Salesforce CPQ Integrations

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

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technology, or provider Transformation sounds great on paper, but hard to make a reality with legacy tech stacks and outdated infrastructures.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.

It can be difficult to create online forms. Wufoo makes it simple. Our form designer will help you create online surveys, invitations, and contact forms so that you can collect the data, registrations, and payments you need. Our easy-to-use form builder allows you to customize and design the form. Link to our pages. Embed our pages on your website. You can also use our REST API. We can email you or send you a text as soon as new data arrives. You can also set up a live report! Our form builder offers an award-winning interface, easy customization and templates, as well as reporting capabilities. You can choose from over 400 templates. You can customize them exactly how you like. Ready to be customized. Create dynamic visualizations using your graphs, charts, and key metrics. Create dynamic forms using rules that follow the logic you have specified. In minutes, you can accept online payments using a Wufoo powered page.

Automate your workflows by connecting your apps. Automate your life with ease. Zapier automatically moves information between your web apps so you can concentrate on your most important work. Just a few clicks will connect your web apps so they can share data. Zaps are workflows that allow you to share information between your apps. No code required to speed up processes and get more done. Discover how Zapier makes automation easy for everyone. Keep using the tools that work best for you. Zapier connects more web applications than anyone else, and we add new options each week. We integrate with apps like Facebook Lead Ads and Quickbooks, Quickbooks, Google Sheets and Google Docs. Our editor is designed for DIY automation. Zaps can be set up without the assistance of developers. Zapier's built in apps allow you to create powerful workflows, without having to use separate services. Zapier is trusted by more than 3 million people to handle their tedious tasks.

Acrobat Sign is the only eSign tool that includes all the features of Adobe Acrobat. Sign documents using Acrobat PDF from any device, mobile or desktop. Signing is easy for your recipients -- no need to download or sign up. Adobe Scan is a free mobile app that allows you to scan and upload PDFs. Join 500,000 organizations that are elevating customer experience through electronic signature software and features of Acrobat PDF. Adobe makes it simple for you to create PDFs, edit them, collaborate on them, esign and share them, from any device. Choose from a variety of scalable document-signing solutions to meet your business needs – with or without PDF management features. Acrobat Sign is Microsoft's preferred electronic signature solution. It integrates with Microsoft's most comprehensive suite of apps, allowing you to send and sign PDFs from the app that you are currently using.

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

Salesforce Service Cloud can deliver better and more personalized customer service. Salesforce Service Cloud is the world's #1 customer support software. It offers a wide range of features that enable businesses to support customers via any channel they choose, including email, chat, phone, or SMS messaging. Lightning console, case management and omni routing are some of the top features. Telephony integration, video chat and social customer service are also available.

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.

3D Source provides photo-realistic 3D interactive configurators to enable product companies of any size to leverage 3D technology for both sales and customers. 3D Source configurators are proven to increase sales and customer engagement. They allow brands to create dynamic images that are catalog-quality and can be edited with just a click. You can create a scene or one product so that your customers can see your product in a more familiar setting.

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.

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.

Lago provides a self-hosted, cloud-based, scalable and modular architecture to measure and bill usage at every stage of the company. Up to 15,000 billing transactions per second. Lago's event based architecture is a solid basis for building a fair price model that scales along with your business. Lago supports all pricing methods. Our intuitive API or user interface allows you to create pay-asyou-go plans and hybrid plans quickly. Coupons that customers can use to receive a discount will help you create engaging marketing campaigns. Lago lets you create one-time charges which are invoiced instantly. Lago calculates automatically what each customer owes and generates invoices based on the configuration of plans. Lago's real time prepaid credit features can unlock recurring revenue for pay-as you-go pricing models. Billing solution is used by companies all over the world.

Our customers can rethink how they address B2B sales and pricing challenges. We offer smarter pricing software and better data analysis, built on the only cloud-native platform in the industry. We have decades of experience in building customized solutions for a wide range of B2B industries. Cost volatility. Complex pricing structures. It is cumbersome. Rethink your pricing approach. You have thousands of customers, products, and commercial decisions. Reimagine sales and pricing. Complex pricing processes. Rate inconsistency. Revenue leakage. Reimagine rate attainment. Our SaaS pricing and pricing software and cloud native Platform enable businesses to quickly respond to changing business dynamics, address major revenue leakage and execute pricing and sales strategies more effectively.

Bigtincan's sales platform helps organizations turn customer engagements into long-term, valued relationships. It uses four pillars: document automation, sales training and coaching and sales content management. Our platform is device-agnostic and was developed in collaboration with Apple. It offers a beautiful, intuitive user interface that can be customized to your brand and the work of your teams. Bigtincan's UI is compatible with both desktop and mobile devices, making it one of the most trusted mobile sales enablement platforms. To extend the functionality of Bigtincan Hub, you can purchase add-ons that include integrated software solutions such as a modern learning management system (LMS), document automation, and a digital catalogue application. Bigtincan can also integrate with your existing tech stack via over 100 third-party integrations.

Bloomreach personalizes e-commerce. Its data engine unifies customer and product data in real-time so businesses can understand what customers want. By connecting this understanding to all channels, the ecommerce experience becomes limitless - reflecting a changing consumer as they shop. Loomi's AI for ecommerce is a powerful tool that creates new paths to purchase. Bloomreach's products include Engagement, a marketing-automation platform, Discovery, an ecommerce search solution, Content, a CMS without a user interface, and Clarity, AI powered conversational shopping. The company holds multiple AI patents, and it serves global brands such as Williams-Sonoma and Bosch.

Apty is a Digital Adoption Platform which helps enterprises optimize their business processes. Successful digital adoption requires both the ability to guide people through new software applications and proactive pushing them to complete new processes. Apty is the only company that combines the power and efficiency of on-screen guidance with automated proactive process compliance. Apty is trusted by IT operations managers, Application Owners and VP HR/Sales as well as top CIOs to help them get the most out of their employees' use of web-based apps in their day-today jobs. Nearly 1 million people use Apty every month to learn web-based applications and excel at their jobs in top companies such as Delta Airlines, Boeing and Agile CRM. Remember that the problem isn't the software; it's how you use the software.

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.

Lyftrondata can help you build a governed lake, data warehouse or migrate from your old database to a modern cloud-based data warehouse. Lyftrondata makes it easy to create and manage all your data workloads from one platform. This includes automatically building your warehouse and pipeline. It's easy to share the data with ANSI SQL, BI/ML and analyze it instantly. You can increase the productivity of your data professionals while reducing your time to value. All data sets can be defined, categorized, and found in one place. These data sets can be shared with experts without coding and used to drive data-driven insights. This data sharing capability is ideal for companies who want to store their data once and share it with others. You can define a dataset, apply SQL transformations, or simply migrate your SQL data processing logic into any cloud data warehouse.

Salesforce Revenue Cloud can accelerate your growth. Connect everything. You can connect from anywhere. All from one platform. You have complete visibility into the entire purchasing process. The world's most powerful revenue management tool makes it easy. Transform from quote-to-cash. Invoicing is easy to integrate in minutes. The world's best CRM gives you everything you need to grow. Your customers' buying experience will be faster, more efficient, and smarter. Your new innovations will be brought to market quicker. Subscriber and consumption pricing. Scale fast. Integrate ERP. Real-time analytics. All this with automation.

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.

Salesforce's native version control and release management system that works seamlessly. You can bring together people, processes, technology, and technology to optimize, visualize and govern the business value flow through your entire Salesforce ecosystem. All-in-one solution that manages requirements, version control, deployments, and regression testing. It is designed with a "clicks and not code" approach to help Salesforce developers achieve their goals. This allows for changes to components that are restricted by Git-based solutions, keeps orgs in sync, as well as faster deployment execution. Built to work in the most complex DevOps environments. This includes integration with Git and Jira, Azure DevOps. Selenium, as well as many other tools our clients require. You can complete your deployments in minutes and not hours or even days. All operations are covered by our click-not-code functionality in DevOps. We provide developers with the full-scale power tools that they need in the way they want.

Cobalt helps engineering and product teams build native integrations. They can deploy them in days and maintain them from a single place, all without having to start at the beginning. Manage your product integration lifecycle from beginning to end with one platform. Say "yes" for any integrations with third-party apps. With the help of AI agents, you can build connectors on our embedded platform in less than 10 min. Define integration logic to pull and push data with other orchestration builders. With our embedded iPaaS, you can control what your customers configure. You can see exactly what has happened. Automated and customizable security features will protect your customers, data and reputation. Cobalt can be used to build any integration scenario you can imagine. Integrate apps with confidence without having to worry about retries, throttling, or backoffs. Receive real-time notifications when something goes wrong to provide a great customer experience.

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

Only platform that helps you plan and maximize your revenue. RevVana is the only platform that combines CRM and financial applications to provide a single source for truth for all sales commitments. It also automatically generates revenue plans. It is now possible to answer the question, "Why aren't we seeing the revenue we expected?" and even more importantly, to correct it. RevVana Plan instantly forecasts revenue from open and closed sales commitments. This is possible within existing CRM systems that are not able to convert sales into revenue forecasts. RevVana's flexible revenue planning engine automatically generates forecasts for each account, opportunity, and other sales level using your CRM data. RevVana Insights allows you to easily analyze, compare, and contrast your planned sales commitments with changes to them, as well as other scenarios like actual revenue, corporate budgets, and sales quotas.

It's a safe and simple way to quickly get back to normal. Our solutions include innovative vaccine scheduling and distribution, call centre help desk case management and inventory and safety monitoring, immunization registry, vaccination desert identifier and a vaccine passport application. MTX SafeVax was created to improve the overall vaccination process and make a positive impact in our communities. The MTX SafeVax lets users customize, integrate, scale, and scale easily with a variety of digital and in-person options. These solutions address the unique challenges of COVID-19 vaccine administration for healthcare professionals, organizations, and government agencies to meet the urgent demand at large scale. Easy to set up MTX SafeVax plug-in-play modules It is easy to use. You can integrate one or more with your existing infrastructure, or create a complete end-to-end solution.

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.

This application makes it easy to migrate data between Salesforce Orgs. All object relationships are maintained. This includes Salesforce Org management optimization and maintenance. Snapshot can help you manage Salesforce Orgs that become more complex and unruly. Monarch makes data migration complicated easy. Pre-built templates can be used to match destination objects with multiple fields. You can also maintain object relationships, compare data differences, import CSV files, share data with your team, and create pre-built templates. Monarch, a desktop application, communicates directly with your Salesforce account. This ensures maximum security and privacy. Your data stays under your control. There is no package installation. Monarch uses bulk data API to handle large-scale migration scenarios. Salesforce CPQ, field services lightning, FinancialForce and ServiceMax, among others.

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.

Eliminate limitations in configuration and quoting. Your sales team will be able to sell more and your IT team will have less work. Logik.io is a centralized engine that controls how your solutions are sold across all channels. This allows you to build once and create incredible selling experiences everywhere. Product rules and recommendations don't have to be a difficult task. You can say goodbye to scripting and custom development. Instead, you will find a solution that makes product and selling logic simpler to manage, scale more easily, and delivers the outstanding selling experiences buyers and sellers want.

Canopy allows your development team save a lot of time, streamline operations and deliver experiences quickly. Connect securely to the best SaaS platforms, spreadsheets, csv files, and relational databases. Create new connectors for any data set, including internal data, niche and long-tail SaaS platform, and complex integrations, in minutes. Prepare your data to be the perfect format for every experience or action. Deliver data using your curated API, with the right communication strategy and caching strategy to ensure optimal performance. Real-time insights, controls, and actions allow you to quickly view, manage, or troubleshoot anything that is important to you. Engineered for enterprise demands, with unmatched security and compliance, scalability and speed.