crm

(173)
Company
Stridely Solutions makes the handoffs work
Enterprise · Ai · Saas

Stridely Solutions makes the handoffs work

A building model, a factory invoice, an energy dashboard. Stridely Solutions works where useful software meets the messy business of getting things done.

it-consulting · enterprise-softwareRead →
Company
Robert Slack LLC made the follow-up the business.
Consumer · Enterprise

Robert Slack LLC made the follow-up the business.

A $168 purchase of online leads helped start a Florida brokerage. The harder part was building a company that could keep calling after everyone else stopped.

real-estate · real-estate-brokerageRead →
Company
Talent Stacker and the missing step between certified and hired
Education

Talent Stacker and the missing step between certified and hired

A Salesforce certificate can prove what you know. Talent Stacker builds a business around the harder question: can you persuade someone to let you do the work?

salesforce · career-developmentRead →
Company
Kepler makes the connections.
Media · Enterprise · Ai

Kepler makes the connections.

The agency connects data, creative, and media buying in one system. Its client work reveals why better marketing starts with asking what the numbers actually mean.

digital-marketing · media-buyingRead →
Company
Moatable Found Its Moat in the Daily Grind
Saas · Ai · Enterprise

Moatable Found Its Moat in the Daily Grind

A real estate agent and a long-haul trucker have more in common than you think. Moatable is building a software business around the small decisions that make their working days pay.

vertical-saas · real-estate-softwareRead →
Company
Software Experts and the art of following up.
Saas

Software Experts and the art of following up.

The California listing promotes Thryv, a platform built around an ordinary business problem: getting the next customer is only useful if you can handle what happens next.

small-business-software · crmRead →
Company
VRP Consulting makes the merger work
Enterprise · Developer Tools · Ai

VRP Consulting makes the merger work

Buying Salesforce is the easy part. VRP Consulting handles the awkward work of making acquired businesses, scattered data and everyday human habits operate together.

salesforce-consulting · crmRead →
Company
vCustomer made distance disappear.
Enterprise

vCustomer made distance disappear.

The offshore support company put internet calls, trained agents and close supervision to work together. Its most useful lesson sits behind the headset.

bpo · customer-supportRead →
Company
Velosio makes the handoffs work.
Enterprise · Saas · Ai

Velosio makes the handoffs work.

A sale becomes a project. A project becomes an invoice. Velosio works in the awkward spaces between them - where growing companies often lose track of their own business.

microsoft-dynamics-365 · erp-implementationRead →
Company
Linda Blair makes software a people business.
Saas

Linda Blair makes software a people business.

A small business can buy a dashboard in minutes. Linda Blair’s work with Thryv shows why getting someone to use it can take a much more human investment.

digital-marketing · small-business-softwareRead →
Company
GALE makes the data worth opening
Media · Enterprise · Ai

GALE makes the data worth opening

A burrito order can become a story. GALE has built a business around connecting customer intelligence, creative work, and the next purchase.

marketing-agency · advertisingRead →
Company
Himflax Group makes the boring bits work
Enterprise · Ecommerce · Ai

Himflax Group makes the boring bits work

An online checkout. A hard-to-fill role. A website that needs customers. Himflax Group sells the work between a business idea and a business that runs.

it-services · software-developmentRead →
Company
Boostr and the expensive gap between sold and paid
Saas · Enterprise · Media

Boostr and the expensive gap between sold and paid

An advertising deal can look splendid in a sales forecast and rather less splendid on an invoice. Boostr connects the people, promises and delivery data that decide how much of it becomes revenue.

ad-sales · media-operationsRead →
Company
Ease Health Wants to Get Therapists Out of the Paperwork Business
Ai · Health · Saas

Ease Health Wants to Get Therapists Out of the Paperwork Business

A $41 million bet on a quieter kind of healthcare improvement: connect the first phone call, the clinical note, and the insurance claim, so the same work stops happening twice.

behavioral-health · mental-healthRead →
Company
Aurea wants your software bill to buy more software
Enterprise · Saas · Ai

Aurea wants your software bill to buy more software

Aurea built an enterprise software library by acquisition, then gave customers a way to reuse their spending across it. Its turn toward AI puts a new question behind the old subscription: how much useful work can one bill buy?

enterprise-software · ai-consultingRead →
Company
Datacor knows where the batch went
Enterprise · Saas · Logistics

Datacor knows where the batch went

A chemical business runs on recipes, records and awkward little exceptions. Datacor has spent four decades turning those exceptions into software - and is now buying its way deeper into the plant.

process-manufacturing · chemical-distributionRead →
Company
XAPT and the art of making 700 things agree
Enterprise · Saas · Logistics

XAPT and the art of making 700 things agree

A heavy equipment dealer sells a machine once, then spends years keeping it useful. XAPT’s NAXT365 puts that long relationship into one system - and asks the dealership to change with it.

equipment-dealer-software · dealer-management-systemRead →
Company
Marquis knows why 33 replies can beat 15,000 impressions
Fintech · Saas · Enterprise

Marquis knows why 33 replies can beat 15,000 impressions

A bank’s best marketing asset may already be sitting in its account records. Marquis turns those records into targeted campaigns, customer journeys and compliance analysis - with people on hand to make the machinery useful.

bank-marketing · credit-unionsRead →
Company
Tessitura: The arts organizations that built their own software company
Enterprise · Saas · Ecommerce

Tessitura: The arts organizations that built their own software company

An opera house authorized $5 million to make ticketing and fundraising talk to each other. Seven arts organizations turned the result into Tessitura, a nonprofit technology cooperative serving more than 800 institutions.

arts-and-culture · nonprofit-technologyRead →
Company
Mphasis Silverline and the expensive art of making Salesforce useful
Enterprise · Saas · Ai

Mphasis Silverline and the expensive art of making Salesforce useful

A studio booking, a mobile appointment, a commercial loan: Mphasis Silverline works where Salesforce meets the untidy business of getting things done. Its calendar app offers a surprisingly clear view of the whole enterprise.

salesforce-consulting · crmRead →
Company
Act! and the expensive art of forgetting
Saas · Enterprise · Ai

Act! and the expensive art of forgetting

A six-person property firm kept calling the same prospects twice. Act!’s long-running bet is that a business grows more sensibly when its people share a memory.

crm · small-businessRead →
Company
WADIC makes the software between the software
Enterprise · Ai · Ecommerce

WADIC makes the software between the software

An order, an invoice, a warehouse, a customer: four versions of the same business. WADIC builds the connections that help them agree.

custom-software-development · system-integrationRead →
Company
Acumen Solutions made the cloud do the paperwork
Enterprise · Saas

Acumen Solutions made the cloud do the paperwork

The consultancy turned Salesforce into working systems for sales teams and government agencies. In 2021, Salesforce paid about $433 million to bring that practical expertise inside the company.

salesforce · cloud-consultingRead →
Company
TravelNet Solutions and the expensive art of keeping things together
Saas · Enterprise · Ecommerce

TravelNet Solutions and the expensive art of keeping things together

Now called Track, TravelNet Solutions sells vacation rental operators a connected way to run their businesses. Its most revealing lesson begins with 20 Palm Springs homes and a cancellation policy.

hospitality-software · vacation-rentalsRead →
Company
Rolustech makes the software you bought earn its keep
Enterprise · Ai · Saas

Rolustech makes the software you bought earn its keep

A CRM is easy to buy and surprisingly hard to make useful. Rolustech has built a business in the awkward space between the software demonstration and the working day.

crm · sugarcrmRead →
Company
The town is the product. Who runs the back office?
Saas · Enterprise

The town is the product. Who runs the back office?

Granicus Destinations sells the machinery behind the holiday: websites, sales systems, data, and people who know tourism. Its evolution from Simpleview reveals why selling a place now requires answering to the people who live there.

destination-marketing · tourism-softwareRead →
Company
FordDirect and the Dealers Who Refused to Disappear
Enterprise · Saas · Marketplace

FordDirect and the Dealers Who Refused to Disappear

When the internet threatened to put someone else between Ford and its customers, dealers built a company of their own. A quarter-century later, FordDirect sells the tools that keep the local showroom in the picture.

automotive-marketing · dealer-technologyRead →
Company
Unanet and the Trouble with Winning
Saas · Enterprise · Ai

Unanet and the Trouble with Winning

Winning a contract is the glamorous part. Unanet makes its living connecting the pursuit to the people, hours, invoices, and costs that decide whether the victory pays.

project-based-erp · government-contractingRead →
Company
Townsquare Interactive and the Trouble With a Ringing Phone
Saas · Media

Townsquare Interactive and the Trouble With a Ringing Phone

Getting found is only the first half of a small business’s marketing problem. Townsquare Interactive wants to handle what happens after the phone rings, too.

local-seo · small-business-marketingRead →
Company
Rapidops and the trouble with success
Enterprise · Ai · Saas

Rapidops and the trouble with success

A consulting company built its own CRM, then discovered what growth does to good software. The same lesson runs through its work in groceries, diamonds, and enterprise AI: the hard part is getting everything to work together.

digital-transformation · product-developmentRead →