Workato Integrations

Ascend offers essential sales tools that empower your team for success. Ensure bids are executed properly, expedite deal closures, and enhance the precision of your team's estimates. Boost visibility, utilize historical data effectively, and increase project margins with intuitive software solutions. Minimize the time it takes to deliver quotes while enhancing the reliability of your estimates. Create proposals more efficiently using templates and specification documents for faster approvals. Gain insights into your pipeline to foresee capacity challenges earlier, and seamlessly connect your systems for straightforward access to all customer information. With these tools, your team can work smarter and achieve greater results.

Using nation-state-grade technology, uncover all security holes in your organization. CyCognito's Global Bot Network uses an attacker-like reconnaissance technique to scan, discover, and fingerprint billions digital assets around the globe. No configuration or input required. Discover the unknown. The Discovery Engine uses graph data modelling to map your entire attack surface. The Discovery Engine gives you a clear view on every asset an attacker could reach, their relationship to your business, and what they are. The CyCognito risk-detection algorithms allow the attack simulator to identify risks per asset and find potential attack vectors. It does not affect business operations and doesn't require configuration or whitelisting. CyCognito scores each threat based on its attractiveness to attackers, and the impact on the business. This dramatically reduces the number of attack vectors organizations may be exposed to to just a few.

Enhance your workplace efficiency with Formstack’s productivity platform, which empowers over 27,000 organizations to streamline essential tasks, automate their workflows, and refine processes without the need for coding. It provides everything necessary to expedite digital operations effectively. Formstack combines all of its productivity tools into a single, cohesive solution, allowing users to swiftly design custom forms, populate digital documents with data, and gather eSignatures seamlessly. With its powerful form-building capabilities, you can create impactful workflows in just minutes, making it easy to automate tasks and gather information from anywhere without requiring IT assistance. The document generator eliminates tedious copy-and-paste tasks by converting data into elegantly formatted documents that are easily shareable. Additionally, the intuitive drag-and-drop eSignature tool removes the hassle of physical paperwork, enabling the collection of digital signatures for any forms or documents on various devices. This integrated approach not only optimizes productivity but also enhances collaboration within teams. By utilizing Formstack, organizations can move towards a more efficient and digitally adept workplace environment.

Uniqode (formerly known as Beaconstac) is a QR Code generator platform that is focused on enhancing operational efficiency, elevating customer engagement, assessing the ROI of physical marketing channels, and reducing marketing costs. Uniqode boasts a user base exceeding 50,000 businesses across various sectors, such as consumer goods, hospitality, retail, and real estate, from diverse global enterprises and small businesses relying on it for their QR Code requirements.

Mailparser allows to extract data from emails and attachments and return structured data in any way you want. You can virtually eliminate manual data entry in emails. This data can be sent almost anywhere with webhooks, JSON or XML, and downloaded via Excel. Automate your workflow to eliminate manual data entry. You can create parsing rules to organize your email information in just minutes. You can save hours each week and increase accuracy whether you want to automate lead inputs to your CRM, parse shipping notices, etc.

PDFMonkey provides an effective way to meet your PDF generation requirements. With the use of web technologies and a straightforward REST API, creating stunning documents has never been simpler. Don't let valuable time slip away! Reduce development efforts as there’s no longer a need to write extensive code for PDF creation, deal with complicated configurations, or navigate through dependency issues. We take care of all the intricate details on your behalf, allowing you to focus on what truly matters. Embrace the ease of document generation with PDFMonkey today!

Equip your business with essential tools to enhance efficiency and gain valuable insights for growth, all available through QuickBooks Online Advanced. Access the critical data you require with reports that are not only customizable but also ready for presentation, while ensuring that your spreadsheets are synchronized for precise business information and tailored insights. Reduce the burden of manual tasks by effortlessly importing and dispatching numerous invoices and expenses simultaneously, and streamline the process of entering and modifying multiple bills and checks within a few simple steps. We prioritize your security by safeguarding your financial details with advanced encryption and robust protective measures. Personalize your workflow by selecting from a range of seamless app integrations specifically designed for QuickBooks Online Advanced, and enhance its capabilities by connecting with top-tier applications like DocuSign, Bill.com, HubSpot, and Salesforce, among others. With these features, you can significantly improve your business operations and drive success more effectively.

Effective security is essential, but it shouldn't be a cumbersome process; quicker access can lead to increased revenue. Provide an on-demand access system that is both swift and user-friendly, thereby avoiding frustrations for your team. Users can request access to applications, while managers can easily approve or reject these requests directly through Slack, all while maintaining a comprehensive audit trail. Eliminate the tedious process of manually coordinating approvals. Every access granted poses a potential security threat. Indent enables teams to enhance security measures and maintain least privilege by transitioning users to temporary access, ensuring efficiency is not compromised. Streamline the manual workflows required for SOC 2, SOX, ISO, and HITRUST compliance by integrating controls and policies directly into the access request processes. Grant access only when necessary, rather than issuing permanent access, which helps minimize your license overhead. Indent allows for significant cost savings while ensuring a frictionless experience for end users. In the pursuit of success in a rapidly expanding company, it is crucial for your team to embrace bold risks that can yield substantial rewards. This approach not only safeguards your operations but also empowers your workforce to act decisively and effectively.

Discover technology that accelerates processes for an enhanced management journey. Introducing Xemplo, a comprehensive workforce management platform crafted to optimize HR operations for companies around the globe. Xemplo proficiently oversees the entire lifecycle of employees and contractors, ensuring adherence to local regulations while delivering a unified user experience across different regions. Our vision at Xemplo is to make workforce management straightforward for organizations of any scale. We are committed to the idea that overseeing employees and contractors should be a hassle-free, effective, and compliant process, regardless of a company’s location. This dedication drives us to provide groundbreaking solutions that automate various tasks, offer meaningful insights, and create a reliable source of information for HR specialists and managers. The Xemplo platform efficiently manages onboarding, time tracking, payroll, and regulatory compliance, enabling you to concentrate on attracting top talent and enhancing client satisfaction. With Xemplo, navigating compliance becomes a worry-free experience, allowing businesses to thrive.

Zoho Directory, a cloud-based platform for identity and access management, is designed to streamline authentication and authorization. It also simplifies user management. Single Sign-On (SSO), which allows employees to access multiple apps with a single set credentials, enhances security and user convenience. Multi-Factor Authentication is supported by the platform, adding an additional layer of protection from unauthorized access. Device authentication provides secure access to applications and devices. Employees can use the same credentials on all platforms. Zoho Directory offers robust provisioning capabilities, which allow IT administrators to create user profiles for various applications from the platform. This reduces the time spent on repetitive work. Directory stores facilitate integration with existing directories such as Microsoft Active Directory or Azure AD.

Elevate and refine the customer experience using AskNicely, a cutting-edge real-time feedback platform built on the principles of the Net Promoter Score (NPS). This tool simplifies the process for brands and organizations to gather insights through one-touch surveys, enabling seamless sharing of real-time data with everyone from frontline staff to the CEO, and allowing teams to take swift action based on customer input. Additionally, AskNicely offers integration with the leading tools that businesses rely on daily, enhancing its usability and effectiveness. By leveraging this innovative solution, companies can foster a proactive approach to customer satisfaction and drive continuous improvement.

xMatters serves as a smart communications platform aimed at enhancing critical business workflows, particularly within IT operations, DevOps, and the management of significant incidents. With a trusted base of more than 1000 international organizations, xMatters provides advanced communication solutions that facilitate efficient IT management, ensure business continuity, foster employee involvement, and improve customer interactions. The platform stands out for its exceptional reliability and cutting-edge features, making it an invaluable tool for modern enterprises. Its capabilities are continually evolving to meet the dynamic needs of businesses in a rapidly changing environment.

Zoho Showtime lets you bring your virtual training to life. Zoho ShowTime is an online training tool that helps companies improve their training programs, regardless of where they are located. Zoho Showtime provides tools to simplify scheduling and registrations, increase trainee engagement, evaluate training effectiveness, and many other useful features. Trainers can also record sessions for offline reference and after-class learning.

Join It is a membership management tool that helps nonprofits and businesses sell, track, grow, and manage their membership.

Docparser extracts data from Word, PDF and image-based documents. It uses Zonal OCR technology, advanced patterns recognition and anchor keywords. To set up your document parser, there are three steps. Upload your document directly, connect with cloud storage (Dropbox. Box. Google Drive. OneDrive), email your files in attachments, or use the REST API. Docparser can extract the data you need without any programming. Use the options that best suit your document type to select preset rules that are specific to your PDF and image documents. You can either download directly to Excel, CSV or JSON formats or connect Docparser with thousands of cloud applications such as Zapier and Workato. You can choose from a variety of Docparser templates or create your own custom document rule. You can extract important invoice data and then integrate it into your accounting system. Data such as line items, dates, totals, and reference numbers can be pulled.

Create a comprehensive work schedule in minutes, monitor time off, minimize labor expenses, and ensure your team arrives punctually. Everything you need is consolidated into one platform, including weekly schedules, availability, time off requests, and shift exchanges. Quickly craft work schedules using templates designed for efficiency. Simply drag and drop shifts directly onto the calendar to streamline the process. Distribute schedules via text, push notifications, or email communication. Automatically send reminders to team members ahead of their shifts to enhance accountability. Invite your team to access their schedules, establish their availability preferences, request time off, and claim any available shifts. Utilize our complimentary web and mobile time clocks to monitor hours without the need for cumbersome additional hardware. Additionally, track GPS locations and whitelist IP addresses for security. Our employee scheduling software operates seamlessly across devices, helping you prevent expensive timesheet inaccuracies before they occur. You can easily restrict early clock-ins, manage overtime, and rectify missed punches for a smoother workflow. This all-in-one solution not only simplifies scheduling but also enhances team communication and efficiency.

You’re not the only one who finds the weekly meeting to be a source of anxiety, filled with tedious individual status reports—seriously, is that still happening? Picture a scenario where your endless stream of meetings is swapped for brief, project-focused video calls that occur only when necessary. You know those important documents are buried somewhere in the abyss of 21,396 unread emails and stacks of papers on your desk. What if all those overlooked file attachments were to be neatly organized by project or theme, providing clarity and context? We ensure that all your business data is safeguarded with cutting-edge 256-bit encryption, keeping your information secure and private. Additionally, our ISO27001 certification reflects adherence to the highest recognized security standards in the industry. Are you overwhelmed by the never-ending tide of emails? Consider trading that daily barrage for efficient real-time chat communications. It’s as easy as that. With group chats designed for international teams, collaboration can occur seamlessly, eliminating unnecessary distractions. It’s truly a remarkable transformation.

Take advantage of an array of stunning and complimentary mailing templates and newsletters. With FreshMail Designer, you can customize, personalize, and send them effortlessly, allowing you to witness your campaigns produce commendable outcomes. Streamline your interactions with subscribers through automation. Develop lead nurturing initiatives, educational courses, or utilize user-friendly recurring messages. FreshMail can handle all customer interactions on your behalf. Email marketing remains one of the most potent forms of online advertising. Discover who is engaging with your newsletters and clicking on links within your emails. FreshMail is equipped with numerous beneficial features that will enhance your mass email communications. This will not only save you time but also boost the effectiveness of your mailouts. Our cutting-edge technologies simplify the process, making it as straightforward as 1, 2, 3. Prior to dispatching an email, be sure to preview how it appears in leading email clients and ensure it avoids the spam folder to maximize reach. Additionally, you can track engagement metrics to further refine your strategies.

Enhance team efficiency by directing alerts to the appropriate individuals, facilitating swift collaboration and resolution of issues. By ensuring that alerts reach the right recipients, you can minimize the time taken to acknowledge and rectify incidents. Our complete ChatOps experience seamlessly integrates with your existing tools, offering incident timelines and reporting functionalities that support blameless post-incident analysis. Foster engagement by meeting individuals in their work environments; our mobile-first solutions utilize machine learning to provide on-call accessibility from any location. Splunk On-Call streamlines incident management processes, alleviating alert fatigue and promoting higher uptime rates. Utilize Splunk On-Call to optimize your on-call schedules and escalation frameworks, automating everything from rotations to overrides. Our platform delivers contextual alert details, machine learning-based suggestions, and enhances collaboration to efficiently tackle issues, all while meticulously documenting crucial remediation information for future reference. This allows teams to not only resolve incidents promptly but also to learn from them to improve future responses.

Choose a sales platform that boasts simple setup, effortless integrations, and user-friendly tools. With Pipeline CRM, you will gain access to all the resources necessary to expedite your sales processes. With 15 years of experience in developing sales enablement tools, we have actively listened to our customers to refine our offerings. The outcome is a platform that is straightforward to navigate, tailored to your needs, and devoid of unnecessary complications. Every aspect of your sales pipelines is readily available when you need it and discreet when you don't, ensuring clarity and focus in your workflow. View all of your transactions in a single, adjustable list format, and utilize filters to easily locate specific information. Our customer support team consists of real professionals based in the US, all of whom are daily users of Pipeline and have extensive expertise. Renowned for our exceptional customer service, we pride ourselves on answering calls within two rings without any complicated phone menus. Initiating your experience is a breeze with our personalized onboarding services, and we also offer custom development solutions. If you require something beyond our standard offerings, don’t hesitate to reach out. Beginning your journey with us is straightforward, with no hidden fees or need for engineering resources, making it an ideal choice for businesses of all sizes. You can focus on what truly matters—growing your sales.

Mendix, a Siemens company and global leader in enterprise low code, is fundamentally changing the way applications are delivered in a digital enterprise. The Mendix platform allows enterprises to 'Make with More' by increasing their development capabilities to overcome the software development bottleneck. 'Make it Smart' by creating apps with rich native experiences that can be intelligent, proactive and contextual. 'Make at Scale' is a way to modernize core systems and create large app portfolios. Mendix is designed to encourage intense collaboration between IT and business teams. It dramatically accelerates application development cycles while maintaining the highest quality, security, and governance. In short, it helps enterprises leap into their digital future. More than 4,000 top companies have adopted the Mendix platform, including Conoco Phillips and Business Development Bank of Canada. Post NL, Continental, Zurich Insurance and more.

By establishing a common understanding of team objectives, implementing a collaborative process, and utilizing versatile tools to monitor progress, your team can achieve more frequent and reliable outcomes. The shared backlog provided by Tracker clarifies priorities, allowing the team to maintain organization. You can effortlessly visualize the project scope, enhance collaboration, and adapt swiftly to changing conditions. Tracker’s guided iteration planning assists in breaking down and prioritizing projects into achievable segments, ensuring the team maintains momentum toward successful delivery. With a transparent, unified view of your team's efforts, every member has access to a real-time source of truth. A simple glance reveals the current status of the team, identifies responsibilities, and outlines upcoming tasks, promoting accountability and clarity. This approach not only streamlines workflow but also empowers the team to respond proactively to any challenges that arise.

Our complete platform for marketers allows you to see measurable results with your videos and podcasts. All your videos and podcasts can be turned into marketing machines with one easy-to-use platform. Upload, customize, embed content experiences that feel just like your brand. Integrate with your tech stack to send engagement data directly to your CRM, ad platforms and marketing tools. One platform allows you to tell a complete story. Flexible hosting is perfect for podcasts and videos. Make friends in the video marketing industry. We are here to help, from our education to our community. Our intuitive platform provides you with the tools to improve your content's performance, from a player that is brandable to actionable insights. You can embed your content wherever you like with a player that matches the brand. Email collection, CTAs and links can bring you measurable results. You can publish a gallery of videos and webinars as one streamable experience.

Xyleme's Component Content Management System, (CCMS), formerly known under the Learning Content Management System, (LCMS), provides a single source for truth. It centralizes content lifecycle operations and empowers organizations to create compelling, dynamic and reusable content. It also allows them to personalize it at scale and deliver it anywhere. It allows organizations to manage and seamlessly update their proprietary education, training content and skills assessments. Organizations can also distribute content through multiple channels and track its impact via a single portal. Xyleme centralizes content authoring, publishing and updates, delivery, personalization, tracking & analytics into a comprehensive content management platform that is accessible to all levels of organizations, regionally, nationally, and globally.

Let's be honest: Spreadsheets are not equipped to handle the complex workflows of your organization. For an expanding nonprofit, a sophisticated donor management and fundraising software solution is essential, enabling you to invest less time while maximizing outcomes. Blackbaud eTapestry's cloud-based fundraising software is specifically crafted to cater to the unique requirements of burgeoning nonprofits. Its integrated and intelligent data enrichment, along with a comprehensive analytics suite, provides the essential insights needed to assess your data's health, refine donor information, and increase revenue. With Blackbaud eTapestry, your organization can operate more efficiently, engage with donors in a more impactful manner, and reduce expenses by amalgamating information into one central database, thus offering a unified perspective on relationships and overall performance. Ultimately, adopting such a tailored solution can empower your nonprofit to thrive in a competitive landscape.

Explore Blackbaud Raiser’s Edge NXT, the pioneering cloud-based solution for fundraising and donor management tailored specifically for nonprofits and the broader social good sector. Uncover strategies to enhance your fundraising initiatives, foster connections within your organization, and operate more efficiently with Blackbaud Raiser’s Edge NXT. This innovative platform equips you with the essential tools to boost your revenue effectively. With Blackbaud Raiser’s Edge NXT, attracting new supporters and engaging with current ones becomes simpler and more impactful. Additionally, this software allows organizations to dedicate more time to their core missions by optimizing data management, reporting, and routine operations. By integrating various processes, communications, and data into a single, robust cloud solution, you can save valuable time and resources, ensuring that your entire team can access information anytime, anywhere, and on any device. Ultimately, Blackbaud Raiser’s Edge NXT empowers organizations to focus more on their mission and less on administrative burdens.

ShipTrack is the most innovative and scalable platform for logistics management. The cloud-based service can be easily configured to suit your workflow and provides an intuitive, ergonomic interface that will quickly be adopted by your workforce. ShipTrack's unique design makes it easy to deploy and use in many industries and applications. A single platform can be used by small businesses to provide simple delivery tracking for a few drivers or for large logistics operations that deliver millions of parcels daily. The mobile app is compatible with both rugged and consumer handheld computers that run iOS and Android operating systems.

FreeAgent CRM delivers a next-gen work experience. Our cloud-based platform helps teams increase productivity and sales easily. AI-guided sales helps you stay in the zone. With a flow-based feed that prioritizes and prioritizes tasks, you can only see what you need at the right time. You can zoom in and out between high-level overviews or deep-dive activity tracking, which all happens automatically. Track and celebrate the activities that lead sales and happy customers.

In minutes, create custom database web applications. No-code software that is loved by small and large teams. Automate your business processes. Your office hero, and get rid of cookie-cutter software. Is your company outgrowing its current software? Your data can be invested in a platform that is open to all users, records, and scale. No two businesses are the same, so why should every business app look the exact same? You can customize your app with custom domains or true white labeling. You can protect your data with the best platform. Tadabase offers superior security features specifically designed to give you complete control over your app. You can see who is using your app, what they are doing, and when. Get real insight into user activity and details, force user logouts, monitor all app activity via email, login, audit logs, and monitor all user activity.

A scheduling platform that saves time and allows you to customize your meeting workflow will help you skip the "when is it free?" dance. CalendarHero (formerly Zoom.ai), is easy to set up. It syncs with your Google and Microsoft calendars automatically so that you can book meetings immediately. CalendarHero offers flexible meeting scheduling options: You can share your scheduling link in an e-mail, request a Zoom.ai group meeting, embed Zoom.ai onto your website, create a meeting directory webpage, or add CalendarHero to your chat platform such as Gmail, Microsoft Teams, or Slack. Your invitees can choose a time that suits them from your real-time availability for 1:1 meetings. CalendarHero intelligently determines the best time for you to meet, based on your mutual availability. CalendarHero supports 1:1 and group availability.

Active Directory serves as a centralized repository for information regarding various objects within a network, facilitating easy access and management for both administrators and users. It employs a structured data storage approach, which underpins a logical and hierarchical arrangement of directory information. This repository, referred to as the directory, holds details about various Active Directory entities, which commonly include shared resources like servers, volumes, printers, as well as user and computer accounts on the network. For a deeper understanding of the Active Directory data repository, one can refer to the section on Directory data store. Security measures are seamlessly integrated with Active Directory, encompassing logon authentication and the control of access to directory objects. Through a single network logon, administrators are empowered to oversee directory information and organizational structures across the entire network, while authorized users can readily access resources from any location within the network. Additionally, policy-based administration simplifies the management process, making it more efficient even for the most intricate network configurations. This framework not only enhances security but also streamlines resource management, making network operations more effective.

atSpoke revolutionizes your service desk experience by transforming chaotic Slack IT support channels into a streamlined service platform. With the help of AI, it can instantly resolve 40% of incoming tickets, ensuring that issues are addressed quickly and efficiently. The system intelligently triages, classifies, and assigns service requests, while also allowing for actions to be triggered across various tools directly from within tickets. This modern workplace service desk simplifies the complexities of traditional IT ticketing, promoting faster and more effective internal support. It is expertly designed for usability and speed, making it accessible to every team member. Utilizing machine learning, atSpoke automates both knowledge sharing and service requests, creating a seamless conversational ticketing experience that integrates with Slack, Teams, email, web, and SMS. With its robust integrations across your technology stack, users can accomplish more without ever leaving the ticketing interface. Tailored specifically for Slack, it provides the ultimate chat experience, and onboarding is a breeze—every employee can start using atSpoke in mere seconds. By automating repetitive tasks with AI, atSpoke significantly boosts overall efficiency in the workplace, allowing teams to focus on more strategic initiatives. Ultimately, atSpoke not only enhances service desk functionality but also empowers employees to work smarter.

Persefoni's SaaS Platform allows financial institutions and companies to meet regulatory and stakeholder climate disclosure requirements. It used to be difficult to calculate carbon footprints and meet climate disclosure requests. Persefoni doesn't require you to be a technical expert. Simply answer a few questions and upload your data. Our automated Persefoni advisor™ will guide through the entire process. Persefoni doesn't require any prior knowledge of carbon accounting methodologies or climate disclosure frameworks. Your subscription includes a wide range of support and deployment options. You can choose between expert-led, structured roll-out support or self-service onboarding through our extensive library of how to articles and videos.

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.

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

Contracts are essential to every business. It is therefore crucial to end manual and disjointed contracts processes. Conga's contract management tools allow you to improve customer experience and user experience, increase visibility, speed up cycle times and lower risk. Conga CLM makes it easy to manage and tackle contracting issues. Conga CLM is perfect for anyone who is just starting out in contracting, or wants to improve an existing contract management process. Conga CLM allows you to quickly create complex or long contracts without making any errors. Automate tedious tasks such as authoring, negotiation and approvals, as well as reporting. Conga Contracts can be used to control processes and ensure compliance.

Axon Software is innovative, feature-packed and specifically designed for trucking companies. Axon provides a flexible suite of tools that help companies save time, increase efficiency, cash flow, and make customers and employees happier. This includes order planning and dispatch, accounting, custom reporting as well as satellite tracking and real-time integration between different applications.

Configure smart, accurate deals faster. No matter how complex your business is, empower your sellers to accurately quote and spend less time selling. Conga CPQ makes it easier for sellers to close more deals and achieve a higher win rate. Construct complex products and services, provide accurate quotes and make smarter deals by using the most current pricing and product information. The process is smooth and error-free, which will be appreciated by your customers. 82% of B2B decision makers believe sales reps lack preparation. Conga CPQ allows you to scale the actions your top sales reps across the entire organization by providing pricing guidance, guided selling, and margin protection.

SQL-RD is an automated tool that allows you to select, format, schedule, and deliver business intelligence reports. SQL-RD is suitable for large and mid-sized businesses that need to automate Microsoft SQL Server Reporting Services reports (SSRS). It can be set up free of charge. Users can send reports to Printers, Faxes, Folders, FTP, Dropbox and SharePoint in a variety of formats. It also features event-triggers, date & time scheduling, dynamic & data driven automation, pre- and post delivery workflows.

SAP CPQ, previously known as CallidusCloud CPQ, enhances the customer journey by equipping your sales personnel and partners with the capability to manage intricate product configurations, streamline pricing, and create visually appealing proposals. With the SAP CPQ platform, you can ensure that customers receive the most suitable product at the ideal price and moment, thereby accelerating sales across various channels through seamless integration with any CRM or ERP system. By enabling sales representatives to expedite transactions across multiple platforms, the solution helps eliminate ordering mistakes, produce proposals in real-time, and tailor pricing for specific customers and channels. This integration fosters intelligent and streamlined sales processes that expedite quote generation, simplify approval workflows, shorten sales cycles, and allow staff to concentrate on driving sales. Additionally, it enhances business intelligence to capitalize on sales opportunities, boost cross- and up-selling efforts, and fine-tune pricing strategies while safeguarding profit margins. Ultimately, implementing SAP CPQ can lead to a more efficient sales environment that drives growth and enhances customer satisfaction.

Achieve outstanding outcomes for your sales and marketing initiatives with Marketing 360. This acclaimed platform, designed specifically for small to medium-sized enterprises, merges digital marketing software with personalized marketing services to facilitate growth for SMBs. Among its standout features are an advanced marketing CRM, UXi Rainmaker Websites, Natural Listing Ads, Top Placement Ads, Social Targeting Ads, and On-Demand Marketing Services, among others. Additionally, Marketing 360 offers comprehensive analytics tools to help businesses track their performance and optimize their strategies effectively.

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

Your ERP can provide real-time planning, forecasting, and reporting. Limelight, the next-generation Excel, allows data integration, collaboration, and control. All your data is in one place. Limelight connects your data and people in one location. This increases communication, makes work visible, and speeds up time to insight. You can get your forecasting and budgeting done faster, with more accuracy, and with greater collaboration from all departments. Limelight allows you to view and analyze reports in real-time, drill down into transaction details, and provide information via narratives that managers understand and can use to make informed decisions.

By implementing smartly automated financial systems and gaining deeper insights, you can shift your focus from mere transaction handling to strategic analysis and decisive actions. Businesses naturally experience fluctuations over time, and Workday is designed to keep you agile and prepared for changes with its adaptable framework. You can modify your business processes while consistently monitoring any developments along the way. The integration of machine learning minimizes obstacles by continually identifying discrepancies and offering valuable suggestions. This enables finance teams to analyze and assess outcomes while concentrating on the most critical areas of the organization. We ensure that data reaches every part of your company, providing timely insights when they are most needed. Stakeholders gain visibility into the factors influencing the business, empowering them to take informed actions. Additionally, Workday guarantees unmatched electronic documentation, as we meticulously track every transaction and modification in real-time, allowing you to proactively manage risks and ensure compliance effectively. Overall, this seamless integration enhances operational efficiency and drives better decision-making across your organization.

Shipwire, a division of CEVA Logistics, uniquely combines logistics with cutting-edge technology. We operate a vast global network of warehouses, utilizing sophisticated technology and operational know-how to enhance your order fulfillment processes, allowing you to concentrate on expanding your business. Our mission is to empower your success by offering premier 3PL services that effectively position your brand in the global market. As a comprehensive 3PL provider, we cater to ecommerce orders across direct-to-consumer, retail, and dropship channels. Tap into our advanced technologies, which include a cloud-based order and inventory management system, real-time analytics tools, and adaptable reporting features designed to foster your business's growth. Our dedicated team of professionals is ready to integrate your sales channels with our order and inventory fulfillment management platform, ensuring you gain real-time insights and actionable business analytics that drive informed decision-making. This seamless connection not only enhances efficiency but also supports your brand's strategic objectives in an increasingly competitive landscape.

Tradeshift helps businesses automate processes, digitize invoicing and scale without limitations. This is your chance to grow and evolve, whether you're in payables, finance, or procurement. Tradeshift is the gateway to success for your sellers. Like collaboration, analytics and digital invoicing. They'll be on board. You'll also get a digitalized and compliant supply-chain. We simplify global electronic invoicing by seamlessly integrating government systems and ensuring no data gaps. We have a proven track-record in over 71 different countries, including 12 that have full clearance. As a registered PDP in France (PDP immatriculee), we can provide you with the technical expertise and compliance assurances you need. Tradeshift uses AI to automate legacy processes and solve real issues. Tradeshift sellers get paid in just two days, for every invoice. Ensure that your sellers have enough cash to continue supplying your company.

When workflows are seamless, trust flourishes. Engage in real-time collaboration, share insights instantly, adhere to compliance requirements, and make informed, rapid decisions from any location with Financial Services Cloud and Slack. Enable senior bankers, analysts, compliance officers, and department heads to cultivate stronger client relationships. Oversee pipelines, collaborate effectively among deal teams, utilize both internal and external data, and guarantee that information reaches the appropriate individuals at the right moment. Transform your banking operations to prioritize customer needs and promote financial well-being. Equip employees to deliver smooth experiences across various channels. Adapt to the digital demands of the industry with multi-channel engagement, innovative product development, and streamlined processes. Issue quotes, handle service requests, and process claims all from a unified cloud platform, ensuring a comprehensive approach to client servicing. This integration not only enhances efficiency but also elevates the overall client experience.

CA Flowdock centralizes all your discussions, tasks, and resources into a single platform. It allows you to prioritize tasks, tackle issues, and search across teams, locations, and time zones efficiently. With real-time communication capabilities, your entire organization can engage in team chats seamlessly. The essence of Flowdock lies in its Flows, which serve as open arenas for team dialogue and collaboration. You can invite project stakeholders to your Flow, enabling them to participate in conversations, view updates from your tools, and receive tailored notifications. Conversations within a team Flow are neatly organized into Threads, allowing members to reply directly and maintain clarity on various topics. Each conversation is color-coded for easy identification, helping users to quickly rejoin discussions. For confidential matters, team members can utilize our 1:1 Flows for private conversations. Additionally, the /appear command facilitates instant video chats and screen sharing using our favored integration, Appear.in, which is accessible to all team members. Overall, Flowdock enhances teamwork by providing a structured and efficient environment for collaboration.

Experience Cloud provides innovative, AI-powered solutions across marketing, analytics, advertising, and commerce, utilizing the most extensive range of customer experience applications and services on the market. It features a unique real-time customer profile, meticulously assembled through a versatile and open platform. With top-tier analytics and audience management tools at your disposal, we empower you to uncover and leverage the insights that truly matter to your business. By unifying content, data, and personalized strategies, Experience Cloud enhances your digital framework into a dynamic, intelligent customer experience hub. The products within Experience Cloud are built on a single, adaptable foundation, ensuring they work harmoniously together, facilitating shared real-time data, streamlined content and engagement processes, and genuine personalization at scale. This cohesive integration significantly boosts your ability to engage customers meaningfully and efficiently.

Access the expertise of 42 countries through a streamlined and sophisticated solution. For multinational corporations with a vast workforce, managing payroll accurately can be a daunting task. Each country presents its unique set of laws, regulations, banking systems, and compliance hurdles. When this is compounded across various nations, the level of complexity becomes apparent. The ADP GlobalView Payroll platform, which operates in the cloud, simplifies the global payroll process by utilizing a unified system of record that consolidates employee data from around the world. With over fifty years of pioneering experience in payroll and HR solutions, ADP has gained invaluable knowledge about the distinct requirements of different countries and regions. This expertise is seamlessly integrated into the security features, compliance measures, and process enhancements of ADP GlobalView Payroll. By partnering with ADP, you can empower your team to concentrate on more strategic initiatives and drive business growth. In this way, ADP not only streamlines payroll but also contributes to a more efficient operational workflow.