Slant is an AI-native CRM for financial advisors, RIAs and wealth management firms, used by more than 1,000 advisory firms from solo practices to enterprise teams. It keeps every client relationship in one record (households, family members, accounts, emails, meetings, notes, files and tasks) and puts AI to work on top of that record. What's included in every seat: • AI Notetaker: joins Zoom, Microsoft Teams and Google Meet calls, writes the summary and creates follow-up tasks in the CRM. • AI
Mapadore is a solution that changes the game in CRM and Sales Force Automation by boosting operational efficiency and optimization of Salesforces, whilst introducing a brand new paradigm: the complete digitization of the sales process, enabling it to be managed and measured like never before.
Suyati provides marketing technology and integration services for companies that wish to combine the best of breed solutions such as CMS and CRM, with e-commerce, marketing automation, social media listening, email and social marketing, and customer service systems.
zeig is a B2B digital sales room platform that enables sales teams to create personalized content collections for prospects. Users can organize sales materials – such as videos, PDFs, and links – into shareable folders with customizable tabs. Prospects can access shared content through public URLs without needing to create an account or log in. The platform includes: - A shared content library for teams to store and manage sales assets - Template system for quickly creating standardized folder
A leading Cloud Solutions Provider (NetSuite ERP, Salesforce)
CentralApp provides Salesforce consulting and managed support services.
Cloudpond is an AWS S3 storage connector utility for Salesforce.
Queue Manager is a suite of Case Management tools to communicate with customers and monitoring of cases in real time.
At Grazitti, we know just how important it is to be able to maximize digital adoption on Salesforce-powered online communities. That’s why our Salesforce wizards have built GuideIn. A Salesforce-native, Lightning-ready solution, it enables you to onboard users, train employees, and broadcast change with guided tours. With GuideIn, you get the ability to enable digital transformation in your organization by accelerating the adoption of your Salesforce community. Use-Cases • User Onboarding: Sea
Stratus Hub is a boutique shop of Salesforce certified Administrators, Developers, and Consultants
NuAge Experts is a Salesforce implementation partner focused on transparency, professionalism and value.
Visione enables users to scan business cards to Salesforce from their mobile device.
Dochly is the 100% native Salesforce document generation and e-signature app built entirely inside Salesforce no external servers, no third-party APIs and no customer data ever leaving your Salesforce org. Generate proposals, contracts, invoices, NDAs, and any business document directly from any Salesforce record in one click. Automate the entire document workflow from template creation to e-signature without ever leaving Salesforce. KEY FEATURES: Document Generation Generate any documen
ListKit is an AI-powered B2B lead generation platform designed to streamline the prospecting process for sales and marketing teams. With a database of over 731 million triple-verified contacts, ListKit enables users to build hyper-targeted contact lists without the need for manual verification. Founded by agency owners with a proven track record in cold email campaigns, ListKit offers a comprehensive solution to enhance outreach efforts and drive business growth. Key Features and Functionality: