Products

BTerrell Group is a recognized leader in cloud-based accounting software. BTerrell Group benefits include professional-strength, game-changing financial applications, rapid deployment with unlimited flexibility to adapt to your business needs, real-time visibility into business performance, a perfect solution for Salesforce.com users and QuickBooks graduates, robust security, performance, and availability.

ConnectWise CPQ (formerly ConnectWise Sell) Sell offers IT solution providers of all sizes a cloud-based quoting platform that accelerates the quote-to-cash process and enables it to run smoothly. Tight integrations with leading CRMs like NetSuite, Salesforce, and ConnectWise Manage provide end-to-end visibility into the sales pipeline from quote and proposal creation to ordering, fulfillment, and billing.

Salesfinity is a B2B SaaS company and helps B2B sales teams generate more pipeline using our Parallel Dialer software. With Salesfinity, you can make up to 10 phone calls simultaneously and it connects you with the person who picks up the phone the first. It integrates with your favorite CRMs (Salesforce, Hubspot) and sales engagement tools (Outreach, Apollo). Learn more at https://salesfinity.co

Corrao Group is a certified Salesforce partner dedicated to digitally transforming retail and consumer goods businesses with Salesforce.

SuiteCRM is a free and open source alternative to Salesforce, Dynamics and other proprietary software. Feature rich, powerful, flexible and user-friendly, it is one of the most popular CRM applications globally .

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

Most advanced payment platform for Salesforce

Momentum is a no code deal collaboration platform to build and automate sales workflows. By embedding into existing sales-first tooling, from Slack and Salesforce to Asana and Outreach, Momentum provides revenue teams with the building blocks to operationalize sales motions and improve sales efficiency.

Champify helps B2B revenue teams build pipeline and win deals with people that already know their business - former customers. Champify's Salesforce app tracks when your strongest advocates (power users & champions) change jobs, automatically updates Salesforce, and alerts the right sales reps and CSMs.

Summize is a Contract Lifecycle Management (CLM) solution that is designed to unite legal teams and business stakeholders so everyone can work better with contracts. It makes digital contracting processes simpler and smarter, from contract requests to the repository. The Summize user experience uniquely begins directly within Salesforce, Jira, Teams and Slack for greater user adoption, faster contract cycles, measurable efficiencies and mitigated risk.

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.

TechWize is a Salesforce registered consulting partner with proven expertise in all clouds including Sales, Service, Marketing, Experience, Salesforce CPQ, Conga CPQ, Vlocity, Einstein Analytics, Field Service Lightning, and Non-Profit. We specialize in the end-to-end implementation of leading CRM, ERP, and Cloud-based solutions enabling our client organizations to adopt and realize the actual value of their technological investments. TechWize is a strategic business unit of Mangalam Informat

PFL is the only end-to-end provider of personalized, automated high-volume flat mail, dimensional mail, and printing. It is a one-stop shop for strategy, technology, and on-site printing and fulfillment. More than 12,000 marketing, sales, and customer-success leaders have partnered with PFL to create, personalize, send, and measure their direct mail programs. The PFL automated direct mail platform integrates with a customer's MAP/CRM, most notably Salesforce, Adobe Marketo Engage, Eloqua, Iterab

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

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,

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

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

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.