Best Standard Operating Procedure (SOP) Software for Salesforce

Process Street is an AI-powered compliance operations platform that automates complex workflows, enforces standards, and tracks audit data in real time. Teams use it to create structured SOPs, assign tasks, collect data, and monitor execution with intelligent oversight. From onboarding and audits to vendor management and document control, Process Street ensures every step is followed and every action is logged. Built for regulated industries like financial services, healthcare, and manufacturing, it supports frameworks such as ISO, SOC 2, SOX, and HIPAA. With role-based permissions, audit logs, and powerful integrations, Process Street replaces static documents, spreadsheets, and manual processes with a single automated system of record. Use AI to streamline approvals, catch risks early, and generate audit-ready evidence. Trusted by teams at Cargill, DoorDash, Farmers Insurance, and Hartford Healthcare.

Like an LMS, but cheaper. Build your playbook, onboard, train, and test your teams, keep everyone aligned, and make every need-to-know instantly accessible, ALL with Trainual. Make it easier than ever to onboard, train, test, and transfer knowledge. Eliminate wasted time and endless searching. Make onboarding and training more engaging. Embed videos right into Trainual or use in the in-app screen recorder to capture a process while you're getting it done. Plus, the built-in stock image library and GIPHY integration makes content more fun! Test knowledge for accountability. Ensure your people know how to do what they're hired to do with simple tests built into automated sequences. You can even track logins and monitor user progress to offer help when they need it most. Connect Trainual to the ecosystem of apps you use every day to boost productivity across the board and automate time-consuming processes while onboarding and training.

Whale is a knowledge & SOP sharing tool that centralizes all of your standard operating procedures, policies, and tribal knowledge so you can better onboard, train, and grow your teams. Save your team several hours a week by delivering knowledge in their moment of need with our web application, chrome extension, slack bot, and more. 75+ templates and a powerful editor make it easy to get knowledge out of your experts' heads and into a simple and visually attractive hub. Grow your team more quickly by making the knowledge they need flow automatically with assignments, flows, and suggestions. Expert reviews, knowledge gap insights, and reporting dashboards help you understand what's working and what's not. With the Whale browser extension, you can connect Whale to all of your favorite applications to surface relevant content in your team's tools, websites, and portals. The extension works with every web-based app.

Praxie (formerly upBOARD) offers out-of-the box solutions, templates & apps for everything. Get going instantly with a collaborative software solutions configured to your exact needs. Plans, Process, and Progress Dashboards all in one place. Mix & match best practices from industry experts. Instantly transform your work process. Build your business strategy using best practice processes for driving strategic differentiation and and competitive advantage. Execute strategy by cascading objectives and managing & measuring performance. Lead your innovation process to create opportunity portfolios and pipelines that drive business growth. Drive team collaboration with dashboards and tools for operations excellence.

Augmentir™ is the world’s only AI-Powered Connected Worker platform for industrial companies. Augmentir is the first of its kind to combine enterprise augmented reality (AR) with artificial intelligence and machine learning (AI/ML) to intelligently close skills gaps so that frontline workers can perform their jobs with higher quality and increased productivity while driving continuous improvement across the organization. Augmentir is being used to help intelligently guide and support frontline workers in a wide range of industrial use cases – from manufacturing teams on the shop floor to service and repair teams out in the field.

Parsable Connected Worker® empowers frontline workers with modern digital tools to help improve safety, quality, productivity and sustainability. Lean manufacturers around the world are digitizing SOPs, checklists, and workflows with Parsable Connected Worker®, enabling frontline workers to get the job done right, every time. Reduced unplanned stoppages, waste and paper. Increased OEE, throughput and compliance with digital traceability. Faster operator onboarding and certification. Operational excellence requires connected work, joining people to the information, systems and machines required to excel. At Parsable, that’s what we do. Our digital tools eliminate isolation while improving safety, quality and productivity, at scale.

Fastest growing Enterprise Quality, Health and Safety Management System (QHSE) natively built and run on the Salesforce platform. Unified QHSE solutions, which combine EQMS and EHS, help our customers of all sizes deliver quality products and services in the safest, most sustainable way by mitigating risk, problems, and inefficiencies while protecting customers, employees, suppliers and brand. Every organization – irrespective of its industry, geography or size – involves an interaction of activities and processes with the environment. These activities may have an adverse or favorable impact on the environment depending on the type of activity being carried out. Our Environment Management solution has been designed to minimize and mitigate these adverse impacts on environment, to such an extent that our already depleting biodiversity is protected, and nurture an ecosystem where all living organisms coexist sustainably.