In our recent article on what you need to know about moving Visualforce pages to Salesforce Lightning, we mentioned apps from the Salesforce AppExchange that could make your life easier. So, why stop there? Here are some of the Salesforce apps that we use, as well as those we’ve heard are useful from research and clients. While there are thousands of great apps to choose from, we limited our list to three general categories:
- Analytics and Data Management
- Sales Effectiveness and Efficiency
- Documents and Contracts
Analytics and Data Management
- Price: $1,096 per company per year
- General Idea: Data Health Management
- Benefits:
- Your Salesforce org is only as reliable as the data you put into it, so maintaining a clean and healthy database is crucial to ensure your operation runs at peak efficiency.
- While the priciest app on our list, Cloudingo does provide several vital data services, including deduping your data (and merging where appropriate without losing data), updating records in bulk, tracking changes, making it easy to connect your ERP to Salesforce, migrate data, automate data cleanliness, and more!
Salesforce Adoption Dashboards
- Price: Free
- General Idea: Enhanced Salesforce User Metric Tracking
- Benefits:
- Perfect for any Salesforce org (and especially useful for those just making the switch), this app gives you a number of reports, custom fields, dashboards, and more to better understand which users are logging in regularly and what features they’re using, making it a breeze to figure out who needs more training in which areas.
- Price: Free
- General Idea: Cloud-based Salesforce Data Management
- Benefits:
- Quick and easy to use, this app doesn’t even require you to download it—simply log in using your existing Salesforce credentials, and you’re good to go.
- Dataloadr.io makes finding and mapping fields a breeze, helps you avoid redundant work pulling related objects in one pull, allows you to automate imports and exports, and supports a variety of file sources (including DropBox, FTP, and sFTP).
- Price: Free
- General Idea: Agile Project Management
- Benefits:
- If your company is both an Agile Organization and uses Salesforce, the Agile Accelerator app is perfect for you. Not only is it free, but the app makes it simple to integrate your backlog with Salesforce objects, as well as collaborate with your team. Even better, Agile Accelerator was made by Salesforce Agile teams themselves, so you know it’s effective.
Sales Effectiveness and Efficiency
- Price: $115 per user per month
- General Idea: Improved Sales Productivity
- Benefits:
- Helps sales agents (and their managers) improve sales productivity and monitor telephony stats.
- Comes with a wide variety of features, including post-call automation, complete call logging, predictive analytics, dynamic lead prioritization, and more.
- Plus, DialForce works seamlessly with your existing Salesforce customizations, so no need to alter your custom fields, workflows, or other apps.
- Price: $85 per user per month
- General Idea: Improved CPQ/QTC Efficiency and Effectiveness
- Benefits:
- Covering everything from Contracts to Billing, Incentives to Order Management (and everything in between), Appttus CPQ makes the quote-to-cash process simpler and easier than ever.
- Machine learning ensures the system gets smarter with every transaction, an Excel-based UI makes the app easy to use and understand, and automated processes streamline clunky, manual systems while helping to reduce errors at the same time.
- Price: $30 per user per month
- General Idea: Salesforce and Google Calendar/Gmail Synchronization
- Benefits:
- Voted the #1-rated Gmail integration for Salesforce app on the AppExchange, G2 Crowd, and Capterra, Ebsta allows you to automatically sync your Google Calendar and Gmail to Salesforce.
- The app increases productivity with email tracking, a meeting scheduler, email templates, not to mention the fact that it supports Accounts, Contacts, Custom Objects, and Leads.
- Price: $30
- General Idea: In-LinkedIn Salesforce Access
- Benefits:
- Switching between Salesforce and LinkedIn is a pain, which is why this app does away with the need for multiple tabs. As you browse Linkedin (as well as a host of other websites like Monster, Career Builder, Indeed, and more), this app will alert you to existing Salesforce records, giving you a snapshot of information already in your system.
Documents and Contracts
- Price: $20 per user per month
- General Idea: Simplified Document Generation and Reporting
- Benefits:
- Allows you to automate on-brand document creation using any standard or custom Salesforce object, including quotes, proposals, shipping documents, contracts, work orders, and more.
- Using customizable templates, document creation reduces manual labor, making the process more efficient and less prone to errors.
- Price: $12 per user per month
- General Idea: Simplified Document Generation and Tracking
- Benefits:
- Makes it easy to send, sign, and track agreements or approvals, regardless of where you (or your clients) are located or the devices you use.
- Price: Free
- General Idea: Object Field Analysis and Reporting
- Benefits:
- Designed to improve the health of your data in Salesforce, RingLead Field Trip allows you to run and save reports to better manage which of your standard and custom fields are actually being used (and which ones can be decluttered).
- Price: $85 per user per month
- General Idea: Contract Lifecycle Management
- Benefits:
- Like the other Appttus app on our list, Appttus Contract Manager uses machine learning and automation to streamline business processes—in this case, the contract lifecycle.
- The app makes it easy to maintain compliance and audit requirements, reduces contract cycle times, and covers everything from the initial drafting stage to the e-Signature portion and secure storage.
Of course, if you need more in-depth help than an app can provide, we have an expansive network of Salesforce consultants that can assist you with your issue. Contact us today to learn what we can do for you.
