List of the Top Workflow Management Software for Salesforce Sales Cloud in 2025 - Page 3

Stack Moxie has a deep appreciation for marketers, recognizing that we are indeed marketers ourselves. We understand that technology has the potential to empower marketers to achieve remarkable outcomes. However, the reality is that marketing teams often face challenges that can lead to their downfall. In today's landscape, marketing departments must operate efficiently, produce more results, and adhere to stringent regulations. A Chief Marketing Officer (CMO) is aware that leveraging technology is essential for scaling operations and maintaining compliance. Conversely, a Chief Technology Officer (CTO) may hesitate, fully recognizing that marketers lack access to a vital tool that is critical for the IT department's success. A CTO might emphasize the importance of thorough stack testing, ensuring that every aspect runs smoothly and functions as intended. Questions arise: Are the web forms operating correctly? Is customer input generating the necessary responses? Can we successfully navigate an audit? Unfortunately, these tools are often out of reach for marketers, along with the budget and time needed to conduct manual evaluations. This gap is precisely what inspired the creation of Stack Moxie. Our platform empowers marketers by placing essential IT expertise directly at their fingertips. We ensure that marketing technology operates seamlessly, so leads are captured effectively, digital ad expenditures are maximized, and any issues are promptly identified and addressed. By bridging this divide, we help marketers thrive in a complex environment.

Microsoft's Power Automate enables businesses to streamline their operations through customizable workflows that link various applications and services. This user-friendly, no-code platform facilitates the automation of tasks such as syncing data, managing approvals, and handling form submissions. Additionally, it harnesses the power of artificial intelligence to enhance automation capabilities, allowing for tasks like document processing and content generation. By incorporating robotic process automation (RPA) and cloud integrations, Power Automate simplifies the automation of both routine manual tasks and cloud-based functions. As a result, organizations can significantly lower their operational expenses while boosting efficiency across a diverse range of industries, ultimately transforming how they operate.

All-in-One Solution for Growing Businesses! Expanding companies often struggle to scale effectively due to limited resources and inconsistent processes, but BizGaze Process Automation prepares them for growth without the need for extra investments. For small businesses that do not utilize conventional ERPs, BizGaze provides a similar capability without imposing additional burdens, effortlessly connecting with their current software systems. With BizGaze, you can take full command of your operations. This SaaS-driven technology empowers organizations to transition into a new phase of efficiency, offering a comprehensive Business Automation Suite equipped with established workflows designed to tackle intricate business transaction issues. This application combines various business solutions aimed at boosting the effectiveness of all functions, including Pre-sales, Sales, Marketing, Accounting, and Production, by leveraging predefined rules and triggers. The product lineup includes: DigitAll | CatAllyst | DataFisher | FLO Series Additionally, customization options are available to meet your specific needs, ensuring a tailored experience that aligns with your business objectives. Embrace the future of business management with BizGaze and unlock your full potential!

SAP Business ByDesign is a cost-effective and user-friendly enterprise resource planning (ERP) solution tailored for rapidly expanding small to mid-sized businesses as well as divisions of larger enterprises. This platform encompasses essential functions such as financial management, inventory control, customer relationship management, and human resources, providing comprehensive integration for enhanced visibility, operational efficiency, and better management oversight. By acting as a central hub for all business data, SAP Business ByDesign facilitates real-time access to information, enabling swift and informed decision-making that can adapt to changing circumstances. Designed with built-in workflows and industry best practices, SAP Business ByDesign ensures that your operations are optimized from the very start and can seamlessly expand alongside your organization, eliminating the need for a system overhaul during growth phases. Key attributes of SAP Business ByDesign include: A unified architecture that consolidates all company information, ensuring smooth data flow, and delivering complete visibility and governance over operations. It also offers automation of business processes from end to end, real-time analytics and reporting capabilities for accurate insights, as well as the flexibility to customize features to meet specific industry and business needs, all while providing secure access to data from any location at any time. Additionally, this system positions itself as a comprehensive solution that evolves with your business, ensuring that as your needs change, your ERP system remains a valuable asset.

airSlate WorkFlow stands out as the first and only no-code platform designed specifically for business automation, offering a comprehensive solution. This platform seamlessly merges features like electronic signing, no-code robotic automation, contract negotiations, document generation, and web forms all within one unified interface. Users can easily set up and streamline any business process and integrate it with existing systems of record without needing to write any code. Initiate any process directly from your record system with a single click, allowing for automatic data pre-filling, real-time document routing, and archiving of finished documents. You can get started in just minutes by selecting from tens of thousands of pre-built templates and workflows tailored for various industries and departments. There's no need to juggle multiple platforms or services, leading to a significantly faster time to value, which is reduced by tenfold thanks to the straightforward no-code configuration and deployment options available. Overall, airSlate WorkFlow revolutionizes how businesses approach automation by simplifying processes and enhancing productivity.

Zenphi serves as a no-code automation platform tailored for Google Workspace, allowing users to effortlessly streamline and enhance their workflows. By reducing the amount of time dedicated to custom coding and its upkeep, zenphi allows teams to concentrate on high-value tasks and achieve greater productivity. With its foundation in Google technology and over 80 carefully crafted integrations with both Google services and popular SaaS applications, zenphi simplifies the process of connecting and optimizing various workflows through automation and Intelligent Document Processing, all without requiring any coding skills. Whether it's for onboarding, offboarding, invoice management, Google Workspace administration, or approval processes, anyone who can sketch a flowchart can easily automate their processes using zenphi. Additionally, as a platform certified under ISO 27001 and compliant with HIPAA regulations, zenphi equips users with the means to revolutionize their productivity by converting tedious manual workflows into automated processes that can run on autopilot. Ultimately, zenphi empowers organizations to focus on innovation and growth while it takes care of the repetitive tasks.

Craft intricate automations at incredible speed, removing the burden of managing APIs. The long hours spent untangling scripts are now a thing of the past. By harnessing JavaScript, you gain improved flexibility while the user-friendly interface takes care of the rest. n8n allows you to create versatile workflows that focus on thorough data integration. Furthermore, with readily available templates and an easy-to-use interface, even those with less technical knowledge can engage and collaborate effectively within the team. Unlike many other platforms, complexity will not stifle your creativity; you can bring to life any concept your mind envisions—without the stress of financial constraints. Effortlessly link APIs using no-code methods for straightforward task automation, or explore vanilla JavaScript for more complex data handling. You have the capability to establish various triggers, diverge, combine workflows, and even pause actions to wait for external events. Engage with any API or service through tailored HTTP requests, while also protecting your live workflows by keeping distinct development and production environments with separate authentication keys. Embrace the limitless possibilities for innovation, and enjoy the satisfaction of realizing your unique ideas without barriers. The platform encourages exploration and experimentation, paving the way for groundbreaking solutions.

Planview AdaptiveWork, which was formerly known as Clarizen, provides PMOs and professional services teams of all sizes with the ability to gain immediate insight into their operations, optimize workflows, proactively manage risks, and improve overall business performance. By aligning with the strategic goals of the organization, teams can enhance workforce productivity, ensuring that their efforts are focused on executing the most essential tasks in a timely manner. The platform enables effective tracking, management, and prioritization of work requests, ensuring that each request is equipped with all the essential details for execution. Additionally, its seamless bi-directional integration with CRM systems, coupled with custom triggers, allows for the effortless capture of opportunity details, which is vital for planning client projects. Furthermore, the platform automates and regulates the different phases of the request lifecycle, such as submission, scoring, prioritization, routing, and approval, making the transition from requests to actionable projects, tasks, or work items much smoother. This all-encompassing strategy not only enhances operational efficiency but also promotes a culture of accountability and transparency throughout the organization, ultimately leading to better decision-making and project outcomes. By leveraging these capabilities, teams can adapt more readily to changes and challenges in the business environment.

Neota's no-code technology, along with its modular components, allows organizations to swiftly create, launch, and expand solutions that effortlessly mesh with their existing technology infrastructure. The platform provides reliable tools for crafting impactful digital solutions, ensuring that innovative concepts transform into advanced, secure applications with efficiency. By utilizing Neota's user-friendly interface, companies can effectively design and implement decision-making solutions that streamline workflows, documents, decisions, and various processes, ultimately enhancing operational efficiency. This capability empowers businesses to remain agile and responsive in a rapidly evolving digital landscape.

Sign.Plus is an electronic signature solution that ensures legally binding agreements, streamlining workflows for both businesses of any size and individual users alike. Key Features of Sign.Plus: Easily fill out, sign, and send a variety of documents including PDFs, contracts, leases, NDAs, and various agreements. The eSignature process is user-friendly and accessible across multiple platforms, such as mobile devices, web browsers, and Google Workspace. Track the status of your signature requests in real-time for enhanced visibility. Utilize pre-made templates to efficiently send multiple documents to different recipients without hassle. Receive a certificate of completion alongside a secure audit report that details the signing process and the involved parties. Form a team with your employees to manage signatures collectively. Adheres to electronic signature laws like ESIGN and eIDAS, as well as ZertES and numerous other regulations. Complies with top-tier data protection standards globally, including ISO 27001 and SOC2 Type 2. Offers robust data encryption both during transit and while stored. Ensures that data residency protocols are met to satisfy all compliance standards. With these features, Sign.Plus not only simplifies the signing process but also guarantees the highest level of security and compliance for its users.

Digital transformation starts with creating an efficient workflow. Escape the disarray caused by juggling multiple applications by merging your everyday tools into automated processes that boost your business's productivity. Advance your innovative efforts with a unified platform that supports a multitude of applications. You can achieve both ease of use and powerful capabilities without making sacrifices. With a simple series of clicks, you can choose the applications you want to connect, set up triggers and actions, and observe your tools working together seamlessly. Automation can be set up in mere minutes instead of taking days, demonstrating its remarkable efficiency. All of your applications and workflows are crafted to function in unison. Effortlessly combine both cloud-based and on-premises solutions, including custom applications built with Claris FileMaker. You can even oversee device-to-cloud integrations straight from your mobile device. Claris Connect, backed by Claris Core, ensures that our specialized teams in DevOps, CloudOps, and SecOps are constantly striving to deliver state-of-the-art technologies and superior security features. Our extensive security provisions include end-to-end encryption, HSM key management, OAuth, MFA, and AI-enhanced threat detection, guaranteeing that you can connect with confidence. Moreover, this strong focus on security allows you to concentrate on driving innovation without the distraction of potential threats. In essence, embracing this digital transformation not only streamlines your operations but also bolsters your capacity for growth and creativity.

Great products deserve exceptional presentation to become champions in their markets, and CELUM is the leader in making that a reality. As a world-leading provider of unique Content Supply Chain Management Software as a Service, CELUM’s advanced platform incorporates a powerful digital asset management (DAM) system at its core, offering businesses a wide range of capabilities. This cutting-edge technology helps brands market their products quickly and effectively on the digital shelf, delivering higher-quality content that resonates with consumers. With a team of nearly 150 professionals working from various global locations, CELUM supports hundreds of clients, including major brands like SCOTT Sports, Porsche Holding, Mammut, Drykorn, Essity, and Shop Apotheke Europe. By streamlining content creation, storage, and distribution, CELUM enables brands to manage their digital assets with ease and efficiency. This results in enhanced brand visibility and quicker time-to-market for campaigns, allowing businesses to stay ahead of the competition. CELUM’s platform empowers brands to leverage their content in the most effective way, driving success in an increasingly digital world. Its expertise in managing and optimizing digital content makes it an essential tool for any brand looking to thrive in the modern marketplace.

Process Street is an innovative platform designed for managing processes within teams. It enables teams to collaborate on their essential workflows and convert them into efficient no-code automation solutions. By streamlining these processes, teams can enhance productivity and ensure consistency in their operations.

To minimize mistakes while setting up intricate products, consider developing dynamic product bundles. For streamlining condition-based pricing, establish pricing rules alongside discount schedules. Additionally, you have the option to impose special terms for your customers and facilitate their approvals. Utilize customizable templates to generate PDF quotes efficiently. Finalize agreements, engage in negotiations, and automate the process of recurring quotes. Every pricing and configuration rule remains transparent, enabling you to understand precisely how prices are derived. You will also benefit from the automatic configuration of bundles and quotes. Furthermore, you can manage the conditional addition or removal of products at the quote level, extending this capability beyond just bundles for greater flexibility. This comprehensive approach not only enhances accuracy but also improves customer satisfaction.

formsflow.ai is a versatile Low Code Platform designed to enable the rapid creation of forms, approval workflows, and automation solutions. Regardless of your preferred application development method—be it no-code, low-code, or pro-code—formsflow.ai accommodates each approach, allowing seamless transitions between them, making it a versatile choice for developers, business technologists, and end-users alike. With formsflow.ai, you can effortlessly create form and workflow applications by leveraging AI-powered development through Flow-E, the AI assistant, along with intuitive drag-and-drop features and scripting capabilities. Key features of formsflow.ai include: - Both SaaS and on-premise deployment options. - A tiered structure offering progressive product packages. - Flexible usage-based pricing without limitations on user seat numbers. - Support for multi-tenancy. - Options for form bundling. Delving into its architecture: - It boasts robust workflow and decision-making engines that allow for intricate customization and scalability of workflows. - An integration module that facilitates native connections to thousands of applications. - Additionally, it includes a top-notch identity management system, with the option to integrate your own module if desired. This comprehensive platform is engineered to meet the diverse needs of organizations looking to streamline their processes and enhance productivity.

Momentum serves as a sales automation solution designed for RevOps teams to facilitate consistent and repeatable sales processes. By integrating with Salesforce, Slack, and various other sales tools, it streamlines playbook automation, ultimately enhancing the likelihood of closing more deals. Important deal details can be recorded within Slack channels, which synchronize with Salesforce in real-time, and it can also incorporate information from platforms like Outreach and Gong. Users can conveniently modify any Salesforce object and upload essential documents, such as Purchase Orders or NDAs, directly from their Slack Deal Room. Centralizing all internal communication and updates in one designated Slack Deal Room enhances accessibility and clarity, ensuring a comprehensive deal history and facilitating thorough audits across the organization. Furthermore, the implementation of automated sales motions not only conserves time but also lessens the potential for human error and diminishes the training burden on sales representatives. By leveraging these automation features, sales teams can focus more on strategic activities rather than administrative tasks.

Effortlessly link applications, analyze information, and craft automated procedures alongside impactful KPI dashboards customized to meet your needs. This intuitive drag-and-drop interface does not require any programming knowledge! Start addressing common integration challenges with ease. You can easily create your automation workflows on a single screen, connecting various applications without any coding requirement. Whether your goal is to establish simple one-to-one automations or complex multi-application workflows, all of this can be completed in mere minutes. Manage and organize your data flow using advanced functionalities like conditional logic, time delays, data formatting, filtering, function expressions, and much more. Experience the rapid pace of building automations and integrations through a user-friendly drag-and-drop system that removes coding obstacles. Develop simple, multi-step, or sophisticated workflows that include conditional branches, parallel processes, and loops, empowering each member of your team to quickly make informed, data-driven decisions that enhance strategic goals. Additionally, you can access a wide selection of chart types, such as line, bar, pie, area, and gauge charts, to visualize your data effectively. With this level of versatility, the potential to extract insights and present them dynamically is boundless, aiding your organization in achieving its objectives. In today’s fast-paced environment, having these tools at your disposal can significantly enhance productivity and decision-making capabilities across the board.

Forms on Fire is a versatile mobile application designed for capturing and organizing information while on the go. By utilizing this app, businesses can revolutionize their operations by substituting traditional paper forms with an intuitive mobile solution that consolidates all essential documents in a single location. Additionally, the app includes features compatible with Microsoft Word and Excel, enabling users to generate visually appealing reports, utilize drag-and-drop capabilities, and seamlessly integrate various tools for enhanced functionality. Moreover, this innovative platform streamlines workflows and enhances data accuracy, making it an invaluable asset for modern enterprises.

Optimize your business processes and reduce expenses by swapping out inefficient paper forms for tailored mobile forms offered by GoCanvas. This innovative cloud-based solution enables organizations to revamp outdated procedures and boost productivity by automating various tasks. With GoCanvas's mobile applications, companies and their on-the-go staff can quickly collect information using their mobile devices, easily share that data, and effectively send it back to the office, helping to maintain seamless operations. Moreover, GoCanvas enhances organizational efficiency with features such as barcode scanning, image capture, mobile payment processing, GPS capabilities, and electronic signatures. By implementing GoCanvas, businesses can not only save valuable time but also enhance the precision and accessibility of their data collection methods, ultimately leading to better decision-making and improved service delivery. This transition to mobile forms marks a significant step toward a more modern and responsive operational framework.

Elevate your customer service capabilities using Salesforce Service Cloud, recognized as the leading and most all-encompassing customer support application globally. This platform provides organizations with a broad spectrum of features designed to assist clients through their chosen communication methods, such as phone, email, chat, and SMS. Among its impressive functionalities are a dynamic lightning console, streamlined case management, omni-channel routing, seamless telephony integration, video chat features, and social media support, to name just a few. By leveraging these robust tools, you can guarantee that your customers enjoy the tailored attention they need, regardless of their location. Additionally, the platform's adaptability ensures it can evolve with your business's changing needs, further enhancing the customer experience.

Dell Boomi AtomSphere provides an efficient way to integrate different business applications with ease. As a multi-tenant integration platform as a service (iPaaS) that operates on a single-instance model, it offers a wide range of features that significantly improve the speed of integration and simplify management for organizations and their teams. The platform's visual design interface, combined with strong performance capabilities, ensures both scalability and high availability, effectively addressing all needs associated with application integration. With this cutting-edge platform, companies can effortlessly link their software systems while enhancing overall operational efficiency, making it an invaluable tool for modern businesses. Furthermore, Boomi AtomSphere also supports a variety of integration scenarios, adapting to the diverse needs of various industries.

TimeHero stands out as the sole task management tool that autonomously organizes your tasks, enabling you to enhance your productivity. With TimeHero, you can effortlessly insert to-dos, events, or entire projects into your calendar, and the system will determine the optimal moments to tackle them. Additionally, TimeHero will alert you to potential risks and adjust your schedule as necessary. Don't miss out on the opportunity to streamline your workflow—initiate your FREE trial now, ideal for both small enterprises and those keen on maximizing their efficiency! Experience the difference that automated scheduling can make in your daily routine.

The leader in process orchestration, Camunda enables organizations to operationalize and automate AI, integrating human tasks, existing and future systems without compromising security, governance, or innovation. Built for business and IT to collaborate, Camunda empowers organizations to overcome complexity, increase efficiency, and retain their competitive advantage no matter what speed and scale are required. Over 700 top organizations across all industries, including Atlassian, ING, and Vodafone trust Camunda with the design, orchestration, automation, and improvement of their business-critical processes to accelerate digital transformation. To learn more visit camunda.com.

Seamlessly capture, arrange, and retrieve content while promoting teamwork and streamlining the management of records throughout their lifecycle, all from a single platform. Boost automation of everyday business processes and gain insights that can guide strategic decisions effectively. Connect the enterprise applications your teams rely on every day to optimize productivity. Digitally scan paper documents from multiple locations and unify them into a centralized storage solution. Save files directly from Microsoft Office applications and effortlessly import emails, including attachments, with just one click. By leveraging Laserfiche's top-tier document management capabilities, you can centralize all your documents in a secure, rapid, and user-friendly manner. Store and share electronic files securely and cost-effectively while organizing your data to enable faster and more informed business decisions. Additionally, streamline routine tasks and enhance collaboration by consolidating digital documents into a single repository, ensuring your team remains aligned and well-informed. This all-encompassing strategy not only improves operational efficiency but also allows teams to concentrate on higher-level strategic initiatives, fostering a more productive work environment. Ultimately, this holistic approach maximizes the potential of your organization while maintaining a focus on innovation.

RPA represents the next wave in the evolution of modern businesses. Are you exploring RPA to enhance automation of your repetitive tasks? Incorporating your team is crucial; streamlining comprehensive processes that integrate both data and personnel is vital for bolstering operational efficiency. Tonkean's aRPA platform merges no-code RPA, seamless integrations, and AI-driven coordination bots into one cohesive solution. This integration empowers you to automate, orchestrate, and manage processes that span various systems and individuals. Our intuitive Workflow Builder simplifies the training of your Bots, enabling them to effectively manage and execute diverse business workflows, addressing both data handling and personnel coordination. With Tonkean, your workforce remains the focal point, as it connects with them in their preferred environments, whether that be Slack, MS Teams, email, or other platforms. Tonkean's InvoicesGPT takes automation a step further by managing all incoming invoices with ease. Just link your email inbox or Google Drive in a single step, and Tonkean will swiftly analyze any PDF or invoice files, extracting essential information, performing a thorough three-way matching verification, providing insights into expenditures across different vendors and departments, and updating current finance systems accordingly. This comprehensive approach not only streamlines operations but also enhances collaboration and communication among team members, ultimately driving greater productivity.