Business Software for Salesforce

Manage your business projects efficiently with Jira Work Management, previously known as Jira Core, which provides a comprehensive view of all project details. This software aids in organizing your team and projects effectively, starting with a defined workflow that allows for seamless task tracking. The Cloud version of Jira Work Management offers boards that visually represent workflows, enabling you to easily move tasks from pending to completed status. Task management is simplified with all essential elements like statuses, comments, and attachments conveniently located in one interface. This ensures that everyone stays informed about the project's specifics without the need for constant emails or meetings. Additionally, real-time notifications alert you when your input is required, making it easy to monitor task progress and workload distribution among team members. With Jira Work Management, you can keep tabs on your team's projects through various methods, including concise overviews and personalized dashboards, enhancing overall productivity and collaboration. Furthermore, the ability to customize views allows teams to adapt the software to their unique workflow needs.

StatusGator delivers timely information about critical dependencies so that DevOps, IT Help Desk, and Education teams can stay on top of downtime and react proactively. Features: Aggregated status pages with data from all your cloud vendors. Notifications on any status changes to Slack, Teams, SMS, and more.

Albato is an intuitive no-code platform that empowers you to connect your favorite apps and automate essential business processes. Core Features: • Extensive App Ecosystem: Integrate with over 800 widely used apps, including Google Sheets, WhatsApp, Salesforce, Slack, and many others. • App Integrator: Seamlessly incorporate new apps into the platform using APIs or Webhooks. • Automation Builder: Create complex multi-step workflows with robust data transformation tools. • Solutions: Access a marketplace with ready-to-use automation templates or design personalized workflows to suit your unique requirements. • Embedded: Deliver integration functionality directly to your SaaS platform with Albato’s white-label interface. Streamline your business operations, save valuable time, and enhance efficiency with a scalable solution tailored to meet your needs.

LINK Mobility offers an advanced omnichannel communications platform that allows enterprises to connect with customers through SMS, WhatsApp, Email, Voice, and many other channels. This award-winning CPaaS provider empowers businesses to deliver personalized, meaningful conversations that improve customer satisfaction and optimize the entire customer journey. With a solid track record of more than 20 years and trusted by over 47,000 brands worldwide, LINK Mobility handles the delivery of billions of messages annually. Their comprehensive suite includes tools for customer care communications, targeted marketing campaigns, real-time notifications, and secure authentication via OTPs. Operating locally in over 30 countries, the company combines deep market knowledge with global message reach spanning 600+ mobile networks and OTT channels. Their platform supports rich content messaging, allowing businesses to send branded images and videos for enhanced engagement. LINK Mobility emphasizes compliance and security while providing seamless communication experiences. Recognized by Juniper Research as the best RCS provider, they continue to lead the mobile messaging industry with innovative solutions.

Say goodbye to seeking validation through compliments with automated customer testimonials. In just 10 minutes, you can set up a system that simplifies the collection of high-quality testimonials, an essential aspect for any business. Traditionally, this process has involved tedious communication and coordination. Endorsal transforms this experience by fully automating the workflow, allowing businesses to save both time and resources. By enhancing your conversion rates, fostering customer loyalty, and bolstering your brand's reputation, this service delivers significant value. You have the flexibility to select the information you wish to gather from your customers and customize the form to align with your brand's identity. Once that’s done, you can effortlessly send automated review requests through email and SMS. With a variety of sleek, responsive templates available for customization, or the option to create your own using our REST API, embedding testimonials can be accomplished within minutes, even without coding skills. Moreover, customers can conveniently share their feedback on popular review platforms such as Google My Business, Facebook Pages, and Yelp, enhancing your online presence. This streamlined approach not only simplifies the testimonial process but also encourages more customers to share their positive experiences.

adam.ai is an intelligent all-in-one meeting management platform to capture, manage, and share knowledge before, during, and after meetings, transform content into valuable assets, and drive successful business outcomes. You can manage your meetings from anywhere. adam.ai empowers teams to create a well-organized meeting workflow that drives productivity and real results. adam.ai makes it easy to manage your entire meeting lifecycle, and enrich your meeting experience. adam.ai makes every meeting count. Share important projects: Our meeting assistant solution allows you to upload files and share them with all members of your team. Keep Meetings on Track: You can create custom agendas for meetings so that you can keep your team on track and not waste time. Keep track of insights: With built-in meeting management tools, managing meeting minutes is easy. Hold Your Team Responsible: To ensure everyone is aware of their responsibilities, assign actions based upon meeting feedback to team members. Set up Quick Meetings: You need to reach out to a specific team member immediately? Our quick meeting tool makes it easy to start team meetings in a matter of minutes.

Azure Blob Storage offers a highly scalable and secure object storage solution tailored for a variety of applications, including cloud-native workloads, data lakes, high-performance computing, archives, and machine learning projects. It enables users to construct data lakes that facilitate analytics while also serving as a robust storage option for developing powerful mobile and cloud-native applications. With tiered storage options, users can effectively manage costs associated with long-term data retention while having the flexibility to scale up resources for intensive computing and machine learning tasks. Designed from the ground up, Blob storage meets the stringent requirements for scale, security, and availability that developers of mobile, web, and cloud-native applications demand. It serves as a foundational element for serverless architectures, such as Azure Functions, further enhancing its utility. Additionally, Blob storage is compatible with a wide range of popular development frameworks, including Java, .NET, Python, and Node.js, and it uniquely offers a premium SSD-based object storage tier, making it ideal for low-latency and interactive applications. This versatility allows developers to optimize their workflows and improve application performance across various platforms and environments.

Oracle Cloud Infrastructure (OCI) Object Storage allows users to securely keep any data type in its original format. Thanks to its inherent redundancy, OCI Object Storage is perfectly suited for developing contemporary applications that demand both scalability and adaptability, making it possible to merge various data sources for purposes such as analytics, backups, or archiving. Many businesses rely on OCI Object Storage to house their data and backups, which operates on resilient hardware designed for enhanced durability. The system actively checks the integrity of the data, promptly identifying and correcting any corruption by generating a new copy of the affected data. For long-term storage requirements, such as those driven by compliance, auditing needs, or log data, OCI Archive Storage offers the same API functionality as Object Storage, ensuring seamless integration and setup while being cost-effective at just one-tenth of the price. Moreover, the data within this system is continuously monitored for integrity, automatically repaired when necessary, and secured through encryption while at rest, reinforcing the overall security and reliability of the storage solution. This robust approach to data management ensures that enterprises can confidently store and access their vital information without worrying about data loss or corruption.

Dealtale stands out as the pioneering No-Code platform for data exploration. We recognize the challenges and inefficiencies that arise from juggling numerous complex digital tools, which is why we developed a solution that seamlessly integrates and organizes data for analysis, offering teams an incredibly straightforward interface to obtain quick insights without the need for coding, managing data silos, or dealing with outdated data frameworks, data science, or engineering concerns. This innovative platform empowers marketing, sales, and customer success teams to conduct extensive analyses of customer journeys. Our unique technology aggregates every customer interaction across various channels including social media, paid ads, websites, emails, and meetings into a centralized customer data hub, enabling the formulation of data-driven, customer-focused revenue strategies. By utilizing advanced predictive modeling, organizations can enhance their ROI and revenue by identifying the optimal allocations for their marketing expenditures. Furthermore, connecting a multitude of business applications, such as CRM systems, marketing automation tools, websites, and advertising platforms, to Dealtale is a straightforward process that enriches data accessibility and usability. Ultimately, Dealtale not only simplifies data exploration but also fosters a deeper understanding of customer behavior and preferences.

Global 100 companies trust GRAX to enable them to: ✔ Maintain 100% Digital Chain of Custody ✔ Take ownership and control of all Salesforce backup and archive data ✔ Backup, archive, and recover multiple Salesforce Orgs ✔ Reduce storage costs and improve Org performance ✔ Reuse backup/archive data in analytics & reporting ✔ Track manually deleted data ✔ Bring historical Salesforce data into data warehouses ✔ Report on multiple orgs in tools like Tableau ✔ Improve global compliance and governance ✔ Make better predictions through reporting ✔ Answer business questions with their data Your Salesforce backup and archive data has strategic value. GRAX helps you maximize that value by letting you reuse your history to ADAPT FASTER.

BiCXO is an advanced AI finance platform designed to elevate finance teams beyond manual reporting by enabling predictive, analytical, and strategic decision-making through its AI engine, MiWa. MiWa guides finance departments by recommending business strategies, optimizing operations, tracking KPIs, and forecasting future outcomes with precision. The platform automatically analyzes cash flow, identifies underperforming products, highlights metric correlations, and evaluates financial impacts across multiple scenarios. Its reasoning engine sheds light on margin fluctuations, customer trends, and non-obvious relationships in the data to help leaders understand the “why” behind performance changes. BiCXO also provides a comprehensive suite of finance tools including FP&A reporting, revenue analysis, consolidation, reconciliation, treasury management, and AR/AP processing. Teams can save significant time with automated workflows and consolidated dashboards that unify data from various systems. Testimonials emphasize dramatic time savings, improved visibility, and enhanced data confidence after adopting BiCXO. With secure architecture, role-based access, and full control of financial data, BiCXO empowers organizations to modernize finance while focusing on strategic growth.

With the AI Sales Assistant, leads are processed in real-time, ensuring they never become outdated, even during holidays. Many leads can get overlooked in emails, chats, or even lost on visiting cards tucked away in suitcases. The 7Targets AI Sales Email Assistant efficiently replies to inquiries and sends out brochures within just five minutes, allowing potential clients to receive information while their interest is still piqued. This prompt response ensures that no opportunity is missed. While you can relax, the AI Assistant diligently sorts and delivers only the most promising leads to you, freeing up your time to concentrate on closing deals and increasing your commissions. Moreover, the AI assistant proactively follows up with all leads, transforming more of them into hot prospects, further enhancing your ability to finalize deals. It also helps generate interest and directs potential leads to your booth at conferences, trade shows, webinars, and demos. Connecting with leads from these events not only provides essential information but also increases the chances of securing qualified leads. Ultimately, this technology empowers sales teams to work smarter and achieve greater success.

Unstack offers a content marketing platform that enables you to quickly develop, assess, and enhance your online presence without requiring coding skills, developers, or unnecessary complications. With a focus on efficiency, it allows you to create stunning websites, landing pages, and blog posts without needing extensive design knowledge. While there are various methods to gather data, Unstack simplifies the process by automating the collection, organization, and analysis of results, making it easier to identify what strategies are effective. Elevate your business by capturing leads, closing deals, and selling products and subscriptions effortlessly. The platform comes equipped with essential pages commonly utilized by businesses similar to yours, giving it a tailored feel right from the start as you incorporate your unique branding and styles. You can begin by modifying the placeholder content on your homepage and then publish your updates to see the changes in real-time. Additionally, Unstack integrates with ten key marketing tools to assist you in tracking your performance and engaging with your audience more effectively, ensuring that you have the resources necessary to thrive in the digital landscape. This all-in-one solution empowers entrepreneurs to focus on growth without the technical hassle.

The Field offers a versatile, Salesforce-native mapping solution that empowers sales, fundraising, and canvassing teams to optimize their routes and territories with ease. Featuring an intuitive, mobile-friendly interface, it allows users to plan efficient walking and driving routes, assign turf, and capture data in real time—all while managers benefit from detailed performance tracking and analytics. The app’s highly configurable UI balances simplicity for field agents with robust customization options for managers, enabling seamless campaign management and user experience control. Fully integrated with Salesforce, The Field connects to flows, apps, and APIs, allowing users to automate workflows and enhance team collaboration. Customers praise its ease of use, scalability, and cost-effectiveness, making it a top choice for diverse field operations.

Having collaborated with numerous sales teams, we understand their requirements intimately. We gather essential sales metrics from platforms like Pipedrive, HubSpot, or Salesforce and present them in dynamic, user-friendly dashboards. Additionally, you can incorporate your own custom data fields from your CRM to enhance the standard data available. Dear Lucy consolidates the metrics you select into a single, straightforward view that is not only easy to navigate but also consistently updated and accessible. With Dear Lucy’s goal engine, you can set flexible sales targets and track your progress in real-time. The tool compares actual performance against these targets, displaying red and green indicators to clearly show where you stand relative to your goals. This feature allows for a quick and effective assessment of your team's performance. You can establish objectives for various metrics such as sales activities, revenue, offer base, hit rate, and even more tailored metrics. Furthermore, these targets can be customized for different levels including company-wide, team-specific, individual sales representatives, or by pipeline, providing a comprehensive approach to sales performance management.

QuotaPath creates ownership and accountability across revenue teams through automated tracking and compensation management. Our platform offers revenue teams the ability to design fully customizable compensation plans, forecast commissions in real-time, and surface insights in dashboards. RevOps, sales leaders and finance teams rely on QuotaPath to standardize comp plan creation and assignment, build custom quotas and acceleration tiers, export deal data and override earnings, create role hierarchies and permissions, and forecast revenue in real time. Our CRM integrations with HubSpot, Salesforce, and Close push data into QuotaPath, offering users a seamless experience and up-to-date, accurate deal data. Through our Payouts feature and finance tools, we’re helping operations, finance, and HR teams with the month-end close processes to audit, confirm, and process payouts.

SalesRabbit’s software helps outside sales teams operate faster and smarter. Their solution addresses all the major pain points of sales organizations, including lead and area management, rep performance tracking, digital contracts, market data, lead generation, and more. They also offer add-on services such as a training library and a geofenced marketing platform. Most importantly, they work personally with your company to make sure you’re getting the results you need.

Saleswise effortlessly consolidates your team's communications, meetings, documents, and CRM updates directly into your inbox, making interpretation a breeze and allowing for immediate action. In today's intricate B2B sales landscape, numerous touchpoints exist across the organization, yet these interactions are often inadequately documented and remain trapped in separate inboxes and calendars. By aggregating these many-to-many relationships, SalesWise offers a comprehensive 360-degree view of customer interactions, fostering enhanced collaboration among teams. The platform seamlessly integrates with Salesforce and various email systems, facilitating smooth transitions for customer management. Regardless of changes within your team or client base, all pertinent data remains readily accessible for those who require it most. By providing essential relationship data to the wider enterprise, SalesWise ensures your team stays efficient and focused on their goals. Say goodbye to the clutter of email CCs, forwards, and time-consuming internal updates on deal statuses, all while aligning the organization without incurring additional per-seat fees. This innovative solution transforms how teams interact and manage their sales processes, paving the way for greater productivity and success.

Introducing the ultimate mobility sales solution tailored for iPad and iPhone users! Mapview offers a dynamic geospatial perspective of your clientele, prospects, and daily sales itinerary. Sales Navigator serves as an iOS tool for planning and mapping that allows you to geographically visualize your contacts and strategize your daily sales routes. As you navigate from one appointment to another throughout your day, you may find yourself assessing whether you have sufficient time to transition to the next meeting after a delay, or pondering how to effectively fill the gaps in your schedule while on the go. With Mapview, the pioneering app for iPad and iPhone that transforms your appointments into a navigable route displayed on Apple Maps, sales professionals and road warriors can efficiently determine the mileage and travel time required to reach their next engagement. Additionally, users can discover optimal routes and spot nearby clients or prospects that could be integrated into their journey, ensuring every moment on the road is utilized to its fullest potential. This innovative approach not only streamlines your daily operations but also enhances productivity and client engagement.

While Salesforce serves as an effective database, it tends to be slow, necessitating excessive clicks and numerous browser tabs for daily tasks. Consequently, many users resort to spreadsheets for their work, jotting down sales notes and managing to-do lists in different applications, which leads to scheduling time on their calendars solely for the purpose of transferring information back into Salesforce. Is this truly the most efficient approach? We argue that it is not! Enter Scratchpad, the first workspace uniquely crafted for sales professionals. Every feature and interaction has been thoughtfully designed with account executives in mind, prioritizing speed and convenience. Scratchpad seamlessly integrates sales notes, spreadsheets, tasks, Kanban boards, search functionalities, collaboration tools, and adherence to sales processes within a single, user-friendly workspace that links directly to Salesforce, thereby eradicating the need for multiple tabs and redundant efforts. With a plethora of tasks to manage daily, minimizing clicks is essential; Scratchpad consolidates notes, tasks, and customer information—including emails, calendar events, and activity logs—into an easily digestible view. This innovative solution eliminates the hassle of toggling between tabs, providing users with a comprehensive overview to facilitate prompt action. Ultimately, Scratchpad aims to revolutionize how sales professionals work, making their processes smoother and more efficient.

RudderStack is the smart customer information pipeline. You can easily build pipelines that connect your entire customer data stack. Then, make them smarter by pulling data from your data warehouse to trigger enrichment in customer tools for identity sewing and other advanced uses cases. Start building smarter customer data pipelines today.

Next Matter is the orchestration platform built for regulated financial operations. Asset managers, fund administrators, and asset servicing teams use Next Matter to run capital calls, NAV processes, investor and LP onboarding, KYC/AML, and subscriptions and redemptions — with governance built in by default, not bolted on. Every workflow ships with maker-checker approvals, exception handling, and a timestamped audit trail out of the box, so operations teams get regulator-ready evidence without extra engineering work. Ops teams build and change their own workflows — live in days, not months — and Next Matter augments the existing stack (ledgers, CRMs, KYC providers) rather than replacing it. Role-based views give task owners, oversight teams, and external guests exactly the interface they need.

MTCaptcha is a privacy-focused and accessible captcha service. It offers an adaptive invisible noCaptcha that ensures easy verification for humans while posing a challenge for bots. MTCaptcha complies with GDPR and WCAG, guaranteeing the protection of your data without any sharing or selling to third parties. The captcha images are colorblind-safe, and the widget is fully VPAT compliant, optimized for screen readers. Supporting multiple languages, MTCaptcha can be fully customized to match any webpage. It also provides audio support, enhancing accessibility for visually impaired users. Trusted by Enterprises, Government, NGOs worldwide, MTCaptcha is available in major languages and functions globally, including in China. Its adaptive Risk Engine effectively detects and responds to threats, maintaining the balance between challenging bots and facilitating human verification.

Microsoft Purview serves as a comprehensive data governance platform that facilitates the management and oversight of your data across on-premises, multicloud, and software-as-a-service (SaaS) environments. With its capabilities in automated data discovery, sensitive data classification, and complete data lineage tracking, you can effortlessly develop a thorough and current representation of your data ecosystem. This empowers data users to access reliable and valuable data easily. The service provides automated identification of data lineage and classification across various sources, ensuring a cohesive view of your data assets and their interconnections for enhanced governance. Through semantic search, users can discover data using both business and technical terminology, providing insights into the location and flow of sensitive information within a hybrid data environment. By leveraging the Purview Data Map, you can lay the groundwork for effective data utilization and governance, while also automating and managing metadata from diverse sources. Additionally, it supports the classification of data using both predefined and custom classifiers, along with Microsoft Information Protection sensitivity labels, ensuring that your data governance framework is robust and adaptable. This combination of features positions Microsoft Purview as an essential tool for organizations seeking to optimize their data management strategies.

Levitate is a relationship marketing and client engagement platform built to help organizations communicate in a personal, authentic way. The platform brings together email marketing, social media scheduling, personalized texting, websites, handwritten cards, surveys, review generation, AI content assistance, and success specialist support. Users can send personal-feeling emails at scale, schedule industry-specific social posts, text contacts, build a stronger online presence, and generate more 5-star reviews. Levitate’s dedicated success specialists help with onboarding, strategy, and ongoing marketing guidance so teams do not have to manage engagement alone. Its Authentic Intelligence approach combines AI efficiency with human guidance to help users create genuine content quickly. The AI assistant can draft new emails or social posts, rewrite existing content, and adjust style for different audiences. Levitate is designed to help businesses stay connected with clients, donors, colleagues, referral sources, prospects, and volunteers. The platform integrates with everyday systems such as Zapier, Wealthbox, MyCase, Clio, DonorPerfect, and other tools. By combining communication channels, AI, content support, review tools, and human strategy, Levitate helps relationship-driven organizations stay top of mind and grow through authentic outreach.