Salesforce CRM assists thousands of organizations around the world in identifying new opportunities, driving marketing campaigns, managing and utilizing customer data, and improving internal and external communications. However, as powerful as Salesforce is, users often need functionalities that don’t come with the system. Salesforce has some amazing apps that help in the better functionality of the salesforce.
In 2005, Salesforce introduced AppExchange, a marketplace that helps users discover plug-ins, extensions, and add-ons by third parties that can enhance the capabilities of the system. But with thousands of apps available, everything from data analysis to boosting search capability, it can be overwhelming to know the best apps to choose.
Here are the top ten Salesforce apps that professionals can’t live without. All of these apps will help you get the most out of your Salesforce investment by enhancing its core capabilities and more.
Table of Contents
Cirrus Insight
Cirrus Insight is a must-have tool for any sales rep looking to maximize their time. This Salesforce email integration works with Outlook, Office 365, and Gmail, automatically logging your activity in the Salesforce app so you can focus on prospecting, meeting with clients, and closing deals.
There are also many other incredible features, such as Salesforce integration to supercharge your email inbox, one-click calendar sharing, email and web visitor tracking for better prospecting, and timely insights and reports on customer behavior and sales activity data.
DocuSign
Increase the value of your Salesforce investment and streamline your processes by implementing the world’s most trusted eSignature solution. DocuSign has over 200 million users and allows Salesforce customers to accept electronic signatures, digitize and streamline agreements, and simplify approval workflows on its secure digital platform. DocuSign enables you to send, sign, and track Salesforce agreements and approvals from any location and on any device. All Salesforce documents are digitized for your records while adhering to rigorous security certifications and standards to ensure your documents are safe and scalable.
Clicktools
Clicktools is a SaaS-based enterprise survey management platform that enables businesses to conduct surveys and collect customer feedback in real-time. The software is straightforward and includes dynamic features for creating visually appealing surveys and forms. It also helps you with upselling and retention through surveys, scripts, and documents. Certain features, such as the drag and drop feature, enable users to quickly design and publish survey forms without the assistance of developers or the need to write lines of code. You can integrate it directly into Salesforce, giving your departments easy access to data that can improve your processes.
Salesforce Inspector
The workload in every organization is growing dramatically due to digitization, resulting in a lot of mundane but necessary tasks. The Salesforce Inspector Chrome Extension is the ideal solution for this problem offering a straightforward, open-source extension found in the Chrome Web Store. With multitenant features and compact size, this Chrome Extension has gained popularity among developers, administrators, and testers. Salesforce apps like salesforce Inspector simplify things by providing a quick view of objects and the ability to complete tasks with a few clicks.
Salesforce ORGanizer
With this intelligent extension for Salesforce, you don’t need to remember Salesforce usernames and passwords, and it also helps you recognize Salesforce tabs on your computer. This requires you to save the security tokens to avoid getting slowed down due to verification codes. It also allows you to use the built-in Quick Link tool to access your most frequently used standard Salesforce Links. Furthermore, with ORGanizer, you can export a changelog that allows you to remove items simply by clicking remove. This will save you a lot of time because you do not have to click next for each item in the changelog.
Salesforce Advanced Search
The Salesforce Advanced Search Plugin can search any text within Salesforce Apex Classes, Triggers, Visualforce Pages, Components, and Email Templates. It also has one utility that displays Field API Names alongside the label on the object’s details page. This extension can save you time when putting together large changesets by surfacing the most recent modifications and enabling sorting, searching, validating, and comparing across Salesforce org.
Maven Integration Platform
Maven Integration Platform (MIP) extends standard Salesforce integration capabilities with GraphQL, providing new, more cost-effective ways to meet various integration requirements. MIP is a native Salesforce application that extends standard Salesforce integration capabilities and provides new, more effective, and efficient methods of completing some more complex integration scenarios. It addresses various integration challenges by providing an extension to both Inbound and Outbound native Salesforce integration capabilities. MIP also provides some outbound capabilities that focus on how outbound messages can be quickly sent to other systems via processes in a configurable manner.
Survey Vista
Surveys are an effective way of taking the pulse of the environments in which your company hopes to thrive. Regardless of the industry, getting timely and accurate feedback can help you identify and implement quality initiatives. Furthermore, Survey Vista provides unique features, such as Salesforce Response Mapping (also known as Salesforce Data Mapper), allowing you to integrate your survey results with your Salesforce data quickly. This means you can create logical and user-friendly surveys that produce quick and easy-to-understand results, all while remaining within the Salesforce ecosystem and integrated with your Salesforce data.
Salesforce org Doctor
Org Doctor examines the Salesforce Org and generates a report based on best practices and any trouble spots that need to be addressed. The Salesforce org health check audit report will provide detailed information on your system’s overall health, recommendations on how to improve, and the critical issues that could be affecting your business outcomes. It’s helpful for high-level health checks, performance analysis, and general Org maintenance overheads making it easy to monitor your Orgs regularly.
Conga Grid
Bringing your Salesforce data together with Conga’s powerful grid solution simplifies data management. Conga Grid enables you to navigate, visualize, and manage Salesforce data across multiple objects using a single grid. You can always get clean, up-to-date data, resulting in better documents. Inline editing, batch actions, and mass updating also save time and increase adoption. Improve efficiency using clean data, and improve pipeline management by using insights. Get superior data management to change the way you look at Salesforce data. Conga Grid allows you to save time navigating between your resources while working on daily tasks.
Improve Functionality with Salesforce Apps
Salesforce is an excellent standalone CRM, but having the right functionality for your needs can mean the difference between wasting time on trivial tasks and productivity that results in revenue and growth. The apps on this list are among the best Salesforce apps available and can enhance the core capabilities of Salesforce.
As a full-service Salesforce Consulting partner, from strategy to implementation to support service, Speridian has the depth of experience with Salesforce solutions. We work closely with our customers to help them choose the right mix of Salesforce technology to ensure that their business needs are successfully met.
Contact Speridian today to learn how to get the maximum value from your Salesforce investment.
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