If you work on Salesforce, you probably know that while it holds many capabilities, this specific software can’t do everything. This is why Salesforce apps exist, to provide users with third-party extensions that increase productivity and connect them with functional systems and tools that make their job easier. However, Salesforce’s AppExchange is filled with different apps and plug-ins, making it rather difficult to try to choose the most compatible ones with your type of business.
You’ll need to figure out what type of customers you’re dealing with, what are the top apps out there, and you’ll need to stay reminded of why your business needs Salesforce apps. So to make the selection easier for you, we put this guide together. Here’s everything you need to know about choosing a suitable Salesforce app for your business.
Why Should You Get a Salesforce App?
Salesforce is a popular software, thanks to its frequent tweaks and updates that kept providing us with better versions of the system for the last 20 years. However, users will always expect more and there’s no way for a single software to provide all these core functionalities. With the aim to improve their serviceability, Salesforce introduced AppExchange to us back in 2005. AppExchange is a virtual store for third-party-developed apps and plug-ins that are designed to meet users’ demands when it comes to Salesforce’s functionalities.
Now, research proves that these apps are used by the majority of users on Salesforce. You can find an app for almost every type of business and every business need. You’ll be scrolling through thousands of mostly free apps that can be personalized to match your staff’s needs. This includes apps and plug-ins that handle activity logging automatically for you or even create personalized marketing campaigns on behalf of your sales staff.
Who Are Your Customers?
The key to choosing the best Salesforce apps for your business is knowing what type of customers you serve. To resolve this equation and land on the type of service and the Salesforce apps your business needs to match these customers’ demands, you’ll need to run a thorough analysis of your customer demographics and the different types of issues that receive the most complaints. For example, customers who are older in age will prefer to deal directly with a person when they encounter problems with your service.
On the other hand, younger generations are more tech-savvy and will seek self-services and crowd-sourced resolutions and options. This is when you’ll need to include several options for your technical support facilities such as immediate troubleshooting options and live chat. Other customers will, however, wait for a call back on their unresolved problem before checking their email for an update.
Top Salesforce Apps
There are thousands of Salesforce apps on the AppExchange and it would take you quite some time to land on your favorite picks or the most suitable apps for your business. That’s why we put together this shortlist of the top 3 apps on Salesforce that help business owners manage their operations and internal processes.
Cirrus Insight
Cirrus Insight is a powerful all-in-one email integration app that works with Office 365, Outlook, and Gmail. The app automatically logs your activity into Salesforce to give you the chance to focus on meeting with clients, prospecting, and closing deals. It’s a must-have tool for any sales rep trying to save time and multitask. Cirrus Insight is packed with hundreds of scalable features such as one-click calendar sharing and inbox supercharging with Salesforce integration. You also get accurate reports and insights on your latest sales activity and customer engagement and behavior data.
DocuSign
DocuSign resolves the common problem of handling too many business contracts. Having to sign all your business contracts in person can waste your resources and take so much of your time. Sometimes, business owners would spend extra money to hire a courier that can deliver the documents for them and return them after receiving the signature. Otherwise, you’ll need to reschedule a meeting when both parties have the time to attend. Of course, all these issues are resolved when you use DocuSign which works as a one-click solution that serves super effective and secure e-signatures.
Formstack
If you’re looking for the best form builder on Salesforce, it’s Formstack. Formstack lets you easily create forms and publish them on your website or social media channels, even if you don’t have any background in coding or web development. It provides responsive mobile-friendly forms and data security through encryption with passwords and reCAPTCHA. Formstack also gives you the ability to create unique customer questionnaires for your website and landing pages, and feedback surveys so that you can interact with your audience.
Salesforce apps are smart extensions and plug-ins that are developed by third-party entities and developers for the purpose of providing Salesforce users with better services. These apps are designed carefully to work well with different types of businesses. As soon as you get to know your customers, you’ll be able to decide on the tools that can help scale your sales the most.
