The Salesforce AppExchange is Salesforce.com's complete marketplace for everything cloud computing––this includes cloud applications and consulting services. End-users are able to use the Salesforce AppExchange to access, download, and install apps.
The Salesforce AppExchange offers both free and paid apps for users. Apps and services are organized into collections within the marketplace, based on categories and industry solutions that encompass a variety of fields. This includes apps and services catered toward small business, customer service, education, manufacturing, and real estate. The marketplace itself was launched by Salesforce.com in 2005, with the Salesforce AppExchange website becoming the first public directory of its kind.
In order for an app or service to become publicly available to potential customers, the company that created the app or service must be a Salesforce partner. For software buyers looking on the Salesforce AppExchange, plenty of well-known software vendors offer apps and services that can be accessed or purchased via the marketplace.
Any application or service listed on the Salesforce AppExchange should be represented in our Salesforce AppExchange Tools category. The products within this category represent software or service products, listed in a variety of categories across our site, that offer a solution that is available on the Salesforce AppExchange itself.
The Salesforce AppExchange is full of third-party apps that run on the Force.com platform. This means that every creative app developed for this marketplace is made specifically for a Salesforce user.
The AppExchange gives developers and users a central place to create, publish, or install apps and extensions to Salesforce.
The process of creating an app for this marketplace starts with a Salesforce user creating a custom object, tab, or set of dashboards and/or reports that is helpful for businesses. From there, customers can then share their unique customizations with other Salesforce users as an app or extension.
The next step is for a Salesforce customer to register and publish an app on the Salesforce AppExchange. Customers are also able to create a demo of their apps, allowing for others to see the what it has to offer before installing.
Once a Salesforce admin is convinced an app will improve business, they can choose to install an app published to the AppExchange. Installing a published app from AppExchange is easy and safe––from there, access can be given to the group of your choosing and you are off to the races!
Literally anyone. The general public can browse and demo AppExchange listings at their leisure. However, in order to have permission to install AppExchange apps, Salesforce admins and other users need the “Download AppExchange packages” permission. Similarly, a user must have both “Create AppExchange packages” and “Upload AppExchange packages” permissions to publish an app on the AppExchange.
Salesforce AppExchange Tools reviews by real, verified users. Find unbiased ratings on user satisfaction, features, and price based on the most reviews available anywhere.
We aspire to make every customer interaction successful. Every email, every meeting, and every presentation should be amazing. ClearSlide provides a complete Sales Engagement Platform that combines content management, integrated communications, engagement analytics, and guided selling to power dynamic engagement with buyers and maximize your existing CRM investment. ClearSlide customers achieve higher seller productivity, increased sales management effectiveness, and stronger customer-facing messaging. ClearSlide customers report: 10%-20% increase in closed deals 25% decrease in time to on-board new reps 50%-80% reduction in selling costs Sales Productivity An intuitive, integrated Sales Engagement Platform – with content, communications, and analytics at your fingertips to guide next step actions. Leader Effectiveness Powerful Engagement Quadrant Dashboards in ClearSlide and CRM improve deal visibility, coaching, and stronger forecasting and business results. Content Impact Recommend and promote content, providing reps the right content and tools at every point in the sales cycle. Refine and optimize messaging based on direct customer engagement and feedback.
Get the missing features for Gmail or Outlook. 250,000 professionals use Cirrus Insight in Gmail or Outlook to track email and attachment opens, create personalized email templates, send email drip campaigns, set follow-up reminders, and schedule three times more meetings with customers. Cirrus Insight also offers world-class Salesforce integration. We get it. You work in your inbox to connect with customers. You need all the tools to close a deal in one place. Connect with leads, set up warming campaigns, schedule meetings and track attachments all from your inbox. With our Salesforce api, there’s no more leaving your inbox to log information into Salesforce. No one likes busy work. Which is why you don’t login to Salesforce or keep it up to date. You’re staying busy talking with customers and closing deals. Now you can see and update Salesforce as you work. Regardless of which email client you use, you can automatically sync emails and appointments to Salesforce, track email opens, set follow up reminders, create and update Salesforce records like leads, contacts, and opportunities, schedule sales calls, and more. Save time, be more productive. Flight Plans is the premier solution for building personalized outreach communications at scale. Build a timeline of emails, calls, and to-do items for your Flight Plan, then add prospects to the campaign that’s the best fit for them. As prospects travel on their customer journey, you respond to their emails, make real calls, and create a relationship. We’ll be there for you every step of the way so that you get the most out of the Cirrus Insight platform by providing the type of service that has earned us over 1,000 five star reviews on the Salesforce AppExchange. Try Cirrus Insight free for 14 days.
Ebsta's Customer Intelligence Platform and Chrome Extension empowers thousands of companies to drive customer engagement at scale. ✓ Unlock your company network ✓ Create personalised workflows and cadences ✓ Track engagement in real-time ✓ Score customer engagement and identify those that need attention ✓ Measure team activity and performance ✓ Seamlessly integrate with your CRM, emails and calendars Get in touch to find out how we can help your company with driving customer engagement: https://www.ebsta.com/request-a-demo/
Groove is an all-in-one sales engagement platform that helps sales teams win. As the only platform that is built directly on Force.com, Groove provides unparalleled sync capabilities for Gmail, Google Calendar meetings and calls. Data syncs automatically and instantly so reps can focus on selling, and managers can sleep at night knowing their reports are always up-to-date. Groove supports every rep's sales process with groundbreaking inbox functionality. Reps can track what activities are successful, save and share email templates with their team, schedule emails for specific days and times, and set reminders so nothing falls through the cracks. With Groove's multi-step, multi-channel campaigns, high-quality account based outreach is now a reality, and Groove's dashboard analytics allow reps to reach their potential with feedback on what's working and what's not.
WalkMe™ is the pioneer of the Digital Adoption Platform (DAP) — an enterprise-class guidance, engagement, insights, and automation platform. As the digital revolution transforms the workplace and customer preferences, WalkMe’s holistic approach simplifies enterprise systems, customer-facing sites and mobile apps for the overwhelmed user. WalkMe’s DAP enables the creation of interactive on-screen sequences that guide and engage users throughout any digital experience. Powered by AI and machine learning, WalkMe’s context-intelligent algorithm streamlines digital adoption internally and externally, ensuring that the right users receive the right information exactly at the moment of need. With WalkMe, employees are more efficient and productive, customers stay loyal and engaged, and businesses enjoy the full value of their digital assets. WalkMe’s platform is used by over 1,000 enterprises including many Fortune 500 companies across all industries.
LeanData’s Lead Management Suite helps companies connect leads to account, route to the right rep, and enable them to do advanced analytics and reporting for running ABM campaigns. More than 300 high-growth businesses such as Nutanix, Palo Alto Networks, Marketo and Cloudera rely on our lead-to-account matching and sophisticated routing to increase pipeline, maximize marketing ROI and close more deals. Enable Salesforce to work smarter with: ● Matching - Match leads to accounts for a 360-view of your target accounts ● Routing - Assign leads and contacts in real-time to the right owner every time ● Insights - Measure and optimize the performance of routing processes and campaigns ● Attribution - Uncover insights of campaign influence on pipeline and revenue
Conga Composer® enables Salesforce customers to customize, streamline and scale their document generation and reporting for unlimited use cases across all organizations and industries. Composer document generation makes it easy to create and deliver sophisticated documents, presentations and reports from Salesforce® by automatically populating richly-formatted templates with data from any standard or custom object.
Combine today’s global economy with a mobile workforce and you get a lot of moving parts. CRM alone can’t help you answer the critical business questions: Where am I and where do I need to go? Founded in 2009, MapAnything is a Geo Productivity company leveraging Location of Things (LoT) software to visualize assets, territories, routes, and customers all within a map inside Salesforce. We enable users to harness "Where" in their business to drive revenue and productivity. With more than 50,000 users globally, ranging in all sizes and industries from small businesses to international enterprises, MapAnything is the leading Geo Productivity Software that drives productivity and planning across multiple use cases. MapAnything is a Gold Salesforce App Innovation Partner, the recipient of Ventana Research’s 2016 Technology Innovation Award for Location Analytics, and has been named a Customer’s Choice – Highly Reviewed App by users of Salesforce.
The Octiv platform allows customers to create, share, sign, store and analyze documents in the cloud at anytime, from any device. Octiv integrates data from CRM, CPQ, ERP and other systems to streamline workflows, save time and accelerate sales opportunities. Octiv provides seamless integration with leading technologies, including Salesforce, Microsoft Dynamics, DocuSign, Box, DropBox, Google, Salesforce CPQ and more. Learn more at Octiv.com or view the video below to learn more.
Datahug is a sales optimization solution that enables sales teams to increase sales velocity, reduce pipeline risk and abolish forecast calls by capturing and analyzing all of your sales activity automatically from email, calendar, and CRM. Leading companies like Optimizely, Coupa, Instructure, Lyft and Nitro use Datahug to forecast with 95% accuracy and increase win rates by an average of 21%.
Skuid was founded in 2013 on the simple belief that enterprise apps should stop forcing people to behave like machines. Instead, apps should behave more like the humans who use them, so everyone can thrive in the digital world. With Skuid’s simple-to-use but incredibly robust cloud UX platform, anyone can connect to disparate data sources and assemble highly complex, beautiful, bespoke applications without writing code. More than 5 million users across 32 countries use Skuid to engage with each other, with data, and with new customers in meaningful ways.
Riva syncs a dozen of the world's best CRM systems – Salesforce, Microsoft Dynamics CRM, SAP C4C, Oracle Sales Cloud, Infor CRM, NetSuite, SugarCRM, and others – directly to Microsoft Exchange, Office 365, Gmail and Google Apps, IBM Notes and Domino, Novell GroupWise, and Marketo. With Riva, you can seamlessly sync contacts, calendars, tasks, email, opportunities, cases, custom fields and custom objects between your CRM and email systems. Because Riva syncs server-side, it means there are no Outlook or IBM Notes plug-ins to install, configure, or manage on users' desktops, laptops, and mobile devices. Plus, we're not limited to just syncing to Windows Outlook. Riva syncs CRM to all email clients and mobile devices – Windows Outlook (64-bit, 32-bit), Outlook Web App, Outlook for Mac, Outlook on Citrix, Apple Mail, IBM Notes, Novell GroupWise, iPad, iPhone, Android, BlackBerry, Windows Phone, and Surface tablets. Join tens of thousands of CRM users – from Fortune 500 companies to SMBs – who use Riva to sell more, sync more, and save more time. Visit us at www.rivacrmintegration.com for more information. Social channels: http://www.rivacrmintegration.com/twitter/ http://www.rivacrmintegration.com/youtube/ http://www.rivacrmintegration.com/googleplus/ http://www.rivacrmintegration.com/linkedin/ http://www.rivacrmintegration.com/facebook/ http://www.rivacrmintegration.com/flickr/ http://www.rivacrmintegration.com/news/
Chargent is the leading payment solution on the Salesforce AppExchange for credit card, eCheck and recurring billing. Chargent puts you in control of your payments, managing everything 100% natively in Salesforce, so you can capture revenue faster, eliminate duplicate data entry, and improve order and invoicing processes. Chargent includes connections to 30+ payment gateways, such as CyberSource, Authorize.net, PayPal and Stripe, as well as integrations to accounting systems such as FinancialForce and Accounting Seed. Trusted by millions of users since 2009, Chargent's parent company AppFrontier LLC is headquartered in San Francisco.
TaskRay—The original, 100% Salesforce native, project management solution—makes it easy for teams in every business to plan, execute, and report on their work. Even better, repeat project management success with TaskRay templates and automation. With drag and drop ease, complete visibility across multiple projects and teams, and robust reporting and dashboards, TaskRay provides a simple, visual way to get things done.
Conga ActionGrid gives your business a more productive workforce and creates data insights that drive growth. Transform your business with an enterprise-grade solution for viewing and working with Salesforce CRM data. Maintaining clean, up-to-date data becomes easy and efficient, leading to meaningful, actionable views that drive Salesforce adoption and better account understanding. Access deep insights into accounts, pipeline, and system-wide data while cutting time spent clicking through records.
Yesware is an email productivity software for Gmail, Outlook, and Office 365 inboxes that helps over 800,000 users to send smarter, faster emails through tracking analytics and time-saving tools that scale personalized messaging. Yesware has the capability to sync engagement data to Salesforce, eliminating the need for manual email, call, and meeting activity logging, so users can spend more time on what matters.
Geopointe is a Salesforce Gold Partner and the #1 rated geolocation application available on the AppExchange. Geopointe provides numerous ways for end-users, administrators, and developers to tap into the geographical aspects of their data to improve efficiencies and streamline processes through features such as proximity searching, routing and optimization, territory management and much more. A free 15-day trial is available to install on the AppExchange - http://www.geopointe.com/getmaps
Mapview provides field sales and service reps with a mobile mapping and planning tool to efficiently plan and manage their territories. It helps strategically improve your daily schedule by mapping appointments and drop-in visits as a route, along with contacts and any other location-specific data. - Plan trips and optimize your daily routes with drop-in visits and calendar appointments. Easily re-route to respond to schedule changes! - Visualize your territory and travel routes to help locate opportunities along the way. Use color-coding and marker styles to prioritize and organize accounts. - Target specific customers and prospects by filtering groups on the map. Create custom filter options from any column in a spreadsheet! - Manage your customer interactions all within the app by sending emails, taking notes, viewing websites and setting up meetings. - Utilize even when offline by accessing saved information, routes, directions and target map area.
Remember the last time you… Eagerly updated the CRM? Found that customer who practically demoed and sold themselves? Received a flawless handover from sales? Until that happens, Dooly’s got your back. Dooly syncs your notes, fields, and tasks straight to Salesforce, while providing you with the information you need, when you need it. Your focus remains on what matters most—winning over your customers. We built Dooly with you in mind. Your free(dom) trial awaits → dooly.ai.
AppBuddy is the leading provider of business process interaction platforms, delivering innovative applications that work the way users work and reach across business silos to provide exceptional customer experiences and integrated business process efficiency. We believe in empowering everyone to be happy in their work by making how they connect with their data an illuminating experience.
A native Salesforce application. Distribution Engine is a powerful and easily configurable rules-based engine that ensures your Leads, Opportunities, Contacts (or any standard or custom SFDC Object) are distributed to the right team members in an intelligent and timely manner. Distribution Engine is a powerful and easily configurable rules-based engine that ensures your Leads, Opportunities, Contacts (or any standard or custom SFDC Object) are distributed to the right team members in an intelligent and timely manner. Right Rep: Distribute by team using round robin, weighted assignment, territory, skills-based, lead source or account match. Prioritize your assignment criteria based on the process that delivers the highest results. Right Time: Load balancing helps to maintain fairness of lead assignments while working hours and online toggle make sure no leads slip through the cracks. Every Time: Alerts, analytics, and tracking time to contact along with auto-reassign helps manage sales team productivity and predictability. Be confident your leads are getting the follow-up they deserve. Distribution Engine is lead assignment automation made simple. Designed for sales operations to easily set-up and maintain lead routing to match your sales processes without using complex Salesforce workflow rules. Increase fairness, productivity and predictability by using an intelligent rules-based engine to automate your lead assignments. Example use cases include: ▪ Round robin assignment to ensure fair distribution within each team ▪ Weighted Lead assignment for reps with higher quotas ▪ Keep reps topped up using load balanced assignment ▪ Route Leads to regional teams ▪ Automatic re-assignment of leads not followed up ▪ Enable reps to pull additional Leads manually from a designated queue ▪ Respect local time-zones for multi-region companies ▪ Chart average hourly distribution volumes to predict team load Integrate ▪ Integrates with your existing Salesforce queues / assignment rules ▪ Integrate with marketing automation software e.g. Marketo, Pardot, Hubspot, Eloqua to assign inbound Leads using Lead score or other criteria
Create, Discover, & Predict Winning Content! KnowledgeTree (acquired by SAVO) is a sales enablement technology that uses Data Science to predict winning content, push it to reps via email or Salesforce.com, & score its effectiveness. It doubles prospect engagement and triples content use! Dramatically Increase Sales Results * Match content to any sales situation – by industry, persona, stage, & more * Surface content in Salesforce.com or Salesforce1 * Centralize content from your blog, videos, file shares, CMS, & more Make Every Sales Person Your Top Performer * Recover the 30% of sales reps’ sales productivity * Equip every rep with content proven to accelerate sales * Give tools, templates, guidance, and training to make content actionable * Instantly tailor slide decks for every prospect Identify Best Practice Sales Enablement Tools * Gain insight into what content most effectively advances deals * Proactively push winning content to sales teams * Connect with Marketing Automation for a complete view of the funnel
ConnectLeader provides sales acceleration technologies for all types of sales roles to increase their top line revenue by increasing productivity from 10% to 800%. Our Intelligent Sales Acceleration platform gives sales, lead generation, and marketing teams powerful tools to identify the right prospects, obtain accurate contact data, and enable accelerated communication using our sales connectivity optimization and lead nurturing solutions. Beware; one size does not fit all! Successful business lead generation programs require different sales acceleration tools for different sales roles - our platform provides all of them. Engage leads systematically across multiple communication modes and increase velocity at the top of the funnel while implementing your strategy at scale. TruCadence® does this and more, unlike any other sales cadence solution on the market. The patented cloud-based technology is built on the Adaptilytics® predictive intelligence engine, which identifies and prioritizes prospect lists ensuring your best sales leads are contacted first. Adaptilytics self-learns by analyzing more than 5 billion data points. For sales teams that want to enrich and improve CRM database ‘on-the-fly’, our Data Genie® delivers accurate contact data and intelligence from third party data sources directly to your CRM system.
Find, merge and prevent duplicates in your Salesforce. Duplicate Check finds duplicates, prevents duplicate records and cleans your Salesforce from duplicate records. No more duplicate records in your Salesforce organization! - Fuzzy Matching finds duplicates caused by misspellings, typos and different formatting - Mass Deduplication will find all duplicates, presenting it in a clear report which allows you to merge manually ot automatically later. - Duplicate Prevention - a number of advanced features prevents duplicates in your system. Duplicate Check for Salesforce is highly customizable and able to perform fully automated deduplication jobs—have a report ready at any chosen moment. Data transfer is not needed in order to cleanse your data. The application is quick and easy to use. If needed, a dedicated support team is at your disposal with a response time within 24 hours.
MassMailer is the best solution to eliminate Salesforce email limitations for sending Mass Emails via mass Email Wizard or Campaigns. You can also Send Mass Stay-in-Touch emails to request updated contact information from the contacts without any Salesforce email limitations. The simplest, easiest, and fastest way to send mass emails from within Salesforce Track email statistics - click through, opens, bounces, invalids, etc. Keep track of which email templates perform better and optimize your emailing. Choose to send Email Now or Schedule for Later.
Increase sales by motivating more winning behaviours. Use intelligent coaching prompts to guide your reps. Engage your team with game mechanics that include competitions, levels, badges, rewards & leaderboards. ***SuMo is 100% Native & Lightning Ready*** COACH: Maximise the potential of your team with guided selling & targeted sales coaching. PREDICT: Boost forecast accuracy with automatic deal predictions based on behavioural insight. OPTIMISE: Fine tune your sales process based on winning behaviours exhibited by top performers. SuMo increases sales by uncovering your winning formula and motivating more high-value sales behaviours. 100% Native to Force.com and fast to get started, SuMo delivers results: LeasePlan experienced * 583% improvement in contact scouting * 454% increase in Chatter collaboration * 153% increase in sales activity G4S experienced * 60% increase in pipeline * 35% increase in new contacts * 98% user adoption rate SuMo delivers measurable results * Run SuMo in the background to baseline current sales activity levels * Identify the "winning way" based on your top performers * Deliver intelligent coaching prompts as users work * Engage reps with gamification that tap into the competitive spirit Broadcast achievement onto the big screen with multi-channel, interactive leaderboard displays similar to LevelEleven, Hoopla and Ambition.
Great user adoption doesn't just happen! The Salesforce Adoption Dashboards provide visibility to relevant user login history & trending, adoption of key features such as accounts & opportunities, and critical sales and marketing productivity enhancers.
This Dashboard contains graphs to help you determine the efficiency of your operational business. The different components aggregate relevant sales key performance figures and help Sales Managers to take corrective actions where appropriate.
<a href="https://appexchange.salesforce.com/listingDetail?listingId=a0N300000031B7REAU">Brickwork</a>, from iATS Payments, is a <b>free</b> application seamlessly integrated with Salesforce.org's NPSP that supports batch, one-time, and recurring credit card and ACH/Direct Debit transactions online and via the integrated virtual terminal (iATS Button). Brickwork eliminates the hassle of manual data entry by securely capturing payment information and dynamically updating your organization's Salesforce environment.
Compliance for Chatter encapsulates best practices in capturing Chatter for compliance purposes. Every time a user posts something to a Chatter feed on their user profile or any record within Salesforce it is captured within a custom object.
FunnelWise integrates with CRMs and marketing automation platforms to help companies gain focused, deep insight into their revenue funnel. The FunnelWise solution allows both marketing and sales to: - Drill-down into key funnel metrics shared by marketing and sales: movement, velocity, conversions and aging - Determine revenue drivers to optimize efforts - Attribute marketing effort and view funnel leakage - Understand marketing’s impact on revenue - Identify missed revenue with cross-funnel comparisons - Diagnose issues and quickly course correct with an early warning system - Set and monitor progress to goals with daily indicators - Eliminate manual reporting and data manipulation - Accelerate growth with intelligent recommendations - Compare performance by funnel stage and data segments FunnelWise offers more than a software solution, it comes with a methodology and funnel expertise to maximize the investment. The FunnelWise team works closely with clients to ensure the solution drives future growth.
Improved Apps are leaders in the delivery of Enterprise Success Planning Solutions. Success enablement first requires that we define what success means in the context of our enterprise users and their applications and then pro-actively avoid things that do not contribute to that success (failures!) and promote those things that do. This is then supplemented by active and timely measurement and reporting. Improved Apps have a growing family of solutions that not only deliver context sensitive guidance and intuitive improved solution training, but also deal with those compliance issues that affect all concerns. This is then supplemented by the pro-active identification of issues and 'hot-spots' within a cloud-delivered app or solution. Improved Apps thus represent the ‘Silver Lining’ to the cloud by addressing a lot of the issues that such implementations face: • Adoption • Training • Compliance • Pre-identification of Issues • Comparative Measurements of implementations This has tremendous benefit/reward and a readily justified ROI. The problem is that, at first glance, it seems less important than other project matters and often back-watered, or left till last. This is clearly NOT the case and is something all customers should consider re-thinking: In a very real sense, if you are not planning for success, you are planning for failure. Improved Apps believe that to fully satisfy today’s end users any company needs to provide the right information, to the right Users and the right time and in the right place: this is understanding the real context of a user. Improved Apps help customers achieve this by utilising sophisticated tools that allow customers to embedded content, help, training and guide users in an interactive way, whilst being able to measure users engagement and sentiment.
Inforce leverages the flexibility of salesforce.com and the force.com development platform with the power of Infor's ERP and financial applications and combines them into a unified enterprise solution spanning the entire customer lifecycle. Inforce is a new application that provides integration and functionality enabling the sharing of information and business processes between Infor and Salesforce solutions.
This package provides reports and dashboards that help you monitor your knowledge base. For example, you can compare article ratings and views, analyze recent activity by authors, and determine which articles are helping solve the most cases.
Search and Mass Edit/Update/Delete multiple leads, accounts, contacts, opportunities and custom objects.
Mass update and mass edit selected records from any filter view or related list. You get two easy to use tools designed for both admins and standard users. Please note for lightning experience UI, it works better with Winter 17 release.
Cloud for Good released the first Salesforce manual for nonprofit organizations. We are committed to listening and understanding the nonprofit community and as part of our commitment, we drafted this manual to help your organization maximize your investment in the platform.
With Prolifiq, sales reps use a single point of access to easily find, share, discuss and measure managed, compliant content during customer interactions and to immediately establish real-time communications with customers and colleagues. Leveraging "presence", the rep is aware of company experts' availability to immediately CONNECT customers to answer questions or resolve issues via CHAT, voice or video conference. Additionally, with Prolifiq reps: READ company and industry news, SEND materials to customers, INVITE customers and manage attendance at company events, CHAT with colleagues, SHOW interactive presentations, MEASURE their customer interactions, REPORT real-time field events, and UPDATE customer databases. In short, Prolifiq connects the apps, your people, with customers.
Roll up any information in Salesforce with clicks and not code. With Rollup Helper, you can roll-up any Salesforce data: Count, sum, max, min, average, percent, lookups, text, formula, and multi-currency roll-ups. Roll-up more data! Rollup Helper brings real-time data to your fingertips. Whether your data is in a standard or custom object, or is part of a Salesforce or AppExchange app, you now have the tool you need to get real-time, actionable data for your process- even for your most complex roll-up scenarios. Since Rollup Helper is not restricted with requiring a Master/Detail relationship between objects, roll-up summary fields in Salesforce are a breeze. Rollup Helper also doesn't count against your Rollup-Summary Field limits! Use Rollup Helper to create data roll-ups that will provide insights you could never have before. All data stays safe and secure in your org. With absolutely no coding required, this is an amazing accelerator for your admins, business analysts, and developers. Rollup Helper supports lookups, rolling-date based roll-ups, cross object filters and roll-ups, formulas, and hierarchies. Easily create custom rollup filters that allow you to segment data to fit your needs, whether they are simple or complex. Upgrade to Rollup Helper Premium Edition for unlimited rollups and priority support!
Most companies send out marketing emails to their customers and prospects, and need a way to let them unsubscribe from your email messages. This Apex code will to process unsubscribe requests from the email recipients, and update the email opt-out flag
Volunteers for Salesforce helps manage your volunteer events and people. It manages volunteers, jobs, shifts, and hours, allowing you to track and report on all of the data as well as allow public signups via Sites pages on your website.
Activity Components for Salesforce includes Task, Events component with rich UI/UX to make your user experience better and make them more productive.
App shows multiple Sobjects data filtered by listviews in calendar and planner layout to analyse and perform CRUD actions with add tasks & multiple files. App creates recurring/repeats campaigns and group same type of data with color-code scheme.
Altify is the digital sales transformation software company, helping sales teams win the deals that matter and increase wallet share with a suite of software products that improve opportunity and account management. Built natively on Salesforce platform, Altify helps salespeople, managers and executives achieve sustained revenue growth and sales success.
Attachments.expert helps storing your valuable files/attachments on your own Cloud or FTP/SFTP server rather than storing those files on Salesforce server. Many features are as below: Large (Unlimited) file support Pause and Resume buttons Drag and Drop of files Multiple File Uploading Folder hierarchy structure Support for Amazon S3, Azure blob, FTP, SFTP and local server Multiple Storage Server Tagging and Global searching the files File name Append and Prepend feature Versioning of files File integrity check Product introductory video: https://www.youtube.com/watch?v=RoroehbOB0g
Auctions for Salesforce 4.11 (March 2016) helps staff manage all the information related to an auction. It tracks tickets, sponsorships, donations, the bundling of donations into auction items, purchases, and handles Check In & Check Out at the event.
Badger Maps is a route planner that automates territory management for outside salespeople. Badger visualizes their sales data on a map, optimizes daily routes and schedules, and generates meeting reports. The app focuses specifically on the type of salesperson who is visiting customers face-to-face - the field or outside salesperson. It helps them solve their daily problems in minutes rather than hours, and shows them the best opportunities and leads along the way. Users spend less time on driving and busy work, and get more meetings and sales. Reps report that they drive 20% less and sell between 10% and 50% more with Badger.
With O2B’s focus on quick contract manipulation, partial and line-item payment management, and the grouping and ungrouping of contracts, there is no better or more flexible Salesforce-based Order To Billing tool for those telecom companies who place a high value on subscriber retention while improving financial predictability.
Clinical Trial Management built 100% native on Salesforce platform and available on AppExchange. https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B56ueEAB Capabilities include: Clinical Program Management Global Trials Management Investigator Management Protocols Management Clinical Sites Management Sites Evaluation and Selection Subjects Enrollment and Management Template Driven Site Plan and Activity Management Site Calendar View Case Report Form (CRF) Adverse Events Management Payments Clinical Supply Management Real-time Reports and Dashboards
Quickly extract Salesforce metadata in Excel files, ex. Field Level Security, Profile permissions across objects, fields etc, Page Layouts , Permission set assignments, Apex, Visualforce. It also offers tools like Org Comparator, and Impact Analysis
Daddy Analytics connects Adwords to Salesforce. You'll know what Ad, Keyword, and Campaign your Leads came from - so you can determine your marketing ROI! Also, boost sales with our prospect tracking - get alerts when cold leads return to your site.
DemandFarm is a software product to manage and grow Key Accounts in B2B companies. DemandFarm helps organizations sow, nurture and harvest the richest possible relationship with Key Accounts. We call it FARmING® your Key Accounts. Unlock the true potential of your Key Accounts 1. Greater Visibility of Key Accounts to Leadership 2. Increased efficiency of Account Managers 3. Institutionalize Account Management through best practices woven in to DemandFarm
FTP Attachments is an ASP .NET based web application that rides on Salesforce.com and allows you to upload and store your files/attachments on your personal server (FTP/SFTP) rather than storing those files on the Salesforce server. FTP Attachments seamlessly integrates with the Salesforce UI and offers a lot of benefits over native Salesforce attachments which comes highly cost-effective through your secured firewall. Company introductory video https://www.youtube.com/watch?v=jmQMIXcz6DA
Your invoices are already in Salesforce, however scattered across customers and sales records. So invoicing should simply involve automatically piecing these parts together, without re-keying a thing. This is what Invoices for Salesforce does. Simple !
Customize the Account Hierarchy page, including tabs for Contact, Opportunity, Case, Task and other related object data. Expand/Collapse, Sort Column, Export, Printable Views and more.
Kugamon Orders to Payments Provides a Comprehensive Order and Billing Application for Salesforce CRM.
KZO Drive is a platform that bridges the gap between todays metrics-driven digital selling techniques and the personalized touch thats needed to land biggest clients, through personalized video communication it allows team to capture prospects attention, keep them involved in the process, track their engagement, and nurture relationships.
The key to unlocking the power of ABM4M is MightySignal's Salesforce Integration. Once you install our Salesforce Integration, you'll have an ongoing record of every account in your target market. As a result, you won't waste time aimlessly searching for customers--you'll always know who they are are which ones are most important. You'll be able to use ABM4M to power all go-to-market functions of your business.
Musqot Marketing Planner includes all the features required to create, manage and analyze your marketing activities and performance online. We offer simple yet robust functionality for management of the below assets and resources, and much more... All in an easy-to-use application completely built on the Salesforce platform. Integrate CRM-data and social media statistics to see the ROI/effect of your marketing efforts. • Planning & budgeting cost and resources for marketing organizations • Collaborating with internal and external stakeholders • Analyzing results and optimizing performance in all channels Marketing Planner is a Marketing Performance Management application. The solution enables professional marketers to create and manage all aspects of their marketing plans online. The scope of Musqot Marketing Planner covers all the crucial aspects of the heaviest competitor platforms, but with none of the deployment hassles. With Marketing Planner being built on native Salesforce technology, our customers can enjoy reduced complexity when implementing a system for their marketing performance management. Marketing Planner includes all the features required to create, manage, analyze and optimize your marketing activities and performance in all channels. We offer simple yet robust functionality for management of the below assets and resources, and much more. • Campaigns • Activities • Productions • Budgets • Cost centers • Resources • Objectives • Reports & dashboards Customers who are using Salesforce CRM can easily correlate sales data with their marketing calendar in our Gantt view, to illustrate the actual business effect (ROI) of their marketing efforts. External data sources, such as social media statistics from your company's Facebook page, are easily integrated with just a few clicks.
Close more deals, faster. Product pitching is dead! Help your sales reps show up for customer meetings with an understanding of the buyer, their company, and its business priorities. Prepare them to engage buyers, understand a problem and how to solve it.
Industry leading CTI call automation & call analytics. Robust mobile & KPI analytics capabilities w/ little implementation & development. Increase visibility of your call activity. Click to Dial, Screenpops & Dashboards. Ask about compatible providers. VoIP, CTI and Call Analytics, improving User Adoption and Productivity Call Analytics Reporting & Dashboards, Native in Salesforce and Salesforce 1 Mobile telecom solution w/ Click to Dial, CTI, and Call Analytics in SFDC & SF 1 Industry leading CTI call automation & call analytics. data you need, in realtime, completely automated. Phonami with gUnify, seamlessly manages call analytics in SFDC & SF. Call data is natively in Salesforce for Key Performance Indicators (KPI), Reports and Dashboards. Click to Dial in SF1 to VoIP. Compatible UCaaS phone providers: Phonami Cloud PBX, Broadsoft, Telesphere (a Vonage Co.), Simple Signal (a Vonage Co.), EvolveIP, iCore, Alteva & many more. Please contact us to see if your existing provider is compatible. KPI's sync with dynamic mobile Dashboards in Salesforce1. Mobility, Call Analytics and CTI Integration. Key Features: -CTI, Click to Dial, Screenpops, input Date, Time, & Duration of all In and Out calls using any device. Auto call logging into your SFDC and SF1 app. Add Subject, Tags, and Comments all without being in SFDC. -Connect calls to Objects (Leads, Contacts, Opportunities, Cases, etc.). -Integrates PBX, CTI, KPI and Call Analytics into Salesforce1 -Google Chrome Browser -Non Profit Discounts -Improves User Adoption -Reduce data entry -Realtime KPI's
Prolifiq CRUSH helps teams sell more effectively by setting them up for success. CRUSH enhances accountability and visibility into plan progress, ensuring teams are on track and achieving account goals. Built by sales professionals, for sales professionals it cures the two-screen whiplash - no more spreadsheets, slides and buried to-dos in email
Balink's Quote Editor helps transform the Salesforce standard Quote into a highly effective tool for making quotations with enhanced and customizable product search and grid modules, and an advanced Quote Template, fully embedded into Salesforce Quote.
The Salesforce1 Ignition Pack provides a suite of applications for everyday-micro moment around for field sales. Get up to speed on relevant Account news, locate nearby Opportunities, study up for meetings, share documents and access corporate services.
Invoice IT, now SteelBrick Billing, automates billing & collections, all within Salesforce. Manage orders and PO's, generate invoices, manage payments and recognize revenue. SteelBrick is 100% Native Billing app and part of SteelBrick’s Quote-to-Cash solution. Automate invoicing, generate invoices in bulk, configure and schedule multiple billing cycles, and automatically reconcile invoices. Integrate with your Accounting or ERP system (Sage, QuickBooks, Workday, SAP). Create high quality, branded invoices. Manage and collect payments without processing complications, and manage the dunning process. Easily manage taxes and tax rates, and sell and bill in multiple currencies. Quickly recognize revenue and report on quotes, orders, invoices and payments. With SteelBrick Billing, you can seamlessly integrate your invoicing, collections, taxes, and reporting, all within Salesforce. Save your company time and money while providing a superior user experience for your customers. Experience faster payments and improved cash flow with SteelBrick Billing, part of our Quote-to-Cash suite.
Available on the Salesforce AppExchange, SalesPredict helps B2B marketing and sales teams drive more revenue by showing them who's most likely to buy--and why. Using predictive analytics + your CRM and marketing automation system data + the open web and outside data sources, SalesPredict provides transparent predictive lead scoring and insights that will help you target inbound and outbound efforts more effectively, increase sales-qualified leads, lift conversions, and accelerate sales cycles. Customers typically report 2x-4x lift in conversions.
Introducing an affordable solution to capture electronic signatures in Salesforce. With Simple Signature, you can acquire e-signatures on release forms, petitions, waivers, and other simple forms that need key data elements and a signature. Simple.
SkyVisualEditor is the most flexible Visualforce page creation tool. Sign up now for a free 30-day trial and explore dynamic UI customization! Create your pages and UI with simple WYSIWYG steps, no Visualforce coding skill needed Get your page UI exactly how you like and accelerate data input with Visualforce Reduce dependence on implementation partners and save time & cost for UI perfect VIsualforce! SkyVisualEditor is a user-friendly tool which helps you to easily create custom Salesforce Visualforce pages with an optimal UI. For example, by simply following a wizard to select objects and fields, you can build a form to input multiple objects at the same time – a solution to a common problem that cannot be made with Salesforce standard functionality. Another feature SkyVisualEditor offers is called the "Free Layout". If you are used to Excel or a specific paper format and would like to migrate to Salesforce, this is the layout for you. Set your legacy format as a background for the page and drag & drop fields whatever you like over the top. The new Wizard template allows you to split complex objects into multiple screens. Keep a clean UI and guide your users to input only the necessary information, decreasing time while increasing accuracy and satisfaction!
SmartCORR smart correspond solution allows you to work seamlessly within and leverage data from the Salesforce environment. All documentation can be created from pre-approved templates, expediting the draft process and taking your days of work down to minutes.
Higher education solution, built on top of the Higher Education Data Architecture (HEDA), encompasses student prospecting, counseling, engagement, enrollment, report & analysis to improve campus connect.
Hi, I'm SUMO. I do the heavy lifting of appointment scheduling for enterprise organizations. Our clients understand how manually scheduling appointments is a waste of time and resources, ripe for human error, a source of lost revenue, and customer attrition. By completely automating appointment scheduling 24/7 365, on any device, SUMO has helped organizations increase appointment volume, revenue, and customer satisfaction. As the only solution built 100% native on Salesforce®, SUMO meets the security, scalability, and compliance needs of enterprise organizations. SUMO is compatible with Salesforce CRM® and over 3,000 add-on applications on the AppExchange®.
Swyft Technology provides small and mid-market organizations with a robust suite of inexpensive, cloud-based software solutions. Our event-driven business rule engine synchronizes applications among mobile devices, web sites, retail stores and call centers. • Easily integrate with multiple systems and data sources • Support any channel and multiple channels simultaneously • Can eliminate most duplicate data entry • Provide extensive real-time tracking and on-line reporting Swyft Mobile provides: • A configurable, intuitive and easy-to-use application • Support for most popular mobile operating systems, both smartphones and tablets • Universal access across devices with a single monthly subscription • Automated workflow • Capture, tracking and reporting any metric from the field, including geo-location • Real-time management assignment and activity tracking of hot leads Integrations: Salesforce.com, Infusionsoft, Contractor's Cloud and more! No back-end system? No problem! YouTube: http://alturl.com/uq4fz
For companies building strong relationships with their clients, tickets mean business. TicketManager makes company tickets simple by enabling companies to manage corporate tickets and measure the business impact. Whether from your desktop, mobile device, or your CRM, TicketManager makes it easy to access company tickets whenever and wherever you choose. Make it easy for the right people in your organization to get company event tickets when they need them. With thousands of customers—including Fortune 100 companies and professional sports teams—TicketManager is the leading choice for organizations taking control of their client entertainment. The company is based in Los Angeles, with offices in New York, Chicago, Phoenix, and DC.
A native Force.com utility that facilitates users to track field history information beyond standard Salesforce limits, UFHT provides an intuitive UI for viewing and exporting historical data to Excel and PDF formats, supporting all trigger-able objects.
Build enterprise-wide systems on the Force.com platform that stop work from slipping through the cracks, provide process visibility, stop errors, speed up processes, kill unnecessary manual work, gather meaningful data, and give customers what they need.
ZynBit for Salesforce is designed to address the most common issues among Salesforce users to collect, analyze, and track customer email communication, automate the data collection of contacts, emails, tasks, and calendar events, provide powerful insights to win with data, and improve the customer experience with personalized calendar booking.