Cloudy ERP & Inventory Management Suite
Business Ops 360 is a unified ERP platform built 100% natively on Salesforce. Manage sales, finance, inventory, warehouse, procurement, logistics, subscription, Billing, & operations from one connected system. 🎯 PERFECT FOR: Businesses managing products, subscriptions, inventory, fulfillment, and financial operations. Replace disconnected CPQ, billing, warehouse & logistics systems with one Salesforce-native ERP platform. 💎 9 INTEGRATED ERP MODULES: CPQ & Revenue Operations: Guided selling, dynamic pricing, quote-to-cash automation Subscription Billing: Recurring billing, usage pricing, MRR/ARR tracking Order Management: Real-time order processing, fulfillment, & shipment visibility Inventory Management: Barcode/QR tracking, multi-location inventory, automated replenishment Warehouse Operations: Smart bin allocation, pick/pack/ship optimization Procurement: Automated purchase orders and vendor management Logistics Management: shipment tracking, freight visibility Billing & Finance: Automated invoicing, payments, revenue operations 🔗 NATIVE INTEGRATIONS: QuickBooks, Xero, Zoho Books, Stripe, Authorize.net ✅ 100% Salesforce-Native ERP ✅ Unified operational visibility
Top keywords
- billing5×3.76%
- operations5×3.76%
- erp4×3.01%
- inventory4×3.01%
- management4×3.01%
- automated3×2.26%
- logistics3×2.26%
- tracking3×2.26%
- visibility3×2.26%
- warehouse3×2.26%
- 1002×1.50%
- cpq2×1.50%
Practifi - The Performance Optimization Platform for Wealth Management Firms
Today’s RIAs struggle to scale while still providing great client experiences due to disconnected systems and operational inefficiencies. Practifi brings together all the tools and information advisory teams need to improve efficiency, manage relationships and scale sustainably. Advisors, client servicing teams, operating officers and practice managers in today’s wealth management firms struggle to increase efficiency and revenue while still delivering exceptional value for clients. A key reason is that many firms use systems that don’t “speak” to each other, or don’t “speak” well, resulting in siloed data, inefficiencies and unscalable solutions. By unifying data from multiple sources, Practifi provides a 360-degree view across your client book and business. With bespoke apps for every team and integrations with industry-leading partners, Practifi provides a single source of truth so teams can identify client growth and retention opportunities. Powerful workflow automation means everyday processes are easier and more transparent, and visualizations help transform your data into actionable insights, so you can monitor the metrics that matter most to your firm.
Top keywords
- client4×2.34%
- data3×1.75%
- practifi3×1.75%
- teams3×1.75%
- don2×1.17%
- don t speak2×1.17%
- efficiency2×1.17%
- firms2×
