The AppExchange on Salesforce is a quick and easy way to find apps that extend your account and make the most of your Salesforce experience. Since 99% of Fortune 500s partner with Salesforce, and since Salesforce has consistently ranked #1 in the world for CRM applications, there is a huge need for teams and individuals alike to add time-saving tools into their accounts and make using Salesforce even easier.
We’ve put together below 5 of the top apps and tools for Salesforce that are sure to increase your productivity:
DocuSign for Salesforce allows users to create and send contracts for signature right inside Salesforce. As the world’s #1 e-signature solution, DocuSign makes it easy for your customers to sign agreements and make payments from their phone, tablet, or any device.
By automating steps like data entry, human-errors and typos are now obsolete. DocuSign helps you create agreements by pulling in Salesforce data straight into your template. This app is a huge timesaver, eliminating back-and-forth between Sales and your clients.
Users can check on the health of their Salesforce data with RingLead Field Trip. This extension runs reports on individual fields in Salesforce, showing what fields are rarely used and allowing sales teams to determine which fields can be removed or improved. Cleaning up Salesforce data is certainly a daunting task, but RingLead makes the basic admin duties of Salesforce even easier.
Another extension geared for sales teams’ productivity is ZoomInfo for Salesforce. Your team can identify new prospects in your target market, along with key decision-makers within the company. Users can find, connect with, and sell to target buyers even more effectively. Integrating directly into Salesforce means users don’t need to switch between applications to get the info they need. Easy, right? And to maximize sale and marketing productivity, ZoomInfo allows users to quickly find discrepancies between Salesforce and data within ZoomInfo in real-time.
Dataloader.io is a completely cloud-based solution that makes it even easier for users to import, export, and delete Salesforce data. This extension is geared to prevent redundant work, allowing users to pull related fields, and even provides auto-mapping capabilities. You can even set-it-and-forget-it with Dataloader’s scheduler.
Windward Hub for Salesforce enables users to independently design, schedule, and generate stunning documents with just a click of a button—now with the power to output from your Salesforce data! With the world working from home, no one has time to go back and forth with different departments to get the final approval on an invoice or other document. That’s why strong document automation software is a must. And Windward is so easy-to-use that you don’t have to be a developer to use it. It is one of the best automation tools for Salesforce.