Salesforce

Salesforce is a cloud-based software company that provides enterprise customer relationship management software and applications on a subscription basis. It designs and develops cloud-based enterprise software for sales, customer service, marketing automation, e-commerce, analytics, and application development, offering a comprehensive suite including Service Cloud, Marketing Cloud, Commerce Cloud, MuleSoft for data integration, and the Salesforce Platform. Its Customer 360 platform unifies customer data across systems, apps, and devices to help organizations sell, service, market, and conduct commerce more effectively.

Samuel Ackah-Yensu

Investor

Adrianna Alterman

Principal

Ken Asada

Partner

Jess Bartos

Investor

Marc Benioff

Co-Founder, Co-CEO and Chairman

Arundhati Bhattacharya

Chairperson and CEO

Kevin Chen

Investor

Robert DeSisto

SVP, GM B2B and B2C Commerce

Olivia Donatelli

Investor

Paul Drews

Managing Director

Claudine Emeott

Partner

Dan Farber

SVP Strategic Communications

Kartik Gupta

Investor

Kartikeya Gupta

Principal

Takuya Hosomura

Principal

Achyut Jajoo

Senior Vice President and General Manager of Manufacturing and Automotive

Nowi Kallen

Managing Director

David Kellenberger

Principal

Jody Kohner

EVP, Global Enablement

Zak Kokosa

Investor

Rohit Mahna

SVP and General Manager

Sherrick Murdoff

Partner

Fatima Paruk

SVP and Chief Health Officer, Salesforce Health and Life Sciences

Bill Patterson

EVP and GM, CRM Applications

Lauryn Poyser

Investor

Dom Pusateri

Investor

Alexandra Quie

Investor

Laura Rowson

Investor

Katie Schwartz Thiry

Managing Director

John Somorjai

President

Jason Spinell

Partner, Slack Fund

Jim Steele

President, Global Strategic Customers

Emily Zhao

Investor

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 specializes in assisting leading brands in addressing complex challenges using Salesforce. Additionally, Thunder operates an online data analysis platform that converts data into transformative business outcomes. This platform provides a service cloud for customer support and marketing clouds for digital marketing campaigns, allowing users to leverage data analysis to achieve a competitive advantage.

Saltbox

Series A in 2024
Founded in 2021, Saltbox is a Salesforce consultancy specializing in transforming the buying process for manufacturers and consumer goods companies. They offer comprehensive services including strategy, design, implementation, and enablement to optimize B2B organizations' purchasing journeys.

Certinia

Private Equity Round in 2024
Certinia offers a comprehensive cloud-based platform that integrates various aspects of service operations. This includes cloud accounting software, billing applications, financial and human capital management, along with supply chain solutions.

Orion Global Solutions

Venture Round in 2024
Orion Global Solutions is a cloud advisory firm headquartered in New York, specializing in customized cloud-based CRM solutions, primarily focusing on the Salesforce platform. Founded in 2015, the company assists businesses across various sectors, including real estate, financial services, healthcare, life sciences, manufacturing, and consumer packaged goods, in selecting and implementing the most suitable cloud technologies. Orion Global's team applies extensive technical expertise and industry best practices to enhance customer success and maximize return on investment. As a certified Salesforce partner, the firm offers comprehensive services, including assessment, implementation, support, and education, ensuring that clients effectively leverage cloud solutions to connect with their customers in innovative ways. The passionate team at Orion Global is dedicated 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 specializes in assisting leading brands in addressing complex challenges using Salesforce. Additionally, Thunder operates an online data analysis platform that converts data into transformative business outcomes. This platform provides a service cloud for customer support and marketing clouds for digital marketing campaigns, allowing users to leverage data analysis to achieve a competitive advantage.

Uptima

Venture Round in 2022
Uptima is a consulting firm focused on helping businesses identify and generate revenue. The company provides a range of services, including advisory services, change management, managed services, data integration, Salesforce billing, manufacturing cloud solutions, and DocuSign contract lifecycle management and e-signature. By offering these services, Uptima enables companies to 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 specializes in assisting leading brands in addressing complex challenges using Salesforce. Additionally, Thunder operates an online data analysis platform that converts data into transformative business outcomes. This platform provides a service cloud for customer support and marketing clouds for digital marketing campaigns, allowing users to leverage data analysis to achieve a competitive advantage.

8squad

Venture Round in 2022
Founded in 2019, 8squad specializes in empowering businesses by unlocking the potential of the Salesforce platform. They focus on creating user-centric solutions that drive sales growth and transform business operations through sophisticated services.

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 platform provides custom integrations to extract relevant data, simplify marketing tasks, and optimize workflows. Services range from web scraping to CRM enhancement and account mapping, helping clients save time and increase efficiency. Led by expert engineers, Qodek is committed to simplifying marketing processes for its clients.

Troops

Acquisition in 2022
Troops is a developer of a revenue communications platform that enhances sales velocity, forecast accuracy, visibility, and collaboration for sales teams. The platform integrates with Salesforce to provide real-time transparency around sales data and operates as a Slackbot, enabling users to configure reports, communicate deal wins, and access information on both standard and custom Salesforce objects. By employing artificial intelligence, Troops allows users to create customizable notifications, view, and update data across various applications. This functionality helps sales teams receive actionable pipeline alerts and increases their overall sales activity.

Traction on Demand

Acquisition in 2022
Traction on Demand is North America's largest dedicated Salesforce consulting and application development firm, recognized for delivering innovative cloud technology solutions across various sectors, including financial services, education, manufacturing, and healthcare. As a Salesforce Platinum Consulting Partner and Salesforce.org Premium Partner, the company has successfully completed over 6,000 projects, providing strategy, technology integration, and data analytics services. Traction on Demand caters to both prominent brands and non-profit organizations, helping them enhance their operations through technology. The firm has earned accolades for its rapid growth and effective management, becoming one of Canada’s first 100 certified B Corporations. Additionally, Traction on Demand has consistently ranked as a top workplace in Canada since 2014, achieving the number one spot in 2019.

Penrod

Venture Round in 2022
Penrod specializes in Salesforce.com solutions and consulting services. It offers products like Service Cloud for sales increase and self-service simplification, Marketing Cloud for customer engagement across channels, and Configure Price Quote for product configuration and quote generation. Penrod serves healthcare, consumer products, manufacturing, and financial services sectors, with a strategic partnership with NEWaukee. Founded in 2011 by Joe Taylor and Chris Widmayer, Penrod is headquartered in Milwaukee, Wisconsin, with additional offices in Chicago, Minneapolis, and Dallas.

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 specializes in assisting leading brands in addressing complex challenges using Salesforce. Additionally, Thunder operates an online data analysis platform that converts data into transformative business outcomes. This platform provides a service cloud for customer support and marketing clouds for digital marketing campaigns, allowing users to leverage data analysis to achieve a competitive advantage.

Tact.ai

Venture Round in 2021
Tact.ai is an enterprise AI company that develops a conversational AI platform, Tact.ai, enabling connectivity between applications and devices for sales teams. The platform includes AI Sales Assistance, which uses chat and voice to automate administrative tasks, and Intelligent Workspace, a seller-controlled workspace for coordinating deal teams, partners, and customers. It enhances sales workflows by connecting data with email, calendar, and social channels through natural text, touch, and voice interactions. The company serves technology, sales, and life sciences customers, including Fortune 500 companies, across the United States, Europe, and India. Founded in 2011 and headquartered in Silicon Valley, it is backed by venture firms such as Microsoft M12, Salesforce Ventures, Novartis, Lilly, and McKesson Ventures.

ScreenMeet

Venture Round in 2021
ScreenMeet is a cloud-native remote support solution that enhances digital engagement for enterprises by seamlessly integrating with existing customer relationship management (CRM), customer service management (CSM), and IT service management (ITSM) systems such as Salesforce, ServiceNow, Microsoft Dynamics, and Zendesk. The platform enables users to resolve issues in real time by allowing support agents to take control of PC, Mac, or mobile devices directly from a ticket, case, or incident. This capability not only improves customer and employee experiences but also increases first call resolution rates, lowers service costs, and reduces average handling times through efficient connections. Additionally, all interactions and data are documented back to the CRM for auditing, analytics, and reporting purposes, ensuring a streamlined support process.

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.

Salto

Series B in 2021
Founded in 2019 by veteran entrepreneurs, Salto specializes in streamlining business application configuration. Its innovative solution automatically extracts configurations from various applications like Salesforce and NetSuite, translating them into a collaborative, version-control-friendly language called NaCl. This enables easy testing, tracking, and rollback of configuration changes across multiple platforms.

Beryl 8 Plus

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.

Salto

Series A in 2020
Founded in 2019 by veteran entrepreneurs, Salto specializes in streamlining business application configuration. Its innovative solution automatically extracts configurations from various applications like Salesforce and NetSuite, translating them into a collaborative, version-control-friendly language called NaCl. This enables easy testing, tracking, and rollback of configuration changes across multiple platforms.

Apisero

Seed Round in 2020
Apisero, Inc., headquartered in Chandler, Arizona, is a technology consulting firm specializing in solutions built on the MuleSoft and Salesforce platforms. Founded in 2016, the company provides a comprehensive range of services, including application development, system integration, training and certification, connector development, and advisory services. It caters to various industries such as retail, healthcare, financial services, travel, manufacturing, transportation, and higher education, both in the United States and internationally. As a Premier MuleSoft Consulting Partner, Apisero focuses on API-led connectivity and enterprise integration, aiming to help clients navigate digital transformation and enhance operational efficiency. The company's certified consultants are dedicated to delivering innovative, mission-critical solutions while fostering long-term relationships with clients to ensure their evolving needs are met.

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.

Coastal Cloud

Venture Round in 2020
Coastal Cloud LLC is an information technology consulting firm headquartered in Palm Coast, Florida, with additional offices in Louisville, Kentucky, and Denver, Colorado. Founded in 2012, the company specializes in providing consulting, implementation, and managed services across various industries, including healthcare, public sector, manufacturing, nonprofit, education, telecommunications, high technology, and financial services. Coastal Cloud is recognized as the only platinum Salesforce consulting partner based in Florida, leveraging its expertise in Force.com and Salesforce.org to help clients transition from outdated systems to more flexible and cost-effective solutions. The firm offers a comprehensive range of services, including strategy and design, development, integration, migration, user training, and ongoing support. Coastal Cloud also has strategic partnerships with leading technology providers such as Salesforce, Tableau, Formstack, Nintex, and Avalara, enabling it to deliver tailored solutions that enhance enterprise operations and improve overall client effectiveness through cloud computing technologies.

A5

Private Equity Round in 2020
Founded in 2004, A5 is a full-service solutions provider specializing in digital transformation for businesses. The company assists organizations in enhancing efficiency, productivity, and revenue through a structured approach known as the A5 process. This method identifies challenges within a brand, diagnoses issues, and implements tailored solutions, while also providing ongoing progress reporting to ensure long-term success. A5 offers a range of consulting services focused on critical areas such as the campaign-to-cash process and customer experience. Their expertise includes the implementation and support of various software systems, including configure-price-quote, sales force automation, sales performance management, master data management, and enterprise resource planning. By leveraging advanced digital technologies, A5 enables businesses to streamline operations and drive revenue growth.

i2Max

Series A in 2020
i2Max is a company that specializes in cloud consulting services, offering a comprehensive platform designed to enhance various aspects of business operations. The platform includes tools for sales management, marketing management, service management, pipeline management, customer management, and customer experience management. By leveraging advanced cloud services, i2Max helps clients streamline their processes and improve efficiency, ultimately fostering business growth. The company's focus on community and sales services further supports its clients in navigating the complexities of the cloud landscape effectively.

Mainstay

Series A in 2020
AdmitHub, Inc. is a Boston-based company that specializes in providing expert admissions guidance through its website and SMS services. The company focuses on helping students communicate directly with college admissions offices and offers assistance in various areas, including college selection, financial aid, standardized tests, and support for first-generation college students. Additionally, AdmitHub has developed a chatbot platform named Oli, which integrates artificial intelligence and human expertise to enhance student enrollment, persistence, and completion at numerous colleges and universities. This platform helps educational institutions streamline repetitive tasks, engage students effectively on a large scale, and gain valuable insights into their admissions processes.

Zennify

Venture Round in 2019
Founded in 2013, Zennify is a leading Salesforce-centric business and IT consultancy firm based in Meridian, Idaho. With decades of experience and a customer satisfaction rating of 4.8/5, they deliver top-tier consulting services tailored to clients' unique needs. Zennify offers a wide range of solutions, from new implementations and complex integrations to innovation strategy and training, always focusing on strategic advising and exceeding client expectations.

Tenfold

Series C in 2019
Tenfold enhances customer interactions by integrating real-time customer data into conversations via its intelligent desktop agent. This enables businesses to improve customer engagement across voice channels, leveraging the power of voice and intelligence of CRM.

Traction on Demand

Private Equity Round in 2019
Traction on Demand is North America's largest dedicated Salesforce consulting and application development firm, recognized for delivering innovative cloud technology solutions across various sectors, including financial services, education, manufacturing, and healthcare. As a Salesforce Platinum Consulting Partner and Salesforce.org Premium Partner, the company has successfully completed over 6,000 projects, providing strategy, technology integration, and data analytics services. Traction on Demand caters to both prominent brands and non-profit organizations, helping them enhance their operations through technology. The firm has earned accolades for its rapid growth and effective management, becoming one of Canada’s first 100 certified B Corporations. Additionally, Traction on Demand has consistently ranked as a top workplace in Canada since 2014, achieving the number one spot in 2019.

Akeneo

Series C in 2019
Akeneo is a global leader in Product Experience Management (PXM) solutions, specializing in enhancing product information management (PIM) for merchants and brands. The company provides a platform that centralizes and harmonizes marketing and technical information for product listings, enabling retailers to deliver consistent and enriched experiences across various sales channels, including eCommerce, mobile, print, and retail points of sale. Akeneo's solutions improve the quality and accuracy of product data while simplifying the management of product catalogs. By offering validation workflows and data quality insights, Akeneo helps brands create meaningful connections with their customers.

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 and digital transformation. With a team of experienced and certified Salesforce experts, the company offers consulting and delivery services aimed at enhancing the customer journey from marketing to sales management. PolSource delivers industry-specific solutions that facilitate rapid transformation and measurable outcomes for various sectors, including Retail and Consumer Goods, Manufacturing, Automotive, and Technology. By focusing on customer success, PolSource enables businesses to improve their revenue and profitability through effective adoption of Salesforce solutions.

Arxxus

Venture Round in 2019
Arxxus is a prominent Salesforce partner in the Asia Pacific region, established in 2009. The company boasts a team of over 140 professionals dedicated to assisting clients in transforming their businesses through Salesforce solutions. Arxxus has successfully collaborated with more than 500 organizations across various industries, including government, financial services, manufacturing, distribution, and retail. The firm specializes in identifying, developing, and implementing effective Salesforce strategies tailored to sales, marketing, IT, and customer service needs. Additionally, Arxxus provides ongoing support and innovation services to maximize the value of Salesforce implementations. With a workforce distributed across Sydney, Melbourne, Pune, and Bengaluru, the team holds more than 500 Salesforce certifications, demonstrating a commitment to customer success and continuous improvement.

Salesforce

Acquisition in 2019
Salesforce is a cloud-based software company that provides enterprise customer relationship management software and applications on a subscription basis. It designs and develops cloud-based enterprise software for sales, customer service, marketing automation, e-commerce, analytics, and application development, offering a comprehensive suite including Service Cloud, Marketing Cloud, Commerce Cloud, MuleSoft for data integration, and the Salesforce Platform. Its Customer 360 platform unifies customer data across systems, apps, and devices to help organizations sell, service, market, and conduct commerce more effectively.

Dolmen

Venture Round in 2019
Founded in 2011, Dolmen is a French software company specializing in customer relationship management. Its all-in-one platform helps businesses collect, centralize, and analyze customer data to enhance marketing strategies, improve customer retention, and drive growth.

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. is a provider of cloud-based enterprise 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, Massachusetts, and New York, New York, the company specializes in developing software that enhances constituent relationship management and marketing automation. Its primary offerings include roundCause, which supports board management, major gifts, and event management; roundData, an integrated data warehouse for data migration and analytics; and fullCircle, which encompasses various systems and services aimed at organizational advancement. roundCorner is recognized as the premier solution partner for Salesforce.org, emphasizing its commitment to delivering efficient and impactful CRM solutions that facilitate fundraising and grants management for its clients.

Akeneo

Corporate Round in 2018
Akeneo is a global leader in Product Experience Management (PXM) solutions, specializing in enhancing product information management (PIM) for merchants and brands. The company provides a platform that centralizes and harmonizes marketing and technical information for product listings, enabling retailers to deliver consistent and enriched experiences across various sales channels, including eCommerce, mobile, print, and retail points of sale. Akeneo's solutions improve the quality and accuracy of product data while simplifying the management of product catalogs. By offering validation workflows and data quality insights, Akeneo helps brands create meaningful connections with their customers.

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 enhances customer interactions by integrating real-time customer data into conversations via its intelligent desktop agent. This enables businesses to improve customer engagement across voice channels, leveraging the power of voice and intelligence of CRM.

CarServ

Seed Round in 2018
CarServ develops an automated communication and management platform for the automotive repair industry. Its platform enables businesses to streamline operations, engage customers effectively, and enhance customer retention rates.

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 is a technology company that develops an enterprise cloud platform for foreign exchange brokerages and financial institutions, enabling FX services and cross-border payments while digitizing and automating post-trade operations across capital markets. Its software offers cash management, customer relationship management, transaction processing, risk management, and business intelligence, helping manage foreign exchange brokerage, streamline processes, reduce human error, and improve security by connecting with customers and partners. The company is headquartered in Toronto, Canada and was founded in 2012.

Torchlite

Seed Round in 2018
Torchlite operates a partner platform for B2B SaaS that accelerates channel engagement and performance. The platform supports partner enablement and certification, marketing collaboration, deal registration and co-selling, helping vendors streamline governance and collaboration across their partner ecosystem. It also offers a marketplace to connect with referral partners, value-added resellers, and independent agencies and consultants, supporting the creation and management of VAR programs and broader partner programs. Torchlite is headquartered in Indianapolis, Indiana.

SunBridge

Corporate Round in 2018
Founded in Tokyo, Japan in 2012, SunBridge is a professional services company specializing in digital transformation around Salesforce. It supports the globalization of IT companies and offers business consulting, system development services, and cloud-based solutions centered on Salesforce-related products.

Tact.ai

Series C in 2018
Tact.ai is an enterprise AI company that develops a conversational AI platform, Tact.ai, enabling connectivity between applications and devices for sales teams. The platform includes AI Sales Assistance, which uses chat and voice to automate administrative tasks, and Intelligent Workspace, a seller-controlled workspace for coordinating deal teams, partners, and customers. It enhances sales workflows by connecting data with email, calendar, and social channels through natural text, touch, and voice interactions. The company serves technology, sales, and life sciences customers, including Fortune 500 companies, across the United States, Europe, and India. Founded in 2011 and headquartered in Silicon Valley, it is backed by venture firms such as Microsoft M12, Salesforce Ventures, Novartis, Lilly, and McKesson Ventures.

UPWARD

Series D in 2018
UPWARD offers cloud-based customer relationship management services that integrate location information for field sales teams. Founded in 2002, it specializes in developing geographical information systems and location-based services to streamline sales processes.

FunnelCake

Grant in 2018
FunnelCake is a developer of an analytical marketing platform tailored for B2B marketing teams. The company’s platform enables users to consolidate data from various sources, including automation tools, customer relationship management systems, and revenue operation reports. This integration fosters collaboration between sales and marketing teams, allowing clients to better understand their impact on the buyer journey. By enhancing lead and pipeline management, FunnelCake's solutions facilitate improved deal volume and conversion rates, ultimately driving efficient growth across sales, marketing, and customer success. The company is focused on accelerating revenue at scale for its clients.

Tier1 Financial Solutions

Venture Round in 2018
Tier1 specializes in global relationship management software for the financial industry. It enhances Salesforce with advanced security, coverage management, and accelerated workflows to serve Research, Sales & Trading, Corporate Banking, and Investment Management professionals. Trusted by over 19,000 users worldwide, Tier1 promotes collaboration, transparency, and efficiency across institutional finance.

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, founded in 2010 and based in Boulogne-Billancourt, France, is a digital services company specializing in customer relationship management (CRM) and digital transformation. The company offers consulting and implementation services for CRM software and marketing automation solutions, such as Pardot. Additionally, Devenson provides integration services for third-party applications and web services. By leveraging their expertise in sales, marketing, and customer support, Devenson designs tailored solutions that enhance clients’ operational performance and competitive advantage. As a subsidiary of Viseo Business Solutions, Devenson is committed to delivering innovative and effective strategies to meet the diverse needs of their customers.

DigitalGenius

Series A in 2017
Founded in 2013, DigitalGenius develops AI-powered software solutions for enhancing customer service operations. Its platform uses advanced AI technologies like conversational AI and visual recognition to automate and optimize customer interactions across multiple channels, ensuring efficient resolution of inquiries.

Tier1 Financial Solutions

Venture Round in 2017
Tier1 specializes in global relationship management software for the financial industry. It enhances Salesforce with advanced security, coverage management, and accelerated workflows to serve Research, Sales & Trading, Corporate Banking, and Investment Management professionals. Trusted by over 19,000 users worldwide, Tier1 promotes collaboration, transparency, and efficiency across institutional finance.

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.

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.

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 caters to registered investment advisors (RIAs), family offices, and broker-dealers, offering tools that transform data into actionable insights. Practifi enhances operational efficiency by automating workflows, creating comprehensive client records, and providing advanced analytics within a unified interface. This platform empowers financial professionals to improve client engagement and loyalty, streamline team collaboration, and leverage data effectively. By enabling firms to manage their relationships and growth proactively, Practifi plays a crucial role in helping them navigate the complexities of the financial industry.

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.

HeyWire

Acquisition in 2016
HeyWire is a company based in Cambridge, Massachusetts, that specializes in providing a LiveText messaging channel, catering to the communication needs of modern customers and businesses. It offers award-winning solutions that integrate with Salesforce, allowing companies to enhance customer satisfaction and reduce operational costs by enabling conversational text messaging through existing phone numbers. HeyWire's full-stack messaging cloud solution supports various mobile messaging formats, including SMS, and has successfully delivered over 8 billion messages to date. By facilitating seamless connections between consumers and brands, HeyWire empowers businesses to engage with customers effectively across multiple platforms, including SMS, Facebook, Twitter, and other instant messaging services.

Emark

Series B in 2016
Emark is a prominent marketing technology company headquartered in Amsterdam, with additional offices in Barcelona and London. The company specializes in providing a comprehensive marketing technology stack and strategy, focusing on the integration and activation of these solutions within organizations. Emark is recognized as the largest and most innovative Salesforce Marketing Cloud Platinum Partner in Europe, delivering advanced e-mail and online marketing automation tools that facilitate data-driven campaigns and personalized customer interactions. Its platform encompasses cloud marketing, commerce cloud management, data analytics, and marketing intelligence, empowering marketers to engage with customers on a personal level, leveraging behavioral data. Emark serves a diverse array of leading clients, including KLM, Philips, and Randstad, among others.

Helpshift

Series B in 2016
Helpshift develops a customer service platform designed for mobile-first environments. It offers an in-app support system that enables businesses to proactively assist and engage users, featuring functionalities like in-app FAQs, chat, CRM ticketing, campaigns, and surveys. Helpshift pioneered automated in-app messaging, serving over 820 million active consumers monthly across top mobile apps and games worldwide.

Empaua

Seed Round in 2016
Empaua is a specialized Salesforce consultancy focused on serving startups. It offers a range of services, including consulting, implementation, migration, development, training, and maintenance, to optimize businesses' use of Salesforce and improve their processes. Empaua's team comprises experienced professionals with a deep understanding of both startups and Salesforce. Additionally, Empaua runs an academy for young founders and an incubation unit to support its employees in launching new ventures.

Implisit

Acquisition in 2016
Implisit is a company that enhances sales team efficiency by providing data-entry automation services and intelligent insights through its innovative platform. By integrating with existing customer relationship management (CRM) systems, Implisit captures and analyzes communication from emails, calendars, and CRM records. This technology generates actionable insights and timely alerts, enabling sales representatives to focus on critical tasks that drive revenue. Additionally, Implisit ensures that CRM data remains accurate and up-to-date, allowing managers to have confidence in the information at their disposal. Through its advanced algorithms, the company introduces an intelligence layer that not only automates data entry but also delivers valuable insights for improved sales performance.

DigitalGenius

Seed Round in 2016
Founded in 2013, DigitalGenius develops AI-powered software solutions for enhancing customer service operations. Its platform uses advanced AI technologies like conversational AI and visual recognition to automate and optimize customer interactions across multiple channels, ensuring efficient resolution of inquiries.

Invoca

Series D in 2016
Invoca is a leader in conversation intelligence AI, empowering marketing, e-commerce, and contact center teams to boost revenue by extracting insights from customer calls. Its platform integrates with major tech platforms, enabling automated actions based on conversation data for enhanced digital touchpoints and improved experiences.

Netomi

Seed Round in 2016
Netomi is a company that specializes in developing a conversational artificial intelligence platform aimed at enhancing customer experience in commerce. Founded in 2015 and headquartered in San Mateo, California, with additional offices in New York and Gurugram, Netomi provides a no-code solution that integrates seamlessly with various platforms, including Zendesk, Salesforce, and Shopify. Its technology enables brands and businesses to automate customer interactions across multiple channels, such as mobile messaging, chat, email, and voice, allowing them to make product recommendations, answer queries about availability, and assist with purchases. Netomi's platform is designed to improve customer satisfaction and operational efficiency while reducing costs and reliance on developers. The company has established itself as a leader in customer experience AI, leveraging advanced AI technologies to help enterprises meet evolving customer expectations and deliver exceptional service.

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.

YOUR SL

Acquisition in 2016
YOUR SL is a professional services firm specializing in business optimization. Established in Berlin, Germany, it offers comprehensive consulting and implementation services focused on cloud-based IT projects and cross-departmental transformation processes.

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.

Full Circle Insights

Series B in 2015
Full Circle Insights provides a marketing performance management platform that consolidates marketing data and delivers attribution, ROI insights, and complete funnel metrics across sales and marketing. Built on Salesforce and compatible with leading marketing automation tools, the platform enables marketers to answer questions in one place by measuring the full journey from spend to revenue and delivering authentic data to drive revenue growth.

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., founded in 2011 by Cristina Fonseca and Tiago Paiva, specializes in browser-based cloud contact center software for small businesses. Headquartered in San Francisco with offices across Europe and North America, Talkdesk offers an end-to-end solution that optimizes customer engagement, workforce management, and analytics. Its platform enables users to identify callers before answering, provides comprehensive customer insights from various sources, monitors call performance in real-time, and offers intelligent customer self-service data for agents. With over 1,400 enterprise clients worldwide, including IBM and Acxiom, Talkdesk helps businesses enhance customer satisfaction, productivity, and cost savings through its adaptable platform.

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 enhances sales communication through automation. It enables sales teams to efficiently manage their outreach efforts by automating tasks such as email outreach, follow-ups, and calls. The platform allows users to find prospect emails and personalize their communication, which helps in booking more meetings. By unifying various sales workflows into a single, user-friendly interface, PersistIQ effectively reduces the sales cycle duration. Its software also syncs emails to eliminate duplicates, ensuring that marketing campaigns are more targeted and efficient. As a result, PersistIQ is utilized by numerous sales teams seeking to optimize their outbound sales efforts.

Introhive

Series B in 2015
Introhive, Inc. is a Canadian technology company based in Fredericton, New Brunswick, that specializes in developing contact mining software applications. Founded in 2012 by Jody Glidden and Stewart Walchli, the company offers a software-as-a-service (SaaS) platform designed to enhance revenue generation and improve customer experience management. Introhive's platform integrates relationship intelligence into customer relationship management (CRM) systems, utilizing data automation to accelerate sales processes. The company's enterprise relationship management solution provides valuable insights into client and prospect relationships, streamlining tasks such as sales hiring, prospecting, territory assignment, renewals, and lead scoring. By transforming disorganized data into actionable insights, Introhive aims to boost productivity and facilitate CRM adoption for its clients.

Certinia

Private Equity Round in 2015
Certinia offers a comprehensive cloud-based platform that integrates various aspects of service operations. This includes cloud accounting software, billing applications, financial and human capital management, along with supply chain solutions.

InsideSales

Series D in 2015
InsideSales is a company that offers a cloud-based sales engagement platform designed to enhance the productivity and effectiveness of sales teams. By utilizing a data intelligence engine, the platform accelerates revenue growth through improved visibility and strategic engagement. It seamlessly integrates with existing CRM systems, automatically capturing valuable insights from buyer interactions. These insights are delivered directly to sales representatives within their workflows, helping them prioritize daily activities, focus on the most promising accounts and contacts, and optimize engagement throughout the sales funnel. This approach enables B2B sellers to connect with potential buyers at the most opportune moments, ultimately driving sales success.

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.

Demandbase

Series F in 2014
Demandbase empowers B2B companies to achieve revenue goals more efficiently. Its AI-driven account-based marketing platform aligns sales and marketing teams by identifying high-potential accounts, enabling targeted engagement and resource allocation.

TerraSky

Corporate Round in 2014
TerraSky Co Ltd is a Japanese company specializing in cloud solutions and products. They offer a range of services including cloud integration with platforms like Salesforce and Amazon Web Services, system planning, development tools, and data linkage foundations such as DataSpider Cloud and SkyOnDemand. Additionally, TerraSky provides salesforce screen/application development tools like SkyVisualEditor and SuPICE, along with Cloud ERP solutions including GLOVIA OM and ServiceMax. The company also offers social ware and insurance agency solutions.

YOUR SL

Series B in 2014
YOUR SL is a professional services firm specializing in business optimization. Established in Berlin, Germany, it offers comprehensive consulting and implementation services focused on cloud-based IT projects and cross-departmental transformation processes.

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.

GetFeedback

Series A in 2014
GetFeedback, Inc., established in 2013 and headquartered in San Francisco, specializes in operating an online survey application designed for creating mobile-ready surveys. The platform offers customization options such as themes, colors, buttons, and question piping based on previous responses. It provides robust reporting features including summary reports, detailed views, Excel/CSV export, Salesforce dashboards, and built-in analytics. GetFeedback monitors feedback trends and integrates with Salesforce for seamless data management. Its application is accessible via smartphones, tablets, and web browsers, serving various companies worldwide. The company offers free survey templates tailored for customer satisfaction, net promoter score, event surveys, among others. It facilitates collaboration across teams through sharing permissions and controls to track company initiatives and team performance. As of September 3, 2019, GetFeedback operates as a subsidiary of SVMK Inc.

RelateIQ

Acquisition in 2014
RelateIQ, now part of Salesforce, is a professional relationship management platform that has transformed customer relationship management by introducing the world's first Relationship Intelligence platform. It automatically gathers and organizes communications data from various sources, including email, phone calls, calendars, and social networks, enabling users to track interactions with sales prospects seamlessly. The platform enhances collaboration among team members, facilitating quicker deal closures and driving revenue growth. With its advanced data science capabilities, RelateIQ provides actionable insights, often before users are aware of their needs. This innovative approach not only saves time but also streamlines workflows, making the process of managing customer relationships more efficient and less burdensome.

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.

InsideSales

Series C in 2014
InsideSales is a company that offers a cloud-based sales engagement platform designed to enhance the productivity and effectiveness of sales teams. By utilizing a data intelligence engine, the platform accelerates revenue growth through improved visibility and strategic engagement. It seamlessly integrates with existing CRM systems, automatically capturing valuable insights from buyer interactions. These insights are delivered directly to sales representatives within their workflows, helping them prioritize daily activities, focus on the most promising accounts and contacts, and optimize engagement throughout the sales funnel. This approach enables B2B sellers to connect with potential buyers at the most opportune moments, ultimately driving sales success.

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.

Invoca

Series C in 2014
Invoca is a leader in conversation intelligence AI, empowering marketing, e-commerce, and contact center teams to boost revenue by extracting insights from customer calls. Its platform integrates with major tech platforms, enabling automated actions based on conversation data for enhanced digital touchpoints and improved experiences.

Selligy

Series A in 2013
Selligy is a mobile service that enhances the productivity of salespeople and their enterprises through a sophisticated smartphone application and robust back-end system. The company integrates seamlessly with existing customer relationship management (CRM) systems, enabling sales professionals to access vital information that aids in closing deals. Selligy also empowers sales managers by directing their teams towards the most promising opportunities, thereby optimizing sales management efforts. Through its innovative platform, Selligy aims to improve overall sales performance by streamlining processes and providing actionable insights for both sales teams and their leaders.

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. is a provider of cloud-based enterprise 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, Massachusetts, and New York, New York, the company specializes in developing software that enhances constituent relationship management and marketing automation. Its primary offerings include roundCause, which supports board management, major gifts, and event management; roundData, an integrated data warehouse for data migration and analytics; and fullCircle, which encompasses various systems and services aimed at organizational advancement. roundCorner is recognized as the premier solution partner for Salesforce.org, emphasizing its commitment to delivering efficient and impactful CRM solutions that facilitate fundraising and grants management for its clients.

Introhive

Series B in 2013
Introhive, Inc. is a Canadian technology company based in Fredericton, New Brunswick, that specializes in developing contact mining software applications. Founded in 2012 by Jody Glidden and Stewart Walchli, the company offers a software-as-a-service (SaaS) platform designed to enhance revenue generation and improve customer experience management. Introhive's platform integrates relationship intelligence into customer relationship management (CRM) systems, utilizing data automation to accelerate sales processes. The company's enterprise relationship management solution provides valuable insights into client and prospect relationships, streamlining tasks such as sales hiring, prospecting, territory assignment, renewals, and lead scoring. By transforming disorganized data into actionable insights, Introhive aims to boost productivity and facilitate CRM adoption for its clients.

Taptera

Series B in 2013
Taptera develops mobile enterprise software solutions, including Colleagues, a mobile employee directory, and Sophia, a mobile app that lets salespeople update Salesforce entries with call details and next steps from their mobile devices. Headquartered in San Francisco and founded in 2011, the company focuses on fast, secure enterprise apps that make corporate systems accessible to employees on the go. Its mobile sales enablement platform combines mobile content delivery, data entry forms, workflow automation, and email marketing to support customer relationship management and streamline the creation and delivery of sales collateral into effective presentations.
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