With the many challenges that appeared in 2020, there were also many surprises, like Salesforce's acquisition of Slack.
This new year Salesforce has come supercharged, starting with the announce that "the 9-to-5 workday is dead" with the company's new approach to promote a remote workforce.
This is why we at Empirical decided to share with you our selection of favorite Salesforce AppExchange apps to start fresh in 2021.
You can also check out our Salesforce Spring '21 Release blog post to know the latest additions to Salesforce's capabilities.
Feature highlight: E-signature and document management.
DocuSign is the most popular electronic signature app on the Salesforce AppExchange. It allows you to create and send documents for signatures from within Salesforce and guide signers in the signing process. You can trigger actions, track status, and automatically store agreements to the original record with Lightning integration.
Its simplistic layout that adapts to whatever device you want to use makes it very easy to use for both you and your customers.
DocuSign for Salesforce. Source: DocuSign
Feature highlight: Excellent for getting rid of duplicate data.
Admins know it: Duplicate records are one of the most annoying problems with Salesforce data. This app allows you easily find dups within your records while giving you the most flexibility and control for you to decide further actions. You can build an unlimited number of filters with various matching styles, merge duplicates manually, in bulk or automatically, validate mailing addresses and add geocodes, among other features.
Cloudingo Dedupe Filter for Salesforce. Source: Cloudingo
Feature highlight: Excellent Gmail integration.
Do you spend a long time in your inbox? Thanks to Cirrus Insight, you won’t have to switch back and forth between Salesforce and Gmail. This app allows you instantly view, create, and update leads, contacts, cases and more right in Gmail, whether you use Google Apps Standard or Enterprise. Easily create leads and events, and sync contacts and calendars.
It also adds more functionality to your inbox like email scheduling, tracking, follow-up reminders and more.
Cirrus Insight integration with Gmail. Source: AppExchange
Feature highlight: Create rich and professional documents in seconds.
Creating presentations or monthly reports can be a very time-consuming task. Conga Composer lets you create documents like presentations, reports, contracts, policy documents and more with the click of a button. You can customize them for specific audiences using PowerPoint, Excel, PDF, and many more.
This can be the one-stop solution to automate your workflow processes and save valuable time.
Conga Composer for Salesforce. Source: Cloud Analogy
Feature highlight: User adoption statistics.
High-performance teams are the ones who take advantage of their company’s tools. Taking full advantage of the company’s CRM system can be a key differentiator between high-performance and low-performance sales and marketing teams, for example.
Salesforce Adoption Dashboards allow you to track your team’s platform adoption by providing visibility to relevant user login history and key feature adoption. You can look at usage statistics and understand what’s being done well and what needs improvement. It’s simple to use and provides the information you need at a glance with large graphics and intuitive toggles.
Salesforce Adoption Dashboards. Source: AppExchange
Feature highlight: Allows for much faster data editing/management
Another one for the guys at Conga. Congra Grid lets you manage your Salesforce data faster by allowing you to edit your records and visualize them as an Excel-like grid, jumping from line to line, instead of clicking through Salesforce records over and over to access and update data.
You can save a lot of time by making it easier to navigate and manage records, resulting in better documents, higher productivity, and more insights.
Conga Grid for Salesforce. Source: G2
Feature highlight: Geolocation capabilities integrated with Google Maps.
This geolocation app provides you with numerous ways to tap into geographical aspects of their data to improve efficiencies and streamline processes. Geopointe is integrated with Google Maps and it overlays with the Salesforce software, allowing you to add different layers that you can add to your maps. Create heat maps, travel routes and more.
Geopointe for Salesforce. Source: Geopointe
Feature highlight: Email marketing integration.
Mailchimp is one of the most popular Email Service Providers (ESP) and as such, they have a Salesforce app that provides seamless integration between the two platforms.
After setting it up, you will be able to manage your subscribers in Salesforce leads, contacts, and list views. By syncing your data across platforms, you will simplify your workflow and get better insights into marketing engagement.
Mailchimp integration with Salesforce. Source: Mailchimp
Feature highlight: A combination of many useful data management tools.
One of the best data quality tools-set for Salesforce. The DemandTools app can improve your overall productivity when managing a large dataset.
This suite of powerful data management tools will make it easier to identify and merge duplicates, data loading and backup, email verification, flexible lead conversion and more.
DemandTools for Salesforce. Source G2
Feature highlight: Team collaboration suite of integrations.
Even though this app isn’t technically in the AppExchange, it is one of the best (if not THE best) team collaboration solutions for Salesforce. Quip combines document creation and editing with chat and commenting capabilities to allow teams to communicate about projects while working on them.
This tool enables teams to create and edit documents collaboratively in real time, and user-controlled notifications keep team members updated on any messages or mentions.
It works across desktop and native mobile apps with offline functionality so users can work on the go.
Quip for Salesforce. Source: Quip
Feature highlight: Send real handwritten messages to anyone.
Handwrytten provides a modern way of sending old-fashioned messages. You can type and customize a message and Handwrytten will have their robots write it in pen for you to send it to whoever you want!
Since nowadays we’re drowning in digital messages (be it email or any other messaging platform), it becomes relatively easy for those messages to get lost in the shuffle. That’s why sending real quality notes written in pen can be the best way to show your customers that you care about them.
This app will let you create and manage real cards and notes all directly within Salesforce.
Handwrytten for Salesforce. Source: Handwrytten
Feature highlight: Powerful calendar management features.
This app lets you create customizable calendars in Salesforce to schedule and manage marketing campaigns, plan projects, and forecast opportunities.
It provides a calendar view for past, current, and upcoming marketing campaigns. You can color-code different categories to make a more digestible view of all your events, opportunities, and other objects as well. It’s the gold standard in online calendars.
CalendarAnything. Source: Silverline
Feature highlight: Accounting software integration.
Xero is a robust accounting solution with sophisticated accounting features, ample reports, and unlimited users. It provides you a real-time view of your cash flow, invoice managing, and more in a multi-platform set of solutions.
Breadwinner is the app that connects your org to Xero. By bringing Xero data into Salesforce’s reporting system, you’ll be able to build dashboards coupled with many automation and notification features. All your vital customer information at your fingertips.
Breadwinner for Salesforce. Source: Breadwinner
Feature highlight: Excellent management features for Salesforce from within the Slack app.
One of the most popular communication and team collaboration hubs on the market. Slack integration with Salesforce helps teams stay up to date on their records within Slack, allowing them to respond faster to new opportunities and collaborate seamlessly.
Your team can receive updates to key information in Salesforce via customized notifications in Slack, as well as search and preview Salesforce records, like accounts, opportunities and cases using slash commands.
Slack recently updated its integrations with Salesforce to make this combination even more powerful. You really can’t miss this one out!
Slack integration with Salesforce. Source: Slack
Feature highlight: Great Computer Telephony Integration (CTI) with Salesforce.
PhoneBurner is a cloud-based power dialer designed to boost productivity for outbound sales teams. Apart from contact management and email tracking, this platform also enables smart lead distribution and advanced reporting to give teams everything they need to achieve sales growth.
The PhoneBurner AppExchange integration allows you to power dial your leads, log calls, drop 1-click voicemail, send 1-click emails, record calls, and more, while contact records are automatically updated in Salesforce.
PhoneBurner integration with Salesforce. Source: PhoneBurner
Did we miss any app you think should be on this list? Let us know in the comments!
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- McCarthy, B. (2016, August 15). Top 10 Most Popular AppExchange Apps. Retrieved from https://www.salesforceben.com/top-10-popular-appexchange-apps/
- Smith, G. (2015, September 10). 8 Best Practice Tips to Increase Salesforce User Adoption. Retrieved from https://garysmithpartnership.com/salesforce-user-adoption/
- Kesarkar, S. (2018, December 11). DocuSign Connect and Basic Configuration to Salesforce. Retrieved from https://www.v2force.com/docusign-connect-and-basic-configuration-to-salesforce/