Out of the box Salesforce is a robust CRM. But sometimes there are scenarios where extra configurations and features are required to meet business specific needs. That’s where the Salesforce AppExchange comes in.
The Salesforce AppExchange includes over 3,000 third-party applications, components, and services to aid Salesforce users. Some are free; some are paid. The great thing is that the AppExchange features customer reviews so you can hear from your peers before installing any app. Further, you can rest assured that any application you install on the AppExchange has gone through a rigorous security review.
Over 4.7 million apps have been installed in the AppExchange’s 10 year history. In fact, 85% of Fortune 100 companies use apps from the AppExchange to connect with customers and build their businesses. Take a trip to San Francisco in the fall for Dreamforce and stroll through the aisles of the Cloud Expo where you can talk face-to-face with hundreds of AppExchange partners and vendors, waiting with any Salesforce solution you need. (Tip: save $100 off your Dreamforce registration.)
In our recent survey, over 850 Salesforce users from around the world shared which Salesforce AppExchange apps they can’t live without. Take a look at the most popular apps across business roles and professions.
Popular Apps for Salesforce Admins, Consultants, and Developers
Useful for: creating and sending reports
Conga’a suite of products include Composer and Courier. Conga Composer allows you to turn your Salesforce data into proposals, invoices, receipts, contracts, quotes, charts – any document or report you need, you can easily produce it. As the name suggests, Conga Courier lets you schedule and deliver reports on your Salesforce data to anyone who needs it.
Price: Composer starts at $15 per user per month. Courier starts at $1 per report per month
Useful for: preventing duplicate records
Full disclosure: this is another one of our products, and no one was steered to name it their favorite. It’s just that good!
DupeCatcher stops duplicate records from being created in Salesforce as they’re entered in real-time. You can either block the dupes or merge them with existing records using custom filters.
Useful for: running reports on standard and custom field usage.
This app lets you analyze the fields of any object, including what percentage of the records (or a subset of your records) have that field populated. Find out how often fields are being used, run reports on fields, and aAnalyze all or a subset of your records.
Popular Apps Among Marketing Professionals
Useful for: importing data
Dataloader.io, built right into Salesforce, allows you to easily import, export, and delete data in Salesforce. You can even schedule imports on a routine basis.
Price: FREE version. Also a $99/mo and $299/mo for more sophisticated features
Useful for: syncing Salesforce with other email clients and apps
Cirrus Insight is a tool used to integrate Salesforce with Gmail, Google Apps, Office 365, and more. Some of the things you can do with the app include track and save emails directly to Salesforce, create leads, contacts, and opportunities, save attachments to related objects, and sync Google Calendar and Contacts to Salesforce.
Price: Starts at $19 per user per month
Useful for: maps, mapping, routes, and territory management
MapAnything provides territory management, route planning & optimization, lead generation, and reporting through a real-time, interactive map of your Salesforce data. Identify contacts and add to campaigns individually or en masse in a matter of seconds, plus asssign individual or multiple leads to a sales rep in one click and quickly update fields on thousands of records at once.
Price: Starts at $30 per user per month
Popular Apps Among Sales Professionals
Useful for: a comprehensive platform for sales communication, engagement tracking, lead scoring and more.
InsideSales has a suite of products from its PowerDialer platform with prescriptive sales actions, machine learning lead prioritization, one-touch dialing, and automatic local numbers to PowerStandings which is a sales gamification system specifically designed to motivate sales behavior, increase visibility, and boost sales team competitiveness and performance.
Price: Contact for pricing
Useful for: analyzing account, contact, and lead records in order to gain details on data completeness and quality
Data.com helps Sales Cloud customers understand the overall health of their customer data. Data health ratings provide an overall assessment of your data quality. Field level details show where there are gaps that need to be addressed. Match rate and firmographic details show how Data.com can improve your customer data.
Price: Contact for pricing
Useful for: 80+ ready-to-use sales reports
InsightSquared has a suite of products geared towards sales professionals. Its popular analytics integration allows you to turn your Salesforce data into decision-quality reports and board-ready visuals, answer everyday sales questions automatically, and gives you the reports you need to manage your pipeline, optimize your funnel, and forecast your sales.
Price: Contact for pricing
Popular Apps Among Customer Service and Support Professionals
Useful for: customer service software and support ticket help desk application
Desk.com is Salesforce’s out-of-the-box customer support help desk specifically designed to help small business offer fast, awesome customer support. Update and view important customer information from Salesforce, including custom fields and contact history, while working on cases. Drive workflow rules and approvals, write apex code for complex needs, extend the AppExchange, and more.
Price: Starts at $20 per month
Useful for: customer satisfaction and feedback surveys
Build surveys with drag-and-drop ease and fully customizable branding, create personalized dashboards to track key metrics and monitor responses, and add survey responses to Salesforce records in any field or custom object.
Price: Starts at $50 per month
Useful for: drag-and-drop form builder
With FormAssembly you can easily create complex forms using conditional logic, calculated fields, and integration the forms with Salesforce, PayPal, Stripe, and Authorize.Net, and more.
Price: Starts at $89 per month
Popular Apps Among IT Professionals
Useful for: roll-up any Salesforce data: count, sum, max, min, average, percent, lookup rollups, text, & multi-currency roll-ups
Rollup Helper alllows you to create roll-up summaries in Salesforce, build mission critical reports and trigger intelligent data-driven workflows, and uses custom filters so you can segment your data to fit your needs.
Useful for: data migration and loading
Jitterbit Data Loader for Salesforce is a free data migration tool that lets you automate the import/export of data between flat files, databases, and Salesforce.
Popular Apps Among Upper Management and Executives
Useful for: signing documents electronically
DocuSign is the most popular way to electronically sign documents. Send, sign and track agreements and approvals anytime, anywhere, and from any device
Price: General plans start at $10 per month
Useful for: customer data and intellegence provider
With the DiscoverOrg App for Salesforce, your sales and marketing teams can find new prospect accounts in your target market and instantly identify decision-makers and other key stakeholders with org charts, boost connect rates with verified direct-dial phone numbers and email addresses, and uncover emerging opportunities from practical predictive intelligence and improve and personalize conversations with insights about projects, initiatives, and personnel changes.
Price: Contact for pricing
Overall Most Popular
This one was the overall winner coming in first place across all profession categories. (Full disclosure: if you don’t already know, this is one of our products, but we promise we didn’t bribe, pay, or twist anyone’s arm to vote for Cloudingo.)
Useful for: cleaning data and deleting existing dupes
If you want clean data and are tired of duplicate records ruining your data, you need to get Cloudingo. Using powerful filters you can eliminate duplicates that already exist in your Salesforce data or from mass imports. You can also merge, convert, update, delete in bulk, and schedule Cloudingo to automatically clean your data when you need.
Price: Starts at $1,096 per Salesforce instance per year