RealZips vs. FunnelBeam

Maximizing the value of your first-party data is essential for success. D&B Connect offers a customizable master data management solution that is self-service and capable of scaling to meet your needs. With D&B Connect's suite of products, you can break down data silos and unify your information into one cohesive platform. Our extensive database, featuring hundreds of millions of records, allows for the enhancement, cleansing, and benchmarking of your data assets. This results in a unified source of truth that enables teams to make informed business decisions with confidence. When you utilize reliable data, you pave the way for growth while minimizing risks. A robust data foundation empowers your sales and marketing teams to effectively align territories by providing a comprehensive overview of account relationships. This not only reduces internal conflicts and misunderstandings stemming from inadequate or flawed data but also enhances segmentation and targeting efforts. Furthermore, it leads to improved personalization and the quality of leads generated from marketing efforts, ultimately boosting the accuracy of reporting and return on investment analysis as well. By integrating trusted data, your organization can position itself for sustainable success and strategic growth.

Plauti enhances data integrity within Salesforce and Microsoft Dynamics 365 CE, empowering teams to automate processes, generate reports, and leverage AI on reliable records. By ensuring that no information is sent to external servers, all operations occur within your CRM, allowing administrators to maintain complete control without needing to submit any IT requests. The solution addresses data quality throughout the entire record lifecycle, providing a comprehensive overview of data health for all objects and fields, enabling the entire team to operate with a consistent and accurate understanding. It facilitates the bulk cleaning of duplicates, standardizes data formatting, and verifies the validity of emails, phone numbers, and addresses. Additionally, Plauti proactively prevents poor-quality records from entering the system, whether they originate from manual input, imports, APIs, or AI-driven tools such as Agentforce and Copilot. Clean data can be immediately utilized for routing and downstream distribution, allowing AI to function effectively on dependable records. As Plauti is integrated directly with the infrastructure of Salesforce and Dynamics 365 CE, it seamlessly adopts your current permissions and security protocols, eliminating the need for separate logins, avoiding delays in data synchronization, and ensuring compliance with regulations. This deep integration not only optimizes workflow but also enhances trust in your data management processes.

SmartDraw makes professional drawings and diagrams accessible to everyone. Non-technical users can quickly create floor plans, while professionals get the precision and scale they require. With industry-leading floor planning tools and an intuitive interface for traditional diagramming like flowcharts and organizational charts, SmartDraw delivers enterprise-ready power without unnecessary complexity. SmartDraw includes a large collection of symbols and templates to help users get started quickly and easily without extensive training. In addition to floor plans, site plans, landscapes, and other layouts, users can create flowcharts, organizational charts, mind maps, project charts, technical engineering diagrams, IT diagrams, and more. SmartDraw also allows users to create custom shapes using their own product catalog or other existing assets. Users can import PDFs, images, Google Maps, Visio files, and Visio stencils to build on existing plans and workflows. Drawings can be created to any scale, ensuring accuracy for every use case. SmartDraw makes it easy to enrich drawings with data, enabling more informative and dynamic visuals. Users can also generate manifests and bills of materials directly from their diagrams to support planning , procurement, oversight, and compliance. The app can automatically generate diagrams from data, including organizational charts, AWS and Azure architectures, PI Boards, class diagrams, ERDs, and more. In addition, users can use natural language prompts to instantly generate diagrams like flowcharts and mind maps with AI. Files can be saved directly to SmartDraw or the user's preferred storage provider like OneDrive, SharePoint, or Google Drive for better data security. SmartDraw also integrates with the Microsoft and Google enterprise tech stacks, as well as tools like Confluence and Jira. SmartDraw works hand in glove with your existing IT infrastructure without disruption to maximize what you've already invested in.

Collaborating with Salesforce, Titan Forms and Apps revolutionize the industry by making the leading CRM globally available and user-friendly for everyone. With just a click and absolutely no coding involved, you can harness the power, speed, and flexibility of Salesforce Forms to streamline your business operations. Reduce your time to market, eliminate the need for coding, and address any scenario using a unified platform. Our top-tier forms and applications for Salesforce are designed to serve various industries, and we are dedicated to crafting tailored solutions for challenging issues. Easily create stunning web portals, sign documents, generate reports, distribute surveys, automate contracts, and fill out Salesforce forms, all in a matter of clicks—without requiring any coding expertise. Plus, our innovative AI assistant ensures you can expedite the process while minimizing mistakes. We proudly stand as the sole product available that allows you to transmit and retrieve data from Salesforce in real-time, all without incurring additional development costs. At Titan, our customers and partners drive our innovations. If you have a suggestion for a new feature, feel free to submit it through our Titan X Lab, and we will evaluate it for our development roadmap! So, what’s holding you back? Take the next step and schedule a demo today to see how we can transform your processes!

Creatio is an agentic CRM and workflow platform with no-code and AI at its core, enabling organizations to automate workflows and manage customer relationships with unmatched flexibility and speed. Its intuitive no-code platform—combining visual application design, drag-and-drop process automation, and embedded AI—empowers business users to build and evolve applications of any complexity without heavy IT dependency. Teams can orchestrate both structured and unstructured workflows, leverage real-time analytics, and create dynamic dashboards, all while accelerating development cycles by up to 10×. At the core of the platform are AI agents that can understand context, analyze data, make decisions, and execute tasks across end-to-end workflows. This agentic approach enables organizations to automate not just tasks, but entire business processes—driving higher efficiency, faster time-to-value, and improved business outcomes. Creatio also offers a rich marketplace of pre-built applications, industry workflows, and connectors, allowing organizations to rapidly extend capabilities and adapt to evolving business needs. Built on a modern, AI-native architecture, the platform ensures seamless integration and scalability across the enterprise ecosystem. The Creatio CRM suite unifies marketing, sales, and service on a single platform with embedded AI agents, delivering a cohesive and intelligent customer journey. Organizations can deploy the full suite or individual modules, gaining the flexibility to scale and innovate while maintaining a single source of truth across all customer-facing operations. Creatio is headquartered in Boston, US, has 1000 employees, 7 offices globally, and $300M in revenue.

ShareCRM is an all-in-one, AI-powered enterprise CRM platform designed to drive growth through connected data and intelligent automation. It brings marketing, sales, and service functions together to manage the entire customer journey from first contact to long-term retention. The platform supports omnichannel marketing automation, allowing businesses to coordinate campaigns across digital and offline channels. Sales teams benefit from centralized lead management, configurable pipelines, CPQ capabilities, and integrated payment and ERP workflows. ShareCRM also delivers robust service automation, enabling efficient handling of customer inquiries, service orders, vendor coordination, and expense settlement. Built-in collaboration tools improve communication through chats, calendars, tasks, and approval workflows. AI capabilities generate insights, predictions, and personalized content to improve conversions and service quality. Advanced business intelligence dashboards provide deep visibility into marketing, sales, service, and partner performance. The low-code PaaS architecture allows organizations to customize data models, processes, and interfaces with minimal technical effort. ShareCRM supports deployment across multiple industries and niche segments, offering proven scalability and flexibility. With a global presence and thousands of enterprise customers, the platform is designed for complex, growing organizations. Overall, ShareCRM helps businesses streamline operations, improve collaboration, and achieve predictable revenue growth.

Shape Software's specialized sales and marketing automation platform enables you to oversee all elements of your enterprise from a single interface. This cloud-based solution provides a variety of tools designed to assist in managing and automating your digital marketing efforts, including promotions through text, email, and online advertisements, while also capturing leads from various online channels. Additionally, it helps in nurturing potential clients and managing projects throughout your day. You can enhance customer interactions by offering a secure portal that simplifies your intake workflows, utilize ShapeIQ to systematically evaluate leads, and generate comprehensive custom reports. Begin increasing your revenue by exploring the versatile range of services that Shape offers today, ensuring that you stay ahead in an ever-evolving market.

Fathom is an AI notetaking and meeting intelligence platform designed to help individuals and teams capture conversations, summarize key points, and move work forward faster. The platform records meetings, generates accurate transcripts, creates instant summaries, identifies action items, and sends updates so users can stay present during calls. Fathom supports both bot-based meeting capture and bot-free capture through its desktop app, giving users more flexibility in how they record meetings. Its AI summaries are available immediately after calls and can be tailored to team workflows and priorities. Ask Fathom lets users search across meeting history and ask questions about decisions, commitments, customer signals, risks, opportunities, and next steps. The platform also helps teams monitor key topics so important moments are easier to identify across conversations. Fathom is useful for customer calls, sales meetings, marketing discussions, customer success reviews, strategy sessions, internal syncs, and team workflows. Its integrations connect meeting notes and insights with tools such as Google Meet, Zoom, Microsoft Teams, Gmail, Slack, Salesforce, HubSpot, Notion, Asana, ChatGPT, Claude, Zapier, public APIs, and MCP workflows. Teams can use Fathom to create shared visibility across meetings so decisions and follow-through are not lost between calls. The platform supports enterprise requirements with SOC 2 Type II, GDPR, HIPAA compliance, SSO, and SCIM. By combining AI meeting notes, bot-free capture, transcripts, summaries, action items, topic monitoring, search, integrations, and compliance, Fathom helps teams reduce admin work and turn conversations into measurable progress.

Knak is the leading no-code platform for building high-impact emails and landing pages at scale. Did we mention no-code? Designed for self-sufficient marketing teams, Knak removes creative and technical bottlenecks with easy-to-use templates, brand controls, and deep integrations with enterprise MAPs like Marketo, Salesforce, and Eloqua. Cut production time, reduce costs, and drive campaign results faster — without compromising quality or compliance. Join global brands that rely on Knak to turn marketing strategy into execution, effortlessly.

CTM is an AI-powered conversation intelligence, call tracking, and customer engagement platform developed to help organizations connect marketing activities with customer interactions and revenue generation. Originally known as CallTrackingMetrics, the platform combines marketing attribution, communication management, lead nurturing, and contact center capabilities within a unified system. Its call tracking functionality uses dynamic number insertion and dedicated tracking numbers to identify which advertisements, keywords, websites, and campaigns generate inbound phone calls. The software also captures text messages, web form submissions, and chat interactions to provide visibility into customer engagement across multiple communication channels. Conversation intelligence tools use artificial intelligence to transcribe recordings, summarize discussions, evaluate customer sentiment, identify important topics, and score interactions. Its AskAI functionality allows users to investigate conversation data and extract insights about customer needs, objections, and purchasing behavior. CTM VoiceAI provides automated voice agents that can answer calls, qualify leads, schedule appointments, and direct callers to appropriate employees or departments. Intelligent routing capabilities distribute incoming inquiries based on factors such as location, availability, agent skills, customer history, and custom business rules. Workflow automation enables organizations to trigger follow-up messages, internal notifications, CRM updates, and advertising conversion events using customer interaction data. Reporting tools include real-time activity dashboards, campaign performance analysis, advertising return on investment, agent productivity monitoring, and customizable reports for businesses and marketing agencies. CTM supports integrations with Google Ads, Google Analytics, HubSpot, Salesforce, and other business applications while providing APIs, webhooks, and white-label options.