OnScreen Integrations

Salesforce’s CRM offerings for small businesses come in two comprehensive suites: Starter Suite and Pro Suite, each crafted to fuel growth by connecting key business functions in one seamless platform. Starter Suite is ideal for small businesses beginning their CRM journey, combining marketing, sales, service, and commerce tools with easy setup and AI-driven guidance, supported by a free 30-day trial and 40% off pricing. Pro Suite elevates this experience with greater customization options, powerful automation, real-time chat, sales quoting and forecasting, and access to hundreds of additional apps via AppExchange, making it perfect for businesses with evolving and complex needs. Both suites include features such as campaign templates, smart segmentation, case management, and storefront builder, allowing businesses to build strong customer relationships and grow revenue across multiple channels. Pro Suite customers also benefit from enhanced pipeline visibility, streamlined payment processes, and comprehensive customer service automation to improve operational efficiency. Salesforce’s rich resource ecosystem — including Trailhead courses, live events, and an active community — supports businesses in maximizing their CRM investment. Customer testimonials emphasize the scalability and flexibility of these solutions, showing how Salesforce adapts to changing business demands. Whether launching or expanding, these CRM suites ensure companies have the tools they need to succeed and scale without switching platforms.

Oracle NetSuite is the leading AI-powered Cloud ERP platform, empowering organizations to connect and optimize every aspect of their business. Built on the principle of a single source of truth, NetSuite eliminates silos by integrating ERP, financials, CRM, ecommerce, HCM, and analytics into one centralized cloud solution. Its AI capabilities go beyond automation by analyzing real-time business data to deliver predictive insights, personalized recommendations, and actionable forecasts. With more than 42,000 customers, NetSuite is trusted by businesses across industries and geographies for its scalability and reliability. Companies can leverage it to automate accounting, streamline financial close processes, and manage complex global operations with ease. Its CRM and HR features enhance customer engagement and workforce efficiency, while its professional services automation helps teams manage projects, billing, and resources more effectively. For commerce-driven organizations, NetSuite offers omnichannel commerce capabilities that unify online, in-store, and B2B sales, providing a seamless customer experience. The built-in analytics and reporting modules give leaders real-time visibility into performance across departments, enabling faster, data-driven decision-making. Oracle further strengthens NetSuite with consulting, support, and partner ecosystems, ensuring smooth deployment and ongoing optimization. By blending advanced AI, robust business functionality, and global scale, NetSuite sets the standard for modern enterprise resource planning.

Elevate your business growth with Dynamics 365, an innovative collection of CRM and ERP tools designed to unify your data effortlessly. Harness powerful insights for predictive analytics and achieve outstanding results that drive your success. Make strategic decisions backed by reliable information while nurturing and strengthening essential relationships. Enhance your productivity and overall performance metrics with a holistic understanding of your customers. Discover and cultivate promising leads while creating seamless customer interactions. Stay updated on market dynamics to provide exceptional customer experiences more promptly. Optimize resources to boost technician productivity and reduce operational costs significantly. Revolutionize traditional financial management on a global scale by streamlining processes for greater efficiency. Shift from a reactive to a proactive operational model while modernizing your manufacturing and supply chain procedures. Extend the life of your assets by integrating both physical and digital sales channels effectively. Build brand loyalty through impactful engagement, consistently exceeding customer expectations and ensuring they feel appreciated and understood. By implementing these strategies, your business will not only thrive but also adapt to the ever-changing market landscape.

SAP ERP, a comprehensive solution developed by SAP, enables organizations to effectively manage and optimize their core operations through an integrated platform. This robust system covers a wide range of functions, including finance, supply chain management, human resources, procurement, manufacturing, and customer relationship management. By ensuring a smooth flow of information between different departments, SAP ERP maintains data consistency and accuracy across the entire organization. Companies can select specific modules that align with their needs, such as Financial Accounting (FI), Sales and Distribution (SD), or Materials Management (MM), allowing for a tailored approach. Its modular design grants flexibility, enabling businesses to implement only the necessary features they require. Furthermore, the system is highly customizable, allowing organizations to modify it according to their unique industry requirements and operational goals. As a result, SAP ERP has become increasingly popular among businesses of all sizes and industries, reinforcing its status as an essential tool for effective management in today’s competitive landscape. Ultimately, the ability to adapt and grow with a company's evolving needs makes SAP ERP a valuable asset for long-term success.

Introducing a forward-looking HCM solution built for adaptability in an ever-changing workforce landscape. As the nature of work environments, employee dynamics, and essential skills continually shift, how can organizations effectively prepare for the future? Meet Workday Human Capital Management (HCM). With our state-of-the-art machine learning capabilities, you can not only assess your employees' current skill sets but also cultivate talent for the competencies that will be essential moving forward. Workday HCM equips you with the resources to deliver tailored recommendations, encourage continuous learning, and promote transparent communication across all organizational levels. This comprehensive approach is scalable, ensuring that even large organizations can benefit effectively. By leveraging our advanced analytics, you can derive meaningful insights from large datasets, providing coherent narratives that highlight current trends and their potential impact. We integrate intelligent automation throughout the entire attract-to-pay process, lightening the load of manual tasks and empowering your team to enhance their productivity significantly. From compensation management and payroll oversight to time tracking and benefits administration, Workday HCM is committed to supporting your workforce efficiently while improving their overall experience. Furthermore, our platform is designed to adapt alongside your organization, guaranteeing that you remain well-prepared to tackle the challenges that lie ahead in an ever-evolving business landscape. With these capabilities, you can ensure a proactive approach to workforce management that aligns with future demands.

Adopt digital workflows and witness the growth of your team. By utilizing cutting-edge solutions, your organization can significantly improve efficiency and promote heightened employee involvement. ServiceNow transforms traditional manual processes into streamlined digital workflows, ensuring that employees and customers alike benefit from timely and efficient support. With ServiceNow, you not only access digital workflows that enhance user satisfaction but also amplify overall productivity for both employees and the organization. Our platform simplifies complex tasks through a cohesive cloud system known as the Now Platform, which is a smart and intuitive solution designed for contemporary work settings. You have the option to choose from our ready-made workflows or create bespoke applications tailored to your specific requirements. Built on the Now Platform, our extensive product lineup addresses vital IT, Employee, and Customer Workflows, offering the enterprise solutions essential for a comprehensive digital evolution. Elevate the experiences you provide and unlock the productivity you desire, now further enhanced with built-in mobile capabilities for daily tasks throughout your organization. Transitioning to digital workflows is not merely advantageous; it is crucial for remaining competitive in the rapidly evolving business environment, as it empowers teams to adapt and thrive in challenging conditions.

Speed up your quoting process, optimize pricing strategies, and close more deals with Salesforce CPQ. Tailored for the top CRM platform, Salesforce CPQ provides organizations with vital resources to simplify their sales processes from quoting through to cash flow management. This all-encompassing tool is offered in three unique editions, one of which features full Quote-to-Cash functionality that also supports billing and collections. By utilizing Salesforce CPQ, businesses can significantly boost their sales productivity and enhance revenue management practices. Ultimately, this innovative solution empowers companies to navigate the complexities of sales with greater ease and efficiency.

Gamyte is an innovative subcontractor management software that utilizes AI technology to enhance project efficiency. This all-in-one platform equips subcontractors with the ability to oversee every aspect of their work, from bidding and closeouts to billing, proposals, and change orders, thereby optimizing both time and cost management. With its user-friendly smart dashboards, Gamyte delivers insightful data on metrics such as win rates, bids, and follow-ups, allowing for informed decision-making. Features like one-click proposals and expedited estimates streamline the workflow, while AI capabilities predict time and effort requirements for each project, facilitating better planning. The software also automates client interactions through straightforward digital solutions, ensuring seamless communication throughout the project lifecycle. Moreover, Gamyte provides quick access to essential documents, such as technical samples and submittals, alongside offering cloud-hosted document storage and an auto-generated schedule. These functionalities are crucial for laying a solid foundation for your project's success and keeping all team members aligned.

Oracle's Configure, Price, Quote (CPQ) system provides clients with a structured method for submitting accurately configured and detailed purchase orders. Once the customer inputs the necessary configuration, the CPQ system produces a pricing quote that incorporates all relevant discounts, terms, and conditions that are customized for that particular client. If the customer accepts the quote, it is then converted into an official order. This innovative solution not only increases order accuracy but also shortens sales cycle times and lowers operational costs. What sets it apart in the market is that it is the only CPQ solution designed to seamlessly bridge the front office and back office. Moreover, its intuitive user interface allows clients to navigate the ordering process effortlessly, enhancing overall customer satisfaction. Ultimately, this system represents a significant advancement in streamlining the sales process and improving operational efficiency.

Tailored for the cloud environment, Oracle Fusion Cloud Human Capital Management provides a comprehensive solution that unifies all HR functions from hiring to retirement. It guarantees a smooth user experience across multiple devices, creates a centralized repository for HR information that boosts decision-making processes, and offers advanced innovations to satisfy both present and future needs. This realization of our vision represents a shift towards a more human-focused approach to work. In addition, it transforms organizational workforce management, promoting a more engaged, productive, and dynamic workplace culture. By prioritizing the human element, it ultimately enhances employee satisfaction and organizational performance.

Infor CRM is more than just a standard database; it provides an all-encompassing view of customer interactions across various channels. This Customer Relationship Management (CRM) software generates valuable insights into every touchpoint with customers within an organization’s departments, such as sales, marketing, customer service, and support. By harnessing in-depth customer profiles and tools aimed at improving sales efficiency, users can identify opportunities that enhance the success of each interaction and streamline sales workflows. Equipped with a robust array of analytics, sales management options, and proactive alerts, businesses can conduct accurate forecasting, make strategic choices, and oversee teams and territories with greater effectiveness. Being a cloud-based solution, Infor CRM includes functionality for sales, customer service, marketing analytics, and reporting, while seamlessly connecting with Infor ERP systems, Birst® Networked BI, and other elements of Infor’s Customer Experience Suite. By overseeing the complete customer lifecycle on a unified platform, organizations can tap into future sales possibilities while guaranteeing exceptional customer service. In summary, Infor CRM is essential not only for facilitating business expansion but also for significantly improving customer satisfaction levels, making it indispensable for modern enterprises.

CloudSuite Financials & Supply Management is an all-inclusive software solution that combines sophisticated financial functionalities with efficient supply management tools to streamline order processes. Tailored for today’s workforce, it features customizable home pages that highlight pertinent information and workflows according to specific user roles. The suite’s refined and intuitive interface provides a fully cohesive supply management system, ensuring total transparency in indirect spending, which not only fortifies supplier relationships but also boosts adherence to established policies. Furthermore, it includes a redesigned global general ledger that accommodates unlimited financial calendars, ledgers, basis reporting, and dimension strings. Its powerful analytics capabilities for both financials and supply management uncover potential cost-saving opportunities, integrating data science to embed analytical insights directly into user workflows for enhanced productivity. This innovative suite ultimately equips organizations with the crucial insights required to excel in a competitive environment, fostering an agile approach to financial and supply chain management. With such a versatile platform, businesses can navigate complex challenges with confidence.

Oracle Cloud CX is an advanced cloud solution that combines innovative technologies and best practices, offering user-friendly tools for business personnel while providing a strong foundation for developers to build upon. The Oracle CX application suite is both innovative and flexible, ensuring high reliability and security for its users. By employing a data-focused approach, Oracle Cloud CX seamlessly integrates customer behavior, transactions, and demographic data across multiple domains like marketing, sales, and service, allowing for the creation of personalized user experiences. With over 40 years of experience, Oracle has empowered its clients to efficiently manage, protect, and utilize their data for competitive advantage. Recognizing the essential role of data, the platform facilitates the creation, sharing, and dissemination of impactful content and offers, which enhances the personalization of customer interactions. Furthermore, Oracle Content Management acts as a centralized repository for all enterprise assets, including invoices, marketing collateral, company documentation, images, and videos, simplifying the management and accessibility of vital content throughout the organization. This holistic strategy not only boosts operational efficiency but also cultivates deeper relationships with customers, ultimately leading to increased satisfaction and loyalty. As businesses continue to embrace digital transformation, leveraging such comprehensive solutions becomes imperative for sustained success.

SAP Ariba is recognized as a powerful, adaptable, and reliable platform that helps you fulfill the procurement needs of your users while improving their purchasing experiences. Utilizing the platform's intelligent features and data-driven insights allows you to achieve better control and compliance without making the purchasing process cumbersome for your team. Its sophisticated capabilities, combined with predictive analytics integrated within SAP Ariba, enable you to tailor and innovate your procurement processes, empowering buyers to operate independently while still adhering to set procurement policies. This platform streamlines procurement solutions and provides your organization with timely insights that enhance compliance, ensuring that your buying decisions are consistently well-informed and responsible. Furthermore, SAP Ariba promotes a harmonious blend of efficiency and governance in your procurement strategies, ultimately leading to more effective resource management. This seamless integration not only benefits your organization but also cultivates a culture of accountability and transparency within the procurement process.

SAP SuccessFactors provides a cloud-centric solution for managing human resources, focusing on the enhancement of employee experiences as a fundamental element of HR transformation. Utilizing this premier human capital management (HCM) platform, companies can attract exceptional talent more effectively, ensure employees are aligned with the organization's objectives, and drive better business results. Learn how SAP SuccessFactors promotes collaboration among your teams by offering actionable insights into your workforce, while also enabling the analysis of trends using sophisticated people analytics. This robust analysis aids in making informed strategic decisions regarding personnel management. Moreover, the integration of SAP SuccessFactors with other solutions enables the development of holistic enterprise-level processes, experiences, and insights. The SAP Business Technology Platform is instrumental in optimizing HR and business functions, providing tools to create, enhance, and integrate both SAP and third-party applications for improved efficiency. Ultimately, employing SAP SuccessFactors allows organizations to cultivate a more interconnected and engaged team, leading to enhanced productivity and satisfaction across the workforce. As a result, the adoption of this platform can significantly transform the overall workplace dynamics.

Infor® Human Resources provides a sophisticated array of cloud-based human capital management (HCM) software solutions that aim to boost workforce productivity while ensuring an outstanding user experience. This cutting-edge solution streamlines complex processes, workflows, and systems through the application of advanced yet intuitive technology. Empower your HR teams with the necessary tools to align talent management with business objectives, thereby creating significant value for your organization. Enjoy the advantages of a fully integrated, cloud-driven solution that offers a uniform user interface across all functionalities. Gain access to a secure and centralized database of globally compliant, industry-specific foundational workforce information. Create a single source of truth for all critical HCM business functions, eliminating the need for separate interfaces to keep data synchronized. By implementing this innovative solution, companies can greatly enhance operational effectiveness while simultaneously increasing employee engagement and satisfaction. The comprehensive features within this suite ensure that your HR processes are not only efficient but also adaptable to the evolving needs of the workforce.

Transform your clients' shopping experience by providing an interactive and visually appealing selection process that captures their attention and keeps them engaged. This strategy not only gives your sales channels a significant competitive advantage but also facilitates a more rapid conversion journey. Implementing such a method will allow for more effective product sales, minimizing costly errors and redundancies, which can significantly shorten the sales cycle. By streamlining your fulfillment process across the organization, you can generate heightened interest, leading to an increase in potential leads and a higher volume of quotes through an intuitive quoting system. Meeting customer demands with quicker quote-to-delivery times will enhance your win rates while decreasing dependence on internal resources. Additionally, you can automatically create accurate proposals along with necessary fulfillment documents, which will accelerate the launch of new products by quickly adapting to market trends. Ultimately, this all-encompassing strategy will not only improve customer satisfaction but also foster sustained business growth and innovation, allowing you to stay ahead in a competitive landscape.