Alternatives to RollBase

Resco Mobile App Development Toolkit is a no-code platform for building custom mobile business applications designed to enhance Microsoft Dynamics 365, Power Platform, Business Central, and Salesforce. Ideal for partners and ISVs, it enables you to create white-labeled, scalable apps for industries like utilities, energy, construction, and field service. With offline functionality and secure data synchronization, you can build mobile solutions tailored for inspections, asset management, work orders, and more. The drag-and-drop interface streamlines customization, allowing you to design workflows, forms, and dashboards without coding expertise. This toolkit empowers you to create verticalized mobile solutions that extend CRM and ERP capabilities while addressing the specific needs of frontline workers. Deliver branded apps, modernize field operations, and generate new revenue streams by equipping clients with reliable, industry-specific mobile technology. Unlock the potential to scale your business with Resco's flexible and robust toolkit.

Partnering with Salesforce, Titan Forms and Apps are a game-changer in the industry, making the world’s number #1 CRM accessible, and effortless for anyone to use. At the touch of a button, and with zero code, experience strength, speed, and agility for Salesforce Forms and your business processes. Slash time to market, nuke code, and tackle any use case on a single platform. Our best-of-breed forms and applications for Salesforce cater to any industry and it’s our mission to provide custom solutions for difficult problems. Build beautiful web portals, sign documents, generate docs, send surveys, automate contracts, fill out Salesforce forms, and so much more in just a few simple clicks. No code required and with our new AI assistant you can build even faster and with fewer errors. We are the only product on the market that empowers you to send data to Salesforce and pull it back in real-time without any development or added expense. Our customers and partners are the heartbeat of Titan. If you need a feature, simply request it via our Titan X Lab and we will consider it for our roadmap! So what’s stopping you? Schedule a demo today.

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.

SafeGuard Cyber is a SaaS security platform providing cloud-native defense for critical cloud communication applications that organizations are increasingly reliant upon, such as Microsoft Teams, Slack, Zoom, Salesforce, and social media.  A blind-spot is growing for security operations as adoption of these tools increases, creating more risk and vulnerability to ransomware, business compromise, and confidential information leakage. Email security lacks the ability to both create visibility outside of email, and primarily defend against malicious files and links. CASB/SASE solutions are difficult to deploy and manage, and the control function is typically left “open” to prevent false positives from affecting business productivity Our platform’s agentless architecture creates a portable security layer wherever your workforce communicates, no matter the device or network. Manage day-to-day business communication risk extending beyond email and into enterprise collaboration applications. Secure your business by protecting the human attack vector from advanced social engineering and targeted threats.

Power Broker is meticulously designed for the Commercial Real Estate sector, concentrating exclusively on enhancing Salesforce.com for this industry. Our development of a CRM system is rooted in authentic commercial real estate knowledge, leveraging the robust Salesforce foundation to drive effective outcomes. Crafted by brokers with a deep understanding of the field, Power Broker is anchored on the world's leading CRM—Salesforce. There’s no denying that Salesforce is the premier, most dependable, and innovative CRM platform available today. Power Broker seamlessly integrates all the strengths and user-friendliness of enterprise Salesforce into a tailored application just for you. As the most comprehensive solution in the commercial real estate market, Power Broker recognizes that industry professionals demand a sophisticated answer to their specific needs. While it boasts remarkable ease of use, Power Broker also encompasses the full range of functionalities that many other commercial real estate CRMs simply do not provide, ensuring that users have everything they need at their fingertips. With Power Broker, navigating the complexities of commercial real estate has never been more efficient.

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.

Introducing the pioneering DevOps Value Stream Platform designed specifically for Salesforce. Discover the groundbreaking features of Copado’s Winter ’21 release, which revolutionizes the way businesses harness their cloud platform to drive profitability. With Copado DevOps, you can establish continuous value delivery directly from Salesforce to enhance your organization's financial performance. Create efficient release pipelines to manage Salesforce metadata while ensuring that all your orgs are in sync effortlessly. Streamline your sprint and feature planning using user stories, epics, and comprehensive integrations with tools like Azure DevOps and Jira. Take advantage of built-in quality gates and automated testing processes to elevate product quality and maintain regulatory standards. All these features are available on the secure and dependable Salesforce Platform. Utilize DevOps 360 Analytics for measurement and monitoring, and enhance agile practices and workflows through the use of Value Stream Maps. Our adaptable architecture allows you to integrate with existing version control, ALM, and automation tools seamlessly. As the leading Native DevOps solution for Salesforce, teams can expect to realize substantial benefits in just weeks, rather than waiting months or even years. Experience the transformation that a focused approach to DevOps can bring to your organization today.

Org Dictionary is an innovative application that allows users to create and manage a personalized vocabulary of metadata, including custom objects, fields, and record types. While Salesforce typically offers a standard object model intended for developers, Fexle has elevated this concept by introducing Org Dictionary, which amplifies the existing functionalities. This application empowers users to establish a tailored, project-specific vocabulary complete with custom metadata and fields, ultimately enhancing business efficiency with its remarkable features. Designed with the goal of fortifying your organization, Org Dictionary is a testament to the versatility of modern business applications. Salesforce continues to be a leading force in the tech industry, providing solutions equipped with state-of-the-art functionalities. Our expert Salesforce consultants have meticulously crafted Org Dictionary to ensure that your organization can easily access all relevant information regarding any specific custom component. This capability is vital for streamlining operations and improving overall productivity.

Gain access to the three principal credit bureaus and extract credit reports seamlessly through Salesforce, which minimizes expensive human mistakes, enhances operational efficiency, and allows for quicker and more informed credit assessments. Cloudsquare Credit serves as a credit reporting solution that interfaces with Experian, Equifax, and TransUnion through FactualData, enabling underwriters to conduct credit inquiries directly within Salesforce. Users benefit from swift and straightforward access to critical credit information, with the flexibility to perform either soft or hard inquiries, and the capability to fully automate decision-making processes tailored to their specific business needs. By integrating Cloudsquare Credit into your application and underwriting workflows, you can automatically initiate both soft and hard pulls, thus lowering the likelihood of human error and expediting the decision-making timeline. Each data point from the reports is meticulously extracted into Salesforce, allowing you to develop advanced business logic that automates the qualification procedure and anticipates subsequent actions. This integration ultimately transforms the way credit evaluations are conducted within your organization.

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.

OpsBridge is built to effortlessly connect with Salesforce applications, offering instant visibility, proactive oversight, and strategic insights that enhance business agility and operational efficiency. This integration empowers organizations to respond swiftly to changes and optimize their operations effectively.

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.

Understand your clientele thoroughly. Customer experience management tailored for Salesforce allows you to prioritize your customers effectively. By integrating feedback data with Salesforce information, you can achieve a comprehensive understanding of the customer experience. When feedback is housed within Salesforce, it remains up-to-date and readily usable. This enables swift responses to urgent feedback and encourages proactive adjustments within your organization that truly make a difference. Enhance your customer experience in just days rather than months. Regardless of whether you are new to Salesforce or an expert, GetFeedback simplifies the process of launching a CX initiative that suits your needs. Over 10,000 prominent brands globally trust this solution for their customer experience management needs. By making informed decisions based on real-time data, you can foster deeper customer relationships and drive business success.

Datarista simplifies the process of integrating your data with platforms such as Salesforce, Marketo, and Eloqua, eliminating expensive overhead costs. It effectively aligns your data with your customers’ information while appending the necessary licensed fields. Moreover, Datarista ensures that any updates to your data are automatically reflected in your customer's operational workflows. This tool empowers your customers to easily search for and incorporate new net records into their processes. Designed specifically for Data Providers, Datarista’s Data-as-a-Service Platform offers a centralized solution for seamless integration into leading CRM and Marketing Automation platforms, requiring minimal effort with just a few clicks. With Datarista, Data Providers can launch their offerings in just a matter of weeks, significantly reducing the expenses associated with developing bespoke integrations. This innovative platform not only streamlines data management but also enhances the overall efficiency of customer relationship strategies.

Axy OKR, an OKR performance management tool that was entirely developed within Salesforce, provides OKR measurement and tracking for companies that use Salesforce for their business operations. Axy OKR, which is part of Salesforce, can provide many features that other OKR programs cannot. This includes Salesforce report binding for automatic OKR progress measuring and more.

CPQLite is an efficient Configure, Price, Quote (CPQ) solution that is embedded within Salesforce, aimed at improving the sales workflows for businesses that handle intricate product lines. One of its primary features is: Product Configuration: This allows sales teams to tailor products or services according to customer specifications while adhering to established business rules and technical limitations. Accurate Pricing: CPQLite streamlines the enforcement of pricing policies, manages discount approvals, and applies volume-based pricing, which promotes both consistency and profitability. Quote Generation: The tool facilitates the swift production of flawless quotes that can be shared with clients using customizable templates. Salesforce Integration: CPQLite integrates effortlessly with Salesforce entities such as Opportunities, Accounts, and Products, simplifying data management for users. Guided Selling: Through intelligent recommendations, CPQLite assists sales representatives in selecting the most appropriate product configurations and pricing strategies. Additionally, this comprehensive approach helps in accelerating the overall sales cycle, enabling companies to respond to customer needs more effectively.

Salesforce Data Cloud serves as a real-time data platform aimed at consolidating and overseeing customer information from diverse sources within a business, facilitating a unified and thorough perspective of each client. This platform empowers organizations to gather, synchronize, and evaluate data in real time, thereby creating a complete 360-degree customer profile that can be utilized across various Salesforce applications, including Marketing Cloud, Sales Cloud, and Service Cloud. By merging data from both online and offline avenues, such as CRM data, transactional records, and external data sources, it fosters quicker and more personalized interactions with customers. Additionally, Salesforce Data Cloud is equipped with sophisticated AI tools and analytical features, enabling businesses to derive deeper insights into customer behavior and forecast future requirements. By centralizing and refining data for practical application, it enhances customer experiences, allows for targeted marketing efforts, and promotes effective, data-driven decisions throughout different departments. Ultimately, Salesforce Data Cloud not only streamlines data management but also plays a crucial role in helping organizations stay competitive in a rapidly evolving marketplace.

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.

Establish a cooperative partnership with your clients while maximizing your time without the hassle of switching between Salesforce and email. The integration with Salesforce is effortless; simply log into your Salesforce account, and all your opportunities, contacts, notes, and tasks will automatically synchronize. You can initiate a message through Thread, allowing customers to engage in live chat with just a single click. Additionally, you will get alerts when customers come online or when they access your emails and documents. Any modifications made in Thread will be reflected in Salesforce, and conversely, any updates in Salesforce will instantly appear in Thread, ensuring you are always in sync with your clients' needs. This streamlined communication will enhance your productivity and strengthen your client relationships even further.

Cloud-based contact center solutions tailored for your organization. Enhance your internal and external communication processes with Vonage's contact center offerings. Businesses utilizing Salesforce can benefit from our integrated contact center solution, previously known as NewVoiceMedia, which enhances both customer and agent interactions. We also offer a variety of cloud contact center solutions suitable for businesses of all sizes and requirements. Vonage seamlessly combines contact center functions with unified communications, consolidating your communication needs onto a single, adaptable cloud platform. Utilize the full spectrum of Salesforce features and insights to engage with customers on a personal level and facilitate quicker, more efficient calls, all made possible through our robust integration with Salesforce. Make intelligent and swift routing decisions based on any Salesforce object, guaranteeing that the most qualified agent connects with the appropriate customer. Equip your agents with the tools necessary for engaging and productive conversations, ensuring every interaction is a positive one. This comprehensive approach not only streamlines communication but also enhances overall customer satisfaction.

Create Visualforce pages that offer advanced features unattainable through Salesforce's standard layouts, utilizing an intuitive drag-and-drop WYSIWYG studio instead of starting from zero with code. Our platform caters to users of all skill levels, from those who prefer a click-based approach to experienced developers. At TerraSky, we recognize the transition of cloud computing leadership from large IT departments to individual users. Moving forward, we are committed to developing user-friendly tools that enable end users to adapt swiftly to the fast-paced changes in today’s business landscape, ultimately fostering greater innovation and responsiveness.

Accelerate the development of enterprise applications using the Salesforce Platform, which offers a cohesive suite of tools and services that enables developers to efficiently create and launch robust, secure, and scalable cloud-based applications. Through the Salesforce Platform, developers have the ability to tailor their CRM solutions using myLightning, enhance employee engagement with AI-driven applications, implement security and compliance measures, and foster customer interaction. The cost for accessing Salesforce Platform begins at $25 for each user per month, making it an accessible option for businesses of various sizes. This flexibility and range of features make it an attractive choice for organizations looking to innovate quickly and effectively.

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.

DataGrail is the first privacy management platform built specifically for the purpose of ensuring compliance with the GDPR and CCPA. DataGrail integrates directly with over 100 business systems such as Salesforce, Adobe and Oracle. This allows companies to map and discover personal data in seconds, not weeks or months. DataGrail's direct integrations enable companies to quickly implement the privacy request workflow and unify email preferences across all customer facing apps.

Being built on the Salesforce platform, FieldForcePro offers an exceptional field service management solution that adapts to your mobile needs. This innovative solution is crafted to ensure seamless operation wherever your work takes you. FieldForcePro's management system aims to provide an integrated, user-friendly experience that addresses challenges like varying job skills, inventory shortages, travel logistics, and adherence to service level agreements. By utilizing the Salesforce platform, Lightning components, and the Salesforce1 mobile app, FieldForcePro enhances collaboration among Contact Center Agents, Dispatchers, and Field Technicians. With features like Assisted Scheduling and capabilities designed for field readiness, FieldForcePro significantly increases technician productivity and elevates your First-Time-Fix rate by an impressive 35%. It allows for swift prioritization and assignment of tasks, ensuring efficiency in operations. Additionally, work orders can be accessed from any location at any time, reinforcing the solution's commitment to flexibility and responsiveness. Ultimately, FieldForcePro empowers organizations to optimize their field service operations and deliver exceptional customer satisfaction.

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.

Reintroduce meaningful relationships into your CRM with the top Key Account, Opportunity, and Content Management Suite designed specifically for Salesforce-focused organizations. Experience a remarkable 100% boost in both team collaboration and user engagement, allowing sales teams to formulate 5-10 new comprehensive account plans weekly. Initiate our app implementations and begin the onboarding journey within just a week, while significantly reducing the time allocated to account plan presentations by an impressive 80%. You've already invested in Salesforce, so empower your salesforce to maximize its potential. Transform the platform into a comprehensive strategic sales solution that B2B sales, operations, and support teams will eagerly embrace, utilizing the only all-encompassing Salesforce modernizer available. Gain insights into critical deal progression to proactively manage at-risk deals and pinpoint essential objectives while crafting actionable plans for swift victories. Additionally, uncover whitespace analysis and growth prospects within your key accounts. Prolifiq CRUSH: The ultimate tool for proactive account planning within Salesforce, serving as your reliable source of truth while closing deals. This innovative solution not only streamlines your processes but also enhances overall sales effectiveness.

The rise of generative AI serves as a significant cognitive enhancer, poised to greatly influence the business environment. Initially, businesses will utilize process augmentation to incorporate AI and maintain their competitive edge. By choosing JoyAI, you can secure a strategic advantage in the market. Our offerings range from easily implementable features to tailored solutions designed specifically for your organization. Each of our product lines is expertly crafted and seamlessly integrates with Salesforce. While each product possesses its own strength, true transformation occurs when they are utilized in harmony. Explore our diverse product suite: 🔥 AI Assistants - Empower your workforce with personalized AI Assistants that allow them to interact with Salesforce data through natural language queries. 🔥 AI Platform - Enhance new and existing workflows within Salesforce by introducing innovative capabilities. 🔥 AI Apps - Advanced, ready-to-use AI applications that excel in fulfilling specific tasks. 🔥 AI Co-Pilots - Specialized Large Language Models designed to assist in particular job roles. 🔥 AI Plugins - Expand the functionality of our product lineup with these versatile plugins. With JoyAI, you’re not just adopting technology; you’re embarking on a transformative journey to redefine your business processes.

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.

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.

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.

XAMPR is an advanced digital platform that embodies a forward-thinking approach, aiming to enhance customer-focused value while maintaining standard core systems. By lowering the hurdles associated with last-mile adoption and fostering collaboration, XAMPR effectively addresses intricate business and technological issues at an accelerated pace. It closes the information divide often caused by departmental barriers, hierarchical structures, and intricate workflows, serving as a symbolic representation for the Millennial generation to boost productivity within social enterprises. This innovative solution propels the essential elements of digital transformation forward, offering a mobile-friendly and user-centered interface that conceals the complexities of backend systems. Designed to align with employees' understanding, it facilitates real-time collaboration among teams and functions, enabling them to make decisions, solve problems, brainstorm, innovate, manage tasks, delegate responsibilities, and achieve progress across various enterprise applications such as SAP, Salesforce, and Dynamics AX. Furthermore, XAMPR incorporates human process automation and integrates decision science into its automation capabilities, ensuring seamless operational efficiency. By embracing these advancements, organizations can significantly enhance their overall productivity and adaptability in a rapidly evolving digital landscape.

We facilitate the effortless movement of data between various systems. Our solution caters to small and medium-sized enterprises that utilize specific cloud systems tailored to their functions, which require consistent data synchronization across platforms. Aonflow streamlines this data transfer process, allowing business users to leverage their expertise and manage integration tasks independently, eliminating the need for specialized IT integration support and the expense of expensive middleware solutions. Additionally, we offer a variety of pre-built integrations, including popular platforms such as Salesforce, Business Central, Dynamics 365 Finance and Operations, Dynamics 365 Customer Engagement, Hubspot, Quickbooks, EPIC, ADT, and EDI data, among others, ensuring a comprehensive approach to data management. By choosing Aonflow, companies can enhance their operational efficiency and reduce reliance on IT resources.

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.

Life in a bustling office is often far from straightforward. Nowadays, organizations employ a variety of document management systems, each presenting its own set of advantages and challenges. As a leader in your team, you're probably juggling numerous email threads, instant message alerts, and word-processing files simultaneously. Your attention frequently shifts to the next attention-grabbing notification. To assist you in regaining your concentration and streamlining your work life, Team-One is at your service. This platform is crafted for effortless integration with Google Drive, Salesforce, and all the essential tools necessary for a more efficient workflow. Additionally, it includes pre-configured connectors along with widget and REST APIs, ensuring full compatibility with all of your business applications. With Team-One, you can foster and strengthen customer relationships while also collaborating and sharing effectively, ultimately guiding your clients toward achieving their objectives. Embrace the opportunity to reclaim your focus and enhance productivity in your workplace.

Gain insights into cadences' effectiveness while keeping tabs on your team's engagements. You can easily access information on leads, contacts, accounts, events, opportunities, cases, and campaigns. Navigating new applications and the specific business logic they carry can be quite challenging for anyone outside of Sales Operations, often leading to vital data being trapped within these platforms. Our mission is to empower Sales teams to stay ahead by swiftly accessing essential sales data, eliminating the dependency on Sales Ops for generating reports and KPIs. Although Revvy primarily showcases data from Salesforce and similar platforms, it's important to note that a Salesforce license is not required to create or view reports through Revvy. This tool is available for free and enables users to share Salesforce-related data with anyone, regardless of their account status. While traditional BI systems are built to handle extensive data queries and analysis, Revvy prioritizes delivering actionable operational insights that can enhance your team's performance significantly. By simplifying access to this information, Revvy ensures that Sales teams can make informed decisions quickly.

Safeguard your SaaS applications from breaches, threats, and data leaks seamlessly. In just a few minutes, you can secure essential SaaS platforms like Workday, Salesforce, Office 365, G Suite, GitHub, Zoom, and more, using data-driven insights, vigilant monitoring, and effective remediation strategies. As businesses increasingly transition their critical operations to SaaS, security teams often struggle with a lack of cohesive visibility necessary for swift threat detection and response. They face challenges in addressing fundamental inquiries: Who has access to these applications? Who holds privileged user status? Which accounts have been compromised? Who is sharing files with external parties? Are the applications set up in accordance with industry best practices? It is crucial to enhance SaaS security measures. Obsidian provides a streamlined yet robust security solution designed specifically for SaaS applications, focusing on unified visibility, ongoing monitoring, and advanced security analytics. By utilizing Obsidian, security teams can effectively safeguard against breaches, identify potential threats, and take prompt actions in response to incidents within their SaaS environments, ensuring a comprehensive approach to security management.

Hubbl Diagnostics: Empowering the Salesforce Ecosystem with Intelligent Org Solutions At Hubbl Diagnostics, we're dedicated to uplifting and empowering the entire Salesforce ecosystem through our powerful org intelligence solutions. We provide Salesforce admins, architects, and consultants with the broadest and most actionable insights into any Salesforce org. Our mission is clear: to help organizations tackle technical debt, eliminate redundant automation, and navigate the ever-expanding complexity of their Salesforce orgs. By doing so, we enable businesses to maximize their return on investment in Salesforce, achieving results faster than ever before. What sets Hubbl Diagnostics apart is our proprietary metadata aggregation, which not only delivers invaluable insights but also equips the Salesforce ecosystem with benchmark data. With this data, users can easily measure and compare their org complexity against others in their industry, gaining a competitive edge. Through the power of Hubbl Diagnostics, companies can transform their Salesforce operations, streamlining processes, optimizing efficiency, and achieving unparalleled success.

IdeasPro is a powerful tool that helps you drive innovation and business growth through a highly-personalized, scalable and gamified idea management system in Salesforce Classic and Lightning Experience. It has more than 20 features that help businesses manage idea submissions, auto-convert email to ideas, and scale ideas management. Salesforce offers a highly personalized, scalable and gamified way to manage ideas that will add value to the business. Use IdeasPro to increase brand transparency and loyalty. Capture the best ideas from both internal sources and external sources. Tap into community insights for enhanced business value.

Cloudsquare Lend stands out as the most adaptable, scalable, and forward-thinking loan management system tailored for ambitious alternative business lenders. This Salesforce-native platform serves as a complete solution, ideal for growth-oriented lenders who are determined to excel. Far from being an ordinary lending platform or Loan Origination System (LOS), it is a robust, comprehensive, and automated system crafted for businesses eager to outpace competitors swiftly. What sets Lend apart from traditional loan origination systems is its design philosophy rooted in Salesforce's clicks-not-code approach. The system allows for complete customization without any hard-coded elements, enabling users to make adjustments effortlessly with just a few clicks and zero coding skills needed. This eliminates the need for lengthy setup processes or disruptions to your business operations during implementation. Additionally, there is no reliance on Cloudsquare for modifications, empowering you to expedite deal closures and enhance team efficiency while minimizing workload. With Lend, you can streamline your operations and focus on what truly matters: achieving your business goals and surpassing expectations.

Salesforce®-Jira® Connector. Integrate standard and customized Salesforce objects with Jira for cross-functional collaboration to deliver a superior customer experience. Accelerating Marketing Automation. To maximize ROMI, transform your Marketing Automation Platform. What do we do? Data Science We specialize in next-generation business analytics to assist you with better decision making Web Development Developing responsive web assets that drive maximum business value. Design. Design. Marketing. Streamlining your marketing efforts to become a revenue generator in an agile, offshore model. CRM. CRM optimization to foster new customer relationships. Communities. Transforming how you interact with customers, prospects, partners, employees, and employees. Select Grazitti as Your Trusted Partner Agile Delivery. Our developers, quality analysts, and designers

Salesforce offers a cross-industry, native, and project management solution. Project management is not a one-size-fits all approach. Milestones PM+ is Salesforce's project management app. Milestones PM+, a free Salesforce project management app available on AppExchange is simple to use for task management and flexible enough to customize for more complex business programs. Salesforce project management is great for all businesses, no matter how large or small. Pre-made templates save time and make it easier to do repetitive tasks such as onboarding and meetings. Clients can be updated instantly about the status of their orders and contracts. Transform impromptu planning and notes into structured, actionable projects. For proposal presentations, create clearly detailed frameworks and roadmaps. Smarter Task assignments using our extensive Resource Finder.

AutoRABIT is the leader for metadata-aware application release management and backup & recovery for Salesforce. AutoRABIT is the only company that combines parallel build automation and delta deployments to deliver the fastest release velocity. Deploy only the code that has been modified and allow multiple Dev teams to run concurrent builds. AutoRABIT is the only company that uses advanced parsing technology to enable faster deployments and commits. Metadata Mastery™, which recognizes all Salesforce metadata types, allows you to manage and preserve dependencies. Only AutoRABIT can restore and back up all metadata, data, and dependencies in order to restore a complete Salesforce experience. Selective Restore allows for you to back-up all Salesforce data and only restore what you need. Total Software Delivery Orchestration. Salesforce has a powerful CI/CD purpose.

You can send invitation emails automatically using native-packaged Email alerts or connect to an email tool like Pardot Marketing Cloud, Mailchimp, or Marketing Cloud. Assign speakers to sessions and tracks, logistics, headshots, bios, and logistics. Send quotes, manage payments, expo inventory, and bundles. Manage capacity, waitlists, and approvals. Participants can register themselves or another person. Multi-attendee registrations can be done on one checkout with multiple ticket types. Visualize all event interactions, including session attendance, speaker engagements, sponsorship, billing, payments, and payment methods. All interactions can be viewed from a single contact: Speakers, attendees, campaigns, attended events, and paid transactions. Custom settings, workflow rules, and reports can all be done with a single click to give you granular control of the application.

Aforza is a software organization located in the United States that was started in 2019 and provides software named Aforza. Aforza provides phone support support, 24/7 live support, and online support. Aforza is offered as SaaS software. Aforza is a type of CPG software. Aforza includes training through documentation, live online, webinars, in person sessions, and videos. Some alternatives to Aforza are PwC Performance Analyzer, THEIA, and Impact Analytics.

OrchestraCMS, developed by Bridgeline, stands out as the sole content and digital experience platform that is entirely native to Salesforce. This innovative platform enables Salesforce users to craft engaging digital experiences tailored for customers, partners, and employees, seamlessly merging content with business data, processes, and applications across various channels and devices. Its intuitive personalization engine functions as a single source of truth for communication, ensuring that the right information reaches the appropriate individuals at the optimal time, regardless of the device or channel used. By harnessing the robust Salesforce infrastructure, including its security model, data, applications, workflows, and other processes, OrchestraCMS eliminates any additional costs associated with these resources. Moreover, any asset within the Salesforce environment is automatically identified and can be utilized as content. The extensive suite of APIs provided by OrchestraCMS empowers the development of customized solutions, facilitates third-party integrations, and drives digital transformation efforts on the Salesforce platform, making it an invaluable tool for businesses aiming to enhance their digital presence. This comprehensive approach not only improves user engagement but also optimizes operational efficiency.

Booker25 provides a Salesforce-native booking solution customized to meet your specific needs for managing various types of reservations. This versatile booking platform serves all industries and accommodates businesses of any scale. Whether it’s handling educational sessions, fitness classes, vehicle rentals, or salon bookings, the developers behind Booker25 harness the capabilities of Salesforce to fulfill diverse booking needs. The system integrates seamlessly with any Salesforce object, enabling personalized booking experiences that simplify the processes of scheduling, managing, and paying for appointments. You can oversee bookings of varying complexities effortlessly on a single user-friendly platform integrated with your Salesforce CRM. By utilizing a client-facing booking system, you can enhance your business through efficient scheduling. The appointment scheduling feature is designed to be quick and intuitive, with drag-and-drop capabilities that synchronize across multiple calendars. As a Salesforce-native solution, Booker25 eliminates the need for agents to toggle between different screens, allowing them to maximize their time and increase their appointment scheduling efficiency. This streamlined approach not only boosts productivity but also enhances customer satisfaction by offering a smooth and accessible booking experience.

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.

Maximize your efficiency on the Force.com platform by utilizing an IDE that allows you to operate in either Development or Admin modes, incorporating SFDX, Lightning, FLS, and an array of cutting-edge Salesforce technologies. Say goodbye to the cumbersome workflows associated with pre-DX, and embrace the advantages of version control, continuous delivery, and continuous integration. You can easily manage scratch and traditional orgs, tackle new project types, and still leverage nearly all the functionalities of The Welkin Suite IDE! Save significant amounts of time by creating new features and applications without the need for extensive coding! By taking advantage of the Point-and-Click development options available in The Welkin Suite IDE, you can efficiently build and maintain your business solutions with minimal effort. Create stunning Lightning applications and components right within the IDE, enabling you to craft dynamic web applications without requiring any additional software. With a comprehensive suite of tools at your disposal, developing Lightning Applications and Components has never been easier or more accessible, allowing you to focus on innovation rather than technical hurdles. The IDE truly transforms the development experience, empowering users to achieve remarkable results effortlessly.

GoMeddo is an all-encompassing scheduling and booking platform designed for businesses of every size across diverse industries. Whether it's coordinating educational programs, gym sessions, vehicle rentals, or salon bookings, GoMeddo harnesses Salesforce's capabilities to cater to all scheduling needs effectively. As an integrated Salesforce solution, it guarantees that all booking and scheduling data is centralized, preventing issues such as information loss and double bookings, while also eliminating the hassle of juggling multiple platforms. It facilitates a comprehensive business workflow, encompassing everything from planning and reservations to bookings and payment processing, ensuring that all data remains accessible within Salesforce for streamlined customer interactions. Among its standout features are real-time availability tracking, convenient self-service booking options through intuitive widgets or Salesforce Experience Cloud integration, smooth check-in and check-out processes using QR codes or in-app Salesforce tools, and secure payment processing that accommodates a variety of payment methods. Furthermore, GoMeddo's user-friendly interface simplifies the entire booking experience, making it a valuable asset for any business seeking efficiency and organization in their scheduling operations.