SOFTRAX Revenue Management System Integrations

Planview Changepoint automates professional services automation for service-first businesses, allowing them to reduce quote-to cash and increase profitability. Changepoint Services Automation (SA), an end-to-end software application that powers the entire engagement lifecycle, is a Professional, Managed, or Embedded service software application. Changepoint SA facilitates efficient orchestration of engagements and projects. It does this by identifying service opportunities, contract and project management, invoicing, and revenue recognition. This allows for better financial control, informed business planning, and increased revenue growth. All key information about customers is grouped in a way that makes sense. Keep track of your key customer contacts so you can reach them whenever needed. Based on the most important KPIs, you can instantly assess the health of your customer lifecycle. You can capitalize on every financial opportunity by understanding every aspect of the customer's lifecycle.

Dynamics 365, the next generation CRM and ERP application, can accelerate your business growth. Unify your data. Get predictive insights. Achieve amazing results. Make smarter decisions. You can take actions that will drive your business. Build stronger relationships. Increase productivity and performance. A single view of all customers. Find and nurture the right leads. Connected customer experiences. Keep up-to-date with market trends. Deliver positive customer experiences--faster. Optimize your resources and make technicians more efficient. Reduce operational costs. Redefine your traditional global financial management. Automate processes to improve efficiency. Reduce operational costs and financial complexities. Transform from reactive to proactive operations. Automate and simplify manufacturing and supply chain management. Maximize the lifespan of your assets. Unify your digital and physical commerce. Personal engagement is a way to build brand loyalty. Exceed customer expectations.

Salesforce helps sales teams improve their performance and reach their goals. Salesforce is the most widely used CRM in the world. Salesforce gives teams access to tools that enable them to grow their accounts and find new customers. They also allow them to close deals faster and from any location. Salesforce offers many features, including contact management, opportunity management and lead management, email integrations, reports and dashboards as well as sales forecasting, files sync-and-share, and reports and dashboards. You will spend less time looking at spreadsheets and more time managing your business. No software, no hardware, no hassle. In minutes, our simple setup assistant will streamline sales and answer customer questions. Connect data from sales, service, marketing to create seamless, personalized experiences for buyers. You can see a complete customer view, including their account, activity history, connections, and more. You can also pull in social data to get a deeper understanding of your customers.

One integrated business management suite that includes ERP/Financials CRM and ecommerce. It can be used by more than 20,000 customers. It has never been more important to be flexible. You have the control and visibility to make the right decisions now. NetSuite's flexibility allows you to scale up, spin-off, and adopt new business models quickly and easily. Your configurations and customizations are seamlessly migrated with every NetSuite upgrade. Your core business system is now your customer-facing commerce platform. It can be customized to meet customer needs and provides a pixel-perfect experience. The NetSuite user interface offers real-time analytics. The NetSuite user interface lets users know what to do and how they can help the business. Vital business data is available right from the system.

Avalara is a cloud-based solution that enables sales automation and tax compliance. It is flexible and cost-effective. It's an end-to-end solution that allows businesses to accurately calculate sales and adhere to thousands of sales tax rules. Avalara premium features include VAT calculation and returns filing, POS and CRM integration, CMS software integration, exemption certificates, as well as other features. Just a few clicks away, you can make tax compliance simpler, more accurate, integrated into your business systems, and more efficient. We would love to know which ERP, ecommerce platform or accounting software you use, and how you manage taxes. You can implement a solution that works for you today and prepare for any regulatory changes that may come your way tomorrow.

Sovos is a global provider of tax, compliance, and trust solutions and services that enable businesses to navigate an increasingly regulated world with true confidence. More than 100,000 customers in 100+ countries - including half the Fortune 500 – trust Sovos for their compliance needs. Sovos annually processes more than three billion transactions across 19,000 global tax jurisdictions. Bolstered by a robust partner program more than 400 strong, Sovos brings to bear an unrivaled global network for companies across industries and geographies. Founded in 1979, Sovos has operations across the Americas and Europe, and is owned by Hg and TA Associates.

SAP Business One, a powerful ERP solution, is available on-premise or in the cloud. It can also be powered by SAP HANA (SAP's in-memory computing platform). SAP Business One provides all core business functions within one platform. This gives managers quick access to vital data and allows them to make better business decisions. SAP Business One includes CRM, stock control and sales management, financials, purchasing and reporting, among others. One, affordable solution for managing your small business. This includes accounting, financials, purchasing, inventory and customer relations, reporting, analytics, and reporting. SAP Business One gives you greater control over your company or subsidiary. You can streamline key processes, gain more insight into your business and make decisions based upon real-time data - all to drive profitable growth.

The industry's best tax and accounting software allows you to streamline your accounting, tax filing, and reporting processes. This will help you reduce the risk of penalties and audits. Thomson Reuters ONESOURCE tax software allows you to keep up-to-date with corporate tax and trade compliance in the face of constantly changing state, federal, and international tax laws. Facilitate collaboration with departments and partners to ensure seamless corporate tax compliance and trade compliance, regardless of where your company is located. ONESOURCE is a global leader in tax compliance and accounting decision making. Our solutions include: * Accessible from multiple locations so your team can collaborate on and share information Quickly move between locations * Scalable to grow with your company, giving you a solution that will be there for you long-term * Based on reliable research and global coverage