5 Types of AppExchange Apps, which are best for your Salesforce CRM

March 30, 2018by Admin

Salesforce, who just won the Best CRM 2018 award by Business News Daily, offers best in the class Customer Relationship Management (CRM) software having robust features for businesses of all size and nature. One of the major benefits of using the best SaaS solution like Salesforce is, you have a  huge list of external apps which can be seamlessly integrated with your CRM. There are several applications available in the AppExchange, which allow best customization and functionality. Here are few insights on Salesforce AppExchange apps, using which a business can achieve productivity beyond prediction and results beyond the scope of a typical CRM solution.

Geolocation Apps

For a service based company having multiple geographical presence, a Salesforce compatible app can be used in order to optimize mapping and routing to power it’s CRM system. Most of the mapping and routing apps come with a minimal price in between $20 to $30 per user/per month. App features vary depends on either the provider or the price. There are various comprehensive geolocation apps with robust features like built-in live tracking, check-in capabilities, and data gathering features which offer Geo-analytics for everything from leads and customers to assets and defined objects. There are other basic apps available for creating data-driven maps which can make it easier for users to visualize Salesforce data.

Custom Price Quote & Document

AppExchange apps offer solutions for SMBs to create custom price quotes and also other documents like business proposals, reports, account plans etc. These apps costs within the range of $20 to $30. Users can automatically generate documents directly from Salesforce which can be merged into templates. The best thing is this will support Word, PowerPoint, Excel, HTML, Email, and PDF. You can get more apps, those are multichannel sales tools and can handle different pricing and product configurations simultaneously. With intelligence, these apps help companies to price and quote accurately by drawing insights from past deals.

Admin Apps

Most of new Salesforce users give priorities to the end-user functionality. There are various apps available in the AppExchange that make admin tasks smooth. There are free apps in the AppExchange which makes it easy for users to eliminate duplicate leads, contacts, and accounts. If you are in the process of merging multiple contact lists or cleaning old data, these apps will be helpful. You can even make changes to Salesforce data without affecting every element individually. Data loader apps will help small business admins perform tasks like secure importing, exporting and deleting quick.

Customer Feedback Survey Apps

If you need to conduct customer surveys and fit the outputs into Salesforce for reporting, there are lots of customer feedback apps in AppExchange. These apps cost in between $30 to $60 per user/per month. Though this would be little higher on price for SMBs, you need only one user access to get all the functionalities. These apps conduct mobile-friendly surveys. You can also do embed surveys into emails and can also export results in Excel/CSV. You can also use these apps for various on-boarding forms like – job applications, waivers, NDAs, and disclaimers as well as event registration, order forms, and also general feedback forms.

Texting Apps

Users can implement texting and chatbots through Salesforce to offer highest level customer service to their existing clients, promote products, and also pitch new potential clients. You can use SMS chatbots for customer communication purpose and also text-based marketing campaigns with AppExchange apps. The basic version of these apps are usually free, but you need to upgrade in order to get higher functionalities. There are apps who supports features like plan scheduled messages, custom SMS template creation, picture messaging, enterprise texting platform, sync and log text chat with auto Salesforce save facility and data capture for analytics.