Salesforce is a powerful customer relationship management (CRM) platform that can help businesses improve their productivity and efficiency.
However, to get the most out of Salesforce, it's often necessary to add additional apps and add-ons. Here's a look at some of the best Salesforce apps and add-ons for enhancing productivity:
- DocuSign: DocuSign is an e-signature app that helps streamline your document signing process. It eliminates the need for physical signatures, saving you time and effort. With DocuSign, you can sign and send documents directly from Salesforce, which makes it a great choice for businesses looking to streamline their sales process.
- Conga Composer: Conga Composer is a document generation app that can help you create professional-looking documents, such as proposals and contracts, directly from Salesforce. With Conga Composer, you can easily generate complex documents using data stored in Salesforce, saving you time and effort.
- SalesforceIQ: SalesforceIQ is a sales intelligence app that provides real-time insights into your sales performance. With SalesforceIQ, you can track customer interactions, manage your sales pipeline, and receive real-time insights into your sales performance. This can help you make data-driven decisions and improve your sales process.
- Apttus: Apttus is a quote-to-cash app that helps you manage your entire sales process, from creating quotes to generating invoices, directly from Salesforce. With Apttus, you can streamline your sales process and improve efficiency, which can help you close more deals and grow your business.
- Skedulo: Skedulo is a field service management app that helps you manage your field service technicians and schedule appointments directly from Salesforce. With Skedulo, you can manage your field service operations more efficiently, and track service performance, which can help you improve customer satisfaction and grow your business.
- Data.com: Data.com is a data management app that helps you clean, update, and enrich your sales data, which can improve the accuracy and effectiveness of your sales and marketing efforts. With Data.com, you can keep your sales data up-to-date, which can help you make data-driven decisions and grow your business.
- FormAssembly: FormAssembly is a form builder app that helps you create custom forms and surveys directly from Salesforce. With FormAssembly, you can easily capture data from your customers and store it directly in Salesforce, which can help you improve your sales and marketing processes.
- Lightning Dialer: Lightning Dialer is a telephony app that helps you make and receive calls directly from Salesforce. With Lightning Dialer, you can improve call efficiency, automate call logging, and reduce manual data entry, which can save you time and effort.
- RingCentral: RingCentral is a cloud-based communications app that integrates with Salesforce. With RingCentral, you can make and receive calls, send and receive messages, and hold video meetings, all from within Salesforce. This can help you streamline your communication process and reduce the need to switch between different apps.
- Quip: Quip is a team productivity app that integrates with Salesforce. With Quip, you can collaborate with your team, share documents and spreadsheets, and hold meetings, all from within Salesforce. This can help you improve collaboration and increase productivity.
- Validity: Validity is an email validation app that integrates with Salesforce. With Validity, you can validate and clean your email data, which can help you improve email deliverability and increase the effectiveness of your email campaigns.
These apps and add-ons can help you extend the capabilities of Salesforce and improve your productivity.
By adding these apps and add-ons to your Salesforce setup, you can improve your efficiency, reduce manual data entry, and get the most out of your Salesforce investment
