Tag : CRM

Mediaocean Scales Omnichannel Advertising Platform Using Gotransverse Billing
Fintech News

Mediaocean Scales Omnichannel Advertising Platform Using Gotransverse Billing

Fintech News Desk
by Fintech News Desk0
Gotransverse Cloud Billing Solution Scales to Handle Billions in Media Spend Faster than Ever Across Complex, Multichannel Media Contracts Gotransverse (www.gotransverse.com), the leading provider of enterprise order-to-cash solutions, has been engaged by Mediaocean (www.mediaocean.com), the modern system of record for omnichannel advertising, to improve the speed and accuracy of media......
Levitate Partners with Redtail Technology to Bring Keep-in-Touch Marketing Solution to the Finance Industry
Business Fintech News

Levitate Partners with Redtail Technology to Bring Keep-in-Touch Marketing Solution to the Finance Industry

Fintech News Desk
by Fintech News Desk0
Users of Redtail CRM can now seamlessly integrate with Levitate’s personalized marketing tools. Levitate, the keep-in-touch marketing platform started by former ShareFile founder Jesse Lipson, announced an integration partnership with Redtail Technology, the leading provider of client relationship management (CRM) solutions for financial advisors. Read More: SBLI Increases Coverage to $750K......
Exploring “Investor Relations” Software and Their Benefits with Mentions On Top Globally Known Providers
Featured Fintech Investment Services

Exploring Investor Relations Software and Their Benefits

Fintech News Desk
by Fintech News Desk0
Combining finance, communication and marketing, investor relations (IR) centralizes the communication between a public company, its stakeholders and the key investors. Constant upkeep of investor relations is also important because investors play a crucial role in the success of the organization. As they are crucial to the success of the......
Century Business Solutions Launches New Payment Integration for Salesforce CRM
Business Fintech News

Century Business Solutions Launches New Payment Integration for Salesforce CRM

Fintech News Desk
by Fintech News Desk0
Century Business Solutions announces the release of the EBizCharge payment application for Salesforce CRM, which allows users to run customer credit card payments directly in their software.  Century Business Solutions announced the launch of a payment application for Salesforce CRM that allows users to run customer credit card payments directly......
BillingPlatform Announces BillingCloud on Salesforce AppExchange, the World's Leading Enterprise Cloud Marketplace
Business Fintech News

BillingPlatform Announces BillingCloud on Salesforce AppExchange, the World’s Leading Enterprise Cloud Marketplace

Fintech News Desk
by Fintech News Desk0
BillingPlatform customers can now benefit from accelerated lead-to-revenue processes with the bi-directional integration between their billing and monetization solution and Salesforce BillingPlatform, a leading global cloud-based monetization and billing solution provider, today announced it has launched BillingCloud on Salesforce AppExchange. BillingCloud empowers customers by connecting billing and invoicing information directly with Salesforce......
Asset-Map and Wealthbox CRM Team Up to Increase Advisor Productivity and Reduce Data Entry
Business Fintech News

Asset-Map and Wealthbox CRM Team Up to Increase Advisor Productivity and Reduce Data Entry

Fintech News Desk
by Fintech News Desk0
Asset-Map, the premier visualized financial planning engagement experience for financial professionals, today announced a new software integration with Wealthbox, one of the leading CRM solutions for financial advisors. This new integration creates a unified technology experience for advisors who use both systems to manage client relationships and engage in compelling planning......
Qgiv Named Fundraising Technology Leader with the Best Results for the Second Consecutive Year by G2 Fall Report
Fintech News

Qgiv Named Fundraising Technology Leader with the Best Results for the Second Consecutive Year by G2 Fall Report

Fintech News Desk
by Fintech News Desk0
Qgiv is ranked as fundraising software with the best overall results among G2’s Fall 2020 fundraising technology leaders. Qgiv, a leading provider of nonprofit fundraising technology, has again received multiple awards in G2’s fundraising software category, including the Best Results overall award for the second consecutive year, Best Results Small......
Gotransverse Partners with Snowflake Data Marketplace to Offer Premier Data Access with Near Real-time Reporting
Business Fintech News

Gotransverse Partners with Snowflake Data Marketplace to Offer Premier Data Access with Near Real-time Reporting

Fintech News Desk
by Fintech News Desk0
Gotransverse Offers Add-on That Enables Direct Queries to Billing Data Stored in the Snowflake Data Cloud Gotransverse, the leading provider of enterprise order-to-cash solutions, announced an expanded partnership with Snowflake, the cloud data platform, that will make Gotransverse’s Premier Data Access add-on available through the Snowflake Data Marketplace. Premier Data......
CPACharge and TaxDome Release New Integration with Mobile, Remote Access Capabilities
Fintech News

CPACharge and TaxDome Release New Integration with Mobile, Remote Access Capabilities

Fintech News Desk
by Fintech News Desk0
The ability to operate a practice remotely is an important driver of CPA firm success in 2020 Managing an accounting practice or CPA firm online has changed from an option to a necessity in the current pandemic. That’s why the vertical-specific technology companies CPACharge and TaxDome partnered recently to help accounting professionals......
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