Key SalesForce Apps to Integrate into Your Operation April 14, 2016Expert BlogsOff

Salesforce on its own is a bold and powerful weapon in any professional’s arsenal. But there are some things that it doesn’t do right out of the box. Luckily, a marketplace of detailed systems, plug-ins, and add-ons exists so you can customize the software to your business’s needs.

But with the wide array of options out there comes confusion, and finding the right apps for your business may still seem like an unclear task. So what are some initial things to look for? Well, to start you’re going to want something with an impressive reporting function – one that doesn’t just slam a stack of data at your feet without further direction. An app that provides insights on proper actions to take with the data doesn’t hurt either.

Below we’ve compiled this list of must-have apps in order to give you the leg up you need to be a success.

DocuSign Electronic Signatures – DocuSign for Salesforce
Signing documents is a simple app that allows Salesforce users to add their actual signatures to complete any and all contractual agreements. It gives you the ability to send documents and sign them from any smart phone or tablet. It’s the industry standard for collecting signatures and allows for the permanent closure of deals in a seamless, time-effective and trustworthy manner.

Kenandy – Cloud ERP Software
One of the most effective enterprise resource planning (ERP) setups available on the Salesforce Appexchange is Kenandy. Supply chains are complicated and have many moving parts, Kenandy completely revamps the entire way your procurement process is handled and streamlines every potential bump along the way. It features an intuitive and simple to understand user interface that can be picked up by business owners of any skill level.

InsideView – Social Selling and Intelligent Sales
InsideView is a social tool designed to deliver the “right message to the right person at the right time.” It achieves this by triangulating lead sources generated by company data (Reuters, Capital IQ), social media contacts (LinkedIn, Facebook, Twitter), news, blogs and job listings. You can import all of these contacts directly into your Salesforce experience to provide a comprehensive view of all your contacts.

Yesware – Sales Productivity Tool
As a salesperson, after sending your initial email pitch, you have no way to measure interest after you press the “send” button. There are no social cues to follow or any way to gauge reaction through voice inflections. Basically, you’re stuck in the muck. This is where Yesware comes in and delivers valuable quality metrics that grants you a looking glass into the interest level of potential clients. Yesware allows you to:

  • View who has opened your emails and if there are any clicks on provided links.
  • Set email reminders to follow up on interested parties.
  • Automatically syncs emails with Salesforce.
  • Craft email templates that can be measured via performance.

Hoopla – Sales Motivation
If you’re looking for a fun and inventive way to drive sales at your office, look no further than Hoopla. It provides an engaging method to instill friendly competition among sales personnel by displaying leaderboards, recognition and gamification metrics on any TV in your office. Create a play-to-win culture and build the competitive spirit of your team and celebrate wins with virtual sales notifications (gongs, bells, etc.), a personal message, or their favorite song.

Marketo Analytics and Lead Scoring
Managing the lead-to-customer process, emboldening your market campaigns, and improving the general procedure of lead development are all complex tasks. With Marketo, you can quickly create landing pages, build email marketing plans, and care for existing leads across different campaign tabs. It also features an impressive built-in lead scoring capability. The management of multiple prospects across multiple projects in your pipeline is no easy task – you need to know which leads are too cold (move on), or hot (hone in). Marketo’s lead-scoring system is an intuitive look at quality metrics that can save you valuable time and effort.

In the end only you know the specific issues your business needs to address to take the next leap forward, but the above six are a step in the right direction.

Photo by Lucky Business | Shutterstock

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