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17 App Exchange Apps That Will Save You Gobs of Time

BUILDING YOUR SALESFORCE SUCCESS.

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Apr 27, 2016 By 

Special thank you to the Salesforce blog for this article.

Basati had to add one to the list because we rely on it so much its a life line for us!

Apps are proof that technology wants us to be happy. Whether you’re buried under piles of to-do lists or just need to send more emails faster, there’s an app for that, and it’s on the AppExchange. The AppExchange is an ecosystem of proven business apps that integrate with and extend Salesforce through every department and industry.

With the help of this list (which includes reviews from your peers!) you can find apps that eliminate risk, save time, increase productivity, and grow your business. So long, to-do lists.

1. (Basati addition) Cirrus Insight – Access Salesforce via Your Inbox!

✔ Track & Log Emails to Salesforce w/ a Click
✔ Sync Salesforce & Google Calendar
✔ Easily schedule meetings from Gmail
✔ Support for Chatter
✔ Sync Contacts from Salesforce to Google
✔ Create & Edit Salesforce Records
✔ Custom fields & custom objects

2. Apttus X-Author for Excel

Make Excel a complete user interface for Salesforce. Update opportunities, assign leads, create quotes, upload data, and more.

AppExchange Review: “My sales team’s pipelines are up to date (I think for the first time since we got Salesforce).”

3. Conga Composer by Conga

Generate proposals, account plans, invoices, quotes, contracts, and more in Word, PowerPoint, Excel, HTML email, and PDF from any standard or custom object.

AppExchange Review: “They are just awesome.”

4. ContactWorld by NewVoiceMedia

Makes Contact Center integration seamless. Increase uptime, click-to-dial, and call tracking to keep in touch with your connections while on the move.

AppExchange Review: “Keep up the good work !!! :)”

5. Distribution Engine by NC Squared

Ensure your leads and opportunities (and any standard or custom objects) are distributed to team members in an intelligent and timely manner.

AppExchange Review: “This review is severely overdue as there really aren’t enough words to describe how awesome this app really is.” 

6. Fairsail Global HR Management System

Combines core HR processes with internal company communications, transforming employee engagement, and delivering great experiences.

AppExchange Review: “Not often can you say that your wish list can be fully achieved, but with our implementation of Fairsail we are 99% there.”

7. FinancialForce Accounting

Streamline your opportunity-to-cash process, manage revenue precisely, and generate real-time financial analysis and compliance reports.

AppExchange Review: “I was a bit wary about moving away from my trusted Quickbooks accounting to a cloud-based application. I have been pleasantly surprised.”

8. FinancialForce Professional Services Automation (PSA)

Manage your team, customers, projects, and financials all in one integrated services app. Get visibility into your sales pipeline and know resource demand before it’s needed.

AppExchange Review: “No more trying to manage a growing services business on antiquated tools and spreadsheets!”

9. Jobscience for Staffing & Recruitment Agencies

This staffing and recruiting app streamlines staffing performance analytics, lead generation, and back-office tasks.

AppExchange Review: “Jobscience as a whole has been a great application to have! Keep up the good work guys. :)”

10. MapAnything

Map your Salesforce data. Get territory management, proximity-based searching, and visualization maps. Optimize travel routes, verify check-ins, and view real-time traffic.

AppExchange Review: ”A 5/5 review isn’t even giving MapAnything justice for how amazing their product is, as well as their support team.” 

11. SwagIQ by PFL 

Trigger, send, and track real stuff from Salesforce. Send branded items, client/prospecting gifts, marketing collateral, and more with the click of a button.

AppExchange Review: “Once in a great while, an amazing app comes along that takes the routine, mundane BS out of your day.”

12. Productivity Fox by Cloud Coach

Automate meeting creation based on your sales best practices, create projects based on opportunities, and track all of your to-dos from one centralized dashboard.

AppExchange Review: “It has been a long time coming, but finally there is a native platform product that allows business to track activity.”

13. Sage Live by Sage

This complete business and accounting app allows you to connect CRM, accounting, and financial data — all in ‘one office.’

AppExchange Review: “Once I was introduced to Sage Live, I decided to give it a try. Wow. I now have all of my accounting data at my fingertips.”

14. SteelBrick CPQ by Salesforce

Streamline configuration and ensure pricing and quoting accuracy. CPQ helps sales reps reduce quote errors, manage proposals, and close more deals.

AppExchange Review: “SteelBrick is LEGIT…I went with SteelBrick over the rest because I knew it would mean an incredibly quick implementation and easy support.”

15. SMS Magic by Screen Magic

A seamless texting app, SMS Magic has proven value across industries — lead nurturing, event reminders, recruitment, price alerts, and more.

AppExchange Review: “This system is truly magic!”

16. Tact — Mobile Sales Suite by Tactile

Boost mobile sales productivity and collaboration with touch, text, and voice to sell better and faster from any connected device.

AppExchange Review: “Now I have time to sell more business. It literally takes one minute to log an activity.”

17. ThinkSmartOne by ThinkSmart

Motivate your team with incentives. Accelerate sales, improve health, increase knowledge, build loyalty, and manage your reward budget, all from one place.

AppExchange Review: “The team is loving it!”

These apps will remind you that you can actually complete your to-do lists every day, and keep you motivated for future tasks to come. Check out the AppExchange for even more apps.

WHO IS BASATI?

Basati is a Salesforce certified Silver level implementation partner working with small businesses to large, publicly traded corporations to ensure that they successfully leverage Salesforce and related technologies to drive growth and profitability.  Using our customized, sprint-based methodology, we reduce project cycle time, achieve superior results, and empower our clients to retain control of their budgets.

WHY CHOOSE BASATI VS. OTHER SALESFORCE CONSULTING FIRMS?

Watch this 2 minute video of Team Basati discussing how The Basati Method ensures your projects are completed on time and in budget.

Ask us for a list of client references and success stories!

OUR PARTNERSHIPS ALLOW YOU TO KEEP ALL OF YOUR SALESFORCE PROJECTS MANAGED UNDER ONE TEAM

 

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