Board Integrations

Salesforce provides tailored CRM solutions with Starter Suite and Pro Suite, designed to support small businesses at every stage of growth. Starter Suite delivers a simple yet powerful way to unify marketing, sales, customer service, and commerce through an intuitive platform that includes AI-powered features and a 30-day free trial. Pro Suite expands on these capabilities with advanced automation, customizable workflows, enhanced pipeline visibility, real-time chat, and integration with a broad ecosystem of apps on AppExchange. Whether you need a streamlined CRM or a more robust tool to handle complex business processes, Salesforce offers scalable options that grow with you. Both suites come with marketing campaign tools, service automation, and ecommerce capabilities, helping you find leads, close deals, and delight customers efficiently.

Microsoft 365 for Individuals is designed to elevate personal productivity through its blend of creativity, collaboration, and AI intelligence. The suite includes industry-leading apps like Word, Excel, PowerPoint, Outlook, and OneNote, accessible across all major devices for continuous workflow. With the integration of Copilot, Microsoft’s advanced AI assistant, users can brainstorm ideas, write content, and analyze data effortlessly. OneDrive cloud storage ensures files are safe, accessible, and protected with ransomware defense. Microsoft Designer and Clipchamp bring professional-level design and video editing within reach, empowering creators to produce visually captivating content. Microsoft Defender provides enterprise-grade security, safeguarding user identities and information. The platform’s flexible plans—Personal, Family, and Premium—cater to different needs while keeping experiences consistent and user-friendly. Whether for work, study, or creativity, Microsoft 365 helps users unlock their potential with the power of AI and cloud technology.

HubSpot is an AI-powered customer platform with all the software, integrations, and resources you need to connect your marketing, sales, and customer service. HubSpot's connected platform enables you to grow your business faster by focusing on what matters most: your customers. HubSpot CRM is more than just a tool. It's the lifeblood of your business. Our CRM is the ultimate solution to empower your team to create deeper customer relationships. It transforms how you interact with your clients. It offers a seamless integrated platform for sales and marketing, as well as customer service. HubSpot CRM gives you unparalleled insight into your customer interactions. It's all organized in a simple, intuitive dashboard that will increase the efficiency of your team. Our platform is designed to grow with your business, providing scalable solutions to adapt to changing business needs. HubSpot CRM also offers a robust, free version that is packed with essential features. This makes it the ideal choice for ambitious businesses. HubSpot CRM is the future of customer management. Every interaction with customers is an opportunity to grow. Get a demo to learn about our premium software, or get started with our full suite of free tool.

Microsoft PowerPoint, part of the Microsoft 365 suite, is the industry-standard platform for creating professional, engaging presentations that bring ideas to life. Designed for individuals and teams, it allows users to design visually stunning slides with intelligent layouts, animations, and transitions. The AI-powered Copilot in PowerPoint streamlines presentation creation by generating outlines, summarizing content, and offering visual enhancement suggestions from simple prompts. With Speaker Coach, users receive real-time feedback to strengthen delivery skills and public speaking confidence. Collaboration is effortless—multiple users can co-author, comment, and present simultaneously from any device. Integrated OneDrive cloud storage ensures presentations are securely saved and accessible anywhere, while Microsoft Designer and Clipchamp expand creative possibilities with AI-powered visuals and video editing. PowerPoint’s cross-platform functionality supports work on Windows, macOS, iOS, Android, and the web, ensuring continuity across environments. From boardroom meetings to classroom lectures, PowerPoint provides the tools to engage, persuade, and inspire with confidence.

Microsoft Excel, part of Microsoft 365, transforms the way individuals and organizations work with data. It’s a powerful platform for creating dynamic spreadsheets, conducting financial analysis, and uncovering insights through AI-enhanced tools. The new Copilot in Excel uses natural language prompts to generate formulas, analyze trends, and even automate complex data modeling—no coding required. Excel’s integration with Python allows professionals to perform advanced analytics directly within their spreadsheets, bridging the gap between data science and everyday productivity. With PivotTables, charts, and conditional formatting, users can visualize data patterns and make data-driven decisions with confidence. Cloud-based real-time collaboration makes teamwork seamless, letting multiple people coauthor spreadsheets simultaneously from anywhere. Excel’s security, supported by OneDrive and Microsoft Defender, ensures your data remains protected and recoverable. Whether for budgeting, forecasting, or business intelligence, Excel remains the trusted tool for clarity, collaboration, and confidence in every calculation.

Marketo Engage, which is a component of Adobe Experience Cloud, provides a comprehensive solution for lead management tailored for B2B marketers aiming to enhance customer experiences by engaging at every phase of intricate buying journeys. It seamlessly accommodates both demand generation and account-based marketing strategies, effectively uniting marketing and sales to create personalized experiences, refine content, and assess business impact across all channels, from acquisition to advocacy. By utilizing extensive behavioral data, built-in intelligence, and advanced journey flows, users can identify, engage, and expedite their most promising opportunities alongside their sales teams. Additionally, predictive content, A/B testing, and personalization are at your disposal to ensure that experiences are consistent and pertinent every single time. Engage with prospects and customers through multiple channels, including email, display, mobile, social media, search, and offline interactions to provide timely and captivating experiences. Lastly, by employing these tools, you can gain insights, validate, and optimize the effectiveness of your marketing efforts, ensuring continuous improvement.

Oracle's comprehensive CRM solutions present the most extensive and profound functionalities that assist organizations in enhancing their sales, marketing, customer loyalty, and service efficiency. When paired with Oracle's Commerce solutions, they create a seamless, integrated experience across various channels for customers. What sets Oracle CRM On Demand Industry Editions apart is their provision of specialized CRM solutions that are customized for distinct industries. In contrast to other cloud-based CRM offerings, Oracle CRM On Demand Industry Editions leverage Oracle's profound industry knowledge, delivering immediate business advantages to organizations in sectors such as automotive, high technology, insurance, life sciences, and wealth management from the outset of implementation. These editions come equipped with pre-configured business processes, data models, object models, and business logic that are specifically crafted to cater to the unique needs of each industry. This tailored approach ensures that clients can maximize their operational efficiency and achieve their business goals effectively.

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.

Captivate your audience with expertly tailored campaigns that span various channels such as email, display, search, web, video, and mobile. Oracle Eloqua provides marketers with top-tier tools for lead and campaign management, enabling them to connect with the right audience at the optimal moment during the buyer’s journey, all while delivering real-time analytics and insights. The appropriate marketing automation solution can significantly enhance how businesses and marketers interact, boost efficiency, and reveal immediate insights to maximize return on investment. Yet, the effectiveness of demand generation, email marketing, and lead management relies on sophisticated and integrated platforms that can track potential customers across every digital channel, ensuring timely, personalized, and outstanding customer experiences. Furthermore, it raises an important question: how does your business's marketing automation software and maturity compare to that of your industry competitors? Understanding this can help identify areas for improvement and innovation.

HubSpot's AI powered customer platform puts your customers first, allowing you to grow more effectively. Connect your front-office teams with a complete view on the customer journey. Use AI-powered tools for a seamless experience with customers. Easily adapt to new industry trends and technologies. Traditional CRMs are not enough to drive growth. Most CRMs are not designed to connect with customers, which is crucial in an AI-driven environment where customers can easily explore, evaluate and buy. HubSpot's Customer Platform is so much more. It's powered with Smart CRM, which combines AI and customer data to help you adapt. It also has products for engaging customers throughout the entire journey and an ecosystem that includes integrations, education and community. It's designed to help businesses connect with their customers and grow.

Our data prediction system is powered by a sophisticated artificial intelligence framework that utilizes exclusive algorithms and machine learning techniques to detect and forecast potential risks associated with significant losses, extensive litigation, and other financial burdens. By harnessing machine learning alongside statistical modeling approaches, we analyze client data and complement it with external sources to enable the AI to accurately assess risk. Our comprehensive product offerings can function independently or be seamlessly integrated into existing business intelligence platforms like Board, Tableau, or Microsoft BI. Whether it's managing worker’s compensation claims or processing general liability issues, our solutions can align with your insurance provider, third-party administrator, or your internal systems if you are self-insured. By utilizing our services, you can mitigate your risk through precise and thorough defense documentation, diminished settlement expenses, expedited resolutions, and proactive measures aimed at risk reduction. We also offer tools for predicting costs associated with general liability or worker’s compensation claims, facilitating swift settlements and providing more precise premium calculations, ultimately enhancing your operational efficiency in risk management. Our commitment is to deliver innovative solutions that not only meet but exceed your risk management needs.

Broaden your business operations by utilizing cloud technology. Seamlessly enhance SAP solutions quickly and efficiently without causing disruptions to critical business functions, all while building on your current investments and expertise. Swiftly create dependable and scalable cloud-native applications. Utilize your established ABAP knowledge to develop new extensions or update existing custom applications. Foster innovation for increased business agility by employing cloud-native, low-code, and dynamic event-driven applications. Speed up results through the optimization of intelligent business processes. Explore, configure, enhance, and refine business processes by linking experiential data with operational workflows. Acquire valuable and actionable insights to predict business outcomes and identify fresh revenue and growth possibilities. Leverage the capabilities of predictive analytics and machine learning to improve decision-making. Integrate real-time intelligence within your business applications. Furthermore, enhance and tailor the user experience for your customers, partners, and employees, ensuring their needs and preferences are met effectively. This holistic approach not only drives efficiency but also fosters a culture of continuous improvement and innovation.