various tiers, points, benefits, and rewards specifically suited for both B2B and B2C audiences. It facilitates partnerships across different industries, enabling customers to accumulate and redeem rewards with multiple brands, while also providing resources for efficiently onboarding partners and coordinating joint promotional efforts. Leveraging AI-driven features, it empowers businesses to pinpoint brand advocates, manage referral initiatives, and offer personalized promotions rooted in customer data and behavior patterns. Furthermore, when integrated with Salesforce Marketing Cloud, Service Cloud, and Tableau, Loyalty Management ensures a cohesive view of the customer, promoting seamless engagement across every interaction point. This comprehensive approach not only enhances customer loyalty but also drives sustainable business growth over time.

Effortlessly arrange and dispatch your Salesforce reports with ease. You can send reports in a user-friendly Excel format to any email address, including those of non-Salesforce users, eliminating the need for tedious email forwarding or copying and pasting data. There are no limitations on the objects or fields you can utilize, and all Salesforce sharing rules along with your user’s field-level security will be honored. Report Sender has been one of the most sought-after features by Salesforce users, allowing for hassle-free report scheduling. Enjoy dedicated customer support and a five-star rating on Salesforce AppExchange, with compatibility for Lightning. However, there are some challenges associated with Salesforce reporting, such as the labor-intensive and repetitive manual tasks involved. Joining Salesforce data can pose difficulties for those without development skills. Additionally, many individuals, both within and outside of your organization, may wish to access Salesforce reports, yet reports can only be generated and sent to users with Salesforce accounts. Users are restricted to sending a maximum of 200 reports each month, and reports are still dispatched even when there are no data records available, which can lead to confusion. To address these issues, consider utilizing solutions that streamline the reporting process and enhance accessibility.

Since 2006, Predictive has been assisting organizations in sending bulk emails through Salesforce. Our company is an official partner of Salesforce and boasts a 5-star rating on AppExchange. With our intuitive drag-and-drop editor, you can create stunning and responsive emails directly within Salesforce. Predictive Marketing is fully integrated into Salesforce and offers advanced segmentation capabilities that utilize any field from your contact or lead records. This functionality enables you to craft meaningful and personalized emails tailored to your audience. Consolidate all your audience’s data in one centralized location for a comprehensive overview. Furthermore, information regarding email campaigns and events is automatically recorded on each contact's profile, allowing you to track their activities and engagement with your organization seamlessly. Predictive Marketing leverages Amazon SES for email delivery from Salesforce, which upholds industry-leading deliverability rates by filtering out spam and harmful content. Additionally, we offer Litmus and A/B testing to guarantee that your email successfully lands in your audience's inbox. Moreover, our platform continuously evolves to meet the changing needs of marketers, ensuring your campaigns remain effective and relevant.

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.

There is no requirement for a long-term commitment; you only pay for the number of users you need. You can easily add users whenever necessary and have the flexibility to modify or terminate your contract at each anniversary date. With the Salesforce App, which is accessible from the Apple App Store or Google Play, you can instantly access all your applications and content on mobile devices and tablets. Crosstalent can be found on AppExchange, Salesforce's business app marketplace, and allows you to integrate various add-ons like LinkedIn and DocuSign into your HR platform. The solutions provided by Crosstalent are powered by the state-of-the-art technology and hosting services of Salesforce, the leading global CRM provider. You can manage administrative requests, such as updating employee or manager files, check job openings, and submit applications all in one place. Additionally, the platform offers features for printing and editing job offers and applications, accessing a competency repository, and navigating various career paths. You can also generate personalized social reports, input expense claims, request time off, and consult or modify personal interview reports through the same interface, making it a comprehensive solution for your HR needs. This seamless integration enhances productivity and simplifies many HR processes.

By utilizing a unified interface for managing tasks, appointments, leads, and additional functions, users can eliminate uncertainty regarding their next actions and timelines. The implementation of sales cadences ensures that engagement remains structured and reliable, whether during outbound prospecting or regular customer follow-ups. Additionally, sales representatives can save valuable time with features that allow for repeatable cadences, automated mass email functionality, customizable email templates, and much more. The integration of Salesforce and Salesvue data within a single platform delivers critical insights on the timing of follow-ups, engagement consistency, essential success factors, and conversion metrics throughout the sales process. This centralized approach allows sales representatives to minimize time spent on administrative duties, enabling them to focus on more direct conversations that lead to increased deal closures. Ultimately, this streamlined system empowers sales teams to operate more efficiently and effectively in their pursuit of success.

Combining elements of a calendar and project management tool, Plan streamlines your work processes, allowing you and your team to achieve greater productivity with less effort. It smartly consolidates projects and tasks from various platforms such as calendar applications, email, JIRA, Zendesk, Salesforce, and GitHub. You can think of it as a personal assistant for your work life. Teams utilizing Plan typically gain back around 15 hours each week, enabling them to focus more on their actual work rather than getting bogged down in management tasks. This efficiency not only enhances productivity but also promotes a more balanced work environment.

OKRify stands out as the premier Goal Management and Strategy Execution tool within Salesforce. It uniquely integrates OKR methodologies with KPIs, ensuring a focused and efficient approach to strategy execution. By leveraging OKRify, organizations can foster alignment, accountability, transparency, and collaboration among their teams. This user-friendly application is designed with simplicity in mind, built entirely on the Salesforce platform. Key features include the ability to set OKRs at the company, team, and individual levels, alongside an Objective/Team hierarchy, a heatmap for visual progress tracking, automatic updates through Salesforce data, real-time KPIs for various users and business units, as well as milestones and split-period targets. Additionally, OKRify serves as a central hub for managing, tracking, and updating both OKRs and KPIs, providing a clear view of alignment across the organization. With its comprehensive tools, OKRify empowers teams to stay aligned and engaged in their strategic goals.

Accorto is a high-caliber software solution for managing time and expenses, enabling users to effortlessly connect project and resource management with billing processes, spanning from opportunities to project completion, invoicing, and payroll integration. What sets Accorto apart is its status as a native Salesforce application, allowing for extensive customization of objects and easy adaptation within the Salesforce ecosystem with little to no learning curve. All data is securely housed within Salesforce, ensuring availability for comprehensive reporting and dashboard functionalities. Beyond our tailored product support, we also offer services for customization and configuration, alongside training and access to a knowledgeable Help Desk. Accorto embodies genuine professional services automation tailored for industry experts. Try out our free Demo to discover firsthand the innovative, user-friendly, and robust PSA solution that can transform your workflow. With Accorto, you can unlock greater efficiency and effectiveness in managing your projects and resources.

Manage your projects seamlessly by sharing files, sending instant messages, and completing tasks all within a user-friendly platform that everyone can navigate with ease. Organize tasks into milestones and delegate them effortlessly for effective teamwork. Stay connected with your colleagues in real time, regardless of the device you’re using. Eliminate the hassle of emails by sending files and setting up group chats for quick communication. Enjoy intuitive features like one-click time estimates and tracking to streamline your workflow. Collaborate freely by inviting guests at no cost to work on shared projects. Customize your experience by adding links and additional information to enhance your workflow. Set up recurring tasks, easily download Gantt charts and reports with a single click, and enjoy abundant storage for collaboration without constraints. Upload a variety of media such as images, documents, and videos, all while benefiting from version control to avoid duplicates. With this tool, you can effortlessly communicate with your team and receive immediate feedback, making teamwork more efficient than ever. Forget outdated methods and embrace a modern approach to project management that truly fosters collaboration.

Enhance your efficiency by utilizing Google Drive for file management and document creation through a user-friendly AppExchange application. Keep essential documents accessible and easily shareable with your team via the Drive Links Lightning component. Create robust merge templates capable of producing documents tailored to your business requirements, all achieved through simple clicks rather than complex coding. With Drive Connect's trial, you can take advantage of its full range of features for up to 10 users over a 14-day period. Additionally, you can link Drive files and folders directly to Salesforce records, employ Google Doc merge templates for efficient document creation, and automate Drive tasks within record-triggered flows. Begin your experience with Drive Connect and enjoy 10 complimentary user licenses for two weeks without needing a credit card. Purchase Drive Connect conveniently from the setup tab of the Drive Connect Salesforce application. Drive Connect not only streamlines your processes but also enables you to make a significant impact on clients by integrating Salesforce and Google Drive, allowing them to expand their operations effectively. This integration equips your team with the tools necessary to enhance collaboration and productivity in a competitive environment.

Navatar is a leading software solution designed for data-informed sourcing and seamless execution with no risk involved. It enables you to identify and strengthen your top buyer and intermediary partnerships effectively. Furthermore, it enhances your business development initiatives and provides expert project management oversight throughout the due diligence and deal preparation phases. With the ability to automate analytics and reporting, it transforms market data into practical insights while improving deal discipline for more favorable outcomes. Navatar features a holistic platform for fundraising and managing investor relations, empowering you to surpass competitors in the fundraising arena by strategically targeting the appropriate limited partners, structuring processes to cultivate these relationships, and ultimately gaining the trust of potential investors. Additionally, built on the highly reliable cloud security framework of Salesforce, Navatar integrates seamlessly with the AppExchange ecosystem, granting access to a multitude of applications along with essential industry data sources. By leveraging these robust features, users can significantly enhance their operational efficiency and achieve superior results in their investment endeavors.

4PM offers a comprehensive enterprise project management solution tailored for large organizations and project management offices, encompassing features such as task and milestone tracking, financial management, collaboration, and document management, along with advanced reporting capabilities. A free trial of 4PM allows users to explore powerful functionalities for managing up to 5 projects and 5 users, making it suitable for both straightforward projects and smaller teams. This platform supports essential project management tasks, including finance oversight and document management, while also providing tools for time tracking and collaboration. Additionally, for more experienced users, 4PM delivers a complete project management experience that integrates advanced features like resource planning alongside the core functionalities of task tracking, financial oversight, and document management. Moreover, the flexibility of 4PM makes it an ideal choice for organizations looking to enhance their project management processes and improve overall efficiency.

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.

Explore an overview of all activities related to your projects, allowing you to easily review recent conversations and assess the status of your tasks in a user-friendly visual format. Monitor the development and activity of your projects closely while checking the progress and status of your tasks and milestones in an intuitive manner. You can manage and oversee time tracking, task status, assignments, progress, discussions, and more at a granular "per task" level, ensuring that milestones and key performance indicators (KPIs) are effectively achieved. A milestone serves as a critical reference point within a project’s timeline, measuring the advancement toward the final objective. Keep a visual record of each task and milestone's progress for every project and collaborator, all presented in a sleek and organized manner. Additionally, you can create an unlimited number of roles within your projects and invite talented individuals to join your team, tailored to the specific skills you desire. This approach not only enhances collaboration but also fosters a clearer understanding of each team member's contributions.

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.

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.

DataTools for Salesforce offers comprehensive management of metrics and metadata, facilitating collaboration between Salesforce experts and data cloud professionals. It not only supports the fundamental metadata and metrics of your Salesforce organization but also supplies contextual data that aids in the implementation of a contemporary customer data cloud. Our specially designed Salesforce dictionary utility enhances reporting capabilities and promotes insightful analysis. This tool allows you to identify and classify key fields while prioritizing vital metrics to enhance the value of your metadata. Discover the relationships between Salesforce objects with the help of intuitive color coding, and manage your Salesforce entity relationship diagram with ease. You can quickly select the necessary objects from your dictionary and generate your Salesforce ERD with a single click. Additionally, our Salesforce data migration tool streamlines both process and project management, ensuring a smooth transition for your data. This integrated approach helps organizations maximize their efficiency and effectiveness in utilizing Salesforce data.

Structure your projects and assignments into manageable tasks while collaborating with your team seamlessly. Eliminate email clutter by utilizing the integrated chat feature for swift, efficient, and robust real-time communication. Gain a comprehensive overview of all your tasks, milestones, and scheduled appointments through powerful visual tools. Foster teamwork by sharing files and maintaining a communal area for project-related documentation. Collaborate with your colleagues to take notes and draft project documents together. Monitor your work hours according to specific tasks or projects, ensuring that team or project reports are always accessible. Additionally, generate invoices and proposals with greater efficiency through a semi-automated process based on your projects and recorded timesheets, enhancing your productivity further. This approach not only streamlines your workflow but also helps in maintaining better organization and collaboration within your team.

You can effortlessly integrate notes into Salesforce and receive AI-enhanced recommendations for organizing and overseeing tasks and events. Start jotting down notes right away on your mobile device. Our AI system analyzes your notes and suggests the creation of tasks and events with just one tap. The homepage smartly highlights accounts that need your attention, while the efficient account search allows for rapid access. Each account page is equipped with vital information to assist you in preparing for your upcoming calls. Sales Sparrow makes it easy for anyone to link their Salesforce account, allowing them to view lead details, gather insights, and seamlessly input notes into Salesforce. Additionally, it offers AI-generated recommendations based on their notes for subsequent actions, making it simpler to create and manage tasks and events, while enhancing overall productivity and organization. With these features, users can streamline their workflow and ensure nothing falls through the cracks.

Utilize Workspace to streamline your workflow by crafting proposals, overseeing projects, and generating invoices all from a single platform. Enhance your client acquisition efforts with visually appealing proposals while categorizing leads into organized groups using personalized labels. Effortlessly generate proposals from pre-existing templates and store them for future use with different clients. Gather project requirements through custom forms that can be easily shared via email or messaging platforms. Oversee various projects through a unified dashboard that allows you to monitor progress, zoom in on specifics, and identify potential risks. Tailor the stages and attributes of your projects to align with your specific workflow. Invite team members and clients to collaborate and receive real-time updates, fostering better communication. Break down complex projects into manageable tasks and milestones for clearer organization. Define project scopes by creating tasks based on templates or prior projects, and delegate responsibilities by assigning tasks to team members, complete with sub-tasks and due dates. Keep track of your tasks using flexible views such as calendar, board, or list, with the ability to filter based on assignee or project. Finally, generate invoices, manage your financial tasks, and ensure timely payments with ease. This comprehensive tool not only simplifies project management but also enhances team collaboration and improves financial oversight.

Use NotesAlly to update Salesforce and log sales calls. You can also create follow-up tasks with one click. Connect NotesAlly to Salesforce to make your sales team more efficient. Focus on selling and engaging with prospects. Automate Salesforce actions to increase productivity. AVIAN is your sales ally. AVIAN allows you to associate reference points and battle cards with specific keywords, and store them with AVIAN. Automate your Salesforce. Use Notes to update multiple fields at once. Salesforce allows you to update Salesforce opportunities without having to open Salesforce. You can make 1-click edits to your personal dashboard. NotesAlly's consolidated opportunity view allows you to update the stage of an opportunity and set a closing date. The Sales Enablement App saves you up to 8 hours per week by automating Salesforce actions. We aim to reduce the time it takes to update and record information in sales CRMs to just a few seconds.

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.

Cloud Coach is a specialist in enterprise-class project management, PSA and PPM software designed for businesses who want to make strategic investments in the success of their business. Cloud Coach's Any Project Process' and Salesforce Lightning 'Lightning' allow you to deliver projects of any size and with dynamic tailored views that are specific to the type you are delivering. Cloud Coach & Salesforce are the best choice when you need to bring your business together using a common tool. Launch projects from your opportunities to make sales handoff easy. Use templates to promote best practices in your company. Keep your entire team informed by showing your onboarding projects status back at your opportunity and account records. Turn opportunities into projects at any stage of the sales cycle.

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.

LASER Credit Access offers a smooth connection between your Salesforce organization and top-tier credit data providers such as Experian, Equifax, and TransUnion, along with nearly 40 other Credit Reporting Agencies (CRAs) like MeridianLink, CBCInnovis, and Factual Data. After you download the LASER Credit Access application from the AppExchange and experience its potential to enhance your workflow, it will be necessary to establish a complete account, allowing you to generate live credit reports straight from Salesforce to your credit bureau account. Keep in mind that the process of setting up an account usually takes around 24 hours following the submission of your account setup form. To initiate this account setup, we will require specific details pertaining to your chosen credit bureau account, as each bureau has unique requirements. It’s crucial to fill out the account setup form with precision because any inaccuracies will prevent the process from functioning correctly, emphasizing the importance of attention to detail during this stage. Ensuring that all the provided information is 100% accurate is the key to a successful setup and a streamlined experience.

Integrate your Sales Strategy seamlessly with Salesforce using ClosePlan, which merges your sales approach, process, and methodology directly within the platform. ClosePlan empowers sales teams to focus on crucial tasks such as thorough opportunity evaluation, alignment with customer relationships, and effective execution of the sales process. With user-friendly drag-and-drop capabilities, you can effortlessly build organizational charts and create opportunity qualification scorecards tailored to any sales qualification framework. Additionally, it allows you to develop standardized Sales Playbooks for various business divisions and construct relationship maps, org charts, account maps, and influence maps right in Salesforce. This visualization enables you to engage with key individuals among your customers and prospects to foster essential relationships. The application is fully integrated within Salesforce and is accessible via the AppExchange, making it ideal for account planning, deal assessments, quarterly business reviews, and one-on-one coaching sessions. Furthermore, by harnessing your Salesforce contact records, you can ensure that all your data remains centralized within the platform, enhancing collaboration and efficiency across your sales efforts.

Proof MRM on Salesforce™ features an easy-to-navigate hierarchical system that establishes parent/child connections among marketing plans, journeys, and related activities, accommodating as many as five levels in this hierarchy. Additionally, it facilitates seamless and immediate collaboration directly within the Salesforce platform by integrating with Quip, enhancing teamwork efficiency. Its native construction on the Salesforce Lightning platform enables users to utilize standard Salesforce capabilities, such as task management, to streamline workflows effectively. Moreover, users can take advantage of Salesforce's robust reporting tools and Kanban view to analyze any data field—including custom ones—while also gaining a clear visual representation of campaign progress through the standard Kanban interface. This functionality empowers marketing teams to adapt quickly and make informed decisions based on real-time insights.

Gain a comprehensive understanding of how your objectives interrelate, alongside the overall advancement and current standing of each milestone. You can select from various display options, such as timeline, list, or column view! Dive deeply into your goals, including specifics, necessary tasks, and utilize the Kanban-style Board View for optimal organization. This focused perspective helps you clearly identify progress, obstacles, and the outlook for the ongoing milestone. You also have the option to make your project plan publicly accessible by sharing a link or exporting it for inclusion in emails and presentations. For recurring projects, simply duplicate the existing plan! We provide reminders about milestones three days prior to their deadlines, and you will receive notifications regarding any activity related to your milestones, such as updates from your collaborators. Additionally, by utilizing comments, you can effectively stay informed about what your team members need you to prioritize and address! This ensures seamless communication and collaboration throughout your project management process.

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.

XL-Connector offers a seamless solution for extracting data from Salesforce, allowing users to manipulate it in Excel and effortlessly upload it back with a single click—eliminating the need for cumbersome CSV files while providing the full suite of Excel's powerful features such as pivot tables, charts, formulas, and lookups. Retrieving updated data from Salesforce.com is remarkably straightforward; simply hit the “Refresh” button, and your data will be instantly current. After making your desired changes, you can send the edited information back to Salesforce with just one click. Additionally, if you manage multiple logins, XL-Connector conveniently stores them, making account switching a breeze, with no restrictions on the number of Salesforce.com organizations you can connect to. Once installed, simply navigate to the XL-Connector tab in your Excel ribbon, log in using your Salesforce ID, and select “Reports”—it truly takes less time to display your real-time data in a familiar Excel interface than it does to describe the process. This efficiency not only saves time but also enhances productivity by integrating Salesforce data directly into your workflow.

Connect your CRM platform, like Salesforce or Microsoft Dynamics 365 Sales, seamlessly with your ERP system, such as Microsoft Dynamics 365, using Rapidi for a swift and uncomplicated integration process. Our data integration solution is designed to facilitate the connection between Salesforce and any Microsoft Dynamics ERP or CRM application effectively. With pre-built templates available for immediate use, you can also tailor them to fit your specific needs without requiring any coding skills. Managing any integration project involving Microsoft Dynamics and Salesforce is hassle-free, ensuring that your business experiences minimal disruption, no matter the size or complexity of the integration. This streamlined approach allows you to enhance operational efficiency and improve data accuracy across your systems.

Sweep simplifies CRM, enabling you to operate more efficiently. With Sweep, you can visualize, create, and oversee your CRM workflows, regulations, and automated tasks, while the platform builds a streamlined Salesforce backend for you. This is the ideal workspace to craft your optimal CRM funnel. Using a single interface, you can create, collaborate, and implement directly into Salesforce. The drag-and-drop feature allows you to observe the interactions between your CRM steps as you develop them. It offers an intuitive framework for viewing and managing various configurations. You gain a comprehensive perspective from a unified viewport to assess your entire CRM system. You can take direct actions to identify optimizations and address any bottlenecks proactively. Say farewell to tedious tasks as you automate any portion of your workflow. This Salesforce Lightning component is specifically designed to support your sales teams effectively. By simplifying Salesforce, inline guidance ensures that your sales teams can navigate the platform with ease. You can rapidly and securely deploy your funnels from sandbox environments to production. Additionally, Sweep provides all the necessary tools to support native reporting in Salesforce right from the start, ensuring seamless functionality. Ultimately, it empowers you to enhance your CRM strategy and elevate your sales performance.

Introducing a Change & Release Management Tool designed specifically for Salesforce Administrators, Snapshot offers visually engaging tools to seamlessly deploy metadata assets from both sandbox environments and Salesforce DX projects to production accounts. With over 40 detailed reports, it meticulously documents all facets of your Salesforce account, including unused assets, intricate relationships, disaster recovery strategies, data security measures, and adherence to corporate compliance standards. By utilizing Snapshot, Salesforce professionals can set aside concerns about code, as this robust platform empowers them to navigate complex organizations with intuitive drag-and-drop functionality. The ability to visualize and simplify operations, enhance security and compliance, and reduce the overall cost of organization ownership has never been more accessible. Metazoa Snapshot stands out as the most comprehensive toolkit in the industry for managing orgs, addressing technical debt, and providing a multitude of additional features that streamline administrative tasks. Whether you're looking to optimize performance or ensure regulatory compliance, Snapshot delivers exceptional solutions for all your Salesforce management needs.

Rattle connects Salesforce to Slack bidirectionally. It brings your CRM to the point, exactly when you need it. Your CRM can adapt to your human workflows and help you achieve your ROI goals faster and increase your performance with less effort. Your sales team's favorite automation. You can achieve your ROI goals quicker. You can increase performance with less effort. Your CRM can adapt to your human workflows. One click connect Salesforce and Slack Use pre-built playbooks or our no-code builder to deploy Rattle for any challenge. Your team will have no new tools to learn so there won't be any learning curve. High-growth sales teams can run smarter. Let your sales team put their brainpower to better uses by getting rid of gruntwork. Reps often struggle to capture important deal data in Salesforce when they are in back-to-back meetings. Rattle allows reps to log their calls, track key metrics and manage opportunities all from Slack.