Salesforce CPQ Integrations

OnScreen is the most trusted Digital Adoption Platform (DAP), for SAP or any other browser-based enterprise application. Just in time OnScreen guidance can help you increase process efficiency and user productivity. Optimize SAP onboarding, Increase Employee Productivity, and Reduce Training Costs by up to 50% In-application walkthroughs for SAP ECC and SAP S4HANA transform business users into superusers. OnScreen is highly rated for its simplicity and usability. Any subject matter expert or trainer can create and manage content in minutes. OnScreen guides Users can access live overlays in any web application such as SAP, Salesforce SuccessFactors and Workday. OnScreen is very easy to set up and requires no server installation. OnScreen is a digital adoption platform for enterprises that offers flexible licensing and guarantees a high ROI.

With Kinective Bridge™ (formerly OmniConnect), access the largest library of integrated fintech solutions, with 80+ integrations across 99% of US-based cores. Seamlessly connect your core with best-of-breed fintechs to scale digital transformation, modernize operations, and increase client delight. • Turnkey solution for secure, comprehensive, and supported connectivity • Innovate at your pace and scale growth without the need for extensive development resources • Mitigate manual processes and human error • Access the largest library of integrated fintech solutions with the flexibility to choose any system, technology, or provider Transformation sounds great on paper, but hard to make a reality with legacy tech stacks and outdated infrastructures. The hassle of switching cores or burning through in-house dev hours to integrate systems can be a slow, time-consuming process.

Link your applications and streamline your processes with ease. Designed for those with busy schedules, Zapier automates the transfer of information between your web applications, allowing you to concentrate on what matters most. With just a few clicks, you can connect your online tools so they can exchange data effortlessly. Information flows between your applications through automated workflows known as Zaps. Accelerate your projects and enhance productivity without the need for programming skills. Explore how Zapier democratizes automation for everyone. Continue using the tools you love while benefiting from the extensive connectivity Zapier offers, as it integrates with more web applications than any other service and continually adds new ones weekly. Our platform works seamlessly with popular applications like Facebook Lead Ads, Slack, Quickbooks, Google Sheets, Google Docs, and many more! The intuitive editor is designed for self-service automation, enabling you to establish Zaps without needing a developer's assistance. Leverage Zapier’s built-in tools to craft robust workflows without relying on additional services. Over 3 million users trust Zapier to handle their repetitive tasks efficiently. Furthermore, Zapier Agents empower businesses to automate real-world operations by developing custom AI-driven teammates, enhancing both productivity and innovation. In this way, Zapier not only simplifies automation but also expands the horizons of what teams can achieve together.

Creating online forms can be quite challenging, but Wufoo simplifies the process. With our intuitive form designer, you can easily craft contact forms, online surveys, and event invitations to gather the essential data, registrations, and payments you require. Our user-friendly form builder allows for extensive customization and design options tailored to your preferences. You can seamlessly link to our pages, embed forms on your website, or utilize our REST API for integration. As submissions come in, we can notify you via email or text, and you can even establish a real-time report to keep track of responses! Our award-winning form builder provides an exceptional interface, straightforward customization, an array of galleries, templates, and robust reporting features. You can select from over 400 templates, perfectly suited to your needs, and ready for personalization. Additionally, you can create engaging visualizations using your own graphs, charts, and key metrics, while implementing rules to generate dynamic forms that adhere to your specified logic. Within minutes, you can start accepting online payments through a Wufoo-powered form, making the entire process efficient and effective. Experience the ease and versatility that Wufoo brings to online form creation today.

Enhance and accelerate your workflows with Acrobat Sign, the exclusive e-signature solution that combines the robust capabilities of Adobe Acrobat into one comprehensive tool. You can access and sign Acrobat PDF documents effortlessly from any location, utilizing either your mobile device or desktop. Your recipients enjoy a seamless signing experience with no need for downloads or sign-ups, making the process quick and efficient. Furthermore, easily scan and upload PDFs with the free Adobe Scan mobile application available on your device. Join the ranks of over 500,000 organizations that are enhancing customer interactions through the powerful features of electronic signature software and Acrobat PDF functionalities. Adobe simplifies the process of creating, editing, collaborating, e-signing, and sharing PDFs across all devices. You can select from various scalable document signing solutions tailored to your specific business requirements, whether you need PDF document management or not. Notably, Acrobat Sign is recognized as Microsoft's preferred e-signature solution, integrating seamlessly with the extensive suite of Microsoft applications, allowing you to send and sign PDFs directly within your current workspace. This integration significantly boosts productivity and streamlines document workflows for users.

Your documents can be transformed into interactive presentations or webpages with instant branding, analytics and more. Our AI-powered software has won more than 50 digital, creative, and marketing communications awards for clients like. Everything that matters should be packaged. Your document, images and videos are always at your fingertips, no need to use complicated uploading methods or fancy embed codes. You can reuse content from more than 250 web services, 12 cloud storage system, and any files on your device. With intuitive editing, transform your ideas into action. Create beautiful messages. You can save time by searching through 15 million images, using 70 best practice templates and applying design themes. Or, create your own masterpiece. You can work remotely on projects and not miss a beat. Share the most recent versions with colleagues and customers. Define project roles so that you can decide who can view, edit, or own the files. Share once and anywhere with colleagues and clients

Epicor CPQ (formerly KBMax), is redefining CPQ for manufacturers worldwide. Our product configurator is capable of handling complex business rules, visualizations, pricing, CAD automation, website embedding, and real-time pricing. This solution provides a great buying experience, faster sales cycles, and more efficient manufacturing processes. We're different because we: - Make complex products easier to sell and purchase faster - A visual, no-code engine simplifies configuration and maintenance of the most complicated business rules Automate workflows, CAD drawings, and documents to increase accuracy and efficiency - Remove the middleman and allow customers to buy directly from the manufacturer, rather than through a sales representative. Our product configurators are easily embedded in any webpage. -B2B2C is possible when distributors and partners are able to sell directly to customers

Enhance your customer service experience with Salesforce Service Cloud, the premier and most comprehensive application for customer support worldwide. This platform equips businesses with an extensive array of features that facilitate assistance to clients across their preferred communication channels, including phone, email, chat, and SMS. Some of its standout capabilities encompass a lightning console, efficient case management, omni-channel routing, telephony integration, video chat options, and social media customer service, among others. With such powerful tools at your disposal, you can ensure that your customers receive the personalized care they deserve, no matter where they are.

3D Source provides highly realistic 3D interactive configurators that allow businesses of any scale to utilize advanced 3D technologies for their sales teams and clientele. Demonstrated to boost sales and enhance customer interaction, the configurators from 3D Source empower brands to produce engaging, catalog-quality visuals that are easily adjustable with just a click. Customers can customize a single item or an entire scene, helping them to better envision how the product would fit into their own surroundings. This innovative approach transforms the shopping experience, making it more personalized and immersive.

Workato is the operating platform for today's fast-moving businesses. It is the only AI-based middleware platform that allows both IT and business to integrate their apps and automate complex business workflows. Our mission is to help companies automate and integrate their apps and business processes at least 10x faster than traditional tools, and at a tenth the cost of traditional tools. Integration is a mission critical, neutral technology that can be used in heterogeneous IT environments. We are the only technology vendor that is supported by all three of the leading SaaS vendors: Salesforce. Workday. And ServiceNow. We are trusted by the world's most recognizable brands and the fastest-growing innovators. Customers consider us to be one of the best companies to do business.

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.

Lago provides both self-hosted and cloud-based solutions featuring a scalable and modular architecture tailored for metering and usage-based billing throughout every phase of your business. Capable of processing as many as 15,000 billing events every second, Lago’s event-driven framework creates an excellent basis for developing a pricing model that can grow alongside your enterprise. It accommodates all types of pricing structures, enabling you to swiftly establish pay-as-you-go and hybrid plans using our user-friendly interface or API. Additionally, you can enhance your marketing initiatives and boost conversions with discount coupons that customers can redeem. Lago also empowers you to generate one-time charges that are billed instantly, ensuring flexibility. Based on your plan configurations, Lago automatically computes the amounts each customer owes and generates invoices accordingly. Furthermore, it facilitates recurring revenue streams for pay-as-you-go pricing models through Lago’s real-time prepaid credit capabilities, making it an invaluable asset for businesses worldwide. This flexibility and range of features make Lago a favored billing solution across various industries.

Dataimporter.io serves as an all-encompassing solution that streamlines the processes of data loading, migration, and integration specifically for Salesforce users. It accommodates both CSV and Excel formats for manual uploads and provides smooth integration with a multitude of data sources such as SFTP, S3, Dropbox, PostgreSQL, Google Sheets, Snowflake, OneDrive, Google Drive, Heroku, SharePoint, Azure SQL, SQL Server, and MySQL. Users can enhance their operational efficiency and reliability by scheduling tasks for automatic data import and export, with options available on an hourly, daily, weekly, or monthly basis. Additionally, Dataimporter.io supports intricate Salesforce-to-Salesforce migrations, enabling users to transfer entire record hierarchies between different organizations. The platform is equipped with features that include automatic relationship and lookup mapping along with data transformation capabilities through formulas, making it versatile for migrating data from any source object to any target object, even across differing schemas. This flexibility allows organizations to handle their data needs more effectively while ensuring a smoother transition during migrations.

Bigtincan’s sales enablement platform empowers organizations to transform customer interactions into lasting relationships through four essential pillars: management of sales content, training and coaching for sales teams, automation of documents, and effective internal communication. Crafted in partnership with Apple, our platform is device-independent and features a stunning, user-friendly interface that can be customized to reflect your brand and align with your teams' workflows. The user experience is consistent across both desktop and mobile platforms, positioning Bigtincan as one of the few truly mobile-centric sales enablement solutions available today. Moreover, organizations can enhance the core capabilities of the Bigtincan Hub by opting for integrated software solutions, such as a contemporary learning management system (LMS), document automation tools, and a digital catalog application, all available as additional features. To further optimize functionality, Bigtincan supports over 100 third-party integrations, ensuring a seamless experience within your company's existing technology ecosystem. This flexibility and adaptability make Bigtincan an ideal choice for businesses seeking to enhance their sales processes and foster deeper customer connections.

Bloomreach transforms the e-commerce landscape through personalization. Its innovative data engine consolidates real-time information about customers and products, enabling businesses to gain insights into true customer desires. By linking this insight across various channels, the e-commerce experience becomes boundless, adapting to customers’ evolving preferences as they shop. Powered by Loomi, Bloomreach's AI platform for e-commerce, this approach opens up countless new avenues for making purchases. The suite of Bloomreach products encompasses Engagement, a marketing automation tool; Discovery, an advanced e-commerce search solution; Content, a headless content management system; and Clarity, which offers AI-driven conversational shopping experiences. With numerous AI patents to its name, the company caters to a diverse array of global brands, including Williams-Sonoma, Bosch, Puma, and Marks & Spencer, illustrating its broad market impact. This comprehensive approach ensures that businesses remain competitive in a rapidly changing digital marketplace.

Tavant Warranty is a market-leading solution for warranty management. It brings together OEMs and suppliers in a real-time collaborative setting. The only Salesforce solution that enables end to end warranty lifecycle management, the product is unique in its type. With over 20 years of experience working alongside leading manufacturers worldwide, the product was developed. Tavant Warranty helps to reduce warranty spend, increase supplier recover, reduce claim processing, consolidate warranty data, and improve forecasts. Tavant continues to expand its warranty management suite. TMAP (Tavant Warranty Analytics Platform), one such product, uses the most recent artificial intelligence techniques to generate actionable insight. Additional modules include Supplier recovery, Campaign Management and Audit Management, as well as Field service management. The entire range of aftermarket services are available to manufacturers.

Apty serves as a Digital Adoption Platform designed to enhance business processes for enterprises. Achieving effective digital adoption necessitates not only guiding users through essential new software applications but also actively encouraging them to engage with new workflows. Apty uniquely merges on-screen guidance with the efficiency of proactive process compliance automation. IT operations managers, application owners, VPs of HR and Sales, as well as prominent CIOs all rely on Apty to maximize their employees' utilization of web-based applications in their daily tasks. Each month, nearly one million users leverage Apty to master web-based applications and excel in their roles at renowned companies such as Delta Airlines, Boeing, Agile CRM, and many others. It’s essential to recognize that the challenge lies not in the software itself, but in the way it is employed by users. By facilitating a more effective onboarding experience, Apty empowers organizations to harness the full potential of their digital tools.

If you're looking to establish a governed delta lake, create a data warehouse, or transition from a conventional database to a contemporary cloud data solution, Lyftrondata has you covered. You can effortlessly create and oversee all your data workloads within a single platform, automating the construction of your pipeline and warehouse. Instantly analyze your data using ANSI SQL and business intelligence or machine learning tools, and easily share your findings without the need for custom coding. This functionality enhances the efficiency of your data teams and accelerates the realization of value. You can define, categorize, and locate all data sets in one centralized location, enabling seamless sharing with peers without the complexity of coding, thus fostering insightful data-driven decisions. This capability is particularly advantageous for organizations wishing to store their data once, share it with various experts, and leverage it repeatedly for both current and future needs. In addition, you can define datasets, execute SQL transformations, or migrate your existing SQL data processing workflows to any cloud data warehouse of your choice, ensuring flexibility and scalability in your data management strategy.

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.

Introducing a comprehensive native release management and version control solution tailored for Salesforce that operates effortlessly. This system unites personnel, workflows, and technology to enhance, visualize, and manage the flow of business value throughout your entire Salesforce ecosystem. It serves as an all-encompassing platform for managing requirements, controlling versions, executing deployments, and performing regression tests. Crafted with a "clicks not code" philosophy, it empowers Salesforce developers to meet their needs by facilitating changes to components that traditional Git-based solutions restrict, ensuring organizational synchronization, and accelerating deployment processes like never before. Designed to thrive in advanced DevOps settings, it seamlessly integrates with essential tools such as Git, Jira, Azure DevOps, Selenium, and more, which our clients rely on. Complete your deployments in mere minutes rather than the usual hours or days. Our click-not-code capabilities streamline all DevOps operations, empowering developers with the robust tools they desire and allowing them to work in their preferred manner while fostering a more efficient workflow. Ultimately, this solution elevates the development process, driving productivity and enhancing collaboration across teams.

Momentum is a sales automation platform that RevOps can use to drive repeatable, consistent actions. Connect Salesforce, Slack, and other sales tools to automate playbooks and close more deals. You can capture key deal information in Slack channels that update Salesforce in real-time, and also bring in details from Outreach, Gong, and more. You can easily update any Salesforce object and upload relevant files such as Purchase Orders or NDAs from your Slack Deal Room. All internal deal communication and updates should be centralized and easily accessible in one Slack Deal Room. This will allow for clear deal history and audits across the organization. Automated sales motions can be created and executed to save time, reduce human error and minimize training effort for your reps.

Our mission is to transform how clients tackle B2B pricing and sales obstacles by leveraging advanced pricing software and enhanced data analytics, all powered by the only cloud-native platform in the industry. With extensive experience in creating customized solutions across diverse B2B sectors, we address issues like cost fluctuations, intricate pricing frameworks, and inefficient workflows. It's time to rethink your approach to pricing. We serve thousands of customers, products, and commercial decisions, urging you to innovate your pricing and sales enablement strategies. The challenges of complex pricing processes and rate inconsistencies can lead to significant revenue loss. Rethink how you achieve optimal rates. Our SaaS sales and pricing software, along with our cloud-native platform, enable organizations to swiftly adapt to evolving market conditions, tackle critical areas of margin and revenue loss, and implement pricing and sales strategies more effectively. Join us in redefining the future of pricing and sales efficiency.

RevVana stands out as the sole platform focused on optimizing and planning revenue. It is the pioneering solution that harmonizes your revenue perspective across both CRM and financial tools, offering a unified source of truth for all sales commitments while automatically generating corresponding revenue plans. The persistent inquiry, “Why are we not achieving the anticipated revenue?” can now be addressed and rectified effectively. With revVana Plan, users can promptly forecast revenue based on their open and closed sales commitments over time, addressing the shortcomings of current CRM systems in translating sales data into accurate revenue forecasts. Its adaptable revenue scheduling engine generates forecasts at various levels—be it account, opportunity, or other sales dimensions—drawing from your CRM data. Additionally, revVana Insights provides a user-friendly interface to analyze, compare, and contrast planned sales commitments with any changes, as well as with actual revenue, corporate budgets, and sales quotas, enabling businesses to make informed decisions based on comprehensive data analysis. This holistic approach ensures that organizations can not only track their revenue expectations but also strategically adjust their sales efforts to meet those expectations.

A reliable and straightforward approach to restoring normalcy is essential. Our offerings include cutting-edge vaccine scheduling and distribution, support through a call center help desk, case management, inventory tracking, safety monitoring, identification of vaccination deserts, an immunization registry, and a vaccine passport application. MTX SafeVax was designed to improve the vaccination process significantly and to create a positive impact in our communities. The platform enables users to tailor, integrate, and scale their efforts effectively through a range of digital and in-person solutions. These services are specifically crafted to tackle the distinct challenges faced by healthcare providers, organizations, and government agencies in administering the COVID-19 vaccine amidst an urgent and widespread demand. MTX SafeVax Plug-in-Play Modules are user-friendly and can be easily set up, allowing seamless integration with existing systems or the launch of a complete end-to-end solution. By streamlining the vaccination process, we aim to enhance public health and contribute to the recovery of our society.

Secuvy, a next-generation cloud platform, automates data security, privacy compliance, and governance via AI-driven workflows. Unstructured data is treated with the best data intelligence. Secuvy, a next-generation cloud platform that automates data security, privacy compliance, and governance via AI-driven workflows is called Secuvy. Unstructured data is treated with the best data intelligence. Automated data discovery, customizable subjects access requests, user validations and data maps & workflows to comply with privacy regulations such as the ccpa or gdpr. Data intelligence is used to locate sensitive and private information in multiple data stores, both in motion and at rest. Our mission is to assist organizations in protecting their brand, automating processes, and improving customer trust in a world that is rapidly changing. We want to reduce human effort, costs and errors in handling sensitive data.

This software streamlines the data migration process among Salesforce organizations while ensuring all object relationships are preserved. It encompasses management, optimization, and upkeep of Salesforce Orgs. As these Orgs grow increasingly intricate and chaotic, Snapshot serves as a reliable tool to restore order. Monarch simplifies the challenges associated with complex data migration. Users can choose from prebuilt templates, align destination objects with multiple fields, keep object relationships intact, assess differences in datasets, import CSV files, and collaborate on datasets with their teams. This desktop application facilitates direct communication between your computer and Salesforce, ensuring utmost security and data confidentiality. You maintain full control over your data, and there is no need for package installation. Monarch leverages the bulk data API for extensive migration tasks, making it compatible with various platforms like Salesforce CPQ, Field Service Lightning, FinancialForce, and ServiceMax. Additionally, Monarch's user-friendly interface ensures that even those with minimal technical expertise can efficiently navigate the migration process.

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.

Cobalt provides a cutting-edge platform for seamlessly embedding integrations into products, enabling engineering teams to quickly create, deploy, and monetize integrations powered by AI agents. With a library of over 1,000 enterprise-grade connectors, Cobalt eliminates common integration challenges such as authentication, data mapping, and infrastructure upkeep. The intuitive low-code workflow builder makes it easy to design and implement integrations, while the platform’s built-in scalability and real-time monitoring ensure high performance and reliability. Businesses can streamline their integration process, reduce development bottlenecks, and launch solutions in a fraction of the time typically required.

Provar is the leading Salesforce testing solution. Provar is a Salesforce-first company and its mission is to support Salesforce-based companies that have built mission-critical apps. Provar is a pioneer in Salesforce DevOps and has been able to support some of the most complex Salesforce projects around the world. Learn more at provartesting.com

Administrators and other non-technical users will be able to configure, test and release apps more quickly and with less interruption. AppOps automates the entire lifecycle of low-code applications, giving administrators easy-to-use tools for change management and version control, regression testing, as well as reference data deployment. Automate tedious reference data deployments among Salesforce orgs to speed up release management. Our templates make it easy to manage complex relational data sets. You can deploy more quickly than you can say "change set". Sometimes, small changes can have unexpected consequences. We have automated regression testing to help you avoid these unexpected consequences. Before bugs are introduced into production, we can find and fix them. Maintain smooth app operation and release new features with confidence.

VENTAS CPQ & SIMPLE SOLUTION is a unique enterprise app that allows you to connect via SMS with customers, leads, and contacts. This app can be connected to your Salesforce CPQ for business information sharing and interaction. This automation tool allows you to create workflows and send messages without having to do a lot of micromanaging. You can view conversations and schedule SMS messages to engage customers. Ventas CPQ can help you increase your productivity directly SMS Automation can increase conversion All of this can be done from the same perspective: Enhance SMS Engagements Send bulk messages to any channel and schedule them Engage customers where they are Ventas SMS Solution - Key Benefits It helps improve overall business communication, regardless of the industry your business is in. It allows real-time communication between customers, clients, and employees. It can be used in almost any industry and is versatile. This helps to reduce the cost of communication.

Empower your development team to significantly reduce time spent on tasks, streamline processes, and rapidly provide exceptional experiences using Canopy. Establish secure connections to top-tier SaaS platforms, relational databases, spreadsheets, and CSV files. Create new connectors to any dataset within minutes, accommodating internal data, niche and long-tail SaaS applications, as well as intricate integrations. Format your data precisely to suit any action or experience required. Distribute data via your tailored API, implementing the ideal communication and caching methods to ensure peak performance. Instantly monitor, manage, and resolve issues related to your priorities with real-time insights, actions, and controls at your fingertips. Designed to surpass enterprise requirements, Canopy offers unparalleled security, compliance, scalability, and rapid response times, making it an essential tool for modern businesses. With its robust features, Canopy ensures that your team can focus on innovation rather than getting bogged down by operational challenges.