Salesforce is a powerhouse when it comes to customer relationship management (CRM) and business process automation. But its true potential can be unlocked further with the help of third-party apps from the Salesforce AppExchange. These apps extend Salesforce’s capabilities and allow you to tailor your CRM to your specific needs without any custom work.
Here’s our take on the 13 apps that make the biggest impact.
1. Field Usage Tracker
Field Usage Tracker is a vital tool for better managing your Salesforce fields. It helps you track field usage, so you can identify which fields are essential for your operations and which ones can be deprecated or consolidated. Remember when you first got going and you thought you wanted 27 different fields to collect all those random bits of information? And now you realize only 3 are really necessary but there are 24 other fields cluttering up the screen? This app will help you clean that up and save your team time.
2. Agile KanBan
Agile KanBan brings agile project management directly into Salesforce. With Kanban boards, you can visualize your work, set priorities and streamline your team’s tasks. This app is a game-changer for organizations embracing agile methodologies.
3. Mass Edit+Delete
Mass Edit+Delete simplifies data management by allowing you to edit or delete multiple records in a single click. Whether you need to update contact information or clean up outdated records, this app will save your team a ton of time and effort.
4. Map Plotter
Map Plotter is a geo-location tool that lets you visualize Salesforce data on a map. This is especially useful for field sales teams who need to plan routes and identify nearby opportunities.
5. Product Catalog
Product Catalog simplifies product management and quoting processes by creating a structured catalog within Salesforce. Easily manage product data, pricing and generate quotes for your customers.
6. Project Management
Project Management provides robust project planning and tracking capabilities within Salesforce. It’s an excellent choice for organizations that want to manage projects alongside their CRM data without the extra cost or distraction from additional tools.
7. Automatic Task Creator
Automatic Task Creator streamlines your workflow by automating the creation of tasks based on specific triggers or conditions in Salesforce. Say goodbye to manual task entry and hello to improved efficiency.
8. Happy Soup
Happy Soup is an external app that integrates seamlessly with Salesforce to provide advanced analytics and reporting. It helps you gain deeper insights into your Salesforce data, enabling data-driven decision-making.
9. Walk Me
Walk Me offers interactive on-screen guidance to help users navigate and make the most of Salesforce. It’s an excellent tool for user training and onboarding, ensuring that your team can utilize Salesforce effectively.
10. Opportunity Merge
Opportunity Merge simplifies opportunity management by allowing you to merge duplicate opportunities. This ensures accurate reporting and forecasting while reducing data clutter.
11. Field Trip
Field Trip is another essential app for maintaining a clean Salesforce instance. It helps you analyze and manage the usage of fields, ensuring that your data remains organized and efficient.
12. Email Reports Free
Email Reports Free lets you schedule and send Salesforce reports via email. This app is perfect for keeping stakeholders informed with automated report distribution.
13. License Inspector
License Inspector is crucial for managing your Salesforce licenses. It helps you track license usage, ensuring you have the right number of licenses for your organization without overspending.
Incorporating these apps into your Salesforce environment can greatly enhance your CRM’s functionality and streamline your business processes. Explore these apps on the AppExchange and choose the ones that best suit your organization’s needs. Whether you’re focused on data management, project tracking or user training, there’s an app to help you achieve your goals and make the most of Salesforce’s potential.
Gean Biffulco has 15+ years of CRM and marketing technology experience from a diverse range of industries including health, education, hospitality, manufacturing, travel and SaaS. Gean applies an entrepreneur’s mindset to help our clients scale to meet even the most aggressive growth metrics. He believes that technology is one of the greatest tools for scalability and efficiency within an organization. Gean is an outdoor lover and avid kayaker. He enjoys living the good life in the beautiful tropical city of Miami, Florida.