The 10 Must-Have Salesforce Apps:
To help scale your business and improve system functionality
The Salesforce AppExchange is an online marketplace for applications that plug into your Salesforce instance – similar to the iPhone’s App Store or Android’s Google Play Store.
Installing apps is a great way to add functionality and streamline your sales process without having to do any custom development of your own.
In this post, we highlight a mix of paid and free apps which we think can provide quick wins and save time for your business:
1. Conga Composer: (Paid)
One of the most popular apps on the AppExchange! Conga Composer allows you to create pre-filled documents at the click of a button from anywhere in your Salesforce instance. Common use cases for Conga Composer include; filling out the details on a contract, or generating a quote using your existing template and branding. Conga can even aggregate data from multiple records or reports into one document! This app is a huge timesaver as it removes the manual process of creating and populating documents.
2. Breadwinner: (Paid)
Breadwinner connects Salesforce to your financial system, allowing you to view and create invoices, bills, and purchase orders right from your Salesforce org. From the one system users can send invoices directly from Opportunities (or any other custom or standard object) and check whether they’ve been paid.
The benefits of using breadwinner are:
- No more double data entry
- Increased visibility
- Faster, smoother cashflow!
3. Action Plan: (Free)
If you have a number of regular time sensitive tasks that you need help managing then Action Plan is a great app for you. This app helps you to schedule work and manage workloads easily. With Action Plan you can create reusable templates for recurring tasks on Accounts, Opportunities, Contacts or Leads. Using Action Plan helps standardise processes across your team to increase productivity.
4. Conga Sign: (Paid)
Conga Sign is another favourite on the AppExchange! It is an intuitive e-signature solution and when used in conjunction with other Conga products allows you to create and sign documents seamlessly.
Conga Sign allows you to:
- Easily drag and drop signature tags on any document
- Produce and deliver templated communications for the signee
- Automate reminders, eSignature tag inclusions and workflow activities
- Track the signing process in Salesforce and see the status of the eSignature activity
5. Former Positions: (Free)
Former Positions is an easy to use solution for monitoring and reporting the changes in your contacts career. Former Positions collects the historical data of your contacts progression by tracking any changes to their related account and job title in Salesforce. This app is a must-have for industries that have a high turnover rate and want to continue to leverage the exisiting relationships with their database. Former Positions simplifies the career history by detailing the changes to title and tenure at an organisation on the contact and account detail page in Salesforce.
6. Mass Delete: (Free)
Mass Delete is a fantastic app that allows you to select a number of records and delete them all with one single click. This app is a huge timesaver as you can add the Mass Delete custom button to any standard list view or related list on a page layout.
7. TaskRay – Customer Onboarding for Salesforce: (Paid)
TaskRay is a task management tool that is used for improving customer onboarding. The app helps your staff provide a consistent onboarding experience to all of your customers.
The app is user friendly and provides best practice for:
- Handovers from different teams
- Setting processes with templates that can be cloned for re-use
- Managing projects in an intuitive way with tasks, checklists and collaborations
- Providing valuable insights & metrics to speed up onboarding processes and improve efficiencies
TaskRay is native to the Salesforce platform and seamlessly ties into your Salesforce data making it easy to report on.
8. GetFeedback: (Paid)
GetFeedback is an easy to use app designed specifically for collecting customer feedback. With GetFeedback you can quickly create surveys for any device and integrate it with Salesforce. The app provides a number of pre-built customer survey templates with a range of different question types.
The app allows you to distribute the surveys across various channels to ensure you are effectively reaching your customer.
Collecting responses is simple as the app allows you to map the results to any standard or custom object within Salesforce and analyse the results using reports and dashboards.
9. Opportunity Push Counter: (Free)
Opportunity Push Counter is an extremely useful app if you manage a sales team. This app provides valuable insight by tracking the number of times your sales team change the close date on their opportunities to the following month.
10. Spinify : (Paid)
Spinify uses gamification as a fun way to present Salesforce data your sales team. The app increases sales productivity by motivating employees with competitions and leaderboards tailored to your KPIs. These leaderboards can be displayed around the office on any TV and updated in real time with your Salesforce data.
The management team can access performance grids showing how each team member is performing. The app tracks each team members activities, provides insight into their strengths and weaknesses and offers coaching tips on how to uplift them.
Spinify helps create a recognition culture within your business as it celebrates productivity gains and is a great way to build camaraderie within a team.