Salesforce packs a punch with all its features and functionality, but that’s just where the fun starts. There are literally thousands of apps to extend Salesforce’s value. They address almost any business challenge, and costs range from free to, well, much more.
How do you find your way through this jungle of apps and land on the ones that can help your enterprise the most? You might start by checking out those that are winning the popularity contest.
And the winners are…drum roll please….
1. Dataloader
Dataloader is a tool that is created to deal with the mass loading of data into the systems, thus it is a must for anyone who is handling large datasets. Be it the customer information, the financial records or any other type of data, Dataloader simplifies the process, thus, ensuring the efficiency and the accuracy of the work.
- User-Friendly Interface: The process of configuring data tasks becomes easier, as users can map fields between the source and target systems effortlessly.
- Support for Various File Formats: It is compatible with CSV and Excel which implies the possibility to be flexible in managing and transferring data.
- Automation Capabilities: The feature of setting the data loading schedule, thus, makes sure that the information is always fresh without the need for manual input.
- Error Handling and Logging: Documents the challenges met during the data loading process, which in turn, aides in the identification and the solution of the problems.
2. DupeBlocker
DupeBlocker is the ultimate solution for anyone who is suffering from the issue of duplicate data. In a world where data integrity is a must, having the same data twice can cause the confusion, inefficiency, and inaccuracy in the reporting. DupeBlocker fights this problem right from the start by offering the actual de-duplication of data in real time.
- Real-Time Operation: The system tirelessly checks the data as it is inputted or imported, thus avoiding the storage of duplicates.
- Configurability: It lets users to set specific rules for what is considered a duplicate, thereby, guaranteeing the correct and the most relevant de-duplication.
- Detailed Reporting and Alerts: The system instantly informs users when a potential duplicate is found, and generates detailed reports for quick fix.
3. EchoSign
EchoSign is a ground-breaking invention that changes the way documents are signed by doing away with the pen and paper. This electronic signature method enables the users to sign the documents online, thus, it is fast, efficient, and legally enforceable alternative to the traditional methods.
- Convenience: The users can sign documents from any place, at any time, and using any device that has internet access.
- Document Management: The system stores all the signed documents and is a convenient and useful repository.
- Security: Employs the latest encryption technologies to safeguard confidential data, thus, the documents are kept secure during the time of transmission and storage.
4. Marketo
Marketo is a top marketing automation platform, which is created for the purpose of improving the marketing activities to a new level. Marketo is famous for its complete set of tools that facilitate the streamlining, automation, and measuring of marketing tasks and workflows by the businesses.
- Automation: It reduces the tedious tasks such as email marketing, lead nurturing, and campaign management, thus teams can concentrate on strategy and creativity.
- Analytics and Reporting: Helps to understand the campaign effectiveness, customer behavior, and ROI with up-to-date data and comprehensive reports.
- Lead Management: Identifies, scores, and develops leads through personalized and targeted campaigns.
- Integration: The systems are compatible with many third-party applications, for example, CRM systems and social media platforms.
5. Conga
Conga solves the widespread issue of the slow process of document creation and customization. For the businesses where the associates spend numerous hours manually making reports and proposals, Conga delivers a dynamic answer that automates and simplifies these processes.
- Document Generation: The software does the task of automatic creation of customized documents by pulling the data from various sources into the templates which are pre-designed.
- Customization: It gives users the option to easily customize documents in order to meet specific requirements, thus, the content is personalized and relevant.
- Document Management: It has the tools for the storage, organization and retrieval of the documents, hence it is easier to manage the huge volumes of paperwork.
- Integration: The product is so easily integrated with CRM systems and other, that data flows smoothly between systems.
Which Salesforce App Fits You the Most?
Undoubtedly, these apps are standing in the winners’ circle, but it doesn't necessarily mean they are suitable for you. The thing is, only you can decide that because every company has different requirements. Similar to downloading apps to your smartphone to make your life easier, you also do the same with Salesforce.
The way of choosing the right Salesforce app for your business is to first assess your particular needs and goals. Here's a closer look at how to determine which app might be the perfect fit for you:
# Auto-Dialer Apps
If your business is based on outbound sales calls, then an auto-dialer app could be your lifesaver. These apps have automated the dialing process, thus the number of calls your sales team can make has increased tremendously. Through the automation of the dialing process, you not only save time but also increase productivity, thus, you can concentrate more on the real conversations with the potential clients.
# Nonprofit Starter Pack
To the people who work in the nonprofit sector, Salesforce has the Nonprofit Starter Pack. This set of tools is created with the sole purpose of helping in the management of donations, the monitoring of donor engagement, and the simplification of fundraising processes. The features of the new software that are designed for nonprofit organizations, thus, simplify the whole process of donor management and at the same time ensures that you can easily keep track of the contributions and the outcomes.
# Marketo
If you are more into sophisticated marketing strategies, then Marketo might be your best option. Being a marketing automation platform, it lets you to develop, control and study campaigns without any problem. Marketo's powerful features enable you to automate the same marketing tasks, to target the right audience and to measure the effectiveness of your campaigns, hence, you get the best marketing ROI.
# Conga
Organizations requiring the fast and easy creation and management of documents should opt for Congress. This app has the ability to create customized documents like contracts, proposals, and reports without any manual work. It gathers data from different sources to pre-designed templates which maintains the consistency and accuracy. Conga also blends in with CRM systems smoothly and thus it becomes an important tool for the cutting down of the document workflows.
# Dataloader
The Dataloader is a must-have tool for enterprises dealing with large amounts of data. It makes the bulk loading, updating, and exporting of data possible, hence, the efficiency and accuracy are ensured. Its easy-to-use interface and automation features make the management of data the easiest, while its error handling features guarantee that data is accurate.
# EchoSign
For the companies aiming to make the document signing process faster and more efficient, EchoSign is a perfect choice. It allows the electronic signatures, which means that the pen and paper are no longer needed. EchoSign monitors the signed documents and gives the certified and legally enforceable signatures. This program is the ideal tool for companies that want to increase productivity and Document Management.
How to Make Your App Decisions Easier
The task of choosing the right applications for your enterprise becomes harder when you have to make the right decisions. Your associates probably know their present needs, however, talking to a certified Salesforce professional can give you priceless advice. These specialists know the total strength and possibilities of Salesforce apps and can help you to make the right choice.
# Key Steps to Simplify Your App Decisions
1. Consult with a Salesforce Professional
Even though your team knows its needs, a Salesforce expert can provide you with a broader perspective. They are the experts on the features of the apps and can easily find solutions that your colleagues might not have come up with.
2. Analyze Business Problems and Opportunities
A Salesforce expert will be of great help to you in the evaluation of your business's problems and chances. This step is important for getting a clear idea of the problems you have to solve and the goals you seek to reach with a new app.
3. Identify High-Value Apps
By having a precise idea of your business's condition, the Salesforce specialist can suggest applications that will give you the most benefits. They will take into account aspects such as the cost, the functionality, the scalability and the degree of compatibility of the app with your current systems.
By following these steps, you can ensure that the apps you choose will not only meet your current needs but also support your future growth and success.
And if a third-party “out of the box” application doesn’t to solve your problem, then you can hire a developer to tailor a solution to your needs.
Call us at 484-892-5713 or Contact Us today to know more details about 5 hot SalesForce Apps: which one is for you?