Alternatives to Chargent

EBizCharge is the leader in integrated payment solutions that helps businesses facilitate electronic payment processing, enhance transaction security, and increase client profits. Providing businesses with the tools they need to make transactions faster, safer, and less expensive while offering a premium payment processing experience. EBizCharge applications are PCI-compliant and fully integrated with major ERP/accounting systems, including QuickBooks, Sage ERP products, SAP Business One, Microsoft Dynamics, NetSuite, Epicor, Acumatica, and major online shopping carts, including Magento, WooCommerce, and Volusion.

ChargeOn is a 100% Salesforce-native application designed to simplify, automate, and optimize how businesses handle payments — all within Salesforce. It bridges the gap between your Salesforce CRM and 14+ leading payment gateways, giving your team a unified platform to streamline your overall payment management. Why Businesses Need ChargeOn Businesses often faced challenges in receiving Salesforce payments due to manual processes. these processes slowed revenue recognition, resulted in duplication of records and imped customer experiences. ChargeOn eliminates these challenges by providing a seamless payment ecosystem inside Salesforce — ensuring faster collections, improved cash flow, and improved visibility in customer's payment journey. No more switching between systems or chasing failed payments — everything happens in one place, securely and automatically. Key Highlights Instant and Scheduled Payments – collect payments at the right time through multiple payment methods. Automated Recurring Payments & Failed Payment Recovery – don't compromise on your revenue due to missed or failed payments. PCI and DSS Compliant-- ensure security with global payment standards. Secure Tokenization – encrypt customer data during transaction and at rest. Real-Time Reports & Dashboards – get complete visibility into payment information. Multi-Currency and Multi-Gateway Support – scale globally without technical barriers. For a complete list of powerful features, check out our AppExchange listing and see how ChargeOn can transform your payment operations. Empower your Salesforce with ChargeOn — where payments become effortless, automated, and built for growth.

Chargebee is a subscription management and recurring billing tool that helps SaaS businesses streamline Revenue Operations. Chargebee integrates seamlessly with leading payment gateways such as PayPal, Braintree and Stripe. All over the globe, Chargebee allows you to automate recurring payments collection, invoicing, taxes and email notifications. Chargebee manages all your critical workflows, from lead to ledger, with powerful integrations that include Salesforce and Quickbooks, Avalara and Slack. Chargebee Retention is the best-of-breed solution that helps you avoid cancellations on a scale that suits your needs. It offers personalized experiences that deliver results and provides a way to deflect cancellations. To ensure a relevant and personalized cancel experience, you can run experiments based upon customer and subscription attributes.

There is no requirement for a long-term commitment; you only pay for the number of users you need. You can easily add users whenever necessary and have the flexibility to modify or terminate your contract at each anniversary date. With the Salesforce App, which is accessible from the Apple App Store or Google Play, you can instantly access all your applications and content on mobile devices and tablets. Crosstalent can be found on AppExchange, Salesforce's business app marketplace, and allows you to integrate various add-ons like LinkedIn and DocuSign into your HR platform. The solutions provided by Crosstalent are powered by the state-of-the-art technology and hosting services of Salesforce, the leading global CRM provider. You can manage administrative requests, such as updating employee or manager files, check job openings, and submit applications all in one place. Additionally, the platform offers features for printing and editing job offers and applications, accessing a competency repository, and navigating various career paths. You can also generate personalized social reports, input expense claims, request time off, and consult or modify personal interview reports through the same interface, making it a comprehensive solution for your HR needs. This seamless integration enhances productivity and simplifies many HR processes.

Geopointe, a native AppExchange app that location-enables Salesforce and provides actionable insights for our customers' business processes, is Geopointe. See for yourself, mapping made easy - Real Simple. Geopointe is an AppExchange native application that geo-enables Salesforce and provides actionable insights for our customers' business processes. Geopointe is for whom? SALES: Plan trips and optimize routes; Log meetings notes and check-in; Cancel meetings. Features: Access the where and when of your data. Geographic Searching & Analysis. Search Any Salesforce Data. Geopointe can find any Salesforce data anywhere in the world. These searches can be anything, from a view of all Salesforce accounts, clustered according to concentrations, to a small area search for leads and prospects in the local neighborhood. Geopointe will show you the big picture with advanced visualization and filtering capabilities that identify patterns and trends you didn't know existed.

Salesforce offers a cross-industry, native, and project management solution. Project management is not a one-size-fits all approach. Milestones PM+ is Salesforce's project management app. Milestones PM+, a free Salesforce project management app available on AppExchange is simple to use for task management and flexible enough to customize for more complex business programs. Salesforce project management is great for all businesses, no matter how large or small. Pre-made templates save time and make it easier to do repetitive tasks such as onboarding and meetings. Clients can be updated instantly about the status of their orders and contracts. Transform impromptu planning and notes into structured, actionable projects. For proposal presentations, create clearly detailed frameworks and roadmaps. Smarter Task assignments using our extensive Resource Finder.

Effortlessly arrange and dispatch your Salesforce reports with ease. You can send reports in a user-friendly Excel format to any email address, including those of non-Salesforce users, eliminating the need for tedious email forwarding or copying and pasting data. There are no limitations on the objects or fields you can utilize, and all Salesforce sharing rules along with your user’s field-level security will be honored. Report Sender has been one of the most sought-after features by Salesforce users, allowing for hassle-free report scheduling. Enjoy dedicated customer support and a five-star rating on Salesforce AppExchange, with compatibility for Lightning. However, there are some challenges associated with Salesforce reporting, such as the labor-intensive and repetitive manual tasks involved. Joining Salesforce data can pose difficulties for those without development skills. Additionally, many individuals, both within and outside of your organization, may wish to access Salesforce reports, yet reports can only be generated and sent to users with Salesforce accounts. Users are restricted to sending a maximum of 200 reports each month, and reports are still dispatched even when there are no data records available, which can lead to confusion. To address these issues, consider utilizing solutions that streamline the reporting process and enhance accessibility.

Enhance your efficiency by utilizing Google Drive for file management and document creation through a user-friendly AppExchange application. Keep essential documents accessible and easily shareable with your team via the Drive Links Lightning component. Create robust merge templates capable of producing documents tailored to your business requirements, all achieved through simple clicks rather than complex coding. With Drive Connect's trial, you can take advantage of its full range of features for up to 10 users over a 14-day period. Additionally, you can link Drive files and folders directly to Salesforce records, employ Google Doc merge templates for efficient document creation, and automate Drive tasks within record-triggered flows. Begin your experience with Drive Connect and enjoy 10 complimentary user licenses for two weeks without needing a credit card. Purchase Drive Connect conveniently from the setup tab of the Drive Connect Salesforce application. Drive Connect not only streamlines your processes but also enables you to make a significant impact on clients by integrating Salesforce and Google Drive, allowing them to expand their operations effectively. This integration equips your team with the tools necessary to enhance collaboration and productivity in a competitive environment.

AssetOptics stands out as the premier native enterprise asset management (EAM) solution on the Salesforce AppExchange, built on the robust Force.com platform. Our offerings empower clients to enhance their productivity, boost asset returns, and minimize both operational costs and risks. The AssetOptics suite for Facilities, Equipment, and Fleet Maintenance on Salesforce is designed around industry best practices to ensure optimal asset upkeep. In addition to our software solutions, we provide comprehensive business process consulting, application training, technical services, and project management tailored for AssetOptics EAM and Salesforce CRM. The company was established by an engineer who is well-acquainted with the maintenance management sector and a software expert dedicated to creating reliable, cost-effective software solutions, ensuring our clients receive not only superior products but also exceptional support. Together, we strive to address the evolving needs of the industry effectively.

Decisions on Demand assists sales and marketing operations teams to implement Account-Based Selling in Salesforce. Our AppExchange app quickly and accurately assigns the right people to the right leads and accounts, opportunities, and other Salesforce objects. Decisions on Demand has the ability to handle even the most difficult assignment challenges. It features an intuitive editor and management tools in the Salesforce UI. The app supports a wide variety of Salesforce capabilities, including Account and Opportunity Teams and Enterprise Territory Management, Communities (PRM), and Financial Services Cloud.

Since 2006, Predictive has been assisting organizations in sending bulk emails through Salesforce. Our company is an official partner of Salesforce and boasts a 5-star rating on AppExchange. With our intuitive drag-and-drop editor, you can create stunning and responsive emails directly within Salesforce. Predictive Marketing is fully integrated into Salesforce and offers advanced segmentation capabilities that utilize any field from your contact or lead records. This functionality enables you to craft meaningful and personalized emails tailored to your audience. Consolidate all your audience’s data in one centralized location for a comprehensive overview. Furthermore, information regarding email campaigns and events is automatically recorded on each contact's profile, allowing you to track their activities and engagement with your organization seamlessly. Predictive Marketing leverages Amazon SES for email delivery from Salesforce, which upholds industry-leading deliverability rates by filtering out spam and harmful content. Additionally, we offer Litmus and A/B testing to guarantee that your email successfully lands in your audience's inbox. Moreover, our platform continuously evolves to meet the changing needs of marketers, ensuring your campaigns remain effective and relevant.

Zumzum Financials is an accounting application that's fully integrated and designed for small and medium-sized businesses. It offers all the functionality you need in one package for one price. It also has a fast and efficient implementation. Zumzum Financials is built entirely on Salesforce. It allows you to unify front and back offices, and improve customer service. All this without manual rekeying. All information is visible on the Account to all those who need it across all departments. This allows customers to quickly and efficiently answer any question. Foster collaboration, gain 360-degree views of your customer, and simplify finance processes. Install Zumzum Financials from Salesforce AppExchange to start your journey to a unified CRM/Finance system.

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.

RealTime PSO is an enterprise-level professional services and outsourcing on demand application. It is cloud-based and patent protected. RealTime PSO is used by professional services firms and outsourcing companies to sell and deliver firm services on-demand for real-time revenue. It replaces sole dependence on RFPs or receivables for revenue. For a free trial of RealTime PSO, visit www.realtimepso.com.

Interactive system with real-time charts of your objects. Next-level dashboard makes it easier to make quick decisions and navigate more efficiently. Available on AppExchange. It's easy and secure to install Dash app from AppExchange. Interactive system to visualize your data using standard and custom objects in clickable dynamic tables. Ideal for creating custom dashboards. DASH is natively built on Salesforce and does not require any external libraries. DASH saves up to 50% on navigation, comprehension and comparison of numerical information, and better decisions based upon visual data analysis. You can modify or input new data from any level in your DASH pipeline. DASH is a clickable dashboard that can help you make better decisions and save time. DASH can be embedded in any page, customized and used for data analysis or navigation. It's easy and quick!

Find out why SendHub is the right choice for you enterprise. Businesses are increasingly turning to SMS to deliver their messages, as other channels like email and voice have lost effectiveness. We are your fully-featured business SMS and voice platform. It offers flexibility, convenience, and all the features that modern businesses need. All this is done within a simple web dashboard and mobile application. There is no need to install or configure hardware. Everything you need is already included in your SendHub Account. SendHub for Salesforce SMS messaging now available in Salesforce AppExchange

SMS is rapidly gaining a significant place in the sales process. The average open rate for email is between 28% to 33%, but it stands at a remarkable 99% for SMS. It's no surprise that integrating a text messaging app into Salesforce org can help your sales team seal deals quicker. Send messages with Workflows, Process Builders, or Apex Methods. Threaded text messages for any object using Conversation View VF page. Bulk SMS via Views, Reports or Campaign - Easy Batch Texting 360 SMS is a single-stop solution for text messaging in Salesforce. The app allows users to communicate with customers and business partners effectively, allows marketers to batch text, and enables administrators automate triggered texts messages and even automate responses. We created a messaging app for the industry that allows industry leaders to increase customer engagement via 1-on-1 conversational, batch, and AI-driven automated texting.

Facilitate credit card and ACH transactions seamlessly within Salesforce. You can send payment requests directly to clients, allowing them to complete their payments straight from their email inboxes. With a simple drag-and-drop interface for payment components or terminals, no coding skills are required to set up. Within Salesforce, you have the ability to authorize, capture, void, or refund credit card transactions effortlessly. To enhance security, credit card information can be tokenized, ensuring that sensitive data is not stored. Additionally, you can log various types of payments, including checks, cash, and wire transfers. The system integrates with top payment processors, enabling you to use your current processor or easily create a new account with one that suits your needs. Invoice templates are fully customizable, offering options for discounts, shipping costs, taxes, credit card surcharges, and other potential fees. Flexibility is built in, allowing for down payments or multiple installment plans, and you can print or email multiple invoices simultaneously. The software also provides automatic reminders for any outstanding invoices, ensuring you stay on top of your accounts. It operates natively with Salesforce entities like accounts, contacts, opportunities, quotes, and products, making it a versatile solution for all your payment processing needs, whether you accept credit cards, eChecks/ACH, checks, wire transfers, or cash. Furthermore, this comprehensive system streamlines your financial transactions while enhancing customer convenience and security.

GoMeddo is an all-encompassing scheduling and booking platform designed for businesses of every size across diverse industries. Whether it's coordinating educational programs, gym sessions, vehicle rentals, or salon bookings, GoMeddo harnesses Salesforce's capabilities to cater to all scheduling needs effectively. As an integrated Salesforce solution, it guarantees that all booking and scheduling data is centralized, preventing issues such as information loss and double bookings, while also eliminating the hassle of juggling multiple platforms. It facilitates a comprehensive business workflow, encompassing everything from planning and reservations to bookings and payment processing, ensuring that all data remains accessible within Salesforce for streamlined customer interactions. Among its standout features are real-time availability tracking, convenient self-service booking options through intuitive widgets or Salesforce Experience Cloud integration, smooth check-in and check-out processes using QR codes or in-app Salesforce tools, and secure payment processing that accommodates a variety of payment methods. Furthermore, GoMeddo's user-friendly interface simplifies the entire booking experience, making it a valuable asset for any business seeking efficiency and organization in their scheduling operations.

PAY ADDONS provides a set of WordPress plugins designed to streamline payment processing across popular WordPress plugins like Elementor, WooCommerce, and Contact Form 7. The Elementor Stripe Payment plugin allows users to easily create one-time and recurring payment forms using drag-and-drop functionality. The WooCommerce Stripe addon unlocks access to over 30 secure global payment methods with a single configuration, and the Contact Form 7 Stripe Integration enables easy embedding of payment fields in any form. These solutions offer seamless, secure, and efficient payment experiences for website owners and their customers.

LASER Credit Access offers a smooth connection between your Salesforce organization and top-tier credit data providers such as Experian, Equifax, and TransUnion, along with nearly 40 other Credit Reporting Agencies (CRAs) like MeridianLink, CBCInnovis, and Factual Data. After you download the LASER Credit Access application from the AppExchange and experience its potential to enhance your workflow, it will be necessary to establish a complete account, allowing you to generate live credit reports straight from Salesforce to your credit bureau account. Keep in mind that the process of setting up an account usually takes around 24 hours following the submission of your account setup form. To initiate this account setup, we will require specific details pertaining to your chosen credit bureau account, as each bureau has unique requirements. It’s crucial to fill out the account setup form with precision because any inaccuracies will prevent the process from functioning correctly, emphasizing the importance of attention to detail during this stage. Ensuring that all the provided information is 100% accurate is the key to a successful setup and a streamlined experience.

Navatar is a leading software solution designed for data-informed sourcing and seamless execution with no risk involved. It enables you to identify and strengthen your top buyer and intermediary partnerships effectively. Furthermore, it enhances your business development initiatives and provides expert project management oversight throughout the due diligence and deal preparation phases. With the ability to automate analytics and reporting, it transforms market data into practical insights while improving deal discipline for more favorable outcomes. Navatar features a holistic platform for fundraising and managing investor relations, empowering you to surpass competitors in the fundraising arena by strategically targeting the appropriate limited partners, structuring processes to cultivate these relationships, and ultimately gaining the trust of potential investors. Additionally, built on the highly reliable cloud security framework of Salesforce, Navatar integrates seamlessly with the AppExchange ecosystem, granting access to a multitude of applications along with essential industry data sources. By leveraging these robust features, users can significantly enhance their operational efficiency and achieve superior results in their investment endeavors.

Oversee the complete gift journey, including the processing of gifts, through an application designed on the Salesforce NPSP Platform. By implementing recurring gifts, your organization can enhance donor retention, boost overall revenue, and streamline long-term project planning. Causeview Fundraising simplifies the management of recurring gifts, as these contributions are automatically processed with built-in payment functionalities, and alerts are sent your way when a donor’s credit card is nearing expiration. Supporters can establish recurring gifts via forms or dedicated landing pages, while you have the capability to oversee them internally from the donor’s profile, allowing for adjustments to donor and gift information as needed. Causeview’s Gift Processing is fully integrated with your Salesforce database, facilitating the management of all elements related to gift processing and donor receipts. With Causeview applications built on the Salesforce platform, you are equipped with essential tools that enable comprehensive oversight of gift processing, donor receipts, and donor management. Ultimately, this seamless integration not only enhances operational efficiency but also fosters stronger relationships with your donors.

Streamline your payment procedures, monitor recurring transactions, ease subscription management, and mitigate the risk of unsuccessful collections by utilizing our top-tier platform. Are you frequently pursuing payments? Is manual reconciliation overwhelming you? Paysuite’s cloud-based software provides smooth, secure, and cost-effective payment solutions tailored for businesses of all sizes, allowing you to concentrate on expanding your enterprise while we handle the payment logistics. Collect payments online from any device and simplify your transactions, delivering a straightforward and hassle-free payment experience to your customers. Eliminate the need for numerous logins! Our system integrates effortlessly with your current internal platforms and software, ensuring smooth financial operations and easy insights. We work with Xero, Salesforce, and many more. Plus, enjoy a complimentary employee benefits service. Transform your employee engagement like never before and decrease staff turnover by enabling your team to access their earned pay instantly with Access EarlyPay, fostering a more motivated and satisfied workforce. This innovative approach not only enhances employee satisfaction but also contributes to a more productive workplace environment.

AutomationEdge is an Intelligent Robotic Process Automation product that comes bundled with key technologies for automation of front, middle, and back office operations. AutomationEdge offers chatbots, intelligent automation bots, AI, and machine learning capabilities that help clients cut costs, improve response times, grow their business, and achieve compliance. AutomationEdge offers ready-made Bots and a development environment for new Bots. Each organization has different business functions. Some of these repetitive tasks can be time-consuming and error-prone if they are not performed by humans. AutomationEdge – Robotic Process Automation automates repetitive data processes such as processing transactions, collating information, triggering responses and integrating disparate data systems.

Enhance the effectiveness of the salesforce by offering actionable performance insights via mobile applications. Foster transparency and build trust within the salesforce through effective communication and structured governance processes. Streamline the compensation plan creation for analysts using a cutting-edge comp model builder. Boost the efficiency of sales commission administration through enhanced dispute resolution and payment management procedures. Elevate quota achievement among the salesforce with practical performance insights. Encourage transparency and trust by clearly communicating quotas and adjustments within the salesforce. Simplify the quota establishment process for analysts with an innovative quota model builder. Increase the effectiveness of the quota setting process by providing a range of quota analysis tools for analysts. Finally, improve salesforce execution by delivering comprehensive map-based visualizations of territory-level data.

Integrate your Sales Strategy seamlessly with Salesforce using ClosePlan, which merges your sales approach, process, and methodology directly within the platform. ClosePlan empowers sales teams to focus on crucial tasks such as thorough opportunity evaluation, alignment with customer relationships, and effective execution of the sales process. With user-friendly drag-and-drop capabilities, you can effortlessly build organizational charts and create opportunity qualification scorecards tailored to any sales qualification framework. Additionally, it allows you to develop standardized Sales Playbooks for various business divisions and construct relationship maps, org charts, account maps, and influence maps right in Salesforce. This visualization enables you to engage with key individuals among your customers and prospects to foster essential relationships. The application is fully integrated within Salesforce and is accessible via the AppExchange, making it ideal for account planning, deal assessments, quarterly business reviews, and one-on-one coaching sessions. Furthermore, by harnessing your Salesforce contact records, you can ensure that all your data remains centralized within the platform, enhancing collaboration and efficiency across your sales efforts.

Titan's Salesforce workflow tool with no-code allows you to streamline any business process quickly and efficiently. Titan Flow allows you to create flexible and robust business workflows with no code. Connect payment providers, cloud storage, and more. Our flows are compliant with HIPAA and other leading frameworks. Titan's OCR allows you to upload any document and convert it into Salesforce records within seconds. Titan Flow allows you to create, route, update and execute approval processes within Salesforce. Titan's vast range of storage options will leave you spoilt for choices. Titan for Salesforce allows you to merge any file into any format using no code. Scan barcodes and send them to Salesforce for automated business processes. Create and execute any approval processes you can imagine to connect users in and out Salesforce.

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

Salesforce customers have smarter optimization options with 100% Native and 100% Lightning managed packages that are easy to implement and use right out of the box. We connect with our customers to make intelligent software & process decisions that optimize revenue growth. Open communication builds strong relationships. This is where we start and continue to build. You can connect to existing solutions using a pre-built connector. Simply add your login credentials, and you're connected. With a single click, you can pro-rate and co-terms. You can also collaborate with your team to sell future renewals. Pricing and profitability, excellent user experience, quick, accurate, and simple. Salesforce allows you to accept payment from any location in the world.

CollectXpert is a comprehensive solution for managing the entire debt collections process, enabling businesses to handle collections from start to finish. It seamlessly integrates with both on-platform and off-platform applications, powered by a robust configuration-based rule engine. As the sole Salesforce-native AppExchange offering tailored for businesses of various sizes, CollectXpert provides exceptional automation capabilities, sophisticated segmentation features, and strategic management tools that bolster cash flow, reduce manual labor, and enhance recovery rates—all while prioritizing customer empathy and regulatory compliance. - User-Centric Configuration: Develop strategies, workflows, and rules independently of IT. - Complete Oversight: Instantly understand the status of each customer. - Compliance and Compassion: Ensure adherence to regulated collection practices with a focus on empathy. - Quick Return on Investment: Achieve lower Days Sales Outstanding (DSO) and heightened recovery rates. - Adaptable for Expansion: Suitable for teams ranging from mid-market to large enterprises. Reach out to us to arrange a demonstration of our platform and discover how it can benefit your organization.

Breadwinner is the premier integration solution designed to enhance your business by linking Salesforce with various online accounting tools such as NetSuite, Xero, QuickBooks Online, and payment processors like Stripe, Braintree, and Square. This software transforms Salesforce into an ERP by incorporating Accounts Receivable and Accounts Payable information directly into the platform, establishing a robust two-way exchange of financial data. By utilizing Breadwinner, organizations can expedite cash flow, lower staffing expenses, boost automation, enhance productivity, and allow sales teams to focus on selling rather than getting bogged down by administrative duties. The goal of Breadwinner is to empower innovative companies to seamlessly connect Salesforce with their financial systems, thereby increasing efficiency and securing a competitive advantage in the market. Additionally, our solution is designed for easy installation and configuration, ensuring that it is both safe and dependable for users. Ultimately, Breadwinner not only simplifies financial management but also supports scalable growth for businesses of all sizes.

Sweep simplifies CRM, enabling you to operate more efficiently. With Sweep, you can visualize, create, and oversee your CRM workflows, regulations, and automated tasks, while the platform builds a streamlined Salesforce backend for you. This is the ideal workspace to craft your optimal CRM funnel. Using a single interface, you can create, collaborate, and implement directly into Salesforce. The drag-and-drop feature allows you to observe the interactions between your CRM steps as you develop them. It offers an intuitive framework for viewing and managing various configurations. You gain a comprehensive perspective from a unified viewport to assess your entire CRM system. You can take direct actions to identify optimizations and address any bottlenecks proactively. Say farewell to tedious tasks as you automate any portion of your workflow. This Salesforce Lightning component is specifically designed to support your sales teams effectively. By simplifying Salesforce, inline guidance ensures that your sales teams can navigate the platform with ease. You can rapidly and securely deploy your funnels from sandbox environments to production. Additionally, Sweep provides all the necessary tools to support native reporting in Salesforce right from the start, ensuring seamless functionality. Ultimately, it empowers you to enhance your CRM strategy and elevate your sales performance.

Overcast is a cloud integration service designed specifically for Salesforce, enabling seamless connections to applications like SAP, Oracle, Microsoft, and various other on-premise systems. By employing a mixed replication and real-time architecture, the Overcast Integration App transforms the integration landscape for Salesforce, offering a sophisticated and streamlined system that greatly minimizes complexity and associated risks. Instead of functioning merely as middleware, it serves as a comprehensive data access layer specifically tailored for on-premise data and processes. As a fully cloud-native solution, Overcast is developed as an application within the Salesforce ecosystem, available for installation directly from the Salesforce app store, with all user interfaces, database tables, and logs securely integrated within Salesforce. The software and infrastructure are professionally managed, updated, and maintained by the Overcast team, all for a competitive monthly subscription fee. This service ensures that all your Salesforce integration needs are met through a single, cohesive solution, allowing businesses to focus on their core operations without the hassle of managing complex integrations. Overall, Overcast represents a significant advancement in the way organizations integrate their data and processes with Salesforce.

Build Fundraising, Education and Payment solutions on top of the Salesforce Platform. We are industry experts in each industry we work.

FusionSync is an online tool designed to facilitate the seamless transfer of data between QuickBooks Online and Salesforce. By automating the entry of customer information, invoices, estimates, payments, and item-related data, it eliminates the need for users to input this information manually. This solution ensures that both Sales and Finance teams have immediate access to essential data without depending on intermediaries to relay the information. Users of Salesforce and QuickBooks Online (QBO) value FusionSync for its ability to enhance operational efficiency and streamline processes. Your Sales team can successfully finalize deals in Salesforce without the risk of duplicate entries, while the accounting team receives real-time updates on financial information. Furthermore, any modifications made in QuickBooks are automatically updated in Salesforce, enabling a two-way synchronization that guarantees all team members remain informed and aligned. This ultimately leads to improved collaboration and decision-making across departments.

Proof MRM on Salesforce™ features an easy-to-navigate hierarchical system that establishes parent/child connections among marketing plans, journeys, and related activities, accommodating as many as five levels in this hierarchy. Additionally, it facilitates seamless and immediate collaboration directly within the Salesforce platform by integrating with Quip, enhancing teamwork efficiency. Its native construction on the Salesforce Lightning platform enables users to utilize standard Salesforce capabilities, such as task management, to streamline workflows effectively. Moreover, users can take advantage of Salesforce's robust reporting tools and Kanban view to analyze any data field—including custom ones—while also gaining a clear visual representation of campaign progress through the standard Kanban interface. This functionality empowers marketing teams to adapt quickly and make informed decisions based on real-time insights.

AgentExchange is a dynamic marketplace built into Salesforce, offering a variety of AI-powered agentic solutions for businesses looking to enhance their workflows with intelligent automation. The platform provides a range of ready-to-use actions, templates, and pre-built solutions that can be deployed quickly to meet specific business needs. With contributions from over 200 Salesforce partners, AgentExchange offers a wide selection of tailored solutions across industries, helping businesses save time and reduce costs by seamlessly integrating AI agents into their Salesforce platform. Users can easily browse the marketplace to find the right solutions for their product, industry, or use case, all within their workflow. This intuitive environment facilitates collaboration between partners, businesses, and Salesforce’s Agentforce, making it easier to implement AI-driven processes for enhanced operational efficiency.

Message Blink is the fastest and most efficient messaging app built specifically for Salesforce, offering direct SMS and WhatsApp communication capabilities within the CRM platform. The app enables users to send personalized messages, manage bulk SMS campaigns, and respond instantly through a centralized inbox, enhancing customer engagement and sales outreach. Its automation tools allow for scheduled messaging and SMS sequences, ensuring timely reminders and follow-ups that save sales teams hours of manual work. By leveraging Salesforce data, Message Blink delivers targeted messages that increase lead responses and accelerate deal closures. The integration is seamless and user-friendly, making it simple for teams to adopt and scale their outreach efforts. Customer testimonials praise Message Blink for improving communication workflows and boosting customer satisfaction. The app supports both SMS and WhatsApp channels, expanding reach and versatility. With a risk-free 30-day free trial and no credit card required, Message Blink is accessible for businesses aiming to elevate their Salesforce communication.

Implementing recurring payments is an effective strategy to boost customer retention, foster loyalty, and enhance satisfaction, all while simplifying your payment processing and lowering operational costs. Our user-friendly recurring billing solution delivers significant financial advantages for your enterprise. We guarantee that you will be able to integrate seamlessly with the Gunbroker.com checkout process shortly after your gateway activation. Our team is ready to guide you through the setup in just a few minutes. Don’t miss out on Gunbroker.com sales due to an inability to accept credit card payments via their automated checkout system; take action and apply with Fast Charge today! The Fast Charge Payment Gateway simplifies the process of accepting donations and charitable contributions, as we collaborate with numerous non-profits and PACs. Additionally, recurring billing can facilitate installment plans for various products. Fast Charge not only provides a powerful but also an intuitive recurring billing system that can be tailored to meet your business requirements, ensuring that your payment processing remains efficient and effective. With our solution, you can focus on your core business while we handle the billing intricacies.

Presenting Validar's lead retrieval solutions, including vCapture Quick, Pro, Pro Plus, and Global. Whether your sponsors simply need to scan and store contact information or want to evaluate and categorize leads based on specific criteria such as sales territory, likelihood to purchase, or return on objectives, we have tailored solutions available to fulfill those requirements. If you prefer to utilize your own iOS devices, vCapture is compatible with both iPhones and iPads, and we can also supply an iOS device if that's more convenient. By choosing Validar's vCapture for your sponsors, not only will we serve as enthusiastic promoters of your event, but we will also include complimentary Salesforce integration with Lead Import for AppExchange, ensuring a seamless experience. Furthermore, our commitment to excellence guarantees that your sponsors will have the tools they need to make informed decisions and maximize their engagement at your event.

Begin receiving one-time or recurring payments directly on your website without any need for coding. Our platform enables you to design personalized payment buttons or forms that facilitate transactions for the products you create or the services you provide. Payolee simplifies the payment and checkout process for your customers, ensuring ease of use with customizable buttons tailored to your needs. You can conveniently accept payments for both products and services, enhancing your efficiency while delivering a seamless experience for your clients. Additionally, we provide options for donation buttons, allowing you to gather support easily. Setting up subscription and recurring payment plans is quick and straightforward; just choose the payment frequency that best suits you and your customers. Once you've configured everything, you can leave the complex tasks to us, as we handle the automation. Our reliable payment gateway ensures that you can effortlessly accept payments on your website. Plus, with our user-friendly interface, managing your transactions has never been easier.

Paygistix Payment Gateway serves as the essential hub for processing transactions from various channels, all in a single, user-friendly platform. It offers a range of products and integration options tailored for merchants, developers, and value-added resellers. This robust payment integration plugin supports EMV, helps to eliminate PA-DSS, and reduces the PCI DSS compliance scope significantly. The system combines the dependable functionality of dial, IP, or wireless payment devices with the advanced features of the Paygistix Gateway. Users can access a tablet-based ECR that includes order entry, signature capture, point-to-point encryption (P2PE), and comprehensive web-based reporting. Additionally, the semi-integration feature for eCommerce payments not only simplifies the addition of web payments but also minimizes or eradicates PCI scope. Through any internet-enabled device, merchants can efficiently process and manage payments, including credit, debit, ACH, gift cards, loyalty programs, and recurring billing. Moreover, the gateway includes a direct point-to-point encryption interface that accommodates various encrypted devices, utilizing DUKPT key management for enhanced security and flexibility. This all-encompassing payment solution ensures that businesses can navigate the complexities of payment processing with ease and confidence.

In the digital era, consumers increasingly favor payment gateway systems for their transactions. This growing preference necessitates a transaction system that prioritizes security, safety, and user-friendliness. To address these consumer needs, ASPL launched the aPay Payment Gateway, designed to process various payment methods, including credit cards, e-checks, debit cards, and EBPP. Our gateway adheres to all PCI DSS standards, ensuring a secure transaction environment. Notably, aPay Payment Gateway operates without the need for additional software and can be managed remotely. It is user-friendly and capable of processing a substantial volume of transactions efficiently. Available as a Platform as a Service (PaaS), our platform caters to financial institutions, acquiring banks, payment service providers, and large merchants alike. Additionally, it features a robust workflow system that integrates with the accounting engine, allowing for effective control and management of all transactional processes, thus streamlining operations for users.

Blackthorn turns any organization’s Salesforce® CRM into event management software powered by their connected data. With tools to create events, engage attendees, process payments, and measure success, Blackthorn helps teams level up their event planning and quantify business impact right inside Salesforce—no tricky integrations required.