The 8 Best Salesforce AppExchange Integrations
The Salesforce AppExchange helps Salesforce organizations make the most out of their instance of Salesforce.
A high-level look at the Salesforce AppExchange by the numbers:
Over 3000 connected apps and components that you can integrate with Salesforce.
3.5 million app installs as of the AppExchange’s 10th birthday (a few years ago). As of 2018, there are more than 6 million app installs.
70,000+ peer reviews on AppExchange Salesforce apps to help you understand their relevance (and worth) to your company.
The prospect of having so much data and access at your fingertips is either exciting, overwhelming, or both. We’ve broken down our list of the top Salesforce AppExchange apps to help guide you through the options.
Does your Salesforce organization have an outside sales strategy? Geopointe makes it easy to add useful location data to Salesforce.
Here are a couple noteworthy examples as to how companies are using Geopointe:
Plan multi-day routes optimized for meeting times.
Access real-time data regarding your company’s cars and drivers.
Automatically assign prospects to sales reps based on location.
Salesforce Adoption Dashboards
One of the biggest gripes by upper management in the average Salesforce organization is the rate of Salesforce adoption by individual sales reps.
What causes these Salesforce adoption issues? Perhaps it’s a lack of training or a sense of overwhelm with your company’s Salesforce instance and integrations. In extreme cases, reps may create their own workarounds for keeping track of deal stages and tasks.
Bring issues forward with the free Salesforce Adoption Dashboards on the Salesforce AppExchange. Whether you project the dashboards on a screen that everyone can see, or encourage sales managers to review them regularly in private, there’s a lot to be gained by bringing this data to the forefront.
Consider the Salesforce Adoption Dashboards as a conversation starter for getting more of your sales reps up-to-speed with how your organization uses Salesforce.
Click-to-call dialing and call recording can be beneficial for many reasons within a sales organization.
Specifically, recording calls can create teachable moments during sales meetings. It can also root out large sales team issues, like sales reps trying to increase call time unnaturally (i.e. by calling movie theaters for a list of showtimes).
RingDNA does all of this and more. It also offers predictive dialing and the functionality to leave automated voicemails.
By integrating MailChimp with Salesforce, you unlock powerful email marketing applications for your organization.
As a standalone product, MailChimp makes it easy to build subscriber lists, segment subscribers by various criteria, and automate campaigns according to various triggers. It’s free for up to 2000 subscribers (including access to useful features like email automation), making it the ideal email marketing solution for Salesforce organizations that are still in early growth stages.
Used in tandem with Salesforce, MailChimp’s AppExchange app allows you to:
Manage subscribers directly from Salesforce records.
Use Salesforce fields as Mailchimp merge variables.
Sync contacts/leads between MailChimp and Salesforce.
Administrative tasks are the greatest bane to a salesperson’s day. Most sales managers don’t support a large focus on administration because it takes away from selling activities that are more directly tied to sales.
To reduce your time on administrative tasks, Conga Composer helps automate the process of customizing documents like proposals and contracts. It dynamically merges data with templates (on Excel, PowerPoint, or otherwise). You can also use Conga Composer to automate related Salesforce activities such as updating fields, logging activities, and creating relevant follow-up tasks.
Conga Composer is related to/integrates with Conga Sign, an eSignature solution.
Though you might benefit from an integrated and dynamic solution for document management and eSignatures (like Conga Composer/Conga Sign), DocuSign really is the industry standard when it comes to eSignatures. DocuSign is used by 300,000+ companies and over 200 million users.
DocuSign can be easily customized for your specific Salesforce organization’s needs and meets the industry’s highest standards for security and data encryption.
If you’re looking for even more options, Adobe Sign (previously EchoSign) is another eSignature tool trusted by top sales organizations like Groupon.
Though it’s not currently on the AppExchange, Cirrus Insight has been an AppExchange Salesforce favorite for many years, thanks to its suite of apps that improve sales productivity. It’s perhaps best known for its automatic sync between the email inbox (if you use Gmail or Office 365) and Salesforce, eliminating hours otherwise wasted double logging activity.
Thanks to recent acquisitions, Cirrus Insight has created new administration shortcuts for salespeople, with valuable analytics insights. For example, Cirrus Insight’s acquisition of Attach.io revolutionized document management — making it possible to see when people open connected email attachments. Another acquisition, Assistant.to, eliminates the annoying back and forth “what time works for you?” emails by presenting the recipient with times based on the sender’s availability.
Using LeadGenVideo, sales reps can record videos for specific Salesforce records, with access to actionable analytics data to help prioritize follow up activities. Using TalentVideo, sales recruiters can customize interview questions and interested applicants can film their responses without a need to set an interview.
Final Thoughts: The 8 Best Salesforce AppExchange Integrations
Out-of-the-box, Salesforce is a basic but powerful customer relationship management tool. By using the free and paid tools available on Salesforce AppExchange, you can take your organization’s Salesforce instance to the next level — customizing it for your specific needs.
By using Salesforce AppExchange, you’ll save time on administration and optimize the efforts of the individuals within your company. You can even create your own custom Salesforce app integrations using a tool called Zapier, which helps to automate workflows.
What are your favorite Salesforce AppExchange apps? Let us know your thoughts in the comments and together, we can all build more useful Salesforce instances!