
Build the forms, portals, documents, eSignatures, surveys, and workflows your business needs while keeping Salesforce at the center of it all. Titan brings these experiences into a single Salesforce-first platform, with data connected to Salesforce in real time rather than creating another place for it to live.
Give customers, partners, and employees secure ways to interact with Salesforce. Collect and update information through dynamic forms, build branded portals, generate documents from Salesforce data, collect signatures, run surveys, and automate complex business processes.
For forms and portals, Titan AI Studio gets you to a strong first version faster. Describe what you need in plain language and Titan creates the structure, fields, styling, and Salesforce mapping. Then refine the details in the visual builder.
Titan AI understands your Salesforce data model, including objects, fields, and relationships, without accessing sensitive Salesforce record data. You get AI-assisted speed while staying in control of what gets built and how it works.
Experience Studio and Document Studio bring these capabilities together, giving Salesforce teams one platform to build and manage customer-facing experiences, documents, and business processes.
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SurveyCTO
SurveyCTO is the most reliable, secure, and scalable mobile data collection platform for researchers and professionals working in offline settings. As former researchers, we prioritize data quality and security as highly as you do. By providing a premium technology that anyone can use, we have enhanced data-based analysis and decision-making around the world. With sophisticated workflows, robust quality control features, and real-time visualizations, SurveyCTO collects secure, high quality data—even offline. A single, transparent plan with the flexibility for any kind of research at any scale—from a single project to global use across organizations. Design complex survey forms, pre-load data, and stream data between datasets with an intuitive spreadsheet format, or the drag-and-drop form designer. Preview and revise forms efficiently with the testing interface. Collect data offline with the SurveyCTO Android and iOS apps, or online with the universal web interface.
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INKWRX
Increase accuracy and productivity of data collected in the field with the INKWRX platform. Easily convert your existing business forms to allow your workforce to efficiently complete paperwork using our data collection tools, including a mobile phone, tablet or digital pen. Find out how to use our Data Collection App. Build your mobile data collection forms with our easy to use online drag and drop form builder. Collect data quickly across a number of data collection tools and devices such as a mobile phone, tablet or digital pen. Control access, users, groups and workflows. Easily integrate collected data into your existing apps, services and processes. We’ve made form creation really easy – if you can use Microsoft Office, you’ll have no problem creating, styling and publishing new forms. Choose from graphical or converted data elements when designing your forms – or combine both on the same form.
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Square 9
Square 9 is a type of Intelligent Document Processing (IDP) solution designed to help users efficiently manage and extract valuable data from various documents, forms, and external sources. By leveraging generative AI-powered capture technology, Square 9 transforms the often cumbersome task of data extraction into a streamlined process, allowing businesses to derive structure and meaning from their information. This innovative approach not only alleviates the frustrations associated with manual data handling but also empowers teams to concentrate on more strategic initiatives.
Targeted primarily at organizations seeking to enhance their operational efficiency, Square 9 serves a diverse range of industries, including finance, healthcare, and manufacturing. Its applications are particularly beneficial in critical areas such as Accounts Payable, Order Processing, Customer and Vendor Onboarding, and Contracts Management.
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