Partner directory
Salesforce implementation partners
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US Salesforce consultancy focused on financial services — wealth management, banks and credit unions — with proprietary FSC accelerators; 50+ team members across the United States (self-published).
Salesforce and Oracle consultancy (20 years, multilingual delivery) serving insurance and enterprise clients including Hong Kong entities (self-published).
Salesforce Summit partner (self-published, since 2010) with Singapore, USA and India presence; published Financial Services Cloud implementation for Singlife with Aviva (Singapore insurance).
25%
Salesforce Summit (Platinum) partner (self-published) with delivery centres in Bengaluru and offices in London and Dover, DE; published quantified FSC + Vlocity Insurance implementation for a US P&C insurer.
South African consultancy (Salesforce, Sage Intacct, Flowgear) with a named Financial Services Cloud + Sales + Service Cloud implementation for Old Mutual Insure, a leading Southern African short-term insurer.
AI platforms global listings · AU availability flagged
Pricing
Intelligent Agreement Management: AI-assisted agreement workflows with Iris and AI agents (draft, review, orchestrate) plus eSignature, CLM, Agreement Preparation/Manager, Workflow Builder, Web Forms
eSignature and Intelligent Agreement Management platform (self-published '#1 in Electronic Signature', 1.7M customers); dedicated Salesforce applications distributed via AppExchange ('prepare, sign, act on and manage contracts within Salesforce'); publishes an Australian localised site with AUD pricing.
Pricing: Buy online, no sales call, Talk to sales
Forms, AI-powered document generation (Documents) and eSignature ('no per-envelope fees'); dedicated Salesforce-native products: Forms for Salesforce and Documents for Salesforce; Intellistack Streamline for workflow automation/CLM
Data collection, document generation and eSignature platform with a dedicated Salesforce product line (Forms for Salesforce, Documents for Salesforce — self-published 'BUILT FOR SALESFORCE'); tiered self-serve pricing with enterprise custom tier.
Pricing: Buy online, no sales call, Talk to sales
Secure web forms & Salesforce data collection platform with AI-assisted form creation (per pricing page); plan ladder Basic → Enterprise with compliance depth (FedRAMP, GDPR, HIPAA/BAA, PCI DSS, TX-RAMP)
Secure web forms and Salesforce data collection platform ('Secure Web Forms & Salesforce Data Collection'); published integrations include Salesforce, HubSpot, Google Sheets, Microsoft Excel, Stripe, Microsoft SharePoint and Webhooks; compliance-certified (FedRAMP, HIPAA, PCI DSS).
Pricing: Buy online, no sales call
Salesforce data cleansing and management: dedupe, data quality, import/update, sync, undo/restore, reporting and audit
Salesforce data-cleansing tool self-published as eliminating duplicates and improving org data quality, with a self-published '545+ Reviews on Salesforce AppExchange' claim (review count not independently verified — yellow gate).
Pricing: Buy online, no sales call