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Vendors

The orchestration layer your vendors need

Your HR, Finance, and collaboration platforms excel at their core functions. But they cannot coordinate cross-department processes.

When someone is hired in your HR system, IT needs to provision accounts. Facilities needs workspace setup. Training needs to schedule orientation. Finance needs expense configuration. These handoffs happen through email and manual tracking - not the vendor platform.

Tallyfy fills this gap by orchestrating workflows across ALL your teams, not just within one vendor’s ecosystem.

How vendor integrations work

When vendor events occur - new hire, payroll run, message shared - Tallyfy can launch structured workflows that:

  • Coordinate multiple departments automatically
  • Assign tasks with clear ownership and deadlines
  • Track progress across all stakeholders
  • Escalate when actions are delayed
  • Document completion for compliance

Available vendor connections

The gap Tallyfy fills

CRM systems track deals through pipeline stages but cannot coordinate the micro-tasks between stages - proposal development, technical scoping, pricing approvals, contract reviews, and post-sale handoffs.

Helpdesk tools capture tickets and conversations but cannot transform unstructured requests into structured process funnels with clear accountability, deadlines, and cross-team coordination.

HR systems manage employee data but cannot coordinate IT provisioning, Facilities setup, or Training schedules when someone joins or leaves.

Finance systems process transactions but cannot orchestrate multi-stakeholder approvals, month-end close coordination, or reconciliation workflows.

Communication tools enable conversations but cannot ensure accountability, track action items, or enforce deadlines.

RPA platforms automate repetitive tasks on screens but cannot orchestrate the human activities that happen before, during, and after bot execution. Exception handling, human approvals, and bot-human handoffs all require coordination.

Tallyfy works WITH these vendors as the orchestration layer that coordinates processes spanning multiple teams and systems.

CRM orchestration

CRM platforms excel at tracking deals and customer relationships. But deals require more than tracking - they require coordinated tasks across multiple teams that CRMs cannot orchestrate.

What CRMs track:

  • Pipeline stages and deal values
  • Customer interactions and communications
  • Sales activities and forecasts
  • Contact and account data

What Tallyfy adds:

  • Micro-tasks between each sales stage
  • Cross-team proposal and contract workflows
  • Approval chains for pricing exceptions
  • Post-sale handoffs to Operations and Success
  • Audit trails for deal execution

Learn more: Integrate to your CRM or ERP

CRM vendors:

Helpdesk orchestration

Helpdesk platforms capture support tickets and conversations. But complex issues require more than replies - they require structured workflows that transform ticket chaos into process funnels.

What helpdesks capture:

  • Support tickets and conversations
  • Agent assignments and SLAs
  • Customer communication history
  • Knowledge base articles

What Tallyfy adds:

  • Structured multi-team resolution workflows
  • Escalation processes with enforced deadlines
  • Post-resolution follow-up sequences
  • Root cause analysis workflows
  • Product improvement tracking

Learn more: Tickets vs. Processes

Helpdesk vendors:

RPA orchestration

RPA platforms like UiPath, Automation Anywhere, and Blue Prism excel at automating repetitive, rule-based tasks. But most processes require BOTH automated AND human activities. Tallyfy provides the orchestration layer that connects bots with human workflows.

What RPA automates:

  • Screen scraping and data extraction
  • Form filling and data entry
  • Rule-based decisions
  • Legacy system interactions

What Tallyfy adds:

  • Human-bot handoffs and exception routing
  • End-to-end process visibility
  • Accountability for process outcomes
  • SLA tracking across automated and manual steps

Learn more: Combining RPA systems and human operators

Connect today

Middleware platforms are the fastest path to connection:

API integration for custom requirements:

Vendors > Salesforce

Tallyfy complements Salesforce by orchestrating the invisible micro-tasks and cross-team handoffs that occur between CRM pipeline stages through automated workflows that track detailed execution activities like technical reviews and legal approvals that Salesforce cannot manage.

Vendors > Namely

Tallyfy bridges the gap in Namely’s HR system by orchestrating cross-department workflows that coordinate IT provisioning facilities preparation training schedules and multi-stakeholder processes when employee events like hiring role changes or departures occur.

Vendors > Close

Tallyfy integrates with Close CRM to orchestrate the multi-person tasks and cross-team coordination that happen between sales calls including demo scheduling with solutions engineers and pricing approvals and post-sale handoffs that Close’s built-in calling and pipeline management cannot coordinate on its own.

Vendors > Paycom

Tallyfy bridges the gap between Paycom’s centralized HR data management and cross-department workflow coordination by orchestrating structured processes that span beyond HCM platforms when employee events occur.
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