The Salesforce AppExchange

While Salesforce is a highly powerful tool used to support any organization’s day-to-day functions, there are many Apps available in what is called the Salesforce AppExchange to help enhance the solution to support any organization’s needs.

What is the Salesforce AppExchange

The Salesforce AppExchange is a marketplace where Admins or consultants can go and “shop” for a solution that will extend and enhance their current Salesforce solution. All you need is the “Download Packages” permission to install them into your org.

The AppExchange offers solutions geared towards streamlining communication, improving internal processes and procedures that will enhance a company’s customer service or provide tools to help close deals, provide better data management and cleanup, or simply provide a more visually appealing way to communicate with their customers. Something can be found for a variety of organization’s needs.

Today, we will go over some of the most exciting and beneficial Salesforce AppExchange packages available to you in the marketplace. While there are tons of options available, these are just a few that caught our eye!

Salesforce AppExchange: Streamlined Communication Apps

Salesforce Anywhere (QUIP)

Download Quip from the Salesforce AppExchange here >>

The Salesforce Anywhere (Quip) app allows Salesforce admins to efficiently collaborate with their fellow team members, as well as keep their clients up to speed- all in one place!

Salesforce Anywhere allows users to chat, set alerts, and embed real-time, updated information from Salesforce directly into the Quip document. The in-line comment feature allows you to add comments, questions, or feedback to any part of a record, which provides a clear and concise method of communication, that reduces the time spent going back and forth.

Users can subscribe to the accounts, records, or opportunities that are important to them. When relevant information is updated, they’ll get alerted simultaneously, removing the tedious task of alerting each person one by one.

In addition to the communication features listed above, Salesforce has integrated with Amazon Chime and Zoom so users have the ability to leverage the video conferencing service of their choice and communicate with each other face to face. A user can start a chat while looking at a specific record page, and with a click, move to video to continue the conversation on the same screen. Users no longer need to switch screens and set up a separate conferencing option to screen share. With this new integration, everyone is on the same page!

Slack

Download Slack from the Salesforce AppExchange here >>

The Salesforce and Slack integration allow users to search and share information in their Salesforce instance directly from Slack.

This integration also allows users to share messages both ways. Important account information can be shared within Slack, and important Slack communication can be saved on the Account record within Salesforce.

To include key participants into a discussion, all you have to do in Slack is @mention the user you want to share the information with, and then use the slash command (/salesforce[account name]) to pull the relevant details from Salesforce into the communication channel. This provides users an instant view of the account information and streamlines the communication.

CalendarAnything

Purchase CalendarAnything from the Salesforce AppExchanage here >>

CalendarAnything is a visualization tool that allows for a variety of records to be accessible within the Salesforce calendar. This app can be customizable so a user can display any standard or custom objects within their calendar. Users not only have the ability to create, edit and modify records directly within the calendar view but these dynamic calendars can be shared internally or externally by either being saved as an image or by embedding it into records or websites.

This app syncs directly with Outlook and Google calendars, which allows for ease in Salesforce schedule or event management across your team!

Salesforce AppExchange: Internal system improvement apps

LevelJump

Purchase LevelJump from the Salesforce AppExchange here >>

LevelJump is an app that is built directly in Salesforce Sales and Service Cloud™, no integrations are needed! This app provides a variety of programs that are aimed at helping an organization improve its ROI and manage KPI’S. There are coaching, training, and readiness programs available and can be added directly within your teams’ workflows to help ensure efficiency and success.

With embedded millstone automation, this app can be used to help guide an organization’s sales team with the activities needed for completion, highlighting any opportunities discovered and tracking deals that have closed. This information allows management the ability to track the impact of seller performance and correlate their performance to specific metrics- creating the ability to determine potential patterns that can help guide team members to success, optimizing and replicating these patterns across the board!

Lean Data: Lead to Account Matching & Routing

Download LeanData from the Salesforce AppExchange here>>

This app allows organizations to define matching rules that route leads to the appropriate engagement assignment, so opportunities can close as quickly as possible- resulting in increased revenue for the company.

For Sales, this app can quickly and efficiently change lead routing assignments as needed and automatically distribute them to the most appropriate/qualified representative.

For marketing, this app can automatically match leads to existing accounts in Salesforce, route prioritized leads to the appropriate representative, and allow a clear view into the status of every lead throughout the process.

This system can also be used to optimize response times and ensure the company or client SLA’s are met.

Zoominfo Powered by DiscoverOrg

Download ZoomInfo from the Salesforce AppExchange here>>

ZoomInfo utilizes practical and predictive data intelligence ensuring organizations uncover opportunities allowing sales and marketing teams to find and quickly connect, with the appropriate decision-maker and key stakeholders at each account, resulting in more deals closed and faster!

This app helps ensure that phone numbers and email addresses are accurate and identifies any potential discrepancies in real-time, allowing records to be singularly updated or updated in bulk. This App’s functionality helps not only reduce the manual search efforts by your sales and marketing team but also enhances the sales process and increases revenue.

Groove

Purchase Groove from the Salesforce AppExchange here >>

Groove is a sales engagement app that was created to enhance cross-team collaboration. This app automates non-sales activities so that sales representatives can spend more of their time creating and maintaining client relationships and, in the end, generating more revenue for the company!

Groove is customizable and can be set up to reflect an organization’s specific needs to ensure not only automation to improve streamlined efficiency, but also to provide accurate reporting and forecasting.

Salesforce AppExchanage: Data Management Apps

Cloudingo

Purchase Cloudingo from the Salesforce AppExchange here >>

Managing data can be tedious and time-consuming. Cloudingo was created to help ease the frustration that can come with this task and allowing an organization to have peace of mind knowing that their system is full of clean and reliable data.

Cloudingo provides you the ability to confidently merge records without worrying about losing historical data, related opportunities, and attachments as well as the ability to convert leads to contacts.

Deduplication can be automated by scheduling Couldingo to run in the background, leaving more time for you to concentrate on more productive, revenue-generating tasks. Deduplication can also be performed when mass importing data. The incoming data is scanned for potential duplicates, ensuring that new records are created, and previous records are updated.

Mass record updates can be performed, which ensures quality data for reporting purposes by removing test records or inactive data.

Modifying data can be a sensitive task, but with Cloudingo, an organization can control access to this functionality and have the ability to track who makes changes with permission-based logins!

Ownbackup Archiver

Purchase Ownbackup from the Salesforce AppExchange here >>

With Ownbackup, the need for manual backups is eliminated. Your company can back up your data either on a schedule or on-demand, allowing for the peace of mind that your data is safe and secure, while also ensuring your company is compliant with a variety of data regulations.

Ownbackup helps identify any potentially unwanted or accidental data changes and allows for the ability to restore accurate data.

Need data for testing? You can copy data from a backup to your sandbox environment for development, user acceptance testing, and end-user training, without impacting customer data needed for reporting within production.

Salesforce AppExchange: Data visualization Enhancement Apps

Conga Composer

Purchase Conga Composer from the Salesforce AppExchange here >>

With Conga Composer, organizations can use pre-built or customized templates to create unique and accurate digital documents that are automatically populated with their data directly from Salesforce.

With Conga Composer, you can send your clients a variety of customized documents, including quotes, proposals, account plans, invoices and receipts, contracts, work orders, reports in either PDF, Word, Excel, or PowerPoint format. These documents can be created with no clicks required by using customizable triggers and can either be sent manually, in a batch, or even on a custom schedule determined by your organization!

Conclusion
While Salesforce is an effective tool for any organization, there are a variety of Apps available on the Salesforce AppExchange to help enhance the software to fit any need. Whether a company wants to improve their system processes, data management, and cleanup, enhance their marketing and sales abilities or simply provide a more visually appealing way to communicate with their customers, something can no doubt be found on the Salesforce AppExchange to make those wishes come true!

While there are many options available, these are some of my favorite Apps that are available to Salesforce users in 2021. You can view the full listing on the Salesforce AppExchange here. If you need help you can always contact us. 

About Roycon
We’re an Austin-based Salesforce Consulting Partner, with a passion and belief that the Salesforce platform’s capabilities can help businesses run more efficiently and effectively. Whether you are just getting started with Salesforce or looking to realize its full potential, Roycon specializes in Salesforce Implementations, Salesforce Ongoing Support, and Salesforce Integrations, and Development. We’re the certified partner to guide the way to increase Salesforce Adoption, make strategic decisions, and build your Salesforce Roadmap for success.