Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
Alternatives to Consider
-
TitanCollaborating 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!
-
PlautiPlauti 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.
-
FormAssemblyCollect, connect, and control AI-ready data faster than ever before. FormAssembly Atlas redefines enterprise data collection and automation. With your built-in AI assistant, Fai, you can instantly create branded, compliant forms, automate complex workflows, and connect clean, structured data across your entire tech stack.
-
ScreenMeetScreenMeet provides a comprehensive range of secure, web-based tools for remote assistance and screen sharing, aimed at improving customer service and IT support. Its features include remote desktop access, live audio and video support, co-browsing, and asynchronous screen recording, enabling agents to provide seamless assistance to both customers and employees. Additionally, it seamlessly integrates with leading ITSM, CRM, and contact center platforms such as ServiceNow, Salesforce, and Microsoft Dynamics 365, ensuring a cohesive support experience. Tailored for large enterprises, ScreenMeet prioritizes security, scalability, and flexibility, making it an excellent choice for businesses looking to enhance support efficiency and boost customer satisfaction. By leveraging these tools, organizations can create a more connected and responsive service environment.
-
ContractSafeContractSafe is contract lifecycle management software for organizations of 50 to 1,000 people, where one person (often a general counsel, finance lead or contracts manager) owns contracts and everyone else needs to request, approve and sign them. The Maximize plan covers the whole lifecycle: custom intake forms, templates, approval sequences, unlimited built-in e-signatures, and a pipeline view of every contract's stage. The Finalize plan has approvals, e-signature, redlining and Word editing too. Every plan includes AI extraction of key dates and terms, recurring renewal reminders, custom dashboards and emailed reports. Pricing is published and starts at $450 a month, billed annually. Users are never priced per seat, and migration of existing contracts, onboarding, training and a named customer success manager come with every plan at no implementation charge. Customers come from 98 industries, led by health care and life sciences.
-
Virtuoso QAVirtuoso QA is an enterprise agentic test automation platform establishing the standard of proof for software releases. As AI accelerates development, testing must keep pace without compromising confidence. Virtuoso QA delivers this through a governed testing loop for any browser-based application: AI proposes tests, a deterministic engine executes them, a person approves what matters, and every test run leaves evidence. At its core is Touchstone, the agentic layer where specialised agents handle the operational work of testing. The Analyst converts documentation into source-cited test requirements and identifies coverage gaps, the Architect designs the test journeys that validate each requirement, and Autopilot builds those journeys with human approval at key stages. Agents learn your application through the Knowledge Base and follow your team’s testing standards through Agent Directives. As applications change, test fixes are proposed as reviewable diffs, so no test updates without human oversight.
-
Bigly SalesBigly Sales is a managed AI voice agent platform for revenue teams that need high-volume calling without hiring and supervising more agents. AI agents place outbound calls, answer inbound calls, qualify leads, book meetings and warm-transfer ready buyers to a live agent, and the results sync to your CRM. What makes it different is how much is done for you. Bigly writes call scripts with Claude, ChatGPT and other leading LLMs, A/B tests versions on live calls, and keeps the version that books the most. It provisions and registers numbers, runs more than 200 whitelisted local-presence lines, monitors spam labels, and screens every call against consent records, DNC and suppression lists, known TCPA litigants, and state and federal calling rules before dialing. Managers get a dashboard built around business outcomes: success rate per lead, cost per transfer, cost per human contact, a stage-by-stage funnel from dial to completed transfer, transfer-failure reasons, lead-source rankings by success rate and cost, and hour-by-hour performance. The Bigly Sales MCP server connects the account to Claude and ChatGPT, so a manager can add leads to a running campaign, check minutes, read call summaries or ask who wants a demo in plain language. Customers use Bigly Sales to reactivate aged lead files, follow up on new leads in seconds, set appointments and handle inbound overflow across insurance, lending, home services, legal, automotive and fundraising. It connects to HubSpot, Salesforce, Zoho CRM, Pipedrive, GoHighLevel, Close, Follow Up Boss and Keap, and larger plans add a dedicated account manager who tunes each campaign. Plans start at $99 a month, and every customer begins with a free 30-minute AI calling setup ($3,000 value) built live with the Bigly team.
-
Act!Act! Advantage is a full front-office CRM solution with all-new functionality, including Interactive Quotes, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadens its footprint across your entire front office and reduces your need for costly, third-party tools. Select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you.
-
Epsilon3Epsilon3 is the leading AI-powered procedure and resource management tool designed for teams building, testing, and operating advanced products and systems. ✔ Save Time & Money Avoid costly delays, mistakes, and inefficiencies by automatically tracking procedures and resources. ✔ Prevent Failures Ensure the right step is completed at the right time with conditional logic and built-in revision control. ✔ Optimize Collaboration Real-time progress updates and role-based sign-offs keep your stakeholders on the same page. ✔ Continuously Improve Advanced data analytics and automated reporting enable rapid iteration and data-driven decisions. Epsilon3 is trusted by industry leaders like NASA, Blue Origin, Firefly Aerospace, Sierra Space, Redwire, Shift4, AeroVironment, Commonwealth Fusion Systems, and other commercial and government organizations.
-
Expedience SoftwareTRANSFORM YOUR PROPOSALS & RFP RESPONSE PROCESS Efficiency, Consistency, and Accuracy—All Within Microsoft Word Elevate your business proposals, RFP responses, and Statements of Work (SOWs) with Expedience—your all-in-one solution for speed, consistency, and absolute accuracy, seamlessly integrated right into Microsoft Word. Say goodbye to tedious workflows and hello to flawless, professional documents every time. POWER OF MICROSOFT, UNLOCKED • Copilot Generative AI: Harness cutting-edge AI to generate content intelligently and effortlessly. • Excel Data Integration: Instantly pull in data from your spreadsheets for fast, error-free proposals. • Realtime Collaboration: Work together within Word, anywhere, anytime—no toggling between platforms. • Corporate Branding: Guarantee your brand is front and center, every single time. INSTANT, SELF-SERVICE SALES DOCS Build proposals, sales documents, and SOWs with just a few clicks—even directly from Excel. Expedience automates Microsoft Word templates to bring guidance to sales teams ensuring the correct items are included on every proposal. CONTENT YOU CAN COUNT ON Access a library of carefully curated, branded, and pre-approved content—all ready for use inside Microsoft Word. Expedience ensures your team never has to waste time proofing or second-guessing your messaging.
What is Strategy Mapper?
Elevate your Key Account Management and enhance your sales processes effortlessly within Salesforce by utilizing Strategy Mapper. Don’t rely on luck for your achievements; guarantee that your teams follow the established sales methodology directly in Salesforce! Efficiently oversee your crucial accounts to drive revenue and attain success, all while operating within the Salesforce platform. Seamlessly integrate your sales process into every opportunity plan to maintain consistency across all selling situations. Offer customized sales coaching tailored to your specific products and solutions to maintain your advantage in the market. Strategically plan, schedule, and conduct all vital meetings within Salesforce to maximize productivity. Harness “Actionable Intelligence” to give you a competitive edge and navigate ahead of the competition. Construct comprehensive, dynamic organizational charts to clarify your relationships with each stakeholder in all accounts and opportunities. Visually and dynamically depict your customer's organization, showcasing the roles and viewpoints of essential individuals. Furthermore, systematically document and share insights about the competitive landscape, including their strengths and weaknesses through a SWOT analysis to refine your strategic approach. By effectively utilizing these resources, you can ensure that your sales initiatives are consistently aligned with your broader business objectives while fostering a culture of collaboration and excellence within your teams.
What is OKR Board for Salesforce by Oboard?
Bid farewell to the cumbersome task of generating manual reports and managing spreadsheets with the OKR Board for Salesforce from Oboard. This innovative Salesforce OKR plugin allows you to establish, monitor, and oversee all your OKRs directly within the Salesforce platform, ensuring a user-friendly and highly customizable experience that is ideal for leaders implementing the OKR methodology with their teams.
The OKR Board for Salesforce integrates OKRs effortlessly into the Salesforce environment, creating an effective means to unify your organization toward a shared objective while keeping tabs on everyone's achievements. Furthermore, this tool boasts:
✅ Extensive customization capabilities and robust security features;
✅ A real-time dashboard for tracking various teams and time frames;
✅ Adjustable OKR levels, weights, and breakdowns;
✅ A public API for sharing data with visualization platforms.
In addition to OKR management, the OKR Board includes reporting and analytics tools, featuring a real-time dashboard that can be tailored to display data for any teams or time periods. This information is easily exportable to third-party visualization tools or can be formatted into an executive report with a shareable link for convenience.
The pricing for the OKR Board is set at $10 per user each month, and a 30-day trial is offered that doesn't require a credit card, allowing potential users to experience its features risk-free before committing. This makes it an excellent choice for organizations looking to streamline their goal-setting processes without the usual hassles.
API Availability
API Availability
Has API
Pricing Information
Pricing not provided
Pricing Information
$10.00
OKR Board for Salesforce by Oboard offer a flat fee of $10 per user per month, billed monthly/annually. A 30-day trial is available with no credit card required.
Free Trial Offered?
Supported Platforms
SaaS
Supported Platforms
SaaS
Customer Service / Support
Not specified
Customer Service / Support
Standard Support
Web-Based Support
Training Options
Not specified
Training Options
Documentation Hub
Online Training
On-Site Training
Company Facts
Organization Name
Point N Time
Date Founded
2011
Company Location
United States
Company Website
pointntime.com/solutions/strategy-mapper/
Company Facts
Organization Name
Oboard
Date Founded
2018
Company Location
Germany
Company Website
oboard.io
Categories and Features
Account Planning
Not specified
Categories and Features
OKR
Feedback Management
Goal Management
KPIs
Prioritization
Progress Tracking
Strategic Planning