35 بهترین برنامه Salesforce برای مشاغل کوچک
۳۵ بهترین برنامه Salesforce برای مشاغل کوچک
از فروش تا خدمات مشتری، Salesforce نقش مهمی در سادهسازی فرآیندهای تجاری ایفا میکند. با این حال، قدرت واقعی در مجموعه گسترده ای از برنامه های Salesforce در دسترس است که برای افزایش عملکرد و کارایی طراحی شده اند. در این مقاله، ما ۳۵ بهترین برنامه Salesforce را برای مشاغل کوچک بررسی میکنیم و راهحلهای ارزشمندی را برای نیازهای خاص آنها ارائه میکنیم. بیایید شروع کنیم!
آشنایی با برنامه های Salesforce و پلت فرم Salesforce
برنامههای Salesforce ابزارهای تخصصی هستند که میتوانند روی پلتفرم Salesforce نصب شوند تا قابلیتهای آن را گسترش دهند. این برنامهها طیف وسیعی از عملکردها را ارائه میدهند، مانند خودکار کردن وظایف، مدیریت روابط با مشتری، و تجزیه و تحلیل دادهها.
قدرت Salesforce برنامهها
برنامههای Salesforce دارای قدرت بسیار زیادی در تغییر عملیات تجاری هستند. این ابزارهای تخصصی بهره وری را افزایش می دهند و در عین حال بینش های ارزشمندی را برای تصمیم گیری آگاهانه ارائه می دهند. بیایید نگاهی بیندازیم که چگونه کسبوکارها میتوانند از قدرت برنامههای Salesforce بهره ببرند…
بهینه سازی فرآیند فروش
برنامه های Salesforce نقش مهمی در بهینهسازی فرآیندهای فروش با سادهسازی و خودکارسازی وظایف مختلف دارد. با استفاده از این برنامههای فروش، کسبوکارها میتوانند به بهرهوری و بهرهوری بالاتری دست یابند و تیمهای فروش را قادر میسازد تا بر ایجاد روابط و بستن معاملات تمرکز کنند.
استفاده از Salesforce CRM
برای به حداکثر رساندن مزایای ارتباط با مشتری Salesforce مدیریت (CRM)، کسبوکارها میتوانند از برنامههای مختلفی استفاده کنند که استراتژیهای تعامل را بهبود میبخشد، و آنها را قادر میسازد تا ارتباطات قویتری با مشتریان ایجاد کنند و موفقیت بلندمدت را به ارمغان آورند.
بهبود رضایت مشتری
برنامههای Salesforce میتوانند با ارائه ابزارهای خدمات مشتری برتر و برنامه های بازاریابی شخصی شده، رضایت مشتری را به طور قابل توجهی بهبود می بخشد. این برنامهها به کسبوکارها برای ارائه تجربیات استثنایی، رسیدگی فوری به نیازهای مشتری و ایجاد تعاملات شخصیشده که وفاداری و رضایت را تقویت میکنند، قدرت میدهد.
ایجاد گزارش های نیروی فروش روشنگر
برنامههای Salesforce ابزاری را در اختیار کسبوکارها قرار میدهند تا گزارشهای جامع تولید کنند، بینشهای ارزشمند و دید بهتر دادهها را ارائه دهند. این ابزارها به کسبوکارها اجازه میدهند تا روندها را تجزیه و تحلیل کنند، عملکرد را دنبال کنند و برای رشد و موفقیت آینده تصمیمگیری آگاهانه بگیرند.
اطمینان از پشتیبانگیری از دادهها
راهحلهای قوی پشتیبانگیری از دادهها ارائه شده توسط برنامههای Salesforce بسیار مهم هستند. تضمین امنیت داده ها و تداوم کسب و کار. این برنامهها روشهای قابل اعتمادی را به کسبوکارها میدهند تا از دادههای ارزشمندشان محافظت کنند، از تلفات جلوگیری کرده و عملیات روان را امکانپذیر میکنند.
تجزیه و تحلیل دادههای قدرتمند
برخی از برنامههای موجود در اکوسیستم Salesforce با فعال کردن تجزیه و تحلیل دادههای مؤثر، کسبوکارها را توانمند میکنند. این ابزارها تصمیمگیری مبتنی بر داده را تسهیل میکنند و به سازمانها کمک میکنند تا استراتژیهایی را بر اساس بینشهای ارزشمند تدوین کنند که منجر به نتایج بهتر و موفقیت میشود.
مروری بر پلتفرم Salesforce
پلتفرم Salesforce یک پلت فرم همه کاره است و انتخاب محبوب در بین مشاغل برای مدیریت ارتباط با مشتری (CRM)، فروش، بازاریابی و موارد دیگر. با ویژگیها و قابلیتهای قویاش، سازمانها را قادر میسازد تا فرآیندها را سادهسازی کنند، تعامل با مشتری را افزایش دهند، و از طریق مدیریت دادهها و اتوماسیون مؤثر، رشد کنند.
استفاده از دادههای Salesforce
برای باز کردن پتانسیل کامل دادههای Salesforce، کسبوکارها میتوانند به برنامههای تخصصی که دادهها را بهبود میبخشند تکیه کنند. مدیریت و تحلیل دو جنبه کلیدی نقش برنامههای Salesforce در مدیریت دادههای مشتری و تبدیل دادههای مشتری به بینشهای عملی است.
نقش برنامههای Salesforce در مدیریت دادههای مشتری
برنامههای Salesforce نقش مهمی در اثربخشی دارند. مدیریت داده های مشتری این برنامهها ویژگیهایی مانند ذخیرهسازی قوی داده، دسترسی آسان، ابزارهای تقسیمبندی و اقدامات امنیتی پیشرفته را ارائه میکنند. با این قابلیتها، کسبوکارها میتوانند به طور کارآمدی دادههای مشتری را سازماندهی کرده و از آنها برای هدایت تجربیات شخصی و تصمیمگیری آگاهانه استفاده کنند.
برنامههای Salesforce این قدرت را دارند که دادههای خام مشتری را به اطلاعات بینش عملی برای مشاغل تبدیل کنند. با استفاده از تجزیه و تحلیل پیشرفته و ویژگی های گزارش، این برنامه ها می توانند الگوها، روندها و همبستگی ها را در داده ها کشف کنند. این امر به کسب و کارها امکان می دهد تا تصمیمات مبتنی بر داده اتخاذ کنند، استراتژی ها را بهینه کنند و تجربیات استثنایی برای مشتری ارائه دهند. مثالهای واقعی و مطالعات موردی، تأثیر تحولآفرین برنامههای Salesforce را در تبدیل دادهها به بینشهای ارزشمند بیشتر نشان میدهند.
بهترین نیروی فروش رایگان. برنامهها
در زیر لیستی از بهترین برنامههای Salesforce رایگان وجود دارد که میتوانند عملیات کسبوکار کوچک شما را بدون شکستن هزینه بهبود بخشند. این برنامهها عملکردهای ارزشمندی را برای کمک به سادهسازی فرآیندها، بهبود بهرهوری و افزایش تعامل مشتری ارائه میدهند.
۱٫ داشبوردهای Salesforce CRM
داشبوردهای Salesforce CRM داشبوردهای نمونه را برای مدیران، نمایندگان، فروش، پشتیبانی و موارد دیگر ارائه دهید. آنها گزارشهای بهترین شیوهها را ارائه میکنند، پذیرش CRM را افزایش میدهند، و بینش جامعی در مورد عملکرد سازمانی ارائه میدهند و به تیمها کمک میکنند تا کسب و کار بیشتری را ببندند.
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۲٫ راهنمای راهنمای درون برنامهای
Salesforce Labs راهنمایی های درون برنامه ای برای کاربران فروش، که اصول اولیه، پیمایش، فهرست ها و سوابق را پوشش می دهد. کاربران می توانند راهنماها را ویرایش یا شبیه سازی کنند. راهنمای سفارشیسازی و یک PDF موجود است.
۳٫ داشبوردهای پذیرش Salesforce
داشبوردهای پذیرش Salesforce امکان مشاهده تاریخچه ورود کاربر، پذیرش ویژگی های کلیدی و بهره وری فروش/بازاریابی را فراهم می کند. این شامل ۴۲ گزارش، ۶ فیلد سفارشی و ۳ داشبورد است. ایده آل برای افزایش پذیرش و معیارهای قابل تنظیم.
۴٫ راهنمای درونبرنامه: بهرهوری کاربر سرویس را در Lightning Experience افزایش دهید
Salesforce لیست علاقه مندی های Trailblazer Community را برای اعلان های راهنمای درون برنامه در Lightning Experience. این بسته شامل فرمان هایی برای پنج ویژگی کلیدی، کمک به پذیرش کاربر و بهره وری است.
۵٫ ZoomInfo Field Trip
ZoomInfo’s Field Trip به کاربران Salesforce امکان تجزیه و تحلیل استفاده از میدان، شناسایی فیلدهای استفاده نشده و بهبود کیفیت داده ها را می دهد. این یک امتیاز کیفیت داده قابل تنظیم بر اساس نرخ پر شدن میدان و وزن ایجاد می کند.
۶٫ اسکن به Salesforce/Pardot
Scan to Salesforce/Pardot توسط Sansan اسکن OCR 99٪ دقیق را ارائه می دهد و ورود دستی را حذف می کند. حداکثر ۴ کارت را به طور همزمان اسکن کنید، سرنخ ها و مخاطبین را به Salesforce منتقل کنید و از دقت و پشتیبانی داده های درجه یک لذت ببرید.
۷٫ Query Studio for Marketing Cloud
Query Studio for Marketing Cloud کاربران را قادر می سازد تا پرس و جوها را در یک محیط SQL مانند بنویسند و اجرا کنند. ویژگی هایی مانند اعتبار سنجی پرس و جو، پرس و جوهای یکباره، و میانبر برای اجرای پرس و جوها را ارائه می دهد.
۸٫ بررسی تکراری
چک تکراری برای Salesforce توسط Plauti یک برنامه بومی است که رکوردهای تکراری را پیدا، جلوگیری و ادغام می کند. ادغام خودکار، روشهای پیشگیری و سفارشیسازی را ارائه میکند و برای حداکثر ۱۰۰۰۰ رکورد رایگان است.
۹٫ بسته گرافیکی
این بسته گرافیکی صدها تصویر و نماد را برای برنامه های Salesforce ارائه می دهد. این شامل گرافیک برای فرمول های تصویر، برگه ها و صفحات Visualforce در اندازه های ۱۶×۱۶ و ۳۲×۳۲ پیکسل است. به عنوان مثال می توان به حیوانات، ورزش، امور مالی و موارد دیگر اشاره کرد.
۱۰٫ dataloader.io
dataloader.io توسط MuleSoft برترین Data Loader مبتنی بر ابر برای Salesforce است که واردات، صادرات و حذف دادهها را آسان میکند. دارای رتبه ۴٫۵۵، نگاشت داده های ساده شده است و از زمان بندی، منابع فایل متعدد و ادغام API از طریق Anypoint Platform پشتیبانی می کند.
۱۱٫ بسته داشبورد AppExchange
پک داشبورد AppExchange هفت داشبورد از پیش بسته بندی شده را برای مدیران ارائه می دهد. با میانگین امتیاز ۴٫۱۷، بینش در زمان واقعی در مورد فروش، بازاریابی و پشتیبانی ارائه می دهد. بسته رایگان به حساب Salesforce شما قابل مشاهده است.
۱۲٫ بررسی سازمان
Org Check یک برنامه Salesforce است که بدهی های فنی را نظارت می کند. مدل های داده، کیفیت فراداده، سلسله مراتب نقش، عضویت در گروه عمومی و اجزای Apex را تجزیه و تحلیل می کند. آن را نصب کنید تا بدهی های فنی را کاهش دهید و امروز برای سازمان خود اطلاعاتی کسب کنید.
۱۳٫ Formstack Forms
Formstack Forms فرآیندها را خودکار می کند و سیلوهای داده را حذف می کند. پیش پر کردن فرم پویا، تولید رکورد و ادغام با اشیاء استاندارد و سفارشی را ارائه می دهد. Documents for Salesforce تولید اسناد و جمع آوری امضای دیجیتال را امکان پذیر می کند. نسخه آزمایشی رایگان در دسترس است.
۱۴٫ بسته موفقیت غیرانتفاعی
Nonprofit Success Pack is a user-friendly fundraising and constituent management application. It effectively manages users, donors, contacts, volunteers, and more.۱۵٫ CMS Content Type Manager
The CMS Content Type Manager simplifies managing custom CMS content types in Salesforce Lightning Experience. Easily clone, modify, test, and delete content types. Access embedded guidance and learning resources.
۱۶٫ Volunteers
Volunteers is a highly-rated nonprofit tool that manages volunteer data, shifts, and reports. It enables personalized communication and public signups on websites.
۱۷٫ Agile Accelerator
Agile Accelerator is an Agile Development Toolset with a 3.94 average rating. It offers agile project management, collaboration, and leverages expertise from Salesforce Agile teams, based on their successful internal system.
۱۸٫ Rollup Helper
Rollup Helper by Passage Technology is a no-code roll-up platform for Salesforce. It offers easy configuration of roll-ups, supports various data types, and provides scalability. It’s compatible with Salesforce Lightning or Classic.
۱۹٫ S-Docs
S-Docs provides secure document generation and e-signature services within Salesforce. Their native app automates the process, offers various document formats, and ensures data compliance.
۲۰٫ DESelect Search
DESelect Search is a robust search engine for Salesforce Marketing Cloud that helps marketers quickly find objects, like data extensions and email templates.
Salesforce Apps List – Paid and Premium Options
Next, let’s check out a comprehensive list of paid and premium Salesforce apps that provide advanced features and functionalities to take your business operations to the next level.
۲۱٫ DocuSign eSignature
DocuSign eSignature enables quick agreement processing within Salesforce, offering an intuitive signing experience across devices. Pricing starts at $30/user/month.
۲۲٫ Gong.io
Gong.io is a Revenue Intelligence Platform that captures and analyzes customer interactions and generates reports. It helps improve sales performance and collaboration and starts at $1/company/month.
۲۳٫ Adobe Sign
Adobe Sign is a trusted e-signature solution allowing users to create, send, sign, and track agreements within Salesforce. It improves compliance, reduces risk, and offers customizable features with seamless integration.
۲۴٫ LinkedIn Sales Navigator
LinkedIn Sales Navigator enables embedded profiles for buyer insights. Pricing starts at $125/user/month. Requires Sales Navigator Advanced or Advanced Plus Edition.
۲۵٫ PDF Butler
PDF Butler by CloudCrossing revolutionizes Salesforce document generation. Generate lightning-fast docs with comprehensive branding and personalization options. Pricing starts at $14/user/month with nonprofit discounts.
۲۶٫ Config Workbook
Config Workbook offers easy extraction of Salesforce metadata into Excel files, including field-level security, profile permissions, and page layouts. It starts at $50/month.
۲۷٫ Box
Box is a leading content management platform offering document management, collaboration, and e-signatures. It reduces costs, integrates with Salesforce and Slack, and supports various industries.
۲۸٫ Titan
Titan provides dynamic forms, document generation, signatures, and web apps. Trusted by companies like Intel and IBM, it helps create seamless customer experiences with real-time integration.
۲۹٫ Conga Composer
Conga Composer automates document generation in Salesforce, with customizable templates and support for multiple formats. Pricing starts at $20/user/month.
۳۰٫ Bulk Object Field Creator
Bulk Object Field Creator allows cloning, exporting, and comparing various metadata types. Pricing starts at $8 per month per organization.
۳۱٫ Seismic Enablement Cloud
Seismic Enablement Cloud is the first cloud-based platform for enablement, delivering AI-guided personalized content to align teams, increase productivity, and accelerate sales. It starts at $55/user/month.
۳۲٫ ZoomInfo SalesOS
ZoomInfo SalesOS is a B2B go-to-market platform with a large, frequently updated database. It integrates with Salesforce for refined searches, seamless exports, and prospecting. Pricing starts at $15,995 per year.
۳۳٫ Conga Sign
Conga Sign is a secure eSignature solution that speeds up approvals, ensures compliance, and integrates with other Conga products.
۳۴٫ NICE CXone Agent
NICE CXone Agent is a cloud-based call center solution that synchronizes contact center and CRM information, improves agent efficiency, and offers personalized interactions.
۳۵٫ Nintex DocGen
Nintex DocGen allows easy automation of document creation, regardless of technical expertise. Generate compliant documents using Salesforce data and templates, and deliver them to recipients. No coding is required.
App Name
Description
Key Features
Salesforce CRM Dashboards
Provides example dashboards and comprehensive insights into organizational performance
Best practices reports, promotes CRM adoption, supports various roles
In-App Guidance Walkthroughs
Offers premade walkthroughs for sales users
Customizable, includes navigation, lists, records guides
Salesforce Adoption Dashboards
Provides visibility into user login history and productivity
۴۲ reports, 6 custom fields, 3 dashboards
In-App Guidance: Boost Service User Productivity
Includes prompts for five key features in Lightning Experience
Aids user adoption and productivity
ZoomInfo Field Trip
Allows Salesforce users to analyze field usage
Generates data quality score, identifies unused fields
Scan to Salesforce/Pardot
Provides 99% accurate OCR scanning for lead and contact transfer
Scans up to 4 cards at once, ensures data accuracy
Query Studio for Marketing Cloud
Enables users to write and run queries in SQL-like environment
Query validation, one-off queries, shortcut for running queries
Duplicate Check
Finds, prevents, and merges duplicate records
Automated merging, prevention methods, free for up to 10,000 records
Graphics Pack
Offers images and icons for Salesforce applications
Graphics for image formulas, tabs, Visualforce pages
dataloader.io
Cloud-based Data Loader for Salesforce
Easy data import, export, deletion, supports scheduling, API integration
AppExchange Dashboard Pack
Offers seven prepackaged dashboards for Admins
Provides real-time insights into Sales, Marketing, Support
Org Check
Monitors technical debt in Salesforce
Analyzes data models, metadata quality, role hierarchy, Apex components
Formstack Forms
Automates processes and eliminates data silos
Dynamic form prefilling, record generation, document generation, digital signature collection
Nonprofit Success Pack
Fundraising and constituent management application
Manages users, donors, contacts, volunteers
CMS Content Type Manager
Simplifies managing custom CMS content types in Lightning Experience
Easy clone, modify, test, delete content types
Volunteers
Manages volunteer data, shifts, reports
Personalized communication, public signups on websites
Agile Accelerator
Agile Development Toolset
Offers agile project management, collaboration
Rollup Helper
No-code roll-up platform for Salesforce
Easy configuration of roll-ups, supports various data types
S-Docs
Secure document generation and e-signature services
Automates process, offers various document formats, ensures data compliance
DESelect Search
Search engine for Salesforce Marketing Cloud
Quickly find objects, like data extensions and email templates
DocuSign eSignature
Enables quick agreement processing
Intuitive signing experience across devices
Gong.io
Revenue Intelligence Platform that captures and analyzes customer interactions
Generates reports, improves sales performance
Adobe Sign
Trusted e-signature solution
Creates, sends, signs, tracks agreements
LinkedIn Sales Navigator
Enables embedded profiles for buyer insights
Requires Sales Navigator Advanced or Advanced Plus Edition
PDF Butler
Revolutionizes Salesforce document generation
Fast document generation, comprehensive branding
Config Workbook
Easy extraction of Salesforce metadata into Excel files
Includes field-level security, profile permissions, page layouts
Box
Leading content management platform
Document management, collaboration, e-signatures
Titan
Provides dynamic forms, document generation, signatures, web apps
Real-time integration
Conga Composer
Automates document generation in Salesforce
Customizable templates, supports multiple formats
Bulk Object Field Creator
Allows cloning, exporting, comparing various metadata types
–
Seismic Enablement Cloud
First cloud-based platform for enablement
AI-guided personalized content, aligns teams
ZoomInfo SalesOS
B2B go-to-market platform with a large, updated database
Integrates with Salesforce for refined searches, exports
Conga Sign
Secure eSignature solution
Speeds up approvals, ensures compliance
NICE CXone Agent
Cloud-based call center solution
Synchronizes contact center and CRM info, improves agent efficiency
Nintex DocGen
Easy automation of document creation
Generates compliant documents using Salesforce data and templates
How to Choose the Best Salesforce Apps for Your Business
Choosing the best Salesforce apps for your small business is a crucial decision that can significantly affect your operational efficiency, sales effectiveness, and customer service quality. Here are some factors and steps you should consider in the selection process:
- Define Your Business Needs: Understand the specific pain points or challenges that your business is currently facing. The Salesforce app you choose should directly address these issues. For example, if you are struggling with duplicate data, an app like Duplicate Check might be appropriate.
- Budget Consideration: Be clear about how much you are willing to spend on Salesforce apps. While some apps are free or come at a nominal cost, others may require a substantial investment. Align your budget with your priorities.
- Consider Your Team Size: The size of your team will also play a crucial role. Some apps are more suited to larger teams with diverse roles, while others work better for smaller, more focused teams.
- Identify Your Goals: What do you hope to achieve with the Salesforce app? Do you want to streamline processes, improve customer relations, or boost sales performance? Keep these goals in mind when reviewing potential apps.
- Evaluate App Features: Consider the features and functionalities of different apps. Some may offer a broad range of features, while others may specialize in a specific area. Ensure the app has the necessary features to meet your needs and goals.
- User Reviews: Reading user reviews can provide insight into how well the app performs in real-world scenarios. You can learn about the app’s reliability, ease of use, and customer support quality.
- Request for Recommendations: Reach out to industry peers or other business owners who have used Salesforce apps. Their firsthand experience can provide valuable insight that can help you make a more informed decision.
- Compatibility with Existing Systems: Ensure that the app is compatible with your current systems and workflows. An app that requires substantial changes to your existing operations may not be the most cost-effective or efficient solution.
- Vendor Support: Consider the level of support offered by the app’s vendor. Prompt and effective customer support can be crucial when facing technical issues or when you need assistance.
- Scalability: As your business grows, your needs will change. Choose an app that can scale with your business and continue to meet your evolving needs.
- Free Trials or Demos: If available, use free trials or demos to test how the app works in your specific business setting. This can help you gauge whether the app will be a good fit before you make a purchase.
By carefully considering these factors, you can choose the best Salesforce apps for your small business and ensure that they effectively support your operations, boost productivity, and contribute to achieving your business goals.
Budget Considerations when Choosing a Salesforce App
Consider your budget when choosing a Salesforce app. Strike a balance between business needs and available funds. Research pricing, explore free options, and consider the long-term value to make an informed decision that fits your budget.
FAQs: Salesforce Apps
What is the Salesforce AppExchange?
The Salesforce AppExchange is a marketplace where businesses can discover and install a wide range of pre-built Salesforce apps, extending the functionality of the Salesforce platform to meet specific business needs.
What is a Salesforce Org and How Does it Interact with Salesforce Apps?
A Salesforce Org refers to a distinct instance of the Salesforce platform. It acts as a container for an organization’s data, customizations, and settings. Salesforce apps can be installed and integrated into a Salesforce Org to enhance its capabilities and support specific business processes.
How Can Salesforce Users Manage and Access Apps Across Multiple Salesforce Orgs?
Salesforce users can efficiently manage and access apps across multiple Salesforce Orgs through the Salesforce App Launcher. This centralized feature allows users to navigate between various Orgs and seamlessly access installed apps, promoting a consistent experience across different instances.
How Can I Identify the Best Salesforce Apps for My Business on the Salesforce Platform?
Identifying the best Salesforce apps for your business involves evaluating your specific needs, considering budget constraints, and researching user reviews. Look for apps that align with your requirements and have a proven track record of enhancing business processes and customer engagement.
Image: Envato
۱۵٫ CMS Content Type Manager
The CMS Content Type Manager simplifies managing custom CMS content types in Salesforce Lightning Experience. Easily clone, modify, test, and delete content types. Access embedded guidance and learning resources.
۱۶٫ Volunteers
Volunteers is a highly-rated nonprofit tool that manages volunteer data, shifts, and reports. It enables personalized communication and public signups on websites.
۱۷٫ Agile Accelerator
Agile Accelerator is an Agile Development Toolset with a 3.94 average rating. It offers agile project management, collaboration, and leverages expertise from Salesforce Agile teams, based on their successful internal system.
۱۸٫ Rollup Helper
Rollup Helper by Passage Technology is a no-code roll-up platform for Salesforce. It offers easy configuration of roll-ups, supports various data types, and provides scalability. It’s compatible with Salesforce Lightning or Classic.
۱۹٫ S-Docs
S-Docs provides secure document generation and e-signature services within Salesforce. Their native app automates the process, offers various document formats, and ensures data compliance.
۲۰٫ DESelect Search
DESelect Search is a robust search engine for Salesforce Marketing Cloud that helps marketers quickly find objects, like data extensions and email templates.
Salesforce Apps List – Paid and Premium Options
Next, let’s check out a comprehensive list of paid and premium Salesforce apps that provide advanced features and functionalities to take your business operations to the next level.
۲۱٫ DocuSign eSignature
DocuSign eSignature enables quick agreement processing within Salesforce, offering an intuitive signing experience across devices. Pricing starts at $30/user/month.
۲۲٫ Gong.io
Gong.io is a Revenue Intelligence Platform that captures and analyzes customer interactions and generates reports. It helps improve sales performance and collaboration and starts at $1/company/month.
۲۳٫ Adobe Sign
Adobe Sign is a trusted e-signature solution allowing users to create, send, sign, and track agreements within Salesforce. It improves compliance, reduces risk, and offers customizable features with seamless integration.
۲۴٫ LinkedIn Sales Navigator
LinkedIn Sales Navigator enables embedded profiles for buyer insights. Pricing starts at $125/user/month. Requires Sales Navigator Advanced or Advanced Plus Edition.
۲۵٫ PDF Butler
PDF Butler by CloudCrossing revolutionizes Salesforce document generation. Generate lightning-fast docs with comprehensive branding and personalization options. Pricing starts at $14/user/month with nonprofit discounts.
۲۶٫ Config Workbook
Config Workbook offers easy extraction of Salesforce metadata into Excel files, including field-level security, profile permissions, and page layouts. It starts at $50/month.
۲۷٫ Box
Box is a leading content management platform offering document management, collaboration, and e-signatures. It reduces costs, integrates with Salesforce and Slack, and supports various industries.
۲۸٫ Titan
Titan provides dynamic forms, document generation, signatures, and web apps. Trusted by companies like Intel and IBM, it helps create seamless customer experiences with real-time integration.
۲۹٫ Conga Composer
Conga Composer automates document generation in Salesforce, with customizable templates and support for multiple formats. Pricing starts at $20/user/month.
۳۰٫ Bulk Object Field Creator
Bulk Object Field Creator allows cloning, exporting, and comparing various metadata types. Pricing starts at $8 per month per organization.
۳۱٫ Seismic Enablement Cloud
Seismic Enablement Cloud is the first cloud-based platform for enablement, delivering AI-guided personalized content to align teams, increase productivity, and accelerate sales. It starts at $55/user/month.
۳۲٫ ZoomInfo SalesOS
ZoomInfo SalesOS is a B2B go-to-market platform with a large, frequently updated database. It integrates with Salesforce for refined searches, seamless exports, and prospecting. Pricing starts at $15,995 per year.
۳۳٫ Conga Sign
Conga Sign is a secure eSignature solution that speeds up approvals, ensures compliance, and integrates with other Conga products.
۳۴٫ NICE CXone Agent
NICE CXone Agent is a cloud-based call center solution that synchronizes contact center and CRM information, improves agent efficiency, and offers personalized interactions.
۳۵٫ Nintex DocGen
Nintex DocGen allows easy automation of document creation, regardless of technical expertise. Generate compliant documents using Salesforce data and templates, and deliver them to recipients. No coding is required.
App Name | Description | Key Features |
---|---|---|
Salesforce CRM Dashboards | Provides example dashboards and comprehensive insights into organizational performance | Best practices reports, promotes CRM adoption, supports various roles |
In-App Guidance Walkthroughs | Offers premade walkthroughs for sales users | Customizable, includes navigation, lists, records guides |
Salesforce Adoption Dashboards | Provides visibility into user login history and productivity | ۴۲ reports, 6 custom fields, 3 dashboards |
In-App Guidance: Boost Service User Productivity | Includes prompts for five key features in Lightning Experience | Aids user adoption and productivity |
ZoomInfo Field Trip | Allows Salesforce users to analyze field usage | Generates data quality score, identifies unused fields |
Scan to Salesforce/Pardot | Provides 99% accurate OCR scanning for lead and contact transfer | Scans up to 4 cards at once, ensures data accuracy |
Query Studio for Marketing Cloud | Enables users to write and run queries in SQL-like environment | Query validation, one-off queries, shortcut for running queries |
Duplicate Check | Finds, prevents, and merges duplicate records | Automated merging, prevention methods, free for up to 10,000 records |
Graphics Pack | Offers images and icons for Salesforce applications | Graphics for image formulas, tabs, Visualforce pages |
dataloader.io | Cloud-based Data Loader for Salesforce | Easy data import, export, deletion, supports scheduling, API integration |
AppExchange Dashboard Pack | Offers seven prepackaged dashboards for Admins | Provides real-time insights into Sales, Marketing, Support |
Org Check | Monitors technical debt in Salesforce | Analyzes data models, metadata quality, role hierarchy, Apex components |
Formstack Forms | Automates processes and eliminates data silos | Dynamic form prefilling, record generation, document generation, digital signature collection |
Nonprofit Success Pack | Fundraising and constituent management application | Manages users, donors, contacts, volunteers |
CMS Content Type Manager | Simplifies managing custom CMS content types in Lightning Experience | Easy clone, modify, test, delete content types |
Volunteers | Manages volunteer data, shifts, reports | Personalized communication, public signups on websites |
Agile Accelerator | Agile Development Toolset | Offers agile project management, collaboration |
Rollup Helper | No-code roll-up platform for Salesforce | Easy configuration of roll-ups, supports various data types |
S-Docs | Secure document generation and e-signature services | Automates process, offers various document formats, ensures data compliance |
DESelect Search | Search engine for Salesforce Marketing Cloud | Quickly find objects, like data extensions and email templates |
DocuSign eSignature | Enables quick agreement processing | Intuitive signing experience across devices |
Gong.io | Revenue Intelligence Platform that captures and analyzes customer interactions | Generates reports, improves sales performance |
Adobe Sign | Trusted e-signature solution | Creates, sends, signs, tracks agreements |
LinkedIn Sales Navigator | Enables embedded profiles for buyer insights | Requires Sales Navigator Advanced or Advanced Plus Edition |
PDF Butler | Revolutionizes Salesforce document generation | Fast document generation, comprehensive branding |
Config Workbook | Easy extraction of Salesforce metadata into Excel files | Includes field-level security, profile permissions, page layouts |
Box | Leading content management platform | Document management, collaboration, e-signatures |
Titan | Provides dynamic forms, document generation, signatures, web apps | Real-time integration |
Conga Composer | Automates document generation in Salesforce | Customizable templates, supports multiple formats |
Bulk Object Field Creator | Allows cloning, exporting, comparing various metadata types | – |
Seismic Enablement Cloud | First cloud-based platform for enablement | AI-guided personalized content, aligns teams |
ZoomInfo SalesOS | B2B go-to-market platform with a large, updated database | Integrates with Salesforce for refined searches, exports |
Conga Sign | Secure eSignature solution | Speeds up approvals, ensures compliance |
NICE CXone Agent | Cloud-based call center solution | Synchronizes contact center and CRM info, improves agent efficiency |
Nintex DocGen | Easy automation of document creation | Generates compliant documents using Salesforce data and templates |
How to Choose the Best Salesforce Apps for Your Business
Choosing the best Salesforce apps for your small business is a crucial decision that can significantly affect your operational efficiency, sales effectiveness, and customer service quality. Here are some factors and steps you should consider in the selection process:
- Define Your Business Needs: Understand the specific pain points or challenges that your business is currently facing. The Salesforce app you choose should directly address these issues. For example, if you are struggling with duplicate data, an app like Duplicate Check might be appropriate.
- Budget Consideration: Be clear about how much you are willing to spend on Salesforce apps. While some apps are free or come at a nominal cost, others may require a substantial investment. Align your budget with your priorities.
- Consider Your Team Size: The size of your team will also play a crucial role. Some apps are more suited to larger teams with diverse roles, while others work better for smaller, more focused teams.
- Identify Your Goals: What do you hope to achieve with the Salesforce app? Do you want to streamline processes, improve customer relations, or boost sales performance? Keep these goals in mind when reviewing potential apps.
- Evaluate App Features: Consider the features and functionalities of different apps. Some may offer a broad range of features, while others may specialize in a specific area. Ensure the app has the necessary features to meet your needs and goals.
- User Reviews: Reading user reviews can provide insight into how well the app performs in real-world scenarios. You can learn about the app’s reliability, ease of use, and customer support quality.
- Request for Recommendations: Reach out to industry peers or other business owners who have used Salesforce apps. Their firsthand experience can provide valuable insight that can help you make a more informed decision.
- Compatibility with Existing Systems: Ensure that the app is compatible with your current systems and workflows. An app that requires substantial changes to your existing operations may not be the most cost-effective or efficient solution.
- Vendor Support: Consider the level of support offered by the app’s vendor. Prompt and effective customer support can be crucial when facing technical issues or when you need assistance.
- Scalability: As your business grows, your needs will change. Choose an app that can scale with your business and continue to meet your evolving needs.
- Free Trials or Demos: If available, use free trials or demos to test how the app works in your specific business setting. This can help you gauge whether the app will be a good fit before you make a purchase.
By carefully considering these factors, you can choose the best Salesforce apps for your small business and ensure that they effectively support your operations, boost productivity, and contribute to achieving your business goals.
Budget Considerations when Choosing a Salesforce App
Consider your budget when choosing a Salesforce app. Strike a balance between business needs and available funds. Research pricing, explore free options, and consider the long-term value to make an informed decision that fits your budget.
FAQs: Salesforce Apps
What is the Salesforce AppExchange?
The Salesforce AppExchange is a marketplace where businesses can discover and install a wide range of pre-built Salesforce apps, extending the functionality of the Salesforce platform to meet specific business needs.
What is a Salesforce Org and How Does it Interact with Salesforce Apps?
A Salesforce Org refers to a distinct instance of the Salesforce platform. It acts as a container for an organization’s data, customizations, and settings. Salesforce apps can be installed and integrated into a Salesforce Org to enhance its capabilities and support specific business processes.
How Can Salesforce Users Manage and Access Apps Across Multiple Salesforce Orgs?
Salesforce users can efficiently manage and access apps across multiple Salesforce Orgs through the Salesforce App Launcher. This centralized feature allows users to navigate between various Orgs and seamlessly access installed apps, promoting a consistent experience across different instances.
How Can I Identify the Best Salesforce Apps for My Business on the Salesforce Platform?
Identifying the best Salesforce apps for your business involves evaluating your specific needs, considering budget constraints, and researching user reviews. Look for apps that align with your requirements and have a proven track record of enhancing business processes and customer engagement.
Image: Envato