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“There are so many hooks back into Salesforce, and some of our more tech savvy advisors use the software as power users. We use LinkPoint Connect in a deeper way than we thought we could, including creating cases or recording attachments. Everyone seems to love something different about LinkPoint Connect. It’s easy to install, properly supported, and even manages its own updates as new features come out. We think we have email integration solved with LinkPoint Connect.”
“After we implemented Cloud Edition, users told me, ‘This is fantastic. You’ve saved me time I would have spent linking emails and meetings to Salesforce. Now it just happens’.”
Since day one a core value of Clearview is focus: focus on the AE market, focus on building and supporting one solution, and focus on helping their clients use their software to run a more profitable business. So it’s fitting Clearview’s flagship product is called InFocus. Having one solution for one market means fantastic software, expert migration, knowledgeable support staff, and frequent updates based on client feedback.
Fondo is the accounting platform for high growth companies. They make tax credits, taxes, and bookkeeping easy for 1,000+ startups. Fondo is the automated way for startups to get cash back from the IRS ($21k on average). They file your taxes & close your books, and you get cash back.
KiBiz Systems creates customized business solutions that serve the needs of a wide variety of businesses. Streamline your Business for Higher Performance through Database Automation. They are committed to finding ways to make your business run more effectively, with faster, better, more reliable business systems. They can strengthen your informational infrastructure to provide a more solid foundation from which your business can grow and prosper. They study your work flow and business processes to discover new ways to better serve your customers, interact with your vendors, and coordinate amongst your staff. The key to these relationships is how information is shared in a timely, focused and controlled manner. A multi-user database in which all information is accessible based on assigned privileges enables your staff to be better equipped to fulfill the requests of your customers, and communicate with your vendors what your business needs are.
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