The AppExchange is one of the best features on the Salesforce platform. The ability to install an app in your CRM as easily as you can on your iPhone, is a huge win for those businesses that are constantly looking to innovate on behalf of their users.
But with over 4,000 Salesforce apps available on the AppExchange, how do you know which are the best for your business? We’ve chosen these apps based on how effectively they extend the Salesforce platform, as well as how much impact they can have for your business.
Let’s take a dive into some of the best and most relevant apps of 2022…
Chatbots are becoming big business in the world of B2B. It’s rare that you will visit a SaaS website and not be prompted by a little widget in the bottom right-hand corner that lets you speak to a bot or – in some cases – a real person.
Connecting chatbots to Salesforce is a no-brainer, as you can directly integrate new customer enquiries as Leads, or customer support requests as Cases.
Some of the most popular chatbots for Salesforce include:
Whilst Salesforce has native integrations for popular email tools such as Gmail and Outlook, there are a variety of apps that take this integration to the next level.
For example, tools like Revenue Grid and Ebsta provide deal acceleration tools alongside powerful email integrations, helping you with buying signals of prospects. Tools like Riva have extremely customizable sync mechanisms, which means you are only syncing the information you need.
The Salesforce DevOps space is really heating up in 2022. There have been a number of large investments into a few AppExchange apps, which shows that investors are placing big bets on this space exploding.
Why is Salesforce DevOps becoming so popular? The reason is pretty simple. As the Salesforce platform becomes more complex, Salesforce’s native deployment tools (such as change sets) start to slow things down. Enter Salesforce DevOps tools to ensure companies can deploy in a rapid manner.
If you are an admin or sales ops professional interested in deploying faster, I recommend checking out Prodly who focus on Application Operations.
Form apps provide a simple yet very effective way of collecting data and integrating it directly into the Salesforce platform.
They allow you to create amazing looking forms to collect data for events, surveys, feedback, or pretty much any other use you can think of. Using a drag and drop interface, you can choose the type of input field, branding, colors, and dependencies, as well as which fields you want to update in Salesforce when a form has been submitted.
Electronic signature tools have become the default in getting contracts signed quickly and efficiently.
Whilst Salesforce doesn’t provide any eSignature tools themselves, there is a huge selection of native and integrated apps that get the job done. As this is a fairly evolved type of product, a lot of apps such as Conga, Docusign, and Formstack will also provide extra functionality such as document generation.
Process & Impact Analysis Apps
As Salesforce orgs grow in size and complexity, it can be hard to ensure that you’re not going to break something by deploying a new feature. It can also be a challenge to match up the technical implementation of features, with the actual process that has been defined by the business.
Some are calling these tools “change intelligence”, and they often include impact analysis, to help you understand what will be affected by your changes, as well as process mapping features.
Document Generation Apps
The Salesforce doc gen space probably has one of the largest market shares across all 4,000+ apps. It’s functionality that Salesforce hasn’t really offered (apart from in CPQ), which has made way for a great selection of partners.
Document generation apps allow you to create Word, Excel, PowerPoint, or PDF docs using your Salesforce data. You can create fancy quotes or contracts directly from the Opportunity record, or maybe even generate a Statement of Work. This can save businesses huge amounts of money, as well as time in wasted admin hours.
As a CRM, Salesforce isn’t a finance system, but thanks to a clever few in the ecosystem, your CRM can be seamlessly integrated into finance. This transforms billing and invoicing processes into a smooth task.
Place Technology allows you to accurately recognize revenue and forecast.
While data backup isn’t the sexiest of tools, it is one of the most important. Salesforce has a variety of backup options available, but none are as comprehensive as some of the following AppExchange apps.
These apps back up your data, as well as your metadata, ensuring that both your customer data and your configuration are protected in the event of loss.
Telephony and SMS
Telephony integration is another type of app that can have a major impact on your Salesforce org. Allowing sales, support, and customer success reps to receive and make calls directly from Salesforce is a game changer. Tools such as AirCall, Natterbox, Ring Central, and Vonage are some of the leaders in this space.
Data Cleansing Apps
Data will always be an important topic in the world of CRM. As businesses place Salesforce at the center of their business, a greater amount of data is being collected and processed than ever before. And, with the rise of Salesforce’s AI layer, Einstein, data needs to be clean in order to take advantage of these game-changing features.
The Salesforce AppExchange has a wide variety of data cleansing apps. These include deduping tools that can help businesses with existing duplicate issues to cleanse their database. Two of the market leaders include DemandTools and Cloudingo.
You also have powerful dupe blocking tools that go beyond the standard Salesforce functionality to ensure your data stays clean – for example, DupeCatcher. Duplicate Check offers duplicate cleaning and prevention functionality in a single app.
Digital Adoption Apps
CRM technology has advanced so much in the past few years, even the age-old problem of user adoption can be solved! Adoption is usually a hot topic in any system implementation, but luckily there are apps out there that focus on exactly that.
Some of these apps can be setup with your existing Salesforce processes using tools like Flow, allowing you to seamlessly take payments over the phone and online.
Whilst a lot of apps on this list have focussed on the sales process, there are also apps available for customer success. Apps like TaskRay, Gainsight, and Precursive are perfect for customer success – they enable you to create templates that allow your team to guide a customer through the onboarding process.
The AppExchange is a huge selling point of the Salesforce platform. If you haven’t yet dived into the many apps available, now is your chance.
Most of the apps mentioned have the ability to completely transform the way your business operates using Salesforce, so the potential opportunity is huge. The majority of apps listed will also provide a free trial, so there’s no credit card needed – try before you buy!
Have we missed your favorite Salesforce app off the list? Let us know in the comments below…