Salesforce Platform Integrations

Klient offers a complete suite of professional services automation, including services proposals and CPQ, project and collaboration management, time & expense management, resource management, billing and revenue recognition. Klient PSA (formerly Krow), is a tool that transforms client delivery. It provides a single, unified solution for companies and services teams. It also provides the most connected and collaborative platform to customer success. Klient PSA was built 100% natively on Salesforce. It is designed with customers in mind, allowing project teams to work with customers from sales to service delivery. Klient offers a complete professional service automation suite, including services proposals and CPQ, project and collaboration management, resource management, billing and revenue recognition.

Low-code platform for business automation. Automate corporate processes, build custom-built CRMs and deliver business apps with 3x the speed and less programming. Integrate BPM & RPA without programming. Your day-to-day operations will be more efficient. Automate your back-office and front-office processes quickly and easily. The Low-code platform makes it easy to create business apps faster and easier with less coding. Software robots can seamlessly integrate existing IT systems. Automate repetitive tasks like data validation, document scanning and filling out screen forms. RPA will reduce the repetitive tasks of your employees and increase your business efficiency.

Craft a seamless and efficient customer journey that spans multiple channels without any hassle. Discover our AI-driven, automation-first solutions designed for everyday use. Annually, we introduce numerous new features, solutions, and integrations to ensure our platform remains at the forefront of customer experience technology and emerging trends. Our focus on automation enhances vital customer service processes through the power of Talkdesk AI. But don’t just take our word for it; explore testimonials in various formats showing how our clients successfully satisfy their own customers. Transform your customer service operations with CX Cloud, a comprehensive suite of enterprise-grade, integrated applications designed for customer self-service, omnichannel interaction, workforce engagement, employee collaboration, and analytics – all within a single cloud-native environment. Impress your agents with a user-friendly interface and enhance your contact center's flexibility by effortlessly adjusting every component of CX Cloud, from IVR routing protocols to the agent interface. With these tools, you can ensure a consistently exceptional experience for both your team and your customers.

Hosted platform solution for SaaS companies to build your integrations & marketplace. Grow your ecosystem with the #1 integration marketing platform. Showcase integrations, apps & partners. Easy to set up, no direct integration needed. Launch in less than 5 minutes. We offer you the building blocks and tools to manage your ecosystem. Import existing data from integration platforms like Zapier, Blendr, Piesync, Segment and many more. Manage your partners, integrations, categories, and collections from one place. Customize your ecosystem to the look and feel of your website & use your own custom domain. Our advanced search enables your clients & prospects to navigate through your ecosystem. Search engine optimized to get the best ranking for major search engines, such as Google and Bing. Our predefined templates enable you to choose out of a variety of ecosystem layouts. Apideck Ecosystem provides a way for all stakeholders to communicate & boost platform adoption.

NeverBounce has over 130,000 customers who trust it for their real-time verification and list cleaning services. NeverBounce is a reliable and scalable platform that allows you to reach real recipients via email. It also offers concierge-level support. NeverBounce helps companies reach their customers by significantly increasing email delivery to their inbox. NeverBounce checks email validity against 6 Billion emails and removes old email addresses to improve deliverability. It also helps businesses follow strict email provider guidelines. NeverBounce offers more direct integrations than any other provider.

Certinia's Professional Service Automation (PSA), previously known as FinancialForce, is a comprehensive solution designed to assist professional services firms in fulfilling client needs while enhancing revenue growth. This robust platform encompasses a variety of functionalities such as resource allocation, time and expense tracking, billing and revenue recognition, project oversight, and sales collaboration, among others. By utilizing Certinia's PSA, businesses can effectively assign the most suitable personnel to each project, foster engagement with clients and partners, and prioritize project profitability, ultimately leading to improved resource management and heightened customer satisfaction. Furthermore, this integrated application streamlines operations, allowing firms to focus on delivering exceptional service and achieving their business goals.

Cyclr (embedded IPaaS) is an embedded integration toolkit that allows you to create, manage and publish white-labeled integrations directly into your SaaS app. We make it easy to deliver your users' integration requirements with a visual, low-code integration builder and flexible deployment options.

Provide each member of your sales team with the appropriate level of visibility to foster accountability and maintain the integrity of pipeline data. Instantly boost productivity across the board with user-friendly pipeline displays, roll-up summaries, and status indicators for various opportunities. Built directly on the Salesforce Lightning Platform, this solution ensures robust data security, quick deployment, and smooth integration with existing business workflows. Effortlessly track the movement of deals in and out of your pipeline, encompassing new opportunities, successful closes, lost deals, and adjustments. Summary calculations illustrate the fluctuations in total value, alongside all relevant data that contributes to the overall outcome. Easily delve into each individual deal to examine their changes without navigating through multiple windows, tabs, or clicks. Implement visual indicators in conjunction with numerical data to assess pipeline risk based on deal factors such as quantity, value, status, and timing. Moreover, assessing key information for specific deals allows for a deeper understanding of the context surrounding each transaction, enabling you to identify potential issues swiftly. This comprehensive approach not only enhances decision-making but also strengthens your overall sales strategy.

kennek is a loan management software designed to support the entire lending lifecycle, from origination to maturity, within one platform. It is suitable for various types of lending institutions, such as bridging lenders, commercial lenders, development lenders, unregulated lenders, revenue-based lenders, and leasing lenders. Developed by former lenders, it addresses operational challenges commonly encountered in the lending industry. The platform includes configurable settings and workflows that do not require coding knowledge, making it accessible to users with varying levels of technical expertise. kennek automates tasks such as borrower reminders and covenant calculations, reducing the time spent on administrative processes. Real-time data monitoring features allow lenders to manage risk and identify potential issues before they lead to defaults. kennek offers modules for origination and underwriting, servicing and monitoring, credit portfolio management, and investor reporting. The investor reporting functionality generates reports automatically and provides investors with access to real-time performance data, ensuring consistent information for all stakeholders. The platform is designed to minimize human error, streamline middle and back-office operations, and support institutional growth without requiring proportional increases in staff.

Collate is a metadata platform powered by AI that equips data teams with automated tools for discovery, observability, quality, and governance, utilizing agent-based workflows for efficiency. It is constructed on the foundation of OpenMetadata and features a cohesive metadata graph, providing over 90 seamless connectors for gathering metadata from various sources like databases, data warehouses, BI tools, and data pipelines. This platform not only offers detailed column-level lineage and data profiling but also implements no-code quality tests to ensure data integrity. The AI agents play a crucial role in streamlining processes such as data discovery, permission-sensitive querying, alert notifications, and incident management workflows on a large scale. Furthermore, the platform includes real-time dashboards, interactive analyses, and a shared business glossary that cater to both technical and non-technical users, facilitating the management of high-quality data assets. Additionally, its continuous monitoring and governance automation help uphold compliance with regulations such as GDPR and CCPA, which significantly minimizes the time taken to resolve data-related issues and reduces the overall cost of ownership. This comprehensive approach to data management not only enhances operational efficiency but also fosters a culture of data stewardship across the organization.

CoCounselor, a cloud-based legal practice management system software, was specifically designed to meet the needs and requirements of plaintiff's attorneys. CoCounselor allows you and your team to work faster, save time, and grow your firm. The top features include case management, instant document generation, medical billing, case expenses, reporting and dashboards as well as custom workflows and automation. Task and activity tracking are also included.

Tavant Warranty is a market-leading solution for warranty management. It brings together OEMs and suppliers in a real-time collaborative setting. The only Salesforce solution that enables end to end warranty lifecycle management, the product is unique in its type. With over 20 years of experience working alongside leading manufacturers worldwide, the product was developed. Tavant Warranty helps to reduce warranty spend, increase supplier recover, reduce claim processing, consolidate warranty data, and improve forecasts. Tavant continues to expand its warranty management suite. TMAP (Tavant Warranty Analytics Platform), one such product, uses the most recent artificial intelligence techniques to generate actionable insight. Additional modules include Supplier recovery, Campaign Management and Audit Management, as well as Field service management. The entire range of aftermarket services are available to manufacturers.

Log in using your current Salesforce credentials to access Clickdeploy.io, which employs OAuth 2.0 for a swift and secure start. Instantly choose any metadata with advanced filtering and organization capabilities, while also deploying metadata types that extend beyond the limitations of changesets. Gain valuable insights into your deployments and proceed with assurance, as you can see precisely what is being deployed through an immediate line-by-line diff viewer. Say goodbye to the tedious and manual process of rebuilding inbound changesets; instead, you can clone and reuse them with just a single click, instantly viewing any discrepancies. Effortlessly share your change list with your team in mere seconds, enhancing the management of your Salesforce releases like never before. Experience the advantages of source control and continuous delivery, all while establishing modern release processes in minutes. You will have complete clarity on every line of code that has been altered, who made the change, and when it occurred. Additionally, your metadata is consistently backed up, allowing you to easily revert to any prior version whenever necessary. This streamlined approach not only saves time but also boosts team collaboration and efficiency.

Ensure that your communication is always on point with a collection of marketing-approved templates and nurturing tracks designed for success. Discover trends that expedite the closing of deals and utilize interactive dashboards that empower representatives to oversee and evaluate their campaign performance. Effortlessly send personalized emails through your preferred email platform, while seamlessly logging all interactions in Pardot and Salesforce for comprehensive tracking. Gain insights into every interaction to enhance your selling strategies and view prospect engagement as it unfolds, allowing you to determine the optimal moments to connect. Conduct business from any location, whether you are at your desk or traveling, and make timely responses during key engagement moments. Additionally, you can easily add leads to nurturing campaigns right from your mobile device, ensuring that no opportunity slips through the cracks. This level of flexibility and responsiveness can significantly improve your sales outcomes.

Provar is the leading Salesforce testing solution. Provar is a Salesforce-first company and its mission is to support Salesforce-based companies that have built mission-critical apps. Provar is a pioneer in Salesforce DevOps and has been able to support some of the most complex Salesforce projects around the world. Learn more at provartesting.com