Products

LeanData helps companies make the most of their demand through lead to account matching and intelligent lead routing.

Kronologic is an AI-powered scheduling platform designed to automate and optimize meeting scheduling for sales, marketing, and customer success teams. By eliminating the manual back-and-forth typically associated with arranging meetings, Kronologic enables organizations to focus on building relationships and driving revenue. The platform seamlessly integrates with existing CRM and conferencing tools, ensuring a smooth workflow and enhanced productivity. Key Features and Functionality: - AI Tim

Plauti offers a powerful data management engine within Salesforce that ensures trusted data and enables confident action. It allows organizations to manipulate large datasets, verify data, eliminate duplicates, assign records and restore changes efficiently. Whether you're improving customer experience, achieving AI readiness, improving Data governance or driving operational efficiency, the solutions work together to turn scattered data into a trusted resource that fuels confident decision-makin

Founded in 2017, Bevy was purpose built to help companies build, grow and scale their global communities. Early customers included Asana, Atlassian, and Salesforce. In 2019, Bevy acquired CMX, the largest organization for community professionals, and in 2021 Bevy acquired Eventtus to enhance the growing market need for mobile solutions. In 2020 Bevy added capabilities to host virtual meetups and conferences, as well as hybrid events with a vision to help community professionals thrive, Bevy is c

Lean Layer is a boutique operations practice specifically designed for resource constraint organizations with big ambitions. We make sure our customers: Hit their booking and revenue targets Connect the dots between marketing, sales and customer success so that they can operate cohesively Onboard people quicker and more effectively Anticipate, prepare for and respond to diligence requests from investors and board members And of course, implement and maintain marketing, sales a

Tabs is an AI-powered revenue automation platform. It starts by building a “Commercial Graph,” integrating data from multiple sources like Salesforce and DocuSign. This graph captures all contract terms and customer information to form a single, actionable resource for revenue processes. The product then automates tasks like B2B invoicing, collections, renewal management, and revenue recognition, adjusting communications based on the customer relationship and context.

Build corporate branded, mobile-friendly, dynamic surveys and forms using point and click configurations & WYSIWYG Form Builder. Configurable scoring engine to turn surveys & forms into quizzes, questionnaires, checklists, and assessments such as Healthcare checklists, Lead Scoring, and policy quizzes. SurveyVista is a 100% Native Salesforce App that keeps your data safe in your Salesforce org. Your survey responses are stored in your Salesforce CRM and ready for quick integration with o

Celigo is the intelligent automation platform built for the AI era. An enterprise-ready iPaaS, Celigo helps organizations unify applications, automate complex operations, and scale digital ecosystems. The platform supports cloud integration, SaaS integration, enterprise application integration, and agentic automation under a single governance model. The platform is accessible to both business teams and developers — anyone can build, configure, and maintain integrations through natural language,

Generate interactive quotes, invoices, service document & more with data dynamically merged from any object in Salesforce.

QuoteWerks is a turn-key quoting and proposal solution with over 80,000 Users in 101 countries. What sets QuoteWerks apart is its 55+ integrations with CRM, Accounting, Distributors, FedEx/UPS, Leasing, Sales Tax, Microsoft Word, Dell, Cisco, HP, CDW, NewEgg, Provantage, and more. QuoteWerks is used by companies in almost every industry and by companies of all sizes

The complete HR solution for Salesforce with incredible customization and reporting power.

Oracle’s B2B Cross-Channel Marketing solution, Oracle Eloqua, enables marketers to plan and execute automated marketing campaigns while delivering a personalized customer experience for their prospects.

Docusign makes it easy and fast to get your documents signed. Whether you need to close a big sales contract, keep your company trade secrets safe with an NDA or buy a home, DocuSign eSignature helps you get a signature anytime, anywhere, on any device.

Altify helps sales teams maximize productivity and performance with AI-enhanced solutions, natively in Salesforce. Altify simplifies account planning and deal management, so sellers can focus on what matters most – winning more business and growing revenue.

DupeCatcher is a real-time app that blocks duplicate leads, contacts, & accounts before they enter Salesforce.com

Autobound combines prospect research, insight analysis, and AI-powered content generation into one seamless GTM platform. At the core is our Insight Engine, which scans 350+ data signals—like job changes, funding, competitor shifts, and social activity—to uncover what matters most for each buyer. These insights are ranked by relevance and paired with your value propositions to automatically generate personalized outreach. Campaign Builder Autobound’s campaign builder offers a familiar spreadshee

Tango is an AI-powered platform designed to automate complex sales processes and CRM tasks, significantly reducing manual data entry and administrative overhead for sales teams. By capturing sales workflows through a browser extension, Tango automates data extraction, pipeline management, quote creation, and follow-ups, all while enforcing customized sales rules. This seamless integration allows sales representatives to focus more on selling by minimizing repetitive tasks. Key Features:

Addresses the need of organizations with data storage issues, by providing to choose their own external storage outside of Salesforce.

LinkedIn Sales Insights was a data analytics platform designed to empower sales operations teams with real-time, reliable data for smarter sales planning. Leveraging LinkedIn's extensive network of over 740 million members, it provided insights into company structures, growth trends, and market opportunities, enabling businesses to make informed decisions and strategically prioritize accounts. Key Features and Functionality: - In-Depth Market Analysis: Offered granular views of markets, helpin

Klient helps companies transform service delivery and client success with our next-generation Professional Services Automation (PSA) solution built 100% native on the industry's leading cloud platform from Salesforce. Krow provides a complete PSA solution by combining project management tools with resource planning, time & expense, time-off management, billing, social collaboration, document sharing, and analytics delivering a 10x faster deployment than traditional PSA solutions.