Salesforce

Salesforce is a leading cloud-based software company, founded in 1999, specializing in customer relationship management (CRM) solutions. It offers a range of enterprise applications, including Sales Cloud for sales automation, Service Cloud for customer service, Marketing Cloud for digital marketing, and Commerce Cloud for e-commerce. Additionally, Salesforce provides a platform for building custom applications and MuleSoft for data integration. Salesforce.org, a division of the company, donates and discounts its technology to nonprofits and educational institutions, fostering a culture of giving back. Salesforce Ventures, the company's venture capital arm, invests in enterprise technology startups globally, providing funding, access to the Salesforce ecosystem, and guidance from its executives.

Samuel Ackah-yensu

Investor

Adrianna Alterman

Principal

Ken Asada

Partner, Head of Japan

Marc Benioff

Co-Founder, Co-CEO and Chairman

Arundhati Bhattacharya

Chairperson and CEO

Craig Butters

Director, Customer Success

Kevin Chen

Investor

Robert DeSisto

SVP, GM B2B and B2C Commerce

Christopher J. Dean

GM and Vice President, Media Cloud, Salesforce Industries

Paul Drews

Managing Director, Salesforce Ventures

Dan Farber

SVP Strategic Communications

Caroline Fiegel

Investor, Slack Fund

Kartikeya Gupta

Principal

Takuya Hosomura

Principal

Achyut Jajoo

SVP and GM, Manufacturing and Automotive

Nowi Kallen

Managing Director

Zak Kokosa

Investor

Rohit Mahna

SVP and General Manager

Fatima Paruk MD

Senior Vice President and Chief Health Officer

Bill Patterson

EVP and GM, CRM Applications

Lauryn Poyser

Investor, Impact Fund

Dom Pusateri

Investor

Alexandra Quie

Principal

Laura Rowson

Principal

Katie Schwartz

Principal, Salesforce Ventures

John Somorjai

Executive Vice President, Corporate Development

Jason Spinell

Partner, Slack Fund

Jim Steele

President, Global Strategic Customers

Kevin Wu

Investor

Emily Zhao

Principal

Past deals in CRM

Thunder

Venture Round in 2024
Thunder is a management consulting company focused on delivering business value through intelligent frameworks and solutions. The company assists leading brands in addressing complex challenges primarily using Salesforce. In addition to its consulting services, Thunder operates an online data analysis platform that transforms data into impactful business outcomes. This platform includes a service cloud for customer support and marketing clouds for digital marketing campaigns, empowering users to leverage data analysis for a competitive edge.

Saltbox

Series A in 2024
Saltbox is a consultancy specializing in Salesforce solutions for Manufacturers and Consumer Goods organizations. Founded in 2021, the company focuses on transforming the buying process for B2B entities by offering services that encompass strategy, design, implementation, and enablement. Saltbox utilizes digital technology to analyze and optimize the buying journey, aiming to enhance revenue, lower costs, and improve customer satisfaction. Through its industry expertise, Saltbox seeks to help businesses deliver superior buying experiences to their customers.

Orion Global Solutions

Venture Round in 2024
Orion Global Solutions is a cloud advisory firm headquartered in New York, specializing in implementing and supporting customized cloud-based CRM solutions, primarily focusing on the Salesforce platform. The company caters to various industries, including real estate, financial services, private equity, healthcare, life sciences, manufacturing, and consumer packaged goods. By leveraging comprehensive technical knowledge and best practices, Orion Global guides clients in selecting the right cloud platform and ensures a greater return on investment. As a certified Salesforce Partner, Orion Global provides assessment, implementation, support, and educational services, all aimed at driving customer success and fostering growth. Founded in 2015, the team at Orion Global is committed to delivering results that exceed customer expectations.

Thunder

Series A in 2023
Thunder is a management consulting company focused on delivering business value through intelligent frameworks and solutions. The company assists leading brands in addressing complex challenges primarily using Salesforce. In addition to its consulting services, Thunder operates an online data analysis platform that transforms data into impactful business outcomes. This platform includes a service cloud for customer support and marketing clouds for digital marketing campaigns, empowering users to leverage data analysis for a competitive edge.

Uptima

Venture Round in 2022
Uptima is a consulting firm focused on assisting businesses in identifying and generating revenue. The company provides a range of services including advisory, change management, managed services, data integration, Salesforce billing, manufacturing cloud solutions, and DocuSign contract lifecycle management with e-signature capabilities. By leveraging these services, Uptima helps organizations optimize their operations, enhance service delivery, and improve profitability.

Thunder

Venture Round in 2022
Thunder is a management consulting company focused on delivering business value through intelligent frameworks and solutions. The company assists leading brands in addressing complex challenges primarily using Salesforce. In addition to its consulting services, Thunder operates an online data analysis platform that transforms data into impactful business outcomes. This platform includes a service cloud for customer support and marketing clouds for digital marketing campaigns, empowering users to leverage data analysis for a competitive edge.

8squad

Venture Round in 2022
8squad is a digital consulting firm founded in 2019 and located in Southbank, Victoria. The company specializes in leveraging the Salesforce platform to assist clients in developing effective solutions that enhance user engagement and satisfaction. By focusing on human-centered strategies, 8squad enables teams to design and build applications that empower users. Their services aim to improve sales performance and transform business operations through innovative implementations of Salesforce tools. With a commitment to fostering a growth culture, 8squad emphasizes team creation, development, and reward, making it a long-term investment in both financial and human capital.

Front

Series D in 2022
Front is a communication hub that centralizes customer interactions across various digital channels to enhance relationship management. The platform focuses on streamlining conversations by integrating collaboration tools and contextual data from multiple systems, allowing teams to provide timely, accurate, and personalized communications. Over 7,500 businesses, including notable names like Shopify, Airbnb, and Hulu, utilize Front to improve their customer engagement. The company's multi-channel inbox platform specializes in consolidating communication, facilitating internal discussions, and incorporating social features, thus enabling users to chat effectively and save time. By placing customer conversations at the forefront, Front empowers organizations to build stronger relationships through each interaction.

Primer

Venture Round in 2022
Primer is a business-to-business marketing platform that focuses on enhancing marketing technologies for companies. It offers services such as audience automation, LinkedIn automation, and marketing and sales automation. The platform enriches leads and matches them across different channels while orchestrating workflows to streamline marketing efforts. By connecting various applications and facilitating data movement, Primer enables coordinated multichannel campaigns. Additionally, it assists in mapping a lead's identity across multiple marketing channels, providing sales personnel with accurate contact information to improve lead conversion rates and maximize advertising efficiency.

Qualified

Series C in 2022
Qualified.com, Inc. specializes in a conversational marketing platform designed to enhance engagement with potential customers. The platform alerts sales teams when qualified leads visit their websites, enabling immediate interaction through chat, voice calls, and screen sharing. Tailored for companies utilizing Salesforce, Qualified empowers enterprise sales and marketing teams to convert their corporate websites into effective sales tools, thereby optimizing their sales pipelines. By providing a comprehensive view of website visitors and equipping businesses with the necessary tools to identify target buyers, Qualified facilitates real-time conversations that can significantly drive sales growth. The company, based in San Francisco, California, was formerly known as FATBEAR LABS Inc. and rebranded in January 2019.

Qodek

Pre Seed Round in 2022
Qodek is a technology company that specializes in marketing automation. It offers a platform designed to enhance customer relationship management and streamline contact outreach processes. The company's services include web scraping, CRM enhancement, and account mapping, all aimed at simplifying marketing tasks, optimizing workflow, and increasing efficiency for its clients.

Troops

Acquisition in 2022
Troops.ai is a revenue communications platform that enhances sales velocity, visibility, and collaboration for sales teams. It operates as a Slackbot, providing real-time transparency into Salesforce information. Users can configure Salesforce reports, communicate deal wins, and access both standard and custom Salesforce data through Slack. The platform leverages artificial intelligence to generate customizable notifications and facilitate data updates across various applications. By delivering actionable pipeline alerts, Troops.ai aims to increase sales activity and improve overall performance. The company has attracted investments from notable firms, including First Round Capital, Founder Collective, and others, reflecting its significant potential in the sales technology market.

Penrod

Venture Round in 2022
Penrod is a company that specializes in Salesforce.com solutions and consulting services, focusing on various sectors including healthcare, consumer products, manufacturing, and financial services. Founded in 2011 by Joe Taylor and Chris Widmayer, Penrod is headquartered in Milwaukee, Wisconsin, with additional offices in Chicago, Minneapolis, and Dallas. The company offers a range of products and services, including the Salesforce Service Cloud, which enhances sales and customer engagement through personalized experiences and omni-channel communication. Additionally, its Salesforce Marketing Cloud connects customers across various platforms such as email, social media, and web. Penrod also provides solutions for configuring products, pricing orders, and generating quotes. The company is known for its custom Salesforce applications designed to streamline healthcare processes, automate workflows, and improve internal efficiencies through effective case management and marketing services.

Calixa

Series A in 2021
Calixa is a developer of a customer management platform that consolidates customer data and tools into a single, user-friendly product. The platform integrates with various third-party services, such as Stripe, Zendesk, Intercom, and Sendgrid, allowing teams to access and manage all customer-related information in one interface. By replacing a fragmented collection of tools and processes, Calixa streamlines customer management tasks, enabling users to understand their customers better, track segments, automate alerts, and take immediate action. This comprehensive solution aims to enhance efficiency and improve customer interactions for businesses.

Thunder

Venture Round in 2021
Thunder is a management consulting company focused on delivering business value through intelligent frameworks and solutions. The company assists leading brands in addressing complex challenges primarily using Salesforce. In addition to its consulting services, Thunder operates an online data analysis platform that transforms data into impactful business outcomes. This platform includes a service cloud for customer support and marketing clouds for digital marketing campaigns, empowering users to leverage data analysis for a competitive edge.

Tact.ai

Venture Round in 2021
Tact.ai, established in 2011 and based in Redwood City, California, specializes in a conversational AI platform designed for enterprise sales teams. The platform, Tact.ai, automates administrative tasks through AI Sales Assistance, which uses chat and voice, and facilitates collaboration with Intelligent Workspace, creating deal rooms controlled by sellers. Tact.ai serves a diverse range of industries, including technology, sales, and Fortune 500 companies, across the United States, Europe, and India.

ScreenMeet

Venture Round in 2021
ScreenMeet is a cloud-native remote support solution that integrates seamlessly with existing CRM, CSM, and ITSM systems, including Salesforce, ServiceNow, Microsoft Dynamics, and Zendesk. The platform enables businesses to address and resolve enterprise issues in real-time, enhancing customer and employee experiences across sales, service, and support. It allows users to take control of and fix any PC, Mac, or mobile device directly from a ticket or case. By facilitating faster connections and offering reliable voice and video calls, chat, co-browsing, and remote support, ScreenMeet improves first call resolution rates, lowers service costs, and reduces average handling times. All interactions and data are recorded back into the CRM system for auditing, analytics, and reporting purposes.

Monday.com

Post in 2021
Monday.com is a global technology company that develops and markets a customizable work management platform, known as the monday.com Work OS. This platform enables organizations across diverse industries to build and tailor software tools to fit their specific needs, fostering transparency and efficiency. With teams worldwide, monday.com serves over 152,000 customers in more than 200 countries, supporting various use cases and business verticals.

Outreach

Series G in 2021
Outreach Inc. is a Seattle-based company that specializes in sales engagement solutions designed to enhance revenue growth by streamlining customer interactions across various channels, including email, voice, and social media. Founded in 2011, Outreach offers a platform that utilizes machine learning to automate repetitive sales tasks, optimize communication, and provide real-time insights based on buyer sentiment. Its features include account-based sales solutions, task management, and comprehensive tracking of email and activity metrics. Outreach's clientele encompasses major companies such as Zoom, Okta, Adobe, and Microsoft, which depend on its technology to improve sales efficiency and effectiveness. The company also maintains an office in London, United Kingdom.

Qualified

Series B in 2021
Qualified.com, Inc. specializes in a conversational marketing platform designed to enhance engagement with potential customers. The platform alerts sales teams when qualified leads visit their websites, enabling immediate interaction through chat, voice calls, and screen sharing. Tailored for companies utilizing Salesforce, Qualified empowers enterprise sales and marketing teams to convert their corporate websites into effective sales tools, thereby optimizing their sales pipelines. By providing a comprehensive view of website visitors and equipping businesses with the necessary tools to identify target buyers, Qualified facilitates real-time conversations that can significantly drive sales growth. The company, based in San Francisco, California, was formerly known as FATBEAR LABS Inc. and rebranded in January 2019.

Beryl8

Venture Round in 2021
Beryl8 is a prominent Salesforce Platinum Partner based in Asia, specializing in end-to-end solutions that extend beyond customer relationship management (CRM) to encompass comprehensive digital transformation. The company offers strategic consulting, design, and installation of software aimed at enhancing client operations and customer engagement. Beryl8's services are organized into two main segments: Strategy & Technology Consulting and Technology Support Services. By focusing on the unique needs of each client, Beryl8 aims to deliver tailored solutions that create sustainable value and foster competitive advantages in an evolving business landscape. Their expertise allows businesses to gain a 360-degree view of their customers, turning routine activities into opportunities and enabling clients to achieve peak performance.

Acumen Solutions

Acquisition in 2020
Acumen Solutions is a global cloud consultancy that specializes in strategic consulting and innovative solutions aimed at enhancing business performance for its clients. The firm provides expertise in areas such as customer relationship management, business intelligence, enterprise resource planning, and enterprise transformation. With a focus on driving revenue growth and strengthening customer relationships, Acumen Solutions collaborates with Fortune 500 companies to develop tailored strategies that address complex challenges beyond technological fixes. Additionally, the company serves the public sector by streamlining operations and boosting productivity. Committed to social responsibility, Acumen Solutions also engages in initiatives that create sustainable impact within communities.

Qualified

Series A in 2020
Qualified.com, Inc. specializes in a conversational marketing platform designed to enhance engagement with potential customers. The platform alerts sales teams when qualified leads visit their websites, enabling immediate interaction through chat, voice calls, and screen sharing. Tailored for companies utilizing Salesforce, Qualified empowers enterprise sales and marketing teams to convert their corporate websites into effective sales tools, thereby optimizing their sales pipelines. By providing a comprehensive view of website visitors and equipping businesses with the necessary tools to identify target buyers, Qualified facilitates real-time conversations that can significantly drive sales growth. The company, based in San Francisco, California, was formerly known as FATBEAR LABS Inc. and rebranded in January 2019.

Outreach

Series F in 2020
Outreach Inc. is a Seattle-based company that specializes in sales engagement solutions designed to enhance revenue growth by streamlining customer interactions across various channels, including email, voice, and social media. Founded in 2011, Outreach offers a platform that utilizes machine learning to automate repetitive sales tasks, optimize communication, and provide real-time insights based on buyer sentiment. Its features include account-based sales solutions, task management, and comprehensive tracking of email and activity metrics. Outreach's clientele encompasses major companies such as Zoom, Okta, Adobe, and Microsoft, which depend on its technology to improve sales efficiency and effectiveness. The company also maintains an office in London, United Kingdom.

Coastal Cloud

Venture Round in 2020
Coastal Cloud LLC is an information technology consulting firm based in Palm Coast, Florida, with additional offices in Louisville, Kentucky, and Denver, Colorado. Founded in 2012, the company specializes in consulting, implementation, and managed services across various industries, including healthcare, public sector, manufacturing, and financial services. As a platinum Salesforce consulting partner, Coastal Cloud leverages its expertise in cloud technologies to help clients transition from outdated systems to more flexible and cost-effective solutions. The firm's services encompass strategy and design, development and integration, user training, and ongoing support, all aimed at enhancing operational effectiveness and focusing on clients' core missions. Coastal Cloud has established strategic partnerships with notable companies such as Salesforce, Tableau, and Avalara to deliver comprehensive solutions that improve business processes and customer relationship management.

i2Max

Series A in 2020
i2max specializes in cloud consulting services, offering a comprehensive platform that supports various aspects of business operations. The company provides tools for sales management, marketing management, service management, pipeline management, customer management, and customer experience management. By utilizing these advanced cloud services, i2max aims to enhance efficiency and promote business growth for its clients. Through its focus on cloud marketing and community engagement, i2max helps organizations navigate the complexities of the cloud landscape, ultimately enabling them to achieve their strategic objectives.

AllCloud

Venture Round in 2019
AllCloud is a cloud solutions provider based in Rosh Ha'ayin, Israel, established in 2008. The company specializes in cloud enablement and transformation, offering a comprehensive range of services throughout the entire cloud lifecycle, including architecture, implementation, integration, and management. AllCloud aims to help organizations maximize the value of cloud technology by facilitating the connection between their front and back office operations. By leveraging partnerships with leading technology providers and employing proven methodologies, AllCloud supports clients in navigating their transition to the cloud and optimizing their cloud environments. The company's focus is on accelerating customers' growth by guiding them through their cloud journey.

Zennify

Venture Round in 2019
Zennify, LLC is a business and IT consultancy firm based in Meridian, Idaho, specializing in Salesforce-centric solutions. Founded in 2013, the company, formerly known as SaaSfocus LLC, has established itself as a trusted partner for businesses seeking to navigate complex technological challenges. Zennify offers a range of services that include implementation, complex integrations, training, and ongoing platform support. The firm's approach combines the resources and expertise typical of larger firms with personalized attention, ensuring that client needs are met with precision and care. Zennify has a proven track record of delivering results across various sectors, including banking and digital marketing, and is recognized for its commitment to client satisfaction, boasting a 4.8 out of 5 customer satisfaction rating. Additionally, the company is dedicated to community engagement, allocating a portion of its resources to support societal initiatives. With deep industry knowledge and a proactive partnership approach, Zennify continues to drive innovation and success for its clients.

toBe marketing

Venture Round in 2019
toBe Marketing Co., Ltd., established in 2015 and based in Tokyo, Japan, specializes in marketing automation and client management system services. The company offers consulting and introduction services for various marketing tools, including social media collaboration, email distribution, and salesforce integration. Their mission is to enhance client engagement and drive sales growth by streamlining marketing and sales activities through digital technology.

Tenfold

Series C in 2019
Tenfold is a company that specializes in customer service technology aimed at enhancing customer interactions across voice and digital channels. Its software aggregates business data from sales, service, and marketing, providing a unified, real-time view of the customer. This integration with customer relationship management systems and phone systems allows businesses to respond promptly and make informed decisions, ultimately improving customer satisfaction and driving business growth. Through its intelligent integrated desktop agent, Tenfold facilitates effective customer conversations by leveraging both voice capabilities and CRM insights.

Qualified

Seed Round in 2019
Qualified.com, Inc. specializes in a conversational marketing platform designed to enhance engagement with potential customers. The platform alerts sales teams when qualified leads visit their websites, enabling immediate interaction through chat, voice calls, and screen sharing. Tailored for companies utilizing Salesforce, Qualified empowers enterprise sales and marketing teams to convert their corporate websites into effective sales tools, thereby optimizing their sales pipelines. By providing a comprehensive view of website visitors and equipping businesses with the necessary tools to identify target buyers, Qualified facilitates real-time conversations that can significantly drive sales growth. The company, based in San Francisco, California, was formerly known as FATBEAR LABS Inc. and rebranded in January 2019.

PolSource

Series A in 2019
PolSource is a Salesforce Platinum Partner that specializes in customer success management, offering a range of services designed to enhance the customer journey from marketing to sales. With a team of seasoned and certified Salesforce experts, the company operates across the Americas and Europe, delivering consulting and implementation solutions tailored to various industries, including Retail and Consumer Goods, Manufacturing, Automotive, and Technology. PolSource's industry-specific accelerators facilitate rapid transformation and yield measurable outcomes, assisting businesses in improving revenue and profitability.

Arxxus

Venture Round in 2019
Arxxus is a prominent Salesforce partner in the Asia Pacific region, established in 2009. With a team of over 140 professionals, the company has collaborated with more than 500 organizations across various sectors, including government, financial services, manufacturing, distribution, and retail. Arxxus specializes in identifying, developing, and implementing effective Salesforce strategies tailored to enhance sales, marketing, IT, and customer service functions. In addition to initial implementation, the firm offers ongoing support and innovation services to maximize the value of Salesforce solutions for its clients. The team operates from locations in Sydney, Melbourne, Pune, and Bengaluru, boasting a collective expertise of over 500 Salesforce certifications. Arxxus is dedicated to fostering customer success and continuously evolving its services to meet the needs of its clients.

MapAnything

Acquisition in 2019
MapAnything, Inc. is a geo-productivity software company that develops solutions designed to enhance productivity and planning for businesses using Salesforce and ServiceNow. Founded in 2006 and based in Charlotte, North Carolina, with additional offices in Atlanta, Sydney, and London, MapAnything offers a suite of applications that include mapping, route planning, and territory management. Its flagship product, MapAnything, provides tools for field productivity, prospecting, and business process automation. The company also offers specialized solutions like MapAnything Live for IoT workflows and vehicle telematics, and MapAnything for ServiceNow, which focuses on IT service and asset management. With a diverse customer base exceeding 1,400 clients across various sectors—including financial services, healthcare, technology, and government—MapAnything is recognized as a Gold Salesforce App Innovation Partner and has received accolades for its innovative location analytics. The company, formerly known as Cloudbilt, Inc., rebranded in 2015 and operates as a subsidiary of Salesforce.

Salesforce

Acquisition in 2019
Salesforce is a leading cloud-based software company, founded in 1999, specializing in customer relationship management (CRM) solutions. It offers a range of enterprise applications, including Sales Cloud for sales automation, Service Cloud for customer service, Marketing Cloud for digital marketing, and Commerce Cloud for e-commerce. Additionally, Salesforce provides a platform for building custom applications and MuleSoft for data integration. Salesforce.org, a division of the company, donates and discounts its technology to nonprofits and educational institutions, fostering a culture of giving back. Salesforce Ventures, the company's venture capital arm, invests in enterprise technology startups globally, providing funding, access to the Salesforce ecosystem, and guidance from its executives.

6Sense

Venture Round in 2019
6sense is a developer of a predictive intelligence platform that enhances revenue growth for organizations. The company utilizes artificial intelligence, big data, and machine learning to provide comprehensive visibility across the customer journey, from brand awareness to revenue generation. Its platform captures anonymous buying signals and buyer intent data, allowing sales, marketing, and customer success teams to target the right accounts effectively. By recommending optimal channels and messages, 6sense removes guesswork and inefficiencies from the sales process, leading to improved pipeline quality, accelerated sales velocity, and higher conversion rates. Through its innovative approach, 6sense aims to empower revenue teams to grow revenue predictably and efficiently.

Dolmen

Venture Round in 2019
Dolmen, founded in 2011 and headquartered in Saint-Grégoire, France, offers a comprehensive platform aimed at addressing customer knowledge challenges. This software-as-a-service solution is designed for deployment in physical retail locations and marketing departments, helping businesses engage, attract, and retain customers. Dolmen's platform facilitates the collection and utilization of customer and prospect data, enabling the creation of regular events that are crucial for acquiring new customers. By centralizing information in databases, it enhances content quality and optimizes knowledge, allowing shop owners to better understand their customers and foster enduring relationships.

Simplus

Series C in 2019
Simplus is a Platinum Salesforce partner focused on quote-to-cash implementations and enterprise-wide digital transformation. The company offers a range of services, including advisory, implementation, change management, and custom configuration, as well as managed services. Additionally, Simplus develops cloud integration software that helps organizations streamline workflows and business processes. Its proprietary integration platform provides data synchronization services that facilitate the integration of data, allowing clients to efficiently manage and move data between systems without unnecessary complexity. Through these capabilities, Simplus supports businesses in achieving operational efficiency and enhanced productivity.

roundCorner

Acquisition in 2019
roundCorner, Inc. specializes in cloud-based donor management solutions tailored for nonprofit organizations, public media, and higher education institutions. Founded in 2009 and headquartered in Berkeley, California, with additional offices in Cambridge and New York, roundCorner offers a suite of products including roundCause, a constituent relationship management and marketing automation system, and roundData, an integrated data warehouse that facilitates data migration and analytics. The company aims to enhance fundraising and grant management processes, enabling organizations to efficiently connect with their constituents and maximize their impact. As a premier solution partner of Salesforce.org, roundCorner leverages cloud computing to support its clients in achieving their missions effectively.

The Athene Group

Venture Round in 2018
Athene is a technology development company that offers a range of tailor-made, strategies and consultation services to help businesses across diverse industries tackle their customer relationship management (CRM) and cloud-based challenges. Skience, the company’s Salesforce-based, data aggregation, and books and records solution, makes itself valuable to the wealth management industry by gathering and then filtering important data to optimize client reporting processes. Athene also helps organizations strategize, implement, and support cloud solutions in their businesses.

Tenfold

Series B in 2018
Tenfold is a company that specializes in customer service technology aimed at enhancing customer interactions across voice and digital channels. Its software aggregates business data from sales, service, and marketing, providing a unified, real-time view of the customer. This integration with customer relationship management systems and phone systems allows businesses to respond promptly and make informed decisions, ultimately improving customer satisfaction and driving business growth. Through its intelligent integrated desktop agent, Tenfold facilitates effective customer conversations by leveraging both voice capabilities and CRM insights.

CarServ

Seed Round in 2018
CarServ, Inc. is a software company based in Austin, Texas, that specializes in providing an automated communication and marketing platform for the auto repair industry. Founded in 2015, CarServ offers a comprehensive SaaS solution designed to enhance operational efficiency and customer interaction for automotive repair businesses. The platform enables clients to manage their back-office operations and streamline customer communication throughout the repair process, thereby improving customer retention and satisfaction. By leveraging machine learning, CarServ's software automates various aspects of the workflow, reducing errors and stress while ultimately increasing profitability for repair facilities. The company's focus on delivering insights and data-driven solutions positions it as a key player in the automotive repair sector.

4C Consulting

Series A in 2018
4C Consulting is a management consultancy firm specializing in customized solutions for marketing, sales, and customer service. As a Platinum Salesforce partner, the company excels in integrating Salesforce with various cloud applications, offering expertise across customer 360, e-commerce, quote to cash, and DocuSign's Agreement Cloud. 4C Consulting is dedicated to fostering client success by thoroughly understanding clients' challenges and building long-term relationships. The firm focuses on designing, consulting, implementing, and supporting Salesforce services and solutions, aiming to help businesses create intelligent, omnichannel platforms that enhance customer-centric experiences.

Kooltra

Series A in 2018
Kooltra Ltd. is a technology company based in Toronto, Canada, that develops and operates an enterprise platform designed for foreign exchange brokerages. Founded in 2012, Kooltra's platform facilitates the digitization and automation of post-trade operations, allowing financial institutions to streamline processes, enhance customer engagement, and improve security. The company's software provides a comprehensive suite of features, including cash management, customer relationship management, transaction processing, risk management, and business intelligence. By offering these tools, Kooltra enables businesses in the foreign exchange sector to optimize their operations and reduce the potential for human error.

Tact.ai

Series C in 2018
Tact.ai, established in 2011 and based in Redwood City, California, specializes in a conversational AI platform designed for enterprise sales teams. The platform, Tact.ai, automates administrative tasks through AI Sales Assistance, which uses chat and voice, and facilitates collaboration with Intelligent Workspace, creating deal rooms controlled by sellers. Tact.ai serves a diverse range of industries, including technology, sales, and Fortune 500 companies, across the United States, Europe, and India.

UPWARD

Series D in 2018
UPWARD, Inc. is a Tokyo-based company founded in 2002 that specializes in cloud-based customer relationship management (CRM) services, particularly for field sales operations. The company offers geographical information systems (GIS) and location-based services (LBS) solutions designed to enhance the efficiency of sales teams. By integrating customer contact information with location data, UPWARD's services simplify the process of managing customer visits and scheduling for sales personnel who often operate away from the office. The company's products are marketed under the GRASS and MapServer brand names. UPWARD collaborates with various partners, including DM Solutions Group and MapInfo Corporation, to further enhance its offerings.

Tier1 Financial Solutions

Venture Round in 2018
Tier1 Financial Solutions specializes in providing cloud-based customer relationship management software tailored for the financial industry, particularly for capital markets. The company offers a suite of solutions that includes client relationship management, compliance with know-your-customer (KYC) regulations, anti-money laundering measures, and fraud prevention. Its software enhances productivity, reduces relationship risks, and improves customer return on investment. By augmenting the Salesforce platform with a robust security engine and tailored workflows, Tier1 addresses the specific needs of professionals in research, sales and trading, corporate and investment banking, and investment management. Trusted by over 19,000 users globally, Tier1’s scalable solutions foster collaboration, transparency, and communication within the institutional financial ecosystem, helping organizations optimize engagement and achieve operational efficiency.

FunnelCake

Grant in 2018
FunnelCake provides an analytical marketing platform that assists B2B marketing teams in optimizing their buyer journey and enhancing revenue generation. The platform consolidates data from various sources, including automation tools, customer relationship management (CRM) systems, marketing campaigns, and revenue operation reports. This integration allows for improved collaboration between sales and marketing teams, enabling clients to better understand their impact on the buyer journey. By leveraging FunnelCake's capabilities, businesses can drive efficient growth, increase deal volume, and boost conversion rates, ultimately accelerating revenue at scale.

CloudCraze

Acquisition in 2018
CloudCraze, established in 2009 and headquartered in Chicago, Illinois, specializes in enterprise-level B2B and B2C e-commerce solutions. It develops and delivers these solutions natively on the Salesforce cloud platform, enabling businesses to rapidly deploy mobile-ready storefronts, generate online revenues, and engage customers across commerce, content, and community. CloudCraze's platform seamlessly integrates e-commerce with customer relationship management (CRM), providing a 360-degree view of the customer and facilitating data and process sharing within a single Salesforce instance. It operates as a subsidiary of Salesforce.com, Inc., and is a Platinum Salesforce ISV Partner, serving prominent clients such as Coca-Cola, Avid, and L'Oréal.

Devenson

Series A in 2018
Devenson SAS is a digital services company based in Boulogne-Billancourt, France, specializing in consulting and implementation services for customer relationship management (CRM) software and various business applications. Founded in 2010, Devenson offers expertise in sales, marketing, and service solutions, with a focus on enhancing digital transformation for its clients. The company provides support for marketing automation systems, particularly Pardot, and facilitates the integration of third-party applications and web services. As a subsidiary of Viseo Business Solutions, Devenson is dedicated to designing tailored solutions that deliver competitive advantages for its customers, ensuring improved performance and responsiveness in their operations.

DigitalGenius

Series A in 2017
DigitalGenius, Inc. is a company that specializes in developing artificial intelligence software solutions aimed at enhancing customer service operations, particularly in the E-commerce sector. Founded in 2013 and located in San Francisco, California, DigitalGenius offers a platform that utilizes advanced AI technologies, including conversational AI and visual recognition, to automate and optimize customer interactions across various channels. The platform effectively analyzes incoming messages, predicts metadata, routes inquiries, and provides agents with helpful suggestions, which helps automate responses and improves the quality of customer conversations. By integrating deeply with existing systems, DigitalGenius enables companies to scale their customer service operations, ensuring efficient and effective resolution of inquiries while meeting and exceeding customer expectations.

Tier1 Financial Solutions

Venture Round in 2017
Tier1 Financial Solutions specializes in providing cloud-based customer relationship management software tailored for the financial industry, particularly for capital markets. The company offers a suite of solutions that includes client relationship management, compliance with know-your-customer (KYC) regulations, anti-money laundering measures, and fraud prevention. Its software enhances productivity, reduces relationship risks, and improves customer return on investment. By augmenting the Salesforce platform with a robust security engine and tailored workflows, Tier1 addresses the specific needs of professionals in research, sales and trading, corporate and investment banking, and investment management. Trusted by over 19,000 users globally, Tier1’s scalable solutions foster collaboration, transparency, and communication within the institutional financial ecosystem, helping organizations optimize engagement and achieve operational efficiency.

Simplus

Series B in 2017
Simplus is a Platinum Salesforce partner focused on quote-to-cash implementations and enterprise-wide digital transformation. The company offers a range of services, including advisory, implementation, change management, and custom configuration, as well as managed services. Additionally, Simplus develops cloud integration software that helps organizations streamline workflows and business processes. Its proprietary integration platform provides data synchronization services that facilitate the integration of data, allowing clients to efficiently manage and move data between systems without unnecessary complexity. Through these capabilities, Simplus supports businesses in achieving operational efficiency and enhanced productivity.

MapAnything

Series C in 2017
MapAnything, Inc. is a geo-productivity software company that develops solutions designed to enhance productivity and planning for businesses using Salesforce and ServiceNow. Founded in 2006 and based in Charlotte, North Carolina, with additional offices in Atlanta, Sydney, and London, MapAnything offers a suite of applications that include mapping, route planning, and territory management. Its flagship product, MapAnything, provides tools for field productivity, prospecting, and business process automation. The company also offers specialized solutions like MapAnything Live for IoT workflows and vehicle telematics, and MapAnything for ServiceNow, which focuses on IT service and asset management. With a diverse customer base exceeding 1,400 clients across various sectors—including financial services, healthcare, technology, and government—MapAnything is recognized as a Gold Salesforce App Innovation Partner and has received accolades for its innovative location analytics. The company, formerly known as Cloudbilt, Inc., rebranded in 2015 and operates as a subsidiary of Salesforce.

toBe marketing

Series B in 2017
toBe Marketing Co., Ltd., established in 2015 and based in Tokyo, Japan, specializes in marketing automation and client management system services. The company offers consulting and introduction services for various marketing tools, including social media collaboration, email distribution, and salesforce integration. Their mission is to enhance client engagement and drive sales growth by streamlining marketing and sales activities through digital technology.

Apttus

Series E in 2017
Apttus Corporation specializes in developing software solutions for quote-to-cash, contract management, digital commerce, and supplier relationship management. Founded in 2006 and headquartered in San Mateo, California, the company provides a comprehensive suite of applications designed to enhance business processes from initial customer interest to revenue realization. Its offerings include Configure-Price-Quote (CPQ), contract management, and revenue management solutions, all delivered on the Salesforce Platform. Apttus also features the Intelligent Middle Office Platform, aimed at automating critical revenue and relationship management processes. The company serves a diverse range of industries, including communication, energy, finance, healthcare, technology, life sciences, media and entertainment, public sector, and manufacturing. With additional offices in key locations worldwide, Apttus is positioned as a significant player in enterprise-class SaaS applications, driving efficiency and visibility for businesses.

Appiphony

Venture Round in 2017
Appiphony, LLC is a Chicago-based company that specializes in designing and developing Salesforce ISV applications. Founded in 2006, it has established itself as a key player in the Salesforce ecosystem, leveraging deep expertise to assist technology companies in extending their presence on the Salesforce platform. Appiphony offers a range of services including the development of custom applications, tools, and mentorship for the development community. Notable offerings include Strike, an open-source toolkit for accelerating Salesforce Lightning development, and ISV Quick Start, a workshop aimed at teaching ISV application building. The company also addresses user experience challenges faced by ISVs through its design practice, positioning itself as a comprehensive resource for independent software vendors seeking to launch and support their applications effectively. Appiphony's clientele includes prominent organizations such as Salesforce, Slack, and DocuSign, reflecting its capability to cater to leading technology firms.

Workato

Series A in 2017
Workato, Inc. is a cloud automation and integration platform based in Cupertino, California, that focuses on enhancing enterprise workflow automation across various applications. Founded in 2013, the company provides a suite of tools that facilitate the rapid creation and deployment of integrations, allowing businesses to streamline operations without the need for extensive coding. Its platform leverages machine learning and patented technology to enable efficient automation of complex business workflows while maintaining security and governance. Workato enhances sales efficiency and customer service by delivering comprehensive customer intelligence, automating data processes, and optimizing account management strategies. The platform also supports targeted marketing campaigns and e-commerce operations by offering a holistic view of customer interactions. By breaking down application silos, Workato empowers businesses to automate processes related to project onboarding, IT operations, and software management, thereby driving real-time outcomes and improving overall operational efficiency.

ZenIQ.io

Seed Round in 2017
ZenIQ, Inc. operates an account-based marketing and sales orchestration platform designed to streamline lead generation processes for B2B marketers. The ZenIQ platform integrates account-centric data from various sources, including CRM and marketing automation systems, to enhance data management and trigger alerts for critical changes. This functionality allows marketers to execute data-driven, multi-channel campaigns that engage all members of a target account's buying center. Additionally, ZenIQ offers a content management tool to facilitate lead acquisition, target account selection, and campaign execution, alongside a product called Playbase, which provides a collection of proven B2B marketing strategies. Founded in 2015 and based in Los Altos, California, ZenIQ serves clients such as CallidusCloud and Avalara, and operates as a subsidiary of 6Sense Insights Inc.

PractifI

Venture Round in 2017
Practifi is a leading customer relationship management (CRM) platform specifically designed for the wealth management sector. It aims to enhance the operations of registered investment advisors (RIAs), family offices, and broker-dealers by transforming data into actionable insights. The platform supports financial professionals by automating workflows, creating comprehensive client records, and providing advanced analytics within a unified experience. This functionality not only streamlines operations but also facilitates personalized client interactions, fostering stronger relationships and client loyalty. By integrating key insights and enhancing team collaboration, Practifi empowers firms to manage their client relationships effectively and drive organizational growth.

MapAnything

Series B in 2017
MapAnything, Inc. is a geo-productivity software company that develops solutions designed to enhance productivity and planning for businesses using Salesforce and ServiceNow. Founded in 2006 and based in Charlotte, North Carolina, with additional offices in Atlanta, Sydney, and London, MapAnything offers a suite of applications that include mapping, route planning, and territory management. Its flagship product, MapAnything, provides tools for field productivity, prospecting, and business process automation. The company also offers specialized solutions like MapAnything Live for IoT workflows and vehicle telematics, and MapAnything for ServiceNow, which focuses on IT service and asset management. With a diverse customer base exceeding 1,400 clients across various sectors—including financial services, healthcare, technology, and government—MapAnything is recognized as a Gold Salesforce App Innovation Partner and has received accolades for its innovative location analytics. The company, formerly known as Cloudbilt, Inc., rebranded in 2015 and operates as a subsidiary of Salesforce.

Krux

Acquisition in 2016
Krux Digital Inc. develops a cloud-based data management platform designed for marketers, media companies, publishers, and agencies on a global scale. The platform consolidates consumer data from various sources and devices, analyzes individual preferences, and activates this data in real time across multiple channels, including desktop, mobile, social, and video. Founded in 2010 and headquartered in San Francisco, Krux operates additional offices in major cities worldwide. The company provides a comprehensive range of services, including audience data management, identity management, and cross-channel frequency management. With its platform, Krux enables businesses to deliver tailored content, advertising, and shopping experiences, making it easier to engage audiences effectively. As of November 2016, Krux operates as a subsidiary of Salesforce.com.

Simplus

Series A in 2016
Simplus is a Platinum Salesforce partner focused on quote-to-cash implementations and enterprise-wide digital transformation. The company offers a range of services, including advisory, implementation, change management, and custom configuration, as well as managed services. Additionally, Simplus develops cloud integration software that helps organizations streamline workflows and business processes. Its proprietary integration platform provides data synchronization services that facilitate the integration of data, allowing clients to efficiently manage and move data between systems without unnecessary complexity. Through these capabilities, Simplus supports businesses in achieving operational efficiency and enhanced productivity.

Emark

Series B in 2016
Emark is a prominent marketing technology company that specializes in developing email and online marketing automation tools aimed at delivering data-driven campaigns and fostering personalized customer interactions. The company provides a comprehensive marketing technology stack and strategy that it implements and integrates within organizations, enhancing their digital communication channels. Emark is recognized as the largest and most innovative Salesforce Marketing Cloud Platinum Partner in Europe, serving a diverse portfolio of leading companies, including KLM, Philips, and Bugaboo. Headquartered in Amsterdam, with additional offices in Barcelona and London, Emark enables marketers to effectively reach their customers through cloud marketing and commerce management, along with robust data analytics and marketing intelligence solutions.

toBe marketing

Venture Round in 2016
toBe Marketing Co., Ltd., established in 2015 and based in Tokyo, Japan, specializes in marketing automation and client management system services. The company offers consulting and introduction services for various marketing tools, including social media collaboration, email distribution, and salesforce integration. Their mission is to enhance client engagement and drive sales growth by streamlining marketing and sales activities through digital technology.

Helpshift

Series B in 2016
Helpshift, Inc. is a company that specializes in mobile customer service software, providing a support platform designed for both mobile and web applications. Established in 2012 and headquartered in San Francisco, Helpshift addresses the specific needs of the mobile era by offering an in-app help experience. Its platform features functionalities such as in-app FAQs, chat, a comprehensive CRM ticketing system, campaigns, and surveys, all aimed at enhancing customer engagement. Helpshift pioneered in-app messaging for support, allowing users to resolve issues without leaving their apps. Utilizing automation through bots, the platform can handle up to 90% of user inquiries, significantly improving response times and lowering costs. Helpshift serves a wide range of prominent clients, including Supercell, Tencent, and Microsoft, and is installed on two billion devices worldwide, reaching over 820 million active consumers each month.

Implisit

Acquisition in 2016
Implisit specializes in enhancing sales team efficiency through data-entry automation and intelligent data analysis. By integrating with existing customer relationship management (CRM) systems, Implisit's platform scans signals and interprets text from CRM, calendars, and email communications. This technology captures and analyzes interactions with prospects and clients, automatically aligning them with CRM records to deliver timely, actionable insights. As a result, sales representatives receive alerts on deals and performance metrics, empowering them to make informed decisions. Managers benefit from the assurance that CRM data remains current and accurate, enabling more effective oversight of sales activities. Overall, Implisit's services drive revenue growth by focusing sales efforts on critical actions informed by real-time data analysis.

DigitalGenius

Seed Round in 2016
DigitalGenius, Inc. is a company that specializes in developing artificial intelligence software solutions aimed at enhancing customer service operations, particularly in the E-commerce sector. Founded in 2013 and located in San Francisco, California, DigitalGenius offers a platform that utilizes advanced AI technologies, including conversational AI and visual recognition, to automate and optimize customer interactions across various channels. The platform effectively analyzes incoming messages, predicts metadata, routes inquiries, and provides agents with helpful suggestions, which helps automate responses and improves the quality of customer conversations. By integrating deeply with existing systems, DigitalGenius enables companies to scale their customer service operations, ensuring efficient and effective resolution of inquiries while meeting and exceeding customer expectations.

Netomi

Seed Round in 2016
Netomi develops a conversational artificial intelligence platform designed to enhance customer experiences for brands and businesses. The platform enables seamless interactions on mobile messaging applications, allowing users to make product recommendations, inquire about product availability, and receive assistance with purchases. Additionally, it automates routine customer service tasks across various sectors, including retail, e-commerce, gaming, telecommunications, and travel. Netomi's solutions support multiple channels, such as messaging, chat, email, and voice, and are designed to be easily integrated with popular tools like Zendesk, Salesforce, and Shopify. Founded in 2015 and based in San Mateo, California, with additional offices in New York and Gurugram, India, Netomi has established itself as a leader in customer experience AI, emphasizing operational efficiency and customer satisfaction. Its no-code deployment model allows for quick implementation and scalability, enabling businesses to meet evolving customer expectations effectively.

Qubit

Series C in 2016
Qubit Digital Limited specializes in software solutions that collect and process extensive data sets to enhance online customer experiences. The company develops and licenses technology for web data processing, offering a variety of services including tag management, marketing attribution, customer intelligence, and web personalization. Key offerings include OpenTag, an open-source tag management solution that improves website efficiency, and Qubit Pro, a personalization platform that leverages customer data to influence user behavior. Its customer analytics solutions encompass behavioral attribution and usability labs, while automation tools facilitate web testing and personalized experiences. Qubit serves various sectors, including e-commerce, publishing, and lead generation, with a focus on helping businesses understand and influence customer behavior to drive revenue and improve marketing efficiency. Founded in 2010 and headquartered in London, Qubit has expanded its presence with offices in major cities across the United States and Europe.

NewVoiceMedia

Series F in 2016
NewVoiceMedia Limited is a UK-based technology company that specializes in cloud contact center solutions. Established in 1998, the company offers software that enables businesses to manage and route calls efficiently, support remote workforces, and integrate seamlessly with CRM systems. Its solutions include inbound call centre software, mobile and home working capabilities, disaster recovery services, and more. With offices across Europe, Australia, and the United States, NewVoiceMedia serves over 750 customers worldwide, helping them enhance sales and customer service. As of late 2018, the company operates as a subsidiary of Vonage Holdings Corp.

Fluido

Venture Round in 2016
Fluido is a cloud-based consulting firm located in Espoo, Finland, specializing in the Salesforce ecosystem. The company focuses on enhancing customer engagement for large enterprises and growth-oriented SMEs through its expertise in customer relationship management applications. Fluido offers a range of services including certified consulting, development, integration, and training. By leveraging data analysis, Fluido aims to provide clarity and insights that help clients improve their marketing, sales, and customer service efforts. This approach enables businesses to engage more effectively with customers, partners, and employees, ultimately driving efficiency and better service delivery.

SteelBrick

Acquisition in 2015
SteelBrick is a provider of quote-to-cash application software, specializing in Configure Price Quote (CPQ) and Subscription Billing solutions. Its offerings are designed for small and mid-sized companies, enabling them to generate accurate sales quotes, proposals, orders, and contracts efficiently. Built 100% native on the Salesforce Platform and Salesforce1 Mobile, SteelBrick's applications facilitate rapid deployment, completing implementations five to ten times faster than traditional CPQ and billing software. Additionally, SteelBrick Billing oversees billing, payments, and revenue recognition, while SteelBrick Analytics, leveraging Salesforce Wave, offers dynamic insights. The company has attracted over 300 customers, including high-growth firms and established enterprises, reflecting its robust presence in the market.

MapAnything

Series A in 2015
MapAnything, Inc. is a geo-productivity software company that develops solutions designed to enhance productivity and planning for businesses using Salesforce and ServiceNow. Founded in 2006 and based in Charlotte, North Carolina, with additional offices in Atlanta, Sydney, and London, MapAnything offers a suite of applications that include mapping, route planning, and territory management. Its flagship product, MapAnything, provides tools for field productivity, prospecting, and business process automation. The company also offers specialized solutions like MapAnything Live for IoT workflows and vehicle telematics, and MapAnything for ServiceNow, which focuses on IT service and asset management. With a diverse customer base exceeding 1,400 clients across various sectors—including financial services, healthcare, technology, and government—MapAnything is recognized as a Gold Salesforce App Innovation Partner and has received accolades for its innovative location analytics. The company, formerly known as Cloudbilt, Inc., rebranded in 2015 and operates as a subsidiary of Salesforce.

Full Circle Insights

Series B in 2015
Full Circle Insights operates a marketing performance management platform designed to provide marketers with comprehensive solutions for attributing deals to the appropriate campaigns, thereby ensuring accurate return on investment (ROI). The platform centralizes marketing data, enabling users to access crucial insights and answers to their marketing inquiries efficiently. Built entirely on Salesforce.com, it integrates seamlessly with leading marketing automation tools, enhancing its usability. Founded by experienced professionals from Salesforce and the marketing automation sector, the company focuses on empowering marketers with the necessary information to make informed decisions and drive revenue growth. Through its platform, Full Circle Insights facilitates a data-driven approach to marketing, offering complete funnel metrics that support effective planning and strategy development.

SteelBrick

Series C in 2015
SteelBrick is a provider of quote-to-cash application software, specializing in Configure Price Quote (CPQ) and Subscription Billing solutions. Its offerings are designed for small and mid-sized companies, enabling them to generate accurate sales quotes, proposals, orders, and contracts efficiently. Built 100% native on the Salesforce Platform and Salesforce1 Mobile, SteelBrick's applications facilitate rapid deployment, completing implementations five to ten times faster than traditional CPQ and billing software. Additionally, SteelBrick Billing oversees billing, payments, and revenue recognition, while SteelBrick Analytics, leveraging Salesforce Wave, offers dynamic insights. The company has attracted over 300 customers, including high-growth firms and established enterprises, reflecting its robust presence in the market.

Talkdesk

Series A in 2015
Talkdesk, Inc. is a developer of cloud-based call center software that enables businesses to enhance customer engagement and streamline their operations. Founded in 2011 and headquartered in San Francisco, California, the company provides an end-to-end enterprise contact center platform that integrates various functionalities, including customer relationship management, workforce engagement, and analytics. Talkdesk's solutions facilitate improved call handling, offering real-time insights into customer interactions and performance metrics. This allows businesses to optimize customer experiences, generate leads, and boost sales revenue while enhancing customer satisfaction and loyalty. The platform supports integration with various IT service management and customer service management systems, making it adaptable to the evolving needs of sales and support teams. Talkdesk serves over 1,400 clients globally, including notable enterprises like IBM and Acxiom, and maintains additional offices in locations such as London, Lisbon, Madrid, and Salt Lake City.

Apttus

Series C in 2015
Apttus Corporation specializes in developing software solutions for quote-to-cash, contract management, digital commerce, and supplier relationship management. Founded in 2006 and headquartered in San Mateo, California, the company provides a comprehensive suite of applications designed to enhance business processes from initial customer interest to revenue realization. Its offerings include Configure-Price-Quote (CPQ), contract management, and revenue management solutions, all delivered on the Salesforce Platform. Apttus also features the Intelligent Middle Office Platform, aimed at automating critical revenue and relationship management processes. The company serves a diverse range of industries, including communication, energy, finance, healthcare, technology, life sciences, media and entertainment, public sector, and manufacturing. With additional offices in key locations worldwide, Apttus is positioned as a significant player in enterprise-class SaaS applications, driving efficiency and visibility for businesses.

PersistIQ

Seed Round in 2015
PersistIQ is a sales outreach platform that streamlines prospecting and communication for sales teams. It automates various tasks including email outreach, follow-ups, and calls, allowing users to efficiently manage their sales processes. The software helps organizations find prospects' email addresses and personalize outreach efforts, ultimately leading to more successful meetings. By unifying sales communication and workflow, PersistIQ shortens the sales cycle and enhances the effectiveness of outbound campaigns by eliminating duplicate contacts. This functionality supports enterprises in crafting targeted and effective marketing strategies.

Introhive

Series B in 2015
Introhive, Inc. is a Canadian company based in Fredericton that specializes in developing contact mining software applications and a revenue acceleration platform. Founded in 2012 by Jody Glidden and Stewart Walchli, Introhive offers a Software as a Service (SaaS) solution aimed at enhancing customer experience management and increasing organizational revenues. The platform integrates relationship intelligence into customer relationship management (CRM) systems through data automation and sales acceleration features. It enables organizations to transform disorganized data into actionable insights, facilitating processes such as sales hiring, prospecting, territory assignment, renewals, and lead scoring. Through its enterprise relationship management solution, Introhive provides valuable insights that drive productivity and improve CRM adoption.

6Sense

Series B in 2015
6sense is a developer of a predictive intelligence platform that enhances revenue growth for organizations. The company utilizes artificial intelligence, big data, and machine learning to provide comprehensive visibility across the customer journey, from brand awareness to revenue generation. Its platform captures anonymous buying signals and buyer intent data, allowing sales, marketing, and customer success teams to target the right accounts effectively. By recommending optimal channels and messages, 6sense removes guesswork and inefficiencies from the sales process, leading to improved pipeline quality, accelerated sales velocity, and higher conversion rates. Through its innovative approach, 6sense aims to empower revenue teams to grow revenue predictably and efficiently.

Speakeasy

Series A in 2015
Speakeasy Tech, Inc. is a San Francisco-based company that specializes in mobile conferencing application software designed to enhance communication and collaboration for businesses. Founded in 2014, the platform provides an intuitive solution for online meetings, enabling users to connect effectively with customers and colleagues. Key features include automatic meeting summaries that track attendance, participation, and call duration, as well as notifications for attendees running late. Speakeasy's technology aims to transform traditional conference call experiences into engaging interactions, ultimately helping businesses increase productivity and strengthen relationships. The application also integrates with customer relationship management systems, assisting users in identifying next steps to drive sales.

SteelBrick

Series B in 2015
SteelBrick is a provider of quote-to-cash application software, specializing in Configure Price Quote (CPQ) and Subscription Billing solutions. Its offerings are designed for small and mid-sized companies, enabling them to generate accurate sales quotes, proposals, orders, and contracts efficiently. Built 100% native on the Salesforce Platform and Salesforce1 Mobile, SteelBrick's applications facilitate rapid deployment, completing implementations five to ten times faster than traditional CPQ and billing software. Additionally, SteelBrick Billing oversees billing, payments, and revenue recognition, while SteelBrick Analytics, leveraging Salesforce Wave, offers dynamic insights. The company has attracted over 300 customers, including high-growth firms and established enterprises, reflecting its robust presence in the market.

Apttus

Series B in 2015
Apttus Corporation specializes in developing software solutions for quote-to-cash, contract management, digital commerce, and supplier relationship management. Founded in 2006 and headquartered in San Mateo, California, the company provides a comprehensive suite of applications designed to enhance business processes from initial customer interest to revenue realization. Its offerings include Configure-Price-Quote (CPQ), contract management, and revenue management solutions, all delivered on the Salesforce Platform. Apttus also features the Intelligent Middle Office Platform, aimed at automating critical revenue and relationship management processes. The company serves a diverse range of industries, including communication, energy, finance, healthcare, technology, life sciences, media and entertainment, public sector, and manufacturing. With additional offices in key locations worldwide, Apttus is positioned as a significant player in enterprise-class SaaS applications, driving efficiency and visibility for businesses.

Qubit

Series B in 2014
Qubit Digital Limited specializes in software solutions that collect and process extensive data sets to enhance online customer experiences. The company develops and licenses technology for web data processing, offering a variety of services including tag management, marketing attribution, customer intelligence, and web personalization. Key offerings include OpenTag, an open-source tag management solution that improves website efficiency, and Qubit Pro, a personalization platform that leverages customer data to influence user behavior. Its customer analytics solutions encompass behavioral attribution and usability labs, while automation tools facilitate web testing and personalized experiences. Qubit serves various sectors, including e-commerce, publishing, and lead generation, with a focus on helping businesses understand and influence customer behavior to drive revenue and improve marketing efficiency. Founded in 2010 and headquartered in London, Qubit has expanded its presence with offices in major cities across the United States and Europe.

RelateIQ

Acquisition in 2014
RelateIQ, now known as SalesforceIQ, is a provider of a professional relationship management platform designed to enhance customer relationship management. The platform automatically captures communication data from various sources, including email, phone calls, calendars, and social networks, allowing users to manage and analyze their interactions with sales prospects effectively. By leveraging advanced data science capabilities, RelateIQ delivers valuable insights that help users close deals more efficiently. The platform is accessible across multiple devices, including mobile applications and browser extensions, facilitating collaboration among teams. Ultimately, RelateIQ aims to drive revenue growth while streamlining workflows, making the sales process more efficient and less burdensome for its users.

NewVoiceMedia

Series E in 2014
NewVoiceMedia Limited is a UK-based technology company that specializes in cloud contact center solutions. Established in 1998, the company offers software that enables businesses to manage and route calls efficiently, support remote workforces, and integrate seamlessly with CRM systems. Its solutions include inbound call centre software, mobile and home working capabilities, disaster recovery services, and more. With offices across Europe, Australia, and the United States, NewVoiceMedia serves over 750 customers worldwide, helping them enhance sales and customer service. As of late 2018, the company operates as a subsidiary of Vonage Holdings Corp.

Lanetix

Series A in 2014
Lanetix is an information technology company that specializes in the fields of CRM and logistics. It features CRM software exclusively for the global logistics and transportation industry. The company provides cloud-based collaboration, customer lifecycle, and digital process automation (DPA) platform for the companies. It was founded in 2013 and headquartered in San Francisco, California.

Selligy

Series A in 2013
Selligy offers a mobile service that integrates a smartphone application with a robust back-end system, designed to enhance the productivity of salespeople and their managers. This platform consolidates essential information to assist sales professionals in their efforts and enables sales managers to effectively oversee their teams. Selligy's technology complements existing customer relationship management (CRM) systems, allowing organizations to leverage their current infrastructure while optimizing sales processes. By directing sales teams towards the most promising opportunities, Selligy empowers businesses to improve their sales performance.

NewVoiceMedia

Series C in 2013
NewVoiceMedia Limited is a UK-based technology company that specializes in cloud contact center solutions. Established in 1998, the company offers software that enables businesses to manage and route calls efficiently, support remote workforces, and integrate seamlessly with CRM systems. Its solutions include inbound call centre software, mobile and home working capabilities, disaster recovery services, and more. With offices across Europe, Australia, and the United States, NewVoiceMedia serves over 750 customers worldwide, helping them enhance sales and customer service. As of late 2018, the company operates as a subsidiary of Vonage Holdings Corp.

Apttus

Series A in 2013
Apttus Corporation specializes in developing software solutions for quote-to-cash, contract management, digital commerce, and supplier relationship management. Founded in 2006 and headquartered in San Mateo, California, the company provides a comprehensive suite of applications designed to enhance business processes from initial customer interest to revenue realization. Its offerings include Configure-Price-Quote (CPQ), contract management, and revenue management solutions, all delivered on the Salesforce Platform. Apttus also features the Intelligent Middle Office Platform, aimed at automating critical revenue and relationship management processes. The company serves a diverse range of industries, including communication, energy, finance, healthcare, technology, life sciences, media and entertainment, public sector, and manufacturing. With additional offices in key locations worldwide, Apttus is positioned as a significant player in enterprise-class SaaS applications, driving efficiency and visibility for businesses.

roundCorner

Series A in 2013
roundCorner, Inc. specializes in cloud-based donor management solutions tailored for nonprofit organizations, public media, and higher education institutions. Founded in 2009 and headquartered in Berkeley, California, with additional offices in Cambridge and New York, roundCorner offers a suite of products including roundCause, a constituent relationship management and marketing automation system, and roundData, an integrated data warehouse that facilitates data migration and analytics. The company aims to enhance fundraising and grant management processes, enabling organizations to efficiently connect with their constituents and maximize their impact. As a premier solution partner of Salesforce.org, roundCorner leverages cloud computing to support its clients in achieving their missions effectively.

Introhive

Series B in 2013
Introhive, Inc. is a Canadian company based in Fredericton that specializes in developing contact mining software applications and a revenue acceleration platform. Founded in 2012 by Jody Glidden and Stewart Walchli, Introhive offers a Software as a Service (SaaS) solution aimed at enhancing customer experience management and increasing organizational revenues. The platform integrates relationship intelligence into customer relationship management (CRM) systems through data automation and sales acceleration features. It enables organizations to transform disorganized data into actionable insights, facilitating processes such as sales hiring, prospecting, territory assignment, renewals, and lead scoring. Through its enterprise relationship management solution, Introhive provides valuable insights that drive productivity and improve CRM adoption.

Taptera

Series B in 2013
Taptera Inc. develops mobile enterprise software solutions designed to enhance productivity for employees on the go. The company offers applications such as Colleagues, a mobile employee directory, and Sophia, which enables sales professionals to update Salesforce.com entries directly from their mobile devices. Founded in 2011 and headquartered in San Francisco, Taptera focuses on creating fast, user-friendly, and secure mobile applications that simplify enterprise infrastructure. The company's leadership and development teams have extensive experience in technical and design roles at notable organizations. As of October 2016, Taptera operates as a subsidiary of Showpad BVBA.

Datahug

Series A in 2013
Datahug Limited, also known as CRM Pulse Ltd, specializes in sales optimization solutions designed to enhance the productivity and accuracy of sales teams. Founded in 2009 and based in Dublin, Ireland, with an additional office in Washington DC, the company offers various tools including collaborative forecasting and pipeline management solutions. Datahug utilizes machine learning algorithms to automatically analyze deal activity, providing actionable insights that help sales representatives close deals more effectively. Its features include Pipeline Management, which assesses deals based on factual data, and Forecast Rollup, which maintains an up-to-date company-wide forecast. Additionally, Datahug provides Activity Tracking to monitor team engagement and Coaching Metrics to guide sales personnel in achieving their targets. By leveraging these tools, organizations can significantly improve forecast accuracy and close rates, ultimately driving revenue growth. Datahug operates as a subsidiary of Callidus Software Inc. since November 2016.

UPWARD

Venture Round in 2013
UPWARD, Inc. is a Tokyo-based company founded in 2002 that specializes in cloud-based customer relationship management (CRM) services, particularly for field sales operations. The company offers geographical information systems (GIS) and location-based services (LBS) solutions designed to enhance the efficiency of sales teams. By integrating customer contact information with location data, UPWARD's services simplify the process of managing customer visits and scheduling for sales personnel who often operate away from the office. The company's products are marketed under the GRASS and MapServer brand names. UPWARD collaborates with various partners, including DM Solutions Group and MapInfo Corporation, to further enhance its offerings.

Magnet 360

Series B in 2013
Magnet 360, LLC offers consulting and implementation services focused on Salesforce multi-cloud strategies. Established in 2004 and headquartered in Minneapolis, Minnesota, with additional locations in New York, Chicago, and Los Angeles, the company specializes in helping organizations align their go-to-market goals with innovative solutions, including marketing automation and community cloud offerings. Magnet 360 serves a diverse clientele across various sectors, such as finance, healthcare, hospitality, manufacturing, technology, and retail, both in the United States and internationally. The firm emphasizes the integration of key marketing disciplines, facilitating client engagement through customer relationship management, branded applications, and social campaign management. As of 2016, Magnet 360 operates as a subsidiary of MindTree Limited.

BigMachines

Venture Round in 2012
BigMachines is a leading provider of cloud-based software solutions designed to enhance B2B sales processes. Its offerings include tools for product configuration, pricing, quoting, and proposal generation, which help companies streamline their sales from opportunity to order. By utilizing BigMachines' software, sales teams can efficiently configure products, manage complex pricing, generate quotes and legal contracts, and oversee order management. The platform integrates seamlessly with major CRM and ERP systems, enhancing its utility for users. BigMachines serves a diverse array of industries, including software, high technology, manufacturing, medical devices, and financial services. Its expanding customer base features notable global organizations such as Kodak, Siemens, and NTT Communications, alongside innovative growth companies like Acme Packet and Voltaire.

Arxxus

Series A in 2012
Arxxus is a prominent Salesforce partner in the Asia Pacific region, established in 2009. With a team of over 140 professionals, the company has collaborated with more than 500 organizations across various sectors, including government, financial services, manufacturing, distribution, and retail. Arxxus specializes in identifying, developing, and implementing effective Salesforce strategies tailored to enhance sales, marketing, IT, and customer service functions. In addition to initial implementation, the firm offers ongoing support and innovation services to maximize the value of Salesforce solutions for its clients. The team operates from locations in Sydney, Melbourne, Pune, and Bengaluru, boasting a collective expertise of over 500 Salesforce certifications. Arxxus is dedicated to fostering customer success and continuously evolving its services to meet the needs of its clients.

InsightSquared

Series A in 2012
InsightSquared is a Boston-based company founded in 2010, with an additional office in Austin, Texas. It specializes in developing a comprehensive Revenue Intelligence Platform for B2B organizations worldwide. The platform integrates six solutions: Tiles (sales analytics), Slate (report builder), marketing analytics, report authoring, and staffing analytics. These tools empower revenue professionals to make data-driven decisions by providing real-time insights into sales performance, pipeline health, conversion rates, coaching opportunities, forecast accuracy, and competitive win rates. The platform offers pre-built reports such as activity tracking, sales forecasts, goal setting, employee scorecards, and win-loss analysis, enabling small and medium-sized enterprises (SMEs) to visualize and act upon key performance indicators (KPIs), improve forecasting, manage pipelines, and support executive planning and analysis.
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