Alternatives to ReferenceEdge

Nue is the #1 Revenue Lifecycle Platform on Salesforce. Nue is designed to meet the requirements of modern businesses. Configure dynamic pricing. Sell via any channel (self service + direct sales + in-app). Manage renewals and increase revenue. Know exactly when and what to charge. Nue allows RevOps to quickly deploy opportunity-to cash processes for direct sales and self-service, while providing complete, accurate analytics for Finance. Nue was built for SaaS companies that are growing fast and need a flexible, IT-heavy solution to manage revenue flows from end-to-end.

ConnectWise CPQ (formerly ConnectWise Sell) automates the process of obtaining professional quotes and proposals for IT solution providers. ConnectWise CPQ offers many tools that enable IT solution providers to save time and offer more value. Top features include professional proposal or quote templates, product catalog and sourcing, workflow automation, sales reports, and integrations to best-in-breed software like Cisco, Dell and HP. Building detailed sales quotes is time consuming, potentially costing your sales team hundreds of hours per week. ConnectWise CPQ™ (formerly ConnectWise Sell) brings order building complex quotes and proposals through custom templates, automated sourcing, and seamless PSA integration.

Built on monday.com's flexible low-code/no-code framework, WORK OS, monday sales CRM is a fully customizable CRM that empowers business owners and sales teams to manage every aspect of their sales cycle and customer data in one centralized place They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. Create customizable dashboards to confidently analyze your data and get a clear overview of your sales activities and performance to optimize your sales processes or adjust your strategy, without the need for an IT expertise. monday sales CRM eliminates hours of repetitive work by automating manual processes using no-code and seamlessly integrates with the tools sales teams already use. Beyond this, nurture all your client relationships by managing post-sale activities such as onboarding and their projects. Send out personalized invoices and quotes with ease. Unlike traditional CRMs, monday sales CRM is extremely user-friendly, providing your sales team with a CRM they'd actually want to use.

Founded in Austin, Texas, Orca was built under the premise to create a simple solution to effectively manage a customer advocacy program within Salesforce. We work to balance the capabilities of Salesforce with the end-user experience to deliver a powerful yet mindful sales application. Orca opens the door for companies and users to leverage existing relationships and data to accelerate business growth. Our user-friendly and 100% Salesforce native interface promotes quick adoption and implementation for new customers as well as a streamlined workflow that aligns with a traditional sales cycle.

At Expedite Commerce, we're leading a transformative shift in revenue operations by embedding advanced AI into our cloud-based platform. Our AI-first solutions redefine the lead-to-cash process, enabling businesses to: - Accelerate Growth: Harness AI to boost sales and expand market reach. - Optimize Operations: Streamline processes with intelligent automation. - Enhance Customer Engagement: Deliver personalized experiences that drive loyalty. We envision a future where AI and human expertise collaborate seamlessly to unlock unprecedented business potential. Our suite includes AI-powered Configure-Price-Quote (CPQ), Contract Lifecycle Management (CLM), eCommerce, and Recurring Billing solutions. What Sets Us Apart -Deep AI Integration: Our platform utilizes an agent-based framework that acts on your behalf, adapting to your business processes to automate complex tasks. -Market Leadership: Positioned at the forefront of the AI revolution in revenue operations. -Proven Track Record: With a global client base and consistent growth, we've demonstrated our ability to deliver impactful results. Who We Empower Our solutions are tailored for forward-thinking leaders in: -Sales Operations: Free your sales team to focus on buyers by automating complex tasks. -Marketing Operations: Leverage insights for more effective campaigns. -Finance Operations: Optimize billing and revenue recognition with intelligent automation. Industries We Serve We cater to dynamic industries where innovation is essential: SaaS XaaS IoT Manufacturing Brands Our Global Footprint We support customers in over 50 countries with a team of 60 experts and 150 partner resources.

Accelerate your growth by leveraging Salesforce Revenue Cloud, where every aspect of your business connects seamlessly from any location on one unified platform. Achieve comprehensive visibility throughout the entire purchasing journey effortlessly with the most robust revenue management solution available. Move past traditional quote-to-cash processes by integrating invoicing within minutes, ensuring you have all the essential tools to expand using the leading CRM in the industry. Enhance your customers' buying experience, making it quicker, simpler, and more insightful. Propel your innovations to market at an expedited pace while utilizing subscription and consumption-based pricing models. Experience rapid scaling by integrating your ERP systems and harnessing real-time analytics, all driven through automation for maximum efficiency. This holistic approach will not only streamline operations but also position your business for sustained success.

Harnessing social proof on a large scale, our software effectively captures and transforms customer insights into various formats such as case studies, testimonials, and reviews. This allows you to substantiate your marketing assertions with concrete data. By gathering elusive ROI metrics and operational outcomes from your clients, you can establish credibility with potential buyers. Enhance your marketing strategies tailored to specific verticals and personas by dissecting customer feedback for the creation of impactful targeted content. Stand out in crowded markets with customer proof points that clearly distinguish your products from rivals. Accumulate essential social proof to utilize throughout the buyer's journey, securing numerous new references, refined case studies, and focused testimonials for your sales and marketing efforts. Efficiently gather feedback, verify response data, publish fresh customer narratives, and leverage them to enhance engagement within your marketing campaigns—achieving this in a fraction of the time required by conventional approaches. Moreover, this streamlined process not only saves time but also maximizes the effectiveness of your marketing initiatives, ensuring a greater return on investment.

Enhance the visual shopping experience for your clients by offering them an engaging visual selection process during their exploration and interaction. By doing so, sales channels will not only secure a competitive edge but also experience a quicker route to conversion. This approach will enable you to sell products more efficiently, reducing costly mistakes and duplicative efforts, which in turn will accelerate the sales cycle. Generate interest through fulfillment with a streamlined solution applicable across the entire organization. Increase the number of prospective opportunities and produce more quotes using a user-friendly and efficient quoting system. Fulfill customer needs with faster quote-to-delivery periods, thereby boosting win rates with reduced reliance on internal personnel. Automatically generate precise proposals along with the necessary fulfillment documentation, while also speeding up the introduction of new products by swiftly adjusting to market needs. Ultimately, this comprehensive strategy will enhance customer satisfaction and drive business growth.

Accelerate your sales process with the top-tier quote-to-cash solution tailored for SaaS startups. Enable your customers to complete their purchases, sign agreements, and make payments effortlessly in a single, unified step while monitoring all essential metrics from a centralized dashboard. Replace cumbersome spreadsheets and traditional sales methods to focus on what truly matters: increasing sales and boosting revenue. Offer a customer experience akin to B2C transactions, positioning your software as the simplest option for clients to acquire. By keeping all critical revenue information consolidated, you can enhance your decision-making and propel your business forward. This streamlined approach not only simplifies transactions but also empowers you to capitalize on emerging opportunities more effectively.

All your SMS Marketing, Customer Loyalty, Referral Program, and Online Reviews can be managed from one platform. Revetize consolidates over 5 different customer marketing programs into 1. (For a price of 1) Our Omni Channel Drip Campaign makes it easy to send smss, email, voicemail, and direct mail to customers in one simple process.

Aligned serves as an impactful platform for customer collaboration, aiming to enhance both sales and customer success workflows. By bringing together essential resources for buyers into a single hub, Aligned reduces the confusion that can arise from lengthy email exchanges, sharing files, and managing various applications. This approach transforms the purchasing process, enabling sales teams to create compelling business cases, monitor shared success strategies, and expedite the closing of deals. With features like real-time collaboration, task delegation, and open communication, Aligned promotes stronger connections between sales teams and their clients, resulting in a seamless and effective transition from prospecting to onboarding. Ultimately, the platform not only improves efficiency but also strengthens relationships between businesses and their customers.

Pricefx provides an extensive array of price management and CPQ solutions. As a cloud-based platform, it allows for rapid insight into your data, facilitates adaptability to market fluctuations, and empowers your organization to pursue profitable growth opportunities. With a commitment to maintaining a competitive edge, these products are meticulously crafted to address both your current requirements and future aspirations. Equip your sales force to react more swiftly to inquiries, deliver quotes with enhanced accuracy and assurance, and secure a greater number of deals. Featuring a flawless Configure-Price-Quote function, alongside pricing simulations and calculations, you can give your sales team unparalleled response times for pricing questions and quote generation. Additionally, enhance your sales process with a versatile quote configurator and precise price calculations, ensuring error-free answers to all pricing inquiries. This level of efficiency not only boosts productivity but also strengthens customer trust in your pricing practices.

ClientTether’s leading franchise management software was designed and built by franchisors to fundamentally change their system’s ability to scale growth, provide customers with an incredible experience, and to create meaningful engagement to boost retention and bolster their online reputation. It has grown to be the #1 Franchise Software in 2024 and the leading Franchise Sales CRM in the industry. Because we’ve been in our clients’ shoes, we made our franchise platform incredibly easy to use, simple to deploy, and powerful, so they can spend their time running their business and not letting their business run them. We help service businesses and FranDev teams optimize their lead response, sales, quoting, online reputation management, and operations processes through natively integrated automation tools including text, phone, email, chat, and internal communication. This is all tied to a CRM platform designed to support franchising and multi-site service companies with Data. Our Franchise CRM boasts leading proposal system technology that can be molded to your unique bidding system, payment processing, Quickbooks integration, online review automation, nurturing, referral request automation, and so much more. Your FranDev or franchisees can visualize their pipelines, potential at risk, and engage candidates seamlessly from one screen. You can build your entire franchise development process, send FDDs and get digital signatures, as well as manage franchisee communications, onboarding, and onboarding all from one place. Our dashboards make it easy to manage Zee performance. We also offer unparalleled support and onboarding!

Tekst is an advanced AI platform designed for enterprises, converting disorganized inboxes into efficient workflows by meticulously analyzing every email, ticket, and chat through a specialized model that comprehends the unique language, context, and intent of your organization. It streamlines the process by automatically tagging, prioritizing, and directing messages to the appropriate teams or systems, thereby removing the need for manual sorting and reducing backlog. Seamlessly integrating with existing tools, Tekst offers comprehensive operational insights, monitoring key metrics such as message type, response times, and resolution effectiveness while facilitating automated processes like order intake, case management, accounts payable, and quote-to-cash operations. With the ability to interpret complex messages and handle multilingual content with near-human accuracy, Tekst evolves continuously, ensuring significant outcomes such as 90% classification accuracy, tripled resolution speed, and a return on investment realized within just weeks. This innovative solution not only enhances productivity but also empowers organizations to focus on strategic initiatives by minimizing the time spent on routine communications.

XaitCPQ (Configure price, quote) stores all complex product, pricing and business rules in one central location. This allows for automation and streamlining in real-time. We help organizations win more deals with better margins. We make it quick and easy for customers to price and build the right product and service combinations. Reduce the sales cycle and eliminate bottlenecks. Sales teams can present the right solution at the right price to the right customer at the right time. XaitCPQ is a cloud-based solution that allows sales reps to work anywhere and from any device. Management can see exactly where a purchase is at any point in the process, its status and who's working. There are more chances to sell and add value than ever before.

Customized lead profiles designed specifically for IT Security sectors, such as Endpoint Protection, Firewalls, and Secure Gateways, utilize distinct industry-oriented filters including Keywords, Skillsets, and Technologies. These profiles are meticulously curated by experts in the IT Security field to ensure maximum relevance. With the "Heat Index" AI Engine, which employs advanced data science techniques to produce unique relevance scores, the system indexes and scrutinizes a vast array of data sources, totaling over 100 million web and social media pages. Each lead is assigned a Heat Index score that aligns with your specific IT security niche and area of expertise, ensuring comprehensive and accurate information. This innovative approach enables Account-Based Marketing by deeply mining contacts, resulting in human-verified leads that are guaranteed to be 100% complete, over 95% accurate, and continuously refreshed. Furthermore, the platform includes high-potential accounts across various critical industry verticals, facilitating the creation of robust Named Accounts Lists within the IT Security landscape. By leveraging profound sales intelligence regarding the roles of key Economic Sponsors and Influencers, businesses can expedite the closing of deals and enhance their overall sales efficiency. Ultimately, this system not only streamlines the lead generation process but also empowers organizations to strategically target the right prospects.

Leverage customer reference management software to enhance relationships and accelerate deal closures. Whether you need a tool to cultivate and manage your references or to actively engage existing customer champions, RO Innovation is dedicated to supporting your efforts. By involving your customer advocates, you can expedite the sales process and eliminate the chaos of numerous emails to account managers, transitioning to a streamlined and efficient reference system. Are you still relying on spreadsheets to track references and lacking visibility into which advocates are ideal for webinars or events? It's time to elevate your approach. Our platform includes a nomination portal that empowers customer-facing teams to propose their best customer candidates. With gamification features designed to motivate customer participation through rewards and incentives, our workflows eliminate manual tracking and updates, while the system intelligently identifies your top customer advocates for every initiative, ensuring you always have the best resources at your fingertips. By integrating these innovative tools, you not only enhance productivity but also foster stronger connections with your customers.

Effortlessly gather, organize, and share video testimonials and reviews with GetBravo, a cloud-based platform specifically designed for capturing and managing video content produced by your customers. Ideal for obtaining testimonials, reviews, and much more, it offers user-friendly tools that facilitate the process of requesting and securing videos from your clients. Simply have your logo file ready to upload, and you can get started in less than five minutes. The platform also allows you to download your videos, enabling you to share them on social media platforms, video hosting sites like YouTube and Vimeo, or utilize our own video hosting service for seamless embedding on your website. You maintain ownership of your videos, and our intuitive dashboard equips you with everything you need to view, download, and integrate your videos wherever you wish. With features that streamline the entire process, GetBravo ensures that you can effectively showcase customer feedback in a visually engaging manner.

Accelerate your quoting process, manage pricing effectively, and secure more deals using Salesforce CPQ. Designed specifically for the leading CRM platform, Salesforce CPQ equips businesses with essential tools to streamline their sales journey from quoting all the way to cash flow. This comprehensive solution is available in three distinct editions, one of which includes complete Quote-to-Cash capabilities that also facilitate billing and collections. With Salesforce CPQ, companies can enhance their sales efficiency and improve overall revenue management.

Configure smart, accurate deals faster. No matter how complex your business is, empower your sellers to accurately quote and spend less time selling. Conga CPQ makes it easier for sellers to close more deals and achieve a higher win rate. Construct complex products and services, provide accurate quotes and make smarter deals by using the most current pricing and product information. The process is smooth and error-free, which will be appreciated by your customers. 82% of B2B decision makers believe sales reps lack preparation. Conga CPQ allows you to scale the actions your top sales reps across the entire organization by providing pricing guidance, guided selling, and margin protection.

Viirtue's white label VoIP and UCaaS software transforms white-label VoIP and UCaaS into a powerful video collaboration tool. It also offers mobile capabilities and a best in class streamlined quote-to cash solution. This allows you to compete with big players and scale your business with modern tools, excellent support, and great tools. You can rebrand our entire suite of white-label communication tools to your company, making it a one-stop shop for technology solutions. Get a demo to see how our industry-leading platform and quote-to-cash software can make it easy to run a unified communications company. Fair pricing that charges only for the number of seats used, and not for multiple users using multiple devices. Our all-in-one, quote-to-cash software, as well as our reseller dashboard, is a turnkey tool that supports your brand platform and helps you capture and win more business.

The Netiquette Accounting Management System is an online solution designed to enhance your financial closing process by providing streamlined, auditable revenue management along with comprehensive, real-time insights into your company’s financial health. This software is approved by IRAS and adheres to Singapore’s regulatory standards, making it ideal for local SMEs to facilitate the submission of GST Form 5 and the IRAS Audit File (IAF). With Netiquette Accounting Software, users can access up-to-the-minute data reporting that evaluates various aspects of business performance, including cash flow, cash to loan gearing, and return on capital. Additionally, the software features seamless integration with the Netiquette Inventory System, which helps to optimize essential business workflows like quote-to-cash, allowing teams to work efficiently from a unified source of financial, sales, and customer information. This holistic approach not only simplifies bookkeeping but also empowers businesses to make informed decisions based on real-time data analytics.

StartProto effortlessly merges with your current workflows, enhancing the entire manufacturing journey from quoting to cash flow. Our software, designed to be both lightweight and robust, helps modernize your operations and streamline processes. For job shops, precisely determining the production costs of parts or services is essential for maintaining a competitive edge and ensuring profitability. Traditional quoting methods often overlook critical elements such as run time, setup time, and material costs, which can result in miscalculations that lead to significant financial setbacks. Our innovative solution empowers job shops to incorporate all these vital factors into their quoting process. By factoring in run time, setup time, and material costs, manufacturers can generate more precise quotes, preventing issues like underbidding or overcharging. This level of accuracy not only helps retain competitiveness in the market but also fosters customer trust through transparent and equitable pricing practices. Ultimately, StartProto positions your business to thrive in an ever-evolving manufacturing landscape.

In today's digital era, businesses across all sectors, including the printing industry, are transitioning online. We provide innovative online solutions that can enhance the competitiveness of your printing business in this evolving digital landscape. As the market increasingly gravitates towards online platforms, staying ahead of the curve is essential. Empower your customers to personalize their own designs for business cards, calendars, ID cards, brochures, and more. Users can easily upload their images for reuse, and you can also create an image library for customer convenience. Control the extent of customization by determining whether users can modify images or text within the designs. Our platform accommodates template designers with features allowing auto price calculations depending on quantity or user-selected options, such as the inclusion of lamination. Additionally, it effectively manages taxation and discount codes. xPrint seamlessly integrates both your online and offline operations, facilitating a smooth quote-to-cash process. Simplify your workflow by enabling users to upload their designs for printing, making the entire process more efficient and user-friendly. By leveraging these features, you can enhance customer satisfaction and drive greater sales.

We simplify your manufacturing.™ Global Shop Solutions ERP software provides the applications needed to deliver a quality part on time, every time from quote to cash and everything in between including shop management, scheduling, inventory, accounting, quality control, CRM and 25 more. Available in the cloud or on premise, our manufacturing customers benefit from real-time inventory accuracy, improved on-time delivery, lower administrative costs, increased sales and improved customer service.

Streamline Your Cold Email and Follow-Up Process. Transform your sales approach by leveraging effortless drip marketing that runs on autopilot. Suitable for businesses of all sizes, Replyify offers a free start and remains budget-friendly as your needs expand. This contemporary sales platform is designed to automate your Account Based Marketing efforts and generate additional opportunities. Drip email sequences represent the most effective method for Account Executives, Sales Development representatives, Demand Generators, Recruiters, Financial Planners, VPs, and CEOs aiming to secure more sales. Replyify synchronizes your pipeline activities with your real-world selling techniques through a combination of emails, phone calls, and social outreach. You can link any email service, including Gmail and Office365, with direct integration into Salesforce CRM and even Zapier! Each email is tailored with the recipient’s details and dispatched from your own inbox to enhance deliverability. By utilizing an All-In-One Platform designed for ease of use, you can send more prospecting emails, schedule additional meetings, and ultimately close more deals, propelling your business growth effectively. The efficiency and customization provided by Replyify can significantly elevate your sales outcomes.

Revenue teams use enablemint to find, reach, engage, and close deals with their ideal targets with automated tools for lead list extraction and enrichment, all in real time. Get the company and contact information you want on exactly who you want without the limitations of large static databases. - For M&A Teams: Supercharge your deal-sourcing by finding targets for your specific industries and geographically focused mandates that the large static databases are missing. Identify these hidden gems, gain a first-mover advantage, and close more deals. - For Enterprise Sales: Accelerate your prospecting and hit your quota faster by identifying more target companies for your specific and niche use cases that are often missed in large static databases. No more limitations on identifiable contacts, get multiple stakeholders’ contact info - as many as you need to create buy-in. - For B2B Marketers: Amplify your paid campaign ROAS without skyrocketing Ad Spend by creating highly-targeted audience lists. By knowing exactly who is in your target audience you can maximize your Ad Spend without wasted costs on impressions and clicks of non-ICP targets.

Enlyft empowers B2B organizations to enhance their lead generation, accelerate deal closures, and boost customer acquisition rates. Utilizing an AI-driven customer intelligence platform, Enlyft employs machine learning to analyze and anticipate the purchasing behaviors of millions of companies globally, taking into account their technology usage, various business characteristics, and real-time buyer intent indicators. By enabling rapid identification, prioritization, and engagement with high-potential prospects, Enlyft helps increase sales effectiveness. The platform boasts a rich database of real-time data encompassing company firmographics, technology utilization, buying signals, and numerous other account-specific attributes. Through advanced machine learning models, businesses can predict future outcomes by integrating Enlyft’s detailed account insights with their own customer data. Furthermore, Enlyft allows for smooth integration of these insights into widely-used B2B sales and marketing tools such as Salesforce, HubSpot, Dynamics 365, and LinkedIn, among others. This ensures that records are enriched and data remains up-to-date, ultimately leading to more informed decision-making. With Enlyft, companies can truly transform their sales strategy and engage more effectively with their target audience.

AccountBase, a product of GroupM, provides a technology platform based on IP that focuses on the effective management of programmatic B2B strategies and solutions. It allows you to reach crucial decision-makers at your target accounts, ensuring engagement occurs in the most appropriate context and timing. By leveraging media and technology, AccountBase connects businesses with their audience through Programmatic B2B efforts. As a division of GroupM, which stands as the largest media buying and technology conglomerate globally, AccountBase operates without any media ownership, allowing clients to engage on the premium media platforms that are most relevant to their needs. This approach enhances scalability and reach while facilitating page-level keyword targeting, utilizing industry-specific media, and employing AI to trigger digital behaviors. Campaigns can be monitored and adjusted in real-time, providing insights into account intent, relevant content, and optimal sales opportunities. The platform empowers users to engage with various stakeholders, navigate complex and non-linear sales processes, and effectively connect beyond the limitations of privacy regulations, CRM systems, and email boundaries, all while aligning marketing with sales efforts. By concentrating on high-potential accounts, businesses can maximize their return on investment and drive meaningful engagement.

ASC Pricing and Quoting is an online platform tailored for the management of configure, price, and quote (CPQ) processes, emphasizing RFPs, RFIs, RFQs, sourcing, procurement activities, and collaborative negotiations. It enhances the sales and pricing experience by automating and overseeing the requirements for sales configuration, along with calculations for pricing and promotions that are tailored to customers, channels, volumes, and specific products. This platform encompasses the entire lifecycle of contract management from buy-side to sell-side, including processes like quote to cash (QTC), quote to order (QTO), and configure, price, quote (CPQ). By leveraging ASC Pricing and Quoting solutions, organizations can streamline, enhance, and automate their pricing and tender management, as well as their sales and product configuration processes, leading to increased efficiency and improved accuracy in their operations. Overall, ASC Pricing and Quoting stands as a comprehensive solution for businesses looking to optimize their pricing strategies and negotiation efforts.

Fuel your growth through the power of technology insights. Equip your strategy, sales, and growth teams with the intelligence needed to expedite your business's progress. Leverage technology intelligence to analyze worldwide markets, uncovering the most promising opportunities to secure a competitive edge. Speed up your ability to target, qualify, and close sales by focusing on prospects backed by technology insights. Enhance your ideal customer profile, boost engagement, and generate a greater number of qualified leads through the use of technology intelligence. Streamline crucial business processes by harnessing technology intelligence effectively. Determine the size of your Total Addressable Market (TAM) accurately to pinpoint valuable prospects and markets. Analyze your top customers by examining their IT spending and technology purchasing behaviors, allowing for a more precise definition and refinement of your ideal customer profile. Ensure your account executives are directing their efforts toward prospects with the highest likelihood of converting. Bring precision and clarity to your Account-Based Marketing (ABM) initiatives by strategically targeting and prioritizing the most promising accounts while continuously assessing and refining your approach. This multifaceted strategy not only enhances your outreach but also solidifies your market presence.

Use QuoteWerks, the sales quoting and proposal software solution, in your CPQ and Quote-To-Cash sales process. For efficient sales quotes and proposal creation, turn to QuoteWerks. QuoteWerks is a market-leading Configure-Price-Quote (CPQ) solution designed to help businesses evolve their sales process so they can sell more, faster, and easier. The solution offers seamless PSA/CRM integrations, QuickBooks and Sage 50 integrations, credit card payment processing, approval and peer review, quote labor, Word-based proposals, a powerful dashboard, and so much more.

Quoter is an online quoting platform that allows sales teams to quickly and easily create quotes. Quoter streamlines the sales proposal and sales quote process to save time and increase control. This allows sales teams to win more deals, reduce their workload, and helps them win more sales deals. It includes reusable proposal and quote templates, quote tracking, email tracking, easy online acceptance and payment, CRM integration, accounting integration, and many other features. Quoter makes it easy to create more quotes, eliminate bottlenecks and get paid faster. Quoter is a modern, lightning-fast quoting platform for technology service provider. Our platform is easy to use, has automation workflows and unlimited user pricing plans, allowing your team to create more quotations than ever before. All core plans allow unlimited users. In just a few clicks, you can create impressive, accurate quotations. You can rest assured knowing exactly when your quotes were opened. Seamless integrations of PSA, CRM and distributor systems. Leverage our automation to encourage more people to quote.

Revenova TMS, a cloud-based transport management system for shippers and brokers, is available to third-party logistics (3PL), companies. Plan, price, optimize and book freight. You can also track, schedule, track, and manage invoices. Revenova TMS is a Salesforce.com Lightning platform that leverages the #1 cloud-CRM platform in the world to provide a seamless quote-to cash workflow solution on a reliable, secure, and scalable cloud infrastructure. To accelerate revenue-generating activities that involve shipping, quickly calculate customer freight costs. To improve service levels and provide customers with real-time visibility to shipment locations, track the performance of carriers. Quickly identify, evaluate, onboard, book, and pay carriers. Monitor compliance with Federal motor carrier regulations, as well as internal performance standards, automatically. For real-time interaction with carriers, deploy branded web communities.

Subskribe simplifies the process of quoting and invoicing dynamic deals with remarkable assurance. It offers a completely integrated experience that spans from initial quotation to revenue generation. This platform is capable of accommodating any kind of SaaS arrangement you can envision, including ramp-ups, bundles, and usage-based billing. By ensuring that all stakeholders are aligned, Subskribe allows both sales and finance teams to access the same data from a centralized database. As sales orders progress and evolve, they automatically update, eliminating the necessity for tedious manual reconciliation. Businesses no longer have to worry about how much to invoice during specific periods, as Subskribe streamlines the process of managing dynamic deals, enhancing both deal flow and operational efficiency. Built to accommodate deals that may change over time, Subskribe is centered around a single repository of dynamic orders, which can be adjusted at the line item level. This innovation eradicates silos and confusion, making sure that every detail is accurately tracked and managed. Ultimately, Subskribe empowers organizations to focus on growth and adaptability without the burdens of outdated processes.

Cacheflow's deal-closing platform automates quote to close, with complex usage-based pricing and dynamic quotes available in minutes. Cacheflow allows sales teams to close up to 4x faster with single-link proposals. Customers can approve, sign, and pay in a B2C-like self-service checkout. Cacheflow's built-in financing options allow customers to pay in the way that suits them, without impacting your ARR. Reduce manual work for RevOps, Sales, Legal, and Compliance teams with automatic billing, renewal, and compliance tools. Cacheflow's solution is zero-code, and takes the place of a CRM, CPQ, and billing platform all in one. It's a powerful way to automate your sales flow, bringing you more valuable projections and insights with full transparency. It's streamlined, fast, and delightful.

The Symphony billing system empowers businesses to swiftly and effortlessly launch new products or applications within their current operational frameworks. You can choose to integrate only the necessary modules or adopt a comprehensive end-to-end solution, allowing our flexible and scalable platform to expand alongside your needs. With Symphony’s real-time data transaction management and mediation, you gain insights into your customers’ accounts, enabling you to manage these relationships more profitably. Revolutionize your journey from quote to cash and secure more sales while gaining a competitive edge through tools and insights that facilitate a rapid transition from proposal to payment. Create tailored quotes and specify products easily, as customer approval initiates workflows based on the selected products. Final quotes can be issued complete with automatically generated cover letters and product brochures, while you also benefit from detailed reporting on quotes issued and orders by region or agent. This comprehensive approach ensures seamless business process automation and management throughout your operations. Ultimately, Symphony not only enhances efficiency but also fosters deeper connections with your clients.

Transforming the landscape of technology procurement and financial solutions, this innovative platform integrates payments, predictive pricing, financing, and a streamlined quote-to-cash process into a cohesive system. It offers flexible payment alternatives designed to expedite deal closures, seamlessly embedded within the sales process. By leveraging existing recurring revenues, businesses can secure immediate funding, allowing them to receive payments promptly even if their customers opt for delayed payment. This approach aligns payment structures with customer payment schedules, enabling organizations to unlock growth capital from their own assets without incurring debt or equity dilution. Unlike traditional venture debt or revenue-based financing, Ratio requires no monthly payments, providing further financial relief. Businesses can selectively choose which contracts to monetize based on their cash flow requirements. The Ratio team comprises seasoned professionals from the SaaS and finance sectors, alongside serial entrepreneurs and innovators. Equity remains a vital component for company growth and team compensation, and engaging with Ratio for strategic capital ensures there is no equity dilution or warrant issuance. This unique model empowers businesses to thrive while maintaining ownership and control.

Integra serves as a holistic quote-to-cash solution tailored for ready-mix concrete manufacturers, seamlessly integrating various modules and processes from start to finish. By simplifying operations, it covers everything from quotations and order processing to scheduling, ticketing, truck tracking, driver communications, invoicing, and accounts receivable. The system boosts dispatcher productivity with user-friendly features such as color-coded displays for truck allocations, which minimizes the need for internal discussions and speeds up workflows through multi-copy capabilities. Furthermore, Integra provides supplementary modules for inventory management, administrative functions, credit oversight, lien management, and sales enhancements, thereby increasing its overall utility for the business. Designed with a promise of delivering a complete return on investment within a year, Integra fosters enhanced connectivity through more effective communication practices. Overall, every logistical element is meticulously addressed, ensuring that aspects such as order processing, adaptive scheduling, ticketing, vehicle tracking, resource allocation, and performance reporting are fully optimized. This comprehensive approach not only improves operational efficiency but also empowers producers to make more informed decisions.

Eliminate the disorganized closing processes by utilizing templated quotes, streamlined approval workflows, and established pricing guidelines to empower your teams and enhance sales reps' success. Develop customized agreement templates that have already been approved for your sales teams to use. Instantly implement changes and adapt to evolving business requirements without delay. Say goodbye to lengthy implementation timelines; with RevOps, your team can be operational in just hours or days, rather than the weeks or months that used to be standard. Equip your sales representatives for success by allowing them the flexibility they need while still providing essential structure for deal-making. Establish approval workflows to foster collaboration and save your team invaluable time. Effortlessly send documents to anyone globally, facilitating the scaling of your sales operations to thrive in today’s remote, digital economy. This approach not only enhances efficiency but also ensures that your teams remain agile in a rapidly changing market.

Renewtrak serves as an automation platform designed to bridge the global technology sector, enhancing the functionality of the renewals and subscription economy. Our platform empowers clients to manage their recurring revenue streams efficiently while streamlining the quoting process through intricate distribution networks, allowing them to offer tailored and relevant renewal choices for various types of licenses, support, maintenance, and annuity agreements. By automating renewal notifications, we help your team save valuable time while ensuring that every account is touched, resulting in improved renewal rates. This renewal event can also be leveraged as a strategic opportunity to deepen relationships with current customers. We enable customers to explore options, self-checkout, and finalize transactions seamlessly, which accelerates the quote-to-cash process. Renewtrak brings the consumer-like digital purchasing experience typical in B2C environments to the B2B sphere, fostering not just renewals but also customer expansion. Our automation of repetitive processes allows your team to dedicate their efforts to more significant tasks. Furthermore, our dashboard, equipped with AI-driven renewal likelihood scores, provides immediate insights into real-time performance metrics. This combination of automation and analytics ensures that businesses can make informed decisions while enhancing customer engagement throughout the renewal lifecycle.

The Advertising Revenue Management platform enhances ad sales, optimizes ad operations, oversees the entire quote-to-cash process, integrates inventory and billing, and maximizes revenue across various channels, allowing you to operate a lucrative media business. Transition seamlessly from Google DoubleClick Sales Manager (DSM) to Symmetriq without any disruption to your operations, as we manage the entire migration process, ensuring your business continues to function smoothly. Given the rapidly evolving media landscape, you now have the opportunity to rethink your multi-channel product offerings and the strategies your sales team employs to present and package these products through Symmetriq. For more information on how you can access and analyze your data within Symmetriq, feel free to contact us. Symmetriq serves as an AI-driven Omni Channel Revenue Management Platform that empowers media companies to maintain profitability in their operations. As a comprehensive "Revenue In a Box" solution, it allows you to effectively manage your current offerings while also adapting to future sales opportunities. This adaptability means that your media business can thrive even amidst industry changes.

BluLogix is a leading SaaS-based recurring revenue monetization platform, offering B2B enterprises a powerful platform to catalyze growth through streamlined subscription and usage billing. Designed for companies with complex billing challenges, the BluIQ platform offers flexible, scalable solutions to streamline operations and boost innovation. BluLogix provides end-to-end automation and seamless integration across the revenue process, tailored for businesses with complex billing needs. It is built to adapt rapidly to evolving business requirements, ensuring customers can capitalize on the subscription economy with efficiency, accuracy, and speed. With BluLogix, businesses can enjoy increased revenue, enhanced profitability, and higher customer satisfaction thanks to comprehensive automation and seamless system integrations. Tailored to adapt to your dynamic needs, our platform ensures you efficiently leverage the subscription economy. As a recognized leader in managing recurring revenue, BluLogix optimizes our customers’ quote-to-cash processes, fostering sustainable growth, and delivering exceptional customer experiences.

SnapLogic is easy to use, quickly ramp up and learn. SnapLogic allows you to quickly create enterprise-wide apps and data integrations. You can easily expose and manage APIs that expand your world. Reduce the manual, slow, and error-prone processes and get faster results for business processes like customer onboarding, employee off-boarding, quote and cash, ERP SKU forecasting and support ticket creation. You can monitor, manage, secure and govern all your data pipelines, API calls, and application integrations from one single window. Automated workflows can be created for any department in your enterprise within minutes, not days. SnapLogic platform can connect employee data from all enterprise HR apps and data sources to deliver exceptional employee experiences. Discover how SnapLogic can help create seamless experiences powered with automated processes.

Eliminate the constraints associated with configuration and quoting to ensure that you consistently provide rapid and adaptable configuration experiences in both CPQ and self-service quoting. This enhancement allows your sales team to increase their sales potential while minimizing the workload for your IT department. With Logik.io, you gain access to a single, centralized engine that governs the configuration of your solutions, enabling you to create exceptional selling experiences across all channels with a single build. No longer will managing product rules and recommendations be a source of frustration for your team. Wave goodbye to the burdens of custom development and scripting; instead, adopt a solution that simplifies the management of product and sales logic, reduces maintenance costs, and scales effortlessly, all while delivering the outstanding selling experiences that both sellers and buyers expect. This transition not only streamlines operations but also empowers your teams to focus on what truly matters: driving sales and enhancing customer satisfaction.