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appguide #1salesAPPSAS RECOMMENDED BY OUR CUSTOMERS
THE INTROWelcome toour guideto sales apps.Extend the power of your sales teams with apps fromAppExchange. This guide incorporates app recommendationsthat solve common pain points in the entire sales process.Here’s how to use the guide: First, explore best practices on howto find an app that fits your business challenge. Next, explore aparticular pain point. Then read customer recommendations ofsales apps that worked the best for them. Along the way, checkout Appy’s sales apps tips.With over 5,000 solutions in inventory, we hope this guide helpsyou zero in on the ones that are right for your business.Happy exploring.
THE STEPSHow to findthe right salesapp for yourbusiness.1GUIDE YOUR SEARCH What business challenge do you want to solve? What’s your budget? What’s your time frame? What business processes will be impacted?2DISCOVER AND EVALUATE Browse the sales category collection on appexchange.com Check out a Sales Demo Jam to learn aboutapps in three minutes Install and configure based on your needs3MAKE YOUR DECISION Involve your stakeholders in the process Check price, security, and compatibilitywith your Salesforce edition and other apps Read customer reviews Test-drive the app or install in your sandbox
SALES PAIN POINT #1How can I provide betterdata to my sales teams?
Easy. Use AppExchangesolutions.They will enrich your data in Salesforce,ensuring sales teams have accurateinformation.Crunchbase4.9“ Crunchbase data within SFDC records saves time andkeeps me up to date with funding rounds, news, etc.That’s an advantage in the fast-moving tech space.”EMILY L.Find out more D&B OptimizerCognism5.05.0“ Cognism helps re-engage with old customerswhile getting new customers. Easy datamanagement, and the work flow takesseconds. What a piece of tech!”lightning data solution“ D&B Optimizer improved how I managemy org’s account data. The companymatching logic identifies duplicates andpotential relationships in an intuitive layout.”HECTOR FORWOODDINA SMITHFind out more Find out more Editor’s note: Reviews were edited for clarity and length.
SALES PAIN POINT #2How can I ensure theright lead goes to the right rep?
Lead management.It really works.When a lead is assigned to the right rep,the right selling takes place, and the dealgets closed. Now let’s make this happen.Distribution Engine5.0“ I highly recommend Distribution Engine to anybodylooking for a lead/case management solution thatcan grow with their company.”REAGAN HOANFind out more Conversica Automated Sales AssistantLeanData4.9“ Conversica provides visibility to identifyyour most successful lead sources andhelps get the most out of those you maybe struggling with.”GEORGE PHANFind out more 5.0“ After refining our internal lead process withLeanData, lead assignment is now one thingI almost never have to worry about.”LILY VLACHFind out more
SALES PAIN POINT #3Is there a smarter wayto manage my sales territories?
You can — with geodata.By applying a geographical lenson Salesforce data your team optimizesterritory management — and their salesactivities get more targeted.RealZips5.0“ If your company is looking for a better,easier way to grow sales and manageterritories, get RealZips.”ROBERT HUTCHINSONFind out more GeopointeMapAnything5.04.9“ Geopointe is a game changer for our salesteam, allowing them to visualize theirterritories and derive actionable insights.”“ MapAnything is amazing. It streamlined ourmarketer territories for efficiency and gave usa graphical representation of our metrics.”ANNA CALCAGNODON MORTONFind out more Find out more “ Assign territoriesto reps basedon commoninterests.”APPYTIP
SALES PAIN POINT #4How do I reduce time spentswitching between my emailand Salesforce?
One word: Integrate.Your reps use email for sales. Your companyuses Salesforce for CRM. Avoid redundantdata entry in the two systems by integratingwith Salesforce.Yesware4.8“ Yesware is amazing! The setting up is super easy,it works with both Gmail and Outlook, and theintegration with Salesforce is great.”SUTHA PARATHFind out more GrooveTimeTrade Scheduler4.94.8“ TimeTrade lets us cross-reference multiplecalendars for easy scheduling. The Salesforceand Office 365 integration allows us to do thiswith a few clicks. Fantastic.”“ Groove makes Salesforce, Gmail, andGoogle Calendar work like one single app!”ARNOLD PRICEFind out more DANNY GAYLinkPointFind out more 4.9“ LinkPoint is very useful and connects contactand email content to Salesforce easily withgreat sync functions. What a time saver!”STEVE MILLSFind out more
SALES PAIN POINT #5Any way to reduce timegenerating proposals and reports?
Yes, with just a few clicks.Say goodbye to writing documentsfrom scratch and manually editingtext and fonts. Say hello to automateddocument generation.SpringCM4.9“ SpringCM reduced the time to create contracts andthe number of different programs and connectionsneeded. Now it’s all done within one tool.”JONATHAN LAVIGNEFind out more PandaDocConga Composer4.7“ PandaDoc easily handles multiple piecesof sales material: proposals, invoices, IOs,etc. From their content blocks to Stripe andSalesforce integration, we love it.”MATT ZUVELLA4.9“ Previously we manually copied, pasted, andsent Excel sheets to customers. Conga is theone missing piece that got us to scale up.”KEITH LEEFind out more Find out more “ A number of theseapps also check forlegal compliance.”APPYTIP
Nintex DrawloopDocomotion5.04.9“ Drawloop is intuitive and easy to use. The abilityto automate documents and apply logic rulessaves time and ensures proper controls.”“ Docomotion captures all the work we put intoSalesforce and presents it professionally at every stageof our selling life cycle — both internally and externally.”MICHAEL CARRIERDAVID REYNOLDSFind out more Find out more WebMerge4.9“ WebMerge’s ability to add logic within the templatefor formatting/hiding fields/hiding records is a gamechanger. We couldn’t be happier with the product.”ROBBY JOHNSONFind out more
SALES PAIN POINT #6Can e-signature apps help mysales team close deals faster?
Yes, they’ll eliminate allthat back-and-forth stuff.Plus, now with AppExchange e-signaturesolutions, customers can sign whereveris convenient.HelloSign4.2“ HelloSign took only minutes to install, and I sent myfirst agreement for signature soon after. Within a dayI felt confident enough to roll it out to my team.”MARK BRAZINSKIFind out more DocuSignConga Sign4.84.6“ DocuSign has a wide application of uses. Weuse it for everything from signing real estatetransactions to verifying documents at work.So easy.”LUKE SALISBURYFind out more “ Conga Sign is an easy implementation usingthe same basic knowledge of document tagsand solution parameters. Easy for our repsand customers to use.”MARK SINORFind out more
SALES PAIN POINT #7How can I enable my salesteam with the latest, mostrelevant information?
Get content to themat the right time.Teams like getting content whereverthey are — on any device — and whenthey need it most.Improved Help4.9“ Improved Help is a fantastic help resource, offering guidancewhen needed, and a comprehensive tool for admins toreport on how the help is used and where to improve it.”DARREN BURLESONFind out more Cornerstone for Salesforce (LMS)LevelJump5.04.8“ Cornerstone is a must-have for training.It’s incredibly powerful with a simple setup.I’m really impressed with its ease of use.”“ LevelJump helps me understand how content pathsrelate to our business. Now leaders can get theinformation enablement they’re searching for.”MELODIE SCHWARTZKARL ORTMANNSFind out more Find out more Prolifiq ACE5.0“ Give them contentthat aligns withthe buyer’s cycle.”“ Prolifiq ACE helps my team easily find and actionthe most valuable content. Organizing with playlistsis brilliant. And user adoption of Salesforce is up.”WILLIAM GREENAPPYTIPFind out more
SALES PAIN POINT #8How can I motivatemy team to even highersales performance?
Energize themwith gamification.Keep your teams engaged with friendlycompetition and continuous feedback.Influence the right behaviors and they’llhit their quotas.Hoopla4.9“ Since installing Hoopla — after two hoursof an enjoyable onboarding process — ourreps became more productive and engaged.”MARK ORGANFind out more SalespulseLevelEleven5.04.9“ LevelEleven really helped shape our teamto do the right activities. It changed ourbehavior to growing accounts in our market.”SCOTT VANCURAFind out more “ Salespulse sharpened our approach to salescycles. It’s an integral learning tool that feedsour continuing improvement to business.”GEORGE KENESSEYFind out more “ Celebrate evensmall wins.And don’t waittoo long.”APPYTIP
“ Like reading about thesecustomer-recommendedsales apps?Want more?”“ Liked readingabout thesecustomer-recommendedintegration apps?Want more?”See the entire collection at bit.ly/appexsales.See the entire collection at bit.ly/appexintegration
Plus, now with AppExchange e-signature solutions, customers can sign wherever is convenient. “Conga Sign is an easy implementation using the same basic knowledge of document tags and solution parameters. Easy for our reps and customers to use.” MARK SINOR Conga Sign Find out m
