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.
The Fullcrm team have curated a list of the top paid apps that are worth investing in, based on the value they can provide and the functionality they can extend:
Mission Control – Project Management
From: Aprika Business Solutions
Mission Control is an extensive tool for project management within Salesforce. With complete end-to-end visibility of all project details and custom reporting data, Mission Control will simplify the process of managing agile or waterfall projects, resources and timesheets.
Key functions included:
- Kanban Whiteboards
- Gantt Charts
- Timesheets
- Resource Capacity
- Planning Scheduler
Meetabl – Meeting Management
From: Insightabl Apps
Meetabl is the ultimate meeting management solution, designed to leverage meeting insights to drive value in every customer interaction. Remove the guesswork for sales reps when choosing what customers to see when and use Meetabl’s data driven insights to empower them to cover their territory and stay top of mind with the right customers.
The benefits of using Meetabl are:
- Schedule meeting frequency of customer meetings to accomplish set KPIs
- Record one or multiple meeting outcomes against one or multiple meeting attendees
- Leverage generated meeting reports and dashboards to determine over or under-serviced customers
- Fully integrated and in synchronization with Outlook or Google calendars to send meeting invites from Salesforce
Aircall CTI – Telephony Integration
From: Aircall
Aircall is a cloud-based call center software and CTI which lets businesses create an entire call center in minutes. The solution is designed to adapt to users workflows and simplify the way they handle calls and text messages across teams and regions. This instant flexible Salesforce phone integrations uses data held in Salesforce to bring context to interactions and improve customer experience. Screen-pop to a contacts page before answering a call, route calls to teammates or click-to-dial to reach back to a customer.
Pendula – Send & Receive SMS on Salesforce
From: Pendula
Pendula enables users to add text messaging and advanced email to Salesforce against a customer record. This drag-and-drop tool is perfect for admins that are looking to extend their customer management capabilities. Review open, click through and bounce rates through an intuitive Messaging Console that connects one-on-one real-time conversations with your customers. Additionally, create and send surveys to save customer responses directly in Salesforce.
Breadwinner – Finance Software Integration
From: Breadwinner Integrations Inc.
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!
- Breadwinner currently supports Xero, QuickBooks Online, Netsuite and Stripe.
Conga Composer – Document Generation
From: Conga
One of the most popular apps on the AppExchange! Conga Composer allows users to create pre-filled documents at the click of a button from anywhere in their Salesforce instance. Common use cases for Conga Composer include; filling out the details on a contract or generating a quote using an 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.
OwnBackup – Data Backup & Recovery
From: OwnBackup
This app protects data and metadata with independent backups and precision repair tools. Eliminate the need for manual backups to get peace of mind knowing that a users most important asset is always accessible. The functionality extends to detecting data changes and restoring deletions to recover single records, multiple records, or every record in the backup history. The user-friendly setup makes it easy to use even without technical experience.
Cloudingo – Remove duplicates
From: Symphonic Source
Cloudingo improves Salesforce data management, from deduping to important and migrating data. Find duplicates within existing records and merge them for more accurate and quality data. With an easy-to-use interface and customisable design, Cloudingo uses robust matching criteria to find and merge duplicates manually, or when scheduled to automatically merge at more convenient opportunities.
Additional features include:
- Import data without creating duplicates
- Mass convert leads
- Mass update and mass delete records
- Migrate data
- Undo merges
Tableau – Analytics
From: Tableau
Tableau is an essential tool for blending Salesforce data from across the Customer 360 ecosystem with existing business data for increased visibility and deeper understanding of customers. Tableau excels in providing advanced data visualisation to action business questions and formulate data-driven strategies. Designed to work in any enterprise architecture, this app removes the guesswork when retrieving value from data.
Conga Sign – eSignature
From: Conga
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
