Salesforce Integrations

VestaCall is a cloud-based contact center and UCaaS provider that harnesses AI to deliver features such as global voice termination, SIP trunking, and smart business phone systems. By integrating voice services, routing, analytics, automation, and customer communication resources within a single platform, it empowers businesses to reduce revenue loss attributed to missed calls and subpar customer experiences. Their offerings encompass Cloud PBX, SIP Trunking, Conversational AI, Cloud Contact Center, and Live Analytics, catering to various scenarios including inbound support, outbound sales, operations for global remote teams, and extensive enterprise communications. Notably, VestaCall's Cloud PBX delivers a top-tier virtual phone system with comprehensive global coverage across more than 100 countries, featuring HD voice quality, mobile and desktop applications, an auto-attendant with multi-level IVR menus, real-time call analytics, team messaging, call recording capabilities, and AI-driven transcription services. This comprehensive suite of tools ensures businesses can effectively manage their communications and enhance customer engagement.

WorkClaw is an advanced AI-driven platform designed to enhance collaboration, ensure security, and facilitate productive work throughout an organization. It provides teams with customizable AI assistants known as WorkClaws, which are capable of completing real tasks, functioning around the clock in the cloud, and integrating seamlessly with the tools that teams are already accustomed to using. Each WorkClaw operates independently with its own computing capabilities and can engage in collaboration via Slack, Teams, email, and over 3,000 applications, including popular platforms like Google Workspace, Notion, Salesforce, and Asana, among others. Teams have the flexibility to create multiple WorkClaws quickly, assign them to specific individuals or entire groups, and incorporate them into Slack channels for direct messaging by coworkers. These intelligent assistants can support a variety of tasks such as research, organizing schedules, drafting correspondence, managing follow-ups, generating reports, and handling data entry, among other essential workflows. When a WorkClaw encounters a task it is unfamiliar with, teams can easily develop new skills through simple conversations, implementing proven skill packs, adjusting them as necessary, and distributing those skills among team members for enhanced efficiency. By fostering a collaborative and adaptive work environment, WorkClaw empowers organizations to optimize their productivity and streamline processes effectively.

Achieve enhanced business agility and deliver outstanding customer service with Xperience by Altitude, a comprehensive cloud-based contact center solution. Fully scalable, Xperience offers a modular framework that can be easily modified to align with evolving business requirements. Designed to accommodate businesses of all sizes, Xperience provides adaptable and personalized solutions to meet diverse needs. This ensures that organizations can seamlessly manage customer interactions while optimizing their operations effectively.

Tray.ai serves as an API integration platform that empowers users to innovate, integrate, and automate their organizations without the need for developer expertise. With Tray.io, users can independently connect their entire cloud ecosystem. The platform features an intuitive visual workflow editor that makes it simple for users to construct and optimize processes. Additionally, Tray.io enhances the workforce's efficiency through automation of various tasks. At the core of the first iPaaS designed for universal accessibility is the intelligence that allows users to execute business processes through natural language commands. Tray.ai is a low-code automation solution tailored for both technical and non-technical users, enabling the creation of complex workflow automations that streamline data transfer and actions across diverse applications. By leveraging our low-code builder and the innovative Merlin AI, users can revolutionize their automation journey, combining the flexibility of scalable automation with advanced business logic and integrated generative AI features that are user-friendly and accessible to all. This makes Tray.ai an invaluable tool for organizations aiming to enhance operational efficiency.

A true self-service reporting platform and analytics platform will empower your business. Orbit's business intelligence and operational reporting software is powerful and scalable. Users can create their own reports and analytics. Orbit Reporting + Analytics provides pre-built integration with enterprise resources planning (ERP), key cloud business applications, such as Salesforce, Oracle E-Business Suite and PeopleSoft. Orbit allows you to quickly and efficiently discover answers from any data source, identify opportunities, and make data-driven decisions.

Innovation is at the heart of becoming Future-Fit. Our end-to-end innovation management platform and services empower medium and large-sized organizations to become more adaptive, creative, and resilient. Planbox helps you turn creative ideas into winning projects and integrate everyday tools to collaborate smarter with your community of employees, customers, partners, startups, governments, academia, and expert solvers. Planbox has offices in Canada, UK, and USA, with customers around the world in over 140 countries.

Fluxx Grantmaker is built uniquely for philanthropists by philanthropists. We understand you painpoints and challenges because most of us have been in your shoes and our system was built for one purpose only: help you better manage your grants so you can create even more impact. With Grantmaker you will be able to cut significant grant admin work by creating the workflows that meet your specific needs and compliance requirements with unlimited branches and variations, automating notifications, reminders even some validation steps, automatically creating grant agreements and amendments and more. Our unique interface lets you choose what to surface so each user only the information they need, whether it is a list of actions for a grant admin, an application to approve for a reviewer, documents to provide for a grantee or an overview of grant activities for an executive, creating efficiency and transparency across the organization. Get connected with your peers in the Fluxx community! A vibrant and growing network of hundreds of grant professionals who share tips, tricks best practices and innovative ideas.

RingCentral's RingCX is an advanced contact center solution that leverages artificial intelligence to optimize customer support and improve communication. By unifying voice, video, and more than 20 digital channels on a single platform, it allows agents to connect with customers using their preferred modes of communication. The integration of RingSense AI enhances the experience by providing immediate insights, automating various tasks, and supporting agents throughout the customer journey, thereby boosting agent efficiency and overall customer satisfaction. With its intuitive interface and easy setup, businesses can quickly adopt RingCX, often within just a few days. The service is competitively priced, starting at $65 per user each month, which encompasses unlimited calling and access to essential contact center functionalities. Additionally, this solution is designed to scale with business growth, making it a flexible choice for companies of all sizes.

dotCMS empowers users with cloud-based and on-premise content management systems to create, deliver, scale, and scale memorable customer experiences. DotCMS is used by Fortune 500 companies, SMBs and digital agencies alike. It allows organizations to create, reuse and store content and manage it with key features such as content authoring, role-based access and REST-APIs. Workflows and analytics are also included. Marketing teams can use dotCMS to manage their content. It offers a NoCode authoring environment that includes drag and drop builders for content and templates. Layouts, layouts, and more are all possible with dotCMS. Managers can use the system’s search feature to retrieve documents and index content and assets. DotCMS is an API-first platform that allows users to easily integrate with third party applications such as Marketo, Hubspot Salesforce, SAP, Magento and Google Analytics.

Transform your business's approach to contract management with Contracts 365®, a robust solution designed specifically for Microsoft 365 users. Experience the daily advantages of effective contract oversight with this sleek, cloud-based software that integrates seamlessly into your Microsoft environment, catering to users at all levels. Contracts serve as the foundational elements of business operations; whether handling purchases, sales, rentals, partnerships, or investments, your organization's success hinges on effective contract management. By implementing seamless contract management, you can unlock significant value throughout your organization. Contracts 365 empowers you to enhance visibility, drive efficiency, and maintain control throughout the entire contract management process, ultimately leading to better decision-making and improved organizational performance.

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

Unifyr is an AI-powered partner relationship management platform built to optimize channel partnerships and ecosystem growth. It allows businesses to co-sell and co-market with partners while maintaining full visibility into shared pipelines and deal registration. The platform includes agentic AI features, such as onboarding automation, campaign recommendations, and real-time assistance. Unifyr centralizes partner data, enabling teams to manage relationships, track performance, and improve engagement. It offers tools for channel marketing, including customizable content for email and social campaigns. The built-in learning management system helps onboard and train partners with structured courses and certifications. Unifyr also supports channel sales with shared deal tracking and collaboration features. Automation reduces manual work, allowing teams to focus on building strong partner relationships. The platform scales from startups to enterprise-level partner programs. Advanced analytics provide insights into ROI, lead generation, and pipeline contribution. Overall, Unifyr helps organizations grow faster by leveraging partner ecosystems effectively.

CellarStone's QCommission software is cloud-based and on site for sales commissions. QCommission is a powerful cloud-based and on-premises sales commission software that allows compensation administrators to quickly and accurately calculate salespeople's compensation. It includes tiered rates, flat rates/amounts and quota-based rates. QCommission can be used as a standalone application or integrated with SugarCRM Salesforce, Oracle Fusion Sage, QuickBooks, Microsoft Dynamics, Sage, and other solutions.

Whatfix is a digital adoption platform that helps companies provide modern onboarding, effective training, and better support to users through contextual content. Whatfix empowers software solutions with its incredible simplicity, intuitiveness, and personalization. Many Fortune 500 companies worldwide trust Whatfix to provide a quick return on technology investments and improve end user productivity.

MarcomCentral Enterprise offers a unique solution that appeals to Marketing, Design, and Legal teams alike. This user-friendly platform facilitates a multi-tiered collaboration process, enabling front-end designers to modify designated sections as specified by Marketing Directors, who in turn obtain approval from the Legal department. This careful oversight guarantees that essential elements such as disclaimers and logos are preserved throughout the creative workflow, allowing organizations to maintain strict Brand control while fostering creativity. Marketing materials housed in your cloud-based portal can be tailored and distributed by field teams globally, ensuring accessibility from any location. With pre-approved templates, the marketing team can be confident that all assets remain fully compliant with brand guidelines. Additionally, using dynamic templates, users can swiftly edit text fields to generate customized assets without needing to submit a request to marketing, streamlining the creative process even further. This innovative approach not only enhances efficiency but also empowers teams to deliver high-quality marketing materials effortlessly.

Captivate your audience from beginning to end with EventMobi, a reliable Event Management platform that is favored by more than 10,000 event organizers across 72 nations. Designed to simplify the complexities of event planning and execution, EventMobi equips you with the essential tools and technology to ensure the success of any event, whether it’s a small internal meeting, a training session, or an expansive sales kickoff or conference. Key features encompass customized event applications, seamless registration and check-in processes, interactive live polls and surveys, dynamic live displays, engaging gamification elements, and comprehensive reporting capabilities. With EventMobi, you can enhance engagement and streamline every aspect of your event, making it an unforgettable experience for attendees.

The Flybook is a sophisticated software designed for managing bookings related to activities and tours. It is particularly advantageous for businesses that provide a mix of tours, rentals, activities, and accommodation services. As a cloud-based platform, The Flybook enables companies to consolidate all their operational requirements into a single interface. Key features include online booking capabilities, digital waiver management, assignment of guides, automated messaging, and various additional tools to enhance efficiency. This comprehensive system streamlines the booking process, ultimately improving customer satisfaction and operational productivity.

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

Halo serves as a comprehensive platform that seamlessly integrates automated data assimilation, visualization, and supply chain analytics, empowering organizations to expand, secure a competitive edge, and enhance customer satisfaction. By utilizing Halo, businesses can merge various internal and external data sources into one cohesive data warehouse, allowing for rapid report generation and improved accuracy in supply chain planning through the interconnection of different data elements. Additionally, Halo offers flexible deployment options, whether on-premise, in the cloud, or through a hybrid approach, making it adaptable to diverse organizational needs. This versatility ensures that companies can effectively respond to changing market dynamics and customer demands.

Enhance your customer interactions with Cincom CPQ, a powerful configure price quote solution tailored for manufacturers and businesses dealing with intricate products and services. This versatile tool is offered in both cloud-based and on-premise formats, packed with functionalities aimed at elevating the B2B customer experience, facilitating digital transformation, boosting sales efficiency, simplifying product configuration, and refining sales proposals, among other benefits. With Cincom CPQ, companies can not only meet but exceed customer expectations, ultimately driving growth and success in a competitive marketplace.

Administrate is a scalable Training Management System (TMS) built to handle the complexity of enterprise instructor-led training. It unifies planning, scheduling, communications, and reporting in one system—eliminating spreadsheet chaos and reducing manual tasks by up to 90%. Training teams gain control, speed, and visibility across all learning operations. With built-in integrations to core business systems, Administrate helps global organizations deliver high-impact training programs that support compliance, growth, and operational excellence.

Fonteva Events, designed on the Salesforce platform, provides a user-friendly event management solution that caters to event organizers, marketing teams, corporate human resources, and educational institutions, enabling them to effortlessly coordinate events of various types and scales. This platform encompasses an extensive array of features aimed at promoting successful events, such as event setup and registration, managing speakers, sponsors, vendors, and venues, handling payment processing, facilitating event marketing, and generating reports and dashboards, among other functionalities. Additionally, Fonteva Events supports multiple currencies and languages, making it a versatile choice for a global audience. Its comprehensive tools and capabilities empower users to streamline their event planning and execution processes effectively.

Call Logic is a cloud-based, TCPA-compliant, outbound phone technology that can be used to plan, execute, and evaluate a variety of call campaigns including renewal, cross-sell, win-back, and lead campaigns. Call Logic can be used with any phone system from analog and VoIP to mobile and softphone.

Take complete charge of your data and enhance your business insights through Dundas BI, a web-based platform for business intelligence and data visualization. With Dundas BI, business professionals can swiftly access and interpret their data in a significant manner, leading to a deeper comprehension of their operations. The platform features comprehensive dashboards, advanced data analytics, reporting functionalities, and additional tools that support informed decision-making. Additionally, its user-friendly interface ensures that users can easily navigate and utilize its powerful capabilities.

Qstream, a sales acceleration platform, focuses on helping salespeople improve their performance through performance analytics, coaching optimization and knowledge reinforcement. Qstream is the only scientifically-proven solution to equipping salespeople using the right techniques that can help improve the bottom line.

Discover effective sales material and prospect engagement through Sales Enablement, a powerful solution offered by Data Dwell. This platform boasts a variety of features including content matching, secure content storage, sharing capabilities, and tracking of prospect interactions. With Sales Enablement, users can uncover concealed decision-makers and receive direct guidance within Salesforce. Additionally, Sales Enablement provides real-time dashboards that empower users to gain immediate insights on high-performing content, enhancing their overall sales strategy. By leveraging these tools, sales teams can optimize their approach and drive greater success in their efforts.

Product innovation has never been easier. You can get a complete cloud PLM solution right out of the box. Reduce production errors and create a system that works equally well with 10 employees or 10,000. You can fix your systems now to scale them up in the future, without having to replace or rip out what you have. A PLM designed specifically for you will help you get your products to market quickly and allow you to innovate faster than ever before.

Templafy is a mobile and desktop-based software that helps businesses centralize document and asset databases. It also offers templates that unify all business documents. Templafy's platform is compatible with many IT infrastructures. This allows employees to quickly access business document templates, and creates documents that comply with policy. Templafy also offers document automation that streamlines the work based upon certain choices made by employees.

Galaxy Digital's Get connected is a mobile-friendly software solution for managing volunteer and agency engagement. Get Connected allows organizations to better manage, grow, track, and monitor their local volunteerism. Get Connected is simple and reliable. It allows nonprofits to promote volunteer opportunities using tools that allow them to seamlessly communicate with volunteers.

Conga Contracts gives you complete visibility and control over all of your contracts. It streamlines and accelerates the creation and negotiation process. This automated contract management software is flexible and secure. It reduces negotiation times for all types of contracts and mitigates risk by controlling the terms and clauses that sales, legal and operations can use. It also limits the changes they accept or make. The solution includes a robust repository, flexible routing, approval rules, granular security controls and automatically generated reports. Conga also provides powerful document management and electronic signing (eSignature), tools.

Created by Profile Analysis, i-snapshot is an innovative, multi-platform system for managing field sales that enables the remote collection and oversight of sales performance. With a centralized, cloud-based login for browser administration, i-snapshot delivers unmatched visibility into sales activities. Utilizing i-snapshot helps enhance compliance while offering precise and up-to-date reports, aiding businesses in boosting their productivity and profitability. Moreover, its user-friendly interface ensures that sales teams can easily adapt to the system, maximizing its effectiveness in driving sales success.

Enhance your proposal creation process and efficiently address requests for proposals (RFPs) using Upland Qvidian. This cloud-based, comprehensive solution for enterprise-level RFP and proposal automation simplifies content management while boosting business efficiency through a centralized and reliable content library. Utilizing Upland Qvidian offers several advantages, such as the ability to centralize sales and proposal materials, facilitate real-time collaboration among teams, track business performance metrics, maintain compliance standards, and produce polished professional documents effortlessly. Additionally, its user-friendly interface and robust features ensure a seamless experience for users at all levels of expertise.

DigitalChalk is an online learning management software that offers a complete online editing platform. The platform also offers an integrated eCommerce solution that allows you to collect payment for your courses. It also offers compliance and regulatory features that are built into the app.

Utilize ShareKnowledge, a distinguished corporate Learning Management System (LMS), to deliver online training and ensure regulatory compliance for hundreds or even thousands of employees. Designed exclusively for the Microsoft SharePoint platform, ShareKnowledge serves as the ideal LMS solution tailored to meet your corporate training requirements. This platform empowers organizations to effortlessly store, synchronize, and distribute essential content while providing integrated LMS testing features, accommodating various types of learning materials and activities, and much more. Additionally, ShareKnowledge is capable of seamless integration with HRIS, Outlook, and Webinar platforms, enhancing its versatility and functionality for diverse training needs. By choosing ShareKnowledge, organizations can streamline their training processes and improve overall employee engagement.

Verenia CPQ increases sales, reduces costs, and allows sales and engineering to quickly create orders and quotes for complex products. It also automatically applies all product, pricing, business rules, and dynamic, on-the fly creation of Bills Of Material or Routings.

Sign In Enterprise is an enterprise-level solution that addresses the complex guest experience, workplace, risk, and compliance requirements of enterprise organizations. Our integrated platform streamlines the experience across different geographies, locations and visitor types.

Axonom's Powertrak CPQ Software Suite is a cloud-based, mobile-friendly platform that streamlines and enhances sales quoting, pricing, and product configuration. Powertrak empowers sales teams and channel partners to convert leads faster by making product and pricing information easier to access. Powertrak integrates seamlessly with the most popular business tools such as Microsoft Dynamics 365 and Salesforce, Oracle, NetSuite and Macola Software.

Boost employee productivity and foster digital transformation with GamEffective, an advanced enterprise gamification solution. This platform harnesses the concepts of behavioral psychology and motivation to enhance areas like sales, customer support, social interaction, and workforce development. Through GamEffective, team members can effortlessly track their goals, standards, and accomplishments. Additionally, the software offers sophisticated gamification elements, including storytelling, automated engagement, and various other functionalities, ensuring a comprehensive user experience. By implementing GamEffective, organizations can create a more dynamic and motivated workplace environment.

LeanData’s no-code Go-to-Market Execution platform helps leading B2B companies make smarter decisions and drive stronger revenue outcomes. By unifying data, tools, and teams, LeanData empowers organizations like Nvidia, Cisco, and Palo Alto Networks to streamline operations, accelerate pipeline, and deliver better customer experiences — from first signal to closed-won.

Take charge of your collections with Cogent, a comprehensive on-premise solution for debt collection and case management. The features of Cogent include a robust rules engine, seamless onboarding, effective document management, and efficient calendar management. With the rules engine, users benefit from a variety of predefined rules and criteria designed for thorough data evaluation and assessment. Cogent’s case management tools empower users to systematically handle case records and maintain important dates with ease. Our team of analysts consists of skilled professionals who can discern subtleties in conversation and emotional cues during every interaction. We ensure that call recordings are secured through multiple redundant pathways and have the capability to eliminate sensitive customer data as needed. Our processing and call grading times are among the best in the industry, all while upholding a commitment to quality and meticulous attention to detail. Callcap boasts a team of top-tier developers, allowing us to cater to unique project demands effectively. Furthermore, Callcap pioneered the concept of near real-time call monitoring, introducing a proprietary listening system that enhances oversight and responsiveness. This innovative approach not only elevates the efficiency of call assessments but also significantly improves customer interactions.

Cooladata offers a comprehensive platform for unifying, analyzing, and sharing data seamlessly. As a cutting-edge behavioral analytics solution for web and mobile applications, it empowers businesses to gain deeper insights into their customer behaviors, enabling them to enhance their products and boost revenue. This versatile tool caters to a wide array of industries, such as online and mobile gaming, e-commerce, retail, and forex trading firms, ensuring tailored analytics for diverse market needs. With Cooladata, organizations can harness the power of big data to drive strategic growth and improve customer engagement.

Onna, a real time search solution, allows you to connect and search across a growing number of cloud platforms. Onna helps users access eDiscovery and find high-value items across all legal departments. Onna allows users to report, collaborate, manage compliance, and share documents. Onna integrates well with other data sources such as DropBox, Confluence, and Gmail.

Transform the way you interact with your clientele by utilizing Engagement Cloud, which equips your team to leverage customer insights and data for crafting tailored omnichannel marketing strategies. This platform effortlessly integrates with your current eCommerce and business systems, providing a robust marketing solution that truly delivers results. Formerly known as dotmailer, dotdigital serves as a cloud-based email marketing automation tool designed primarily for small to medium-sized enterprises (SMBs) as well as larger B2B, B2C, and eCommerce organizations. Its straightforward yet potent functionality enables businesses of any size to effortlessly design, execute, and monitor personalized, optimized, and targeted email campaigns. Key features of dotdigital encompass multichannel marketing, effective lead nurturing, optimization of email send times, automated email responses, and comprehensive campaign management, ensuring that every marketing effort is both strategic and impactful. With these tools at their disposal, businesses can engage customers more effectively than ever before.

Transform your subscription service with a top-tier solution designed for efficient monetization and management. Current systems might be hindering your progress, leaving finance departments overwhelmed with spreadsheets and developers facing delays. Zuora simplifies subscription management, allowing you to swiftly adapt to evolving go-to-market strategies on a unified platform. Accelerate billing processes for high volumes of invoices while maintaining precision and accuracy. Organize customers into groups and establish automated billing schedules tailored to each group’s needs. Each time a customer alters their subscription—whether through upgrades, downgrades, or other changes—billing is inevitably affected. With the Rating Engine from the Zuora Central Platform, these prorations and calculations are automatically managed, preventing bottlenecks in your workflow. Additionally, leverage Zuora’s tax engine or connect with a third-party tax solution to ensure real-time tax calculations for every invoice processed, enhancing your operational efficiency even further. This integrated approach not only streamlines your billing operations but also improves customer satisfaction by ensuring accurate and timely invoicing.

Parsable Connected Workers® empowers frontline workers using modern digital tools to improve safety, quality, and sustainability. Parsable Connected Workers® enables frontline workers to do the job right every time, by digitizing their SOPs, checklists and workflows. Reduced unplanned stops, waste, and paper. Digital traceability allows for increased OEE, throughput, and compliance. Accelerated operator onboarding and certification Your future. Operational excellence is achieved through connected work. This connects people to the information, systems, and machines that are required to excel. Parsable does this. Our digital tools reduce isolation while increasing safety, quality, and productivity at scale.

Jahia is an Agile Digital Experience Platform that delivers smart content powered with customer data. Jahia is a cloud-based platform that helps organizations use their customer data and content to engage with customers. Jahia can be integrated into existing technology stacks, and can be customized to meet the specific business needs and challenges of each organization. The Jahia Platform is an enterprise-grade platform that includes a CMS and CDP. It allows you to plug in to best-of-breed products while also bringing together different user communities (developers/marketers, end users). It provides enterprise-level security and scalability, Out of the Box capabilities, modern APIs, and the flexibility to connect to your best of breed products.

For over 20 years, we’ve focused on the needs and challenges of enterprise sales and marketing teams. MRP Prelytix® is purpose-built to simplify the complexity of your operating environment, enabling account-based programs that are coordinated with existing marketing programs, across all your global marketing initiatives. We understand every enterprise has its own set of requirements and constraints, which is why MRP puts you in control. If you have a seasoned ABM team with a ton of bandwidth or limited experience with constrained resources, or even if your tech stack is robust or lacking, we’ve got you covered. At your discretion, you can deploy our predictive insights as a standalone or integrated solution and can even activate our seasoned, global, multilingual ABM experts or tap into our built-in omnichannel deployment services.

The 3rd generation of an award-winning no-code platform for hyper-automating conversational applications and workflows that operate over any channel and are powered by the latest AI.

Lucy is an AI-powered knowledge management system that allows more efficiency and productivity from your employees. She makes it easy to find what you need to know when you need to know it. She listens for changes in your data, reads those changes, and learns all about your organization's accumulated knowledge. She does this without moving it from the places it resides.. She understands documents, PowerPoints, PDFs, graphs used to interpret data, videos, and audios. She connects to third-party data sources to include their insights. Lucy's integration with Slack and Microsoft Teams makes it easy for your team to ask questions that she answers from her learned knowledge. She will help you find the best answer, and she identifies other possible answers if you need a different level of insight. She helps with onboarding, enablement, market insights and research, sales productivity, operational best practices, customer services support, and subject matter expert knowledge protection if individuals change roles or leave your organization. Lucy reads and absorbs every piece of information you want her to when she joins your team. Lucy never leaves, never forgets, and is gets smarter every day.

Empower your brokerage with the ability to collaborate digitally and oversee your back office tasks from any location. CommissionTrac serves as the ultimate platform for managing all aspects of your business, from tracking deal pipelines and opportunities to processing commission payments, while also allowing you to build your own internal database of comparisons. Equip your principals, agents, and back office staff with the resources needed to run a productive and profitable operation without the hassle of sifting through spreadsheets and paper documents. Say goodbye to traditional spreadsheets and paper forms for managing your pipeline and new deals. With CommissionTrac, everything is centralized, eliminating the need for redundant data entry. The platform offers streamlined workflows for your agents and back office personnel, enhancing productivity and profitability for all users. By fostering transparency, organization, and efficiency, CommissionTrac provides a comprehensive solution that integrates the agent's deal pipeline with back office automation and reporting, ensuring that every aspect of your brokerage runs smoothly and efficiently. This all-in-one approach to management not only simplifies processes but also drives better decision-making across the board.