40 Great Sales Acceleration Tools on the AppExchange
The Salesforce AppExchange is home to some great sales acceleration apps. As Dreamforce is just days away we thought now would be a good time to peruse the AppExchange for some of the best apps. With thousands of apps to choose from and more being added everyday we set about creating a list of the top sales apps to help you reduce inefficiency and increase the effectiveness of your sales organization.
To help you find you become a hero in your sales organization, our list brings together some great apps that can accelerate sales at your company. We have chosen some great apps across a number of areas including:
- Sales Efficiency
- Sales Effectiveness
- Sales Administration Tools
- Mobile Sales Apps
- Most Popular Sales Acceleration Apps
Sales efficiency is concerned with the speed at which each task in the sales process is performed. Companies looking to increase their sales efficiency should try to implement software that automates time-consuming manual tasks. The following apps can help your sales team to reduce inefficiencies and spend more time selling.
Boost your efficiency and accelerate sales with DocuSign. Users can access documents from Salesforce and send them for signature on the go using DocuSign’s mobile applications. Once your Salesforce account is connected with DocuSign you can access documents from accounts, cases, contracts or opportunities and immediately send them for signature from any where on your iPad or iPhone.
- Chatter function to alert team when documents are signed.
- Supports multiple document formats (PDFs, Microsoft Documents and more)
- Secure document storage.
RingDNA automates and optimizes activities for inside sales teams using Salesforce, helping reps sell smarter, faster and more efficiently. Powerful features like one-click dialing, lead prioritization, automatic call logging and voicemail automation make reps more productive. Reps can also connect with more leads by automatically dialing from local area phone numbers. RingDNA’s CTI helps reps close more deals by delivering valuable data about prospects within the context of inbound and outbound calls. Managers can also do a better job of coaching reps thanks to automated call metrics, which provide deep insight into individual and team performance.
- Salesforce automation features improve rep productivity
- Intelligent Dialer enables reps to connect with more leads
- CTI delivers valuable prospect data to reps during inbound calls
- Real-time call analytics help managers analyze and optimize performance
LinkPoint Connect can improve sales efficiency by streamlining data access with an instant view of Salesforce data in Outlook. Users can record emails, create new contacts, & sync content to Salesforce directly from Outlook. Office 365,IMAP, Citrix, Terminal Server & Partner Communities are all supported.
- View Salesforce data while working in Outlook
- Record inbound/outbound emails to Salesforce
- Create contacts, leads, and accounts for Salesforce from within Outlook
- Users can view and create any Salesforce object from within Outlook.
- Users can record emails, create new contacts or leads, and automate synchronization of contacts, calendars, and tasks.
Layout Page converts any Salesforce Page Layout (Standard OR Custom) into a Standard Visualforce Page, in just 3 easy steps. Converting your Page Layouts into Visualforce Pages is no more a tedious and/or complex task
Step 1: Choose the object that you want convert the layout for (Account, Opportunity, Custom Object…)
Step 2: Choose the type of the page you want to generate from the layout (New/Edit OR Detail)
Step 3: Preview how the generated Visualforce page would look like, then proceed to save.
Create org charts utilizing your existing contacts in Salesforce. OrgChartPlus integrates natively with Salesforce.com to record formal organization structures, deal decision trees and map non-formal relationships. Add organization charts to your accounts and opportunities with OrgChartPlus. Map the formal reporting and non-formal relationships between your contacts, your sales team and the competition in order to develop winning sales plans. Built natively in Salesforce.com, changes are automatically updated in the Salesforce. There is only ever ‘one version of the truth’.
Any sales activity involving more than one person in the client requires us to know more than just who people are. An org chart is the best means to determine how to influence the decision to buy your products or services. OrgChartPlus is fully customizable allowing you to display custom fields and images, use your own corporate language and color coding.
Quota Crusher is a mobile tool that automatically sets up your daily sales activities, and maximizes your team’s ability to accelerate sales, by enabling more personalized follow ups. It includes native iOS and Droid apps plus a web user interface.
With Quota Crusher, you’ll always know who your next sales call should be. Plans your daily sales activities automatically, sets activity standards teamwide, and is great for solo users and teams too.
Tap the map to see your leads, accounts and opportunities, or tap the nurture page to accelerate your follow ups so no leads fall through the cracks. Leverage the LINE Score to discover who’s getting the best results, and leverage that intelligence team-wide. Quota Crusher includes native iOS and Droid apps plus a web platform with advanced features for management and inside sales teams.
S-Docs – Free Document Generator by ME2 Systems
S-Docs can revolutionize efficiency in your sales organization. With S-Docs your sales team are able to create and email custom quotes, tailored contracts, personalized newsletters and much more. S-Docs is easy to use and quick to set up. Once you are up and running with S-Docs your team will be able to create PDF, MS Word and Excel documents straight from Salesforce in a matter of minutes.
- One-Click document creation.
- Easy to use point-and-click template editor.
- Link the same document to multiple objects (e.g Account and Contact)
Simplify configuration and ensure pricing and quoting accuracy with SteelBrick CPQ. Your sales reps will no longer have to leave the Sales Cloud to close deals. SteelBrick CPQ helps sales teams to reduce errors, improve productivity, and boost efficiency by guiding sales reps to the best products and services for each customer.
- Create quotes and proposals with 100% accuracy.
- Quickly generate professional-looking quote PDFs.
- Ensure consistent application of your pricing and discounting rules,
GoToMeeting Integration for Salesforce by Citrix
Get your sales reps to meetings straight from Salesforce. Users can start meetings with one click from the Salesforce contact screen. Easy to set up and with integrated audio, HD video conferencing and screen sharing, GoToMeeting saves your reps valuable time!
- Quickly start and schedule meetings from contact record
- Launches directly from Salesforce session
The ScanBizCards app scans business cards to offer a simple one-click export to Salesforce. With ScanBizCards, sales reps can quickly turn a business card into actionable salesforce contact information. Sales efficiency increases as manual contact creation can be automated.
- Trade show mode suggests exporting to Salesforce after scanning
- License control feature.
- Offline export mode.
HP ePrint Public
Boost Sales Efficiency by allowing your reps to print directly from Salesforce while on the move.
- Quickly locate public print locations.
- Print important documents while on the go, without the need for any drivers, cables or thumb drives
- Documents aren’t printed until you arrive in person to collect them with your release code
ExportToExcel by Redkite
With ExportToExcel sales reps can save valuable time by exporting any list view from Salesforce.com to Excel with a single button click.
- Export specific records or grab the whole list view.
- Add additional fields to export.
- ExportToExcel works with other spreadsheet programs, like OpenOffice Calc.
Sales effectiveness refers to the ability to move a prospect through the sales funnel to a successful outcome. Sales effectiveness is essentially concerned with selling better. Companies looking to increase the effectiveness of their sales organization need to scrutinize their current processes for weaknesses. The following apps can help you sell better and accelerate sales.
Docurated for Salesforce increases an organization’s Salesforce ROI by making reps more effective and efficient. Sales and marketing management dashboards provide a feedback loop of what content is working well, and what isn’t. Reps can assemble new high-quality pitches in minutes with the most relevant and powerful content, freeing time to work on opportunities and relationships. Docurated’s sales acceleration app does not require data imports, gives management visibility into performance, and makes reps more productive. Productivity gains free up time for training and more time with clients, which drive top-line revenue gains. Docurated analytics highlights the most successful materials to use at each stage of the opportunity pipeline. And sales reps become experts through interaction with the freshest collateral, quicker on-boarding, and a sales-marketing feedback loop.
This type of functionality expands Salesforce users and engagement, it encourages reps to go to Salesforce to find information they need. By using Salseforce to find and create presentations organizations find the adoption and expansion dramatically accelerates. In short, Docurated for Salesforce helps sales improve close rates, deliver predictable revenue, and make sales reps more successful.
- Find your best content instantly.
- Close Marketing Sales feedback loop.
- Analytics highlight most successful collateral.
Meeting Mapper helps to accelerate sales by gathering Actionable Sales Intelligence at the most crucial point of the sales cycle, customer interactions. Users can populate Salesforce with consistent and actionable data from the very source Salesforce is meant to track, customer interactions.
- Document sales opportunities with information on qualification, coaching, and efficient transition.
- Gathers sales forensics from each meeting.
- Real-time feedback from your teams on what resonated and what didn’t in their meetings
PowerDialer can play an important role in your sales acceleration strategy. Users can communicate with the right prospects at the right time with the PowerDialer app by InsideSales.com. Generate more sales utilizing features such as advanced list prioritization, one-click dialing, pre-recorded voice messaging, email, inbound call routing, and more. After the sale, gain insight into what works and what doesn’t by analyzing detailed reports around every call.
The List Online Connector
The List Online Connector is a powerful sales acceleration tool that provides access to accurate marketing, advertising, and media, decision-makers. Identify prospects in The List to import into Salesforce.com. The List allows appending data to your existing leads and contacts and avoids duplicating your own leads and contacts. This push-pull app allows you to import identified prospects from The List as well as an option to check The List to see if additional information on a prospect is available while working in Salesforce.
Distribution Engine: Round Robin Lead & Case Assignment. Routing management
The Distribution Engine is a configurable rules based engine that ensures your Leads and Cases (or any standard or custom objects) are distributed to team members in an intelligent and timely manner. Takes the burden off managers and gives you control – automate, monitor and scale your business. Features include: Team based distribution, Regional / skill filtering, Pull, push and trigger distribution, Distribution hours, Alert, and Distribution algorithms.
Dealmaker Sales Performance Insight
Sales analytics, built-in sales expertise, automated sales coaching. Dealmaker aims to drive sales performance by providing:
- Smart sales analytics
- Built-in sales expertise
- Automated coaching
- Dealmaker Insight is fully integrated with the Work.com coaching stream
Marketo Marketing & Lead Management solution is a marketing platform that helps marketers improve sales effectiveness, and prove marketing’s contribution to revenue growth. Marketo provides Lead Nurturing to help automate demand generation programs with cross-channel campaigns. In addition Lead Scoring and Analytics allows customers track activity to understand lead interest and sales-readiness.
LinkedIn Sales Navigator
View LinkedIn information and Sales Navigator insights where you’re already tracking your other sales activity – in Salesforce. Focus on the right people and companies and stay informed on key changes in your target accounts. Sales Navigator inside Salesforce provides notifications including Real-time updates directly within the Company Profile. Lead Recommendations are also provided to help surface additional leads at target accounts.
InsightSquared delivers business analytics for companies of any size that is quick to get up and running. InsightSquared provides immediate access to 300+ Sales, Marketing, Finance & Support reports and unlocks historic trends you can’t access directly in Salesforce. InsightSquared’s reporting allows executives, managers, and sales reps to:
- Forecast more accurately based on historic win rates
- Prioritize open opportunities in their pipeline
- Identify weakness in their sales process
- Understand which marketing campaigns best influence bookings
- Spot at-risk opportunities and accounts
Your Sales Motivation Engine, by LevelEleven
Accelerate sales at your company with more motivated sales reps. This app helps to motivate key sales behaviors like building qualified pipeline & launching new products. Your Sales Motivation Engine helps recognize team performance and taps into your team’s competitive nature. Easily create competition around any field in Salesforce: booking meetings, creating qualified opportunities, taking products to market, converting leads, completing fields, closing cases, advancing opportunities and closing deals. Your Sales Motivation Engine is an alternative to managing sales contests via spreadsheets & whiteboards. LevelEleven is built for sales managers. LevelEleven integrates with Work.com to allow for badging & Amazon prizes.
Salesforce Adoption Dashboards
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. The package includes 42 reports, 6 custom fields, 3 Dashboards, 1 Dashboard Folder and 1 Report Folder that focus on identifying whether users are regularly logging in and using key features in Salesforce. Downloading this app creates a “Salesforce Adoption Dashboards” Dashboard folder and a “DB – Adoption” Report folder with their associated reports and dashboards. This dashboard package can be leveraged with other AppExchange Adoption Dashboard packages and can also be customized to track the specific metrics that are important to your organization.
Ambition offers workplace gamification and performance metric analytics with fantasy football inspired competitions. Unlock potential, achieve growth, and accelerate sales with advanced performance metrics. Build momentum as a team with this enterprise competition platform. Ambition helps drive pipeline and overall productivity with their scoring system. Competitions can be broadcast anywhere & real-time stats are made directly available to employees.
Ambition can consume data from multiple sources, including:
Salesforce. Marketo. Yesware, PowerDialer, Eloqua, InsideSales.com, CirrusInsight, Hubspot, Dropbox, Google Docs, and any phone system.
Mobile Sales Apps
The following mobile sales apps put the portability in sales intelligence, putting the data, evidence and social proof at your reps’ fingertips that they need to transition prospects through the buying process with ease. A quick download of these apps can accelerate sales at your company.
Salesforce Mobile for iPhone
Salesforce Mobile is a useful sales acceleration app that gives you instant access to your Salesforce information on your iPhone. This app allows you to create, edit, and delete standard CRM data. The app is free for Salesforce users. Salesforce administrators can also get a version that allows them to perform admin functions form their mobile device. The full version is fully customizable with mobile access to custom objects and configurations.
Increase sales effectiveness with Hoopla by easily creating contests, competitions and leaderboards to motivate and track sales team performance. Broadcast live performance updates directly from Salesforce to any TV, web or mobile screen. Hoopla is like ESPN for sales teams. Motivate your team to score more wins with contests, competitions and leaderboards using your Salesforce data. Hoopla engages users with friendly competition to perform and track their progress in Salesforce.
My Task List
The My Task List app can play an important role in your sales acceleration strategy as it helps you keep track of your “To Do” list interactively. My Task List also goes with you in the Salesforce1 mobile apps, Salesforce console, & Aloha UI. Features include task management in a modern, card-based interface, create new tasks, sort & filter the task list, graphical priority indicators, and expandable/collapsible cards. The task list dynamically refreshes when tasks have changed or been assigned to you. Administrators can add fields to the task card header and details sections via field sets.
EnlightenCRM is a Salesforce1 compliant app that integrates Totara and Moodle with Salesforce.com. Accelerate sales by delivering mobile-ready training content to customers, partners, and employees using a unified platform that provides automation and enhanced reporting. Organizations that deliver online training to customers, partners and employees face unique challenges in student management that include scalability, cost containment, access control and integration with a CRM system. EnlightenCRM was developed to address these challenges by providing online schools and companies that sell through channels a simple way to integrate their Totara or Moodle deployment with Salesforce.com.
Using EnlightenCRM, organizations can easily capture student registrations in Salesforce as either a contact record or a lead. Student enrollments get synchronized along with all course activities, grades and completion status. Use Salesforce custom triggers to add enhanced email communications such as progress reminders or course completion notifications.
Sales Administration Apps
The following sales administration apps can accelerate sales by reducing time spent on manual tasks that distract sales teams from doing what is most important – selling!
Accelerate sales by quickly importing, exporting, and deleting an unlimited amount of data in Salesforce. Dataloader allows Salesforce admins to:
- Login with Salesforce: Use your existing credentials, no security token required
- Data mapping made easy: Forget drag and drop. Keyboard shortcuts help you find and map fields quickly
- Account ID look up: Pull related object information such as AccountID’s without using Excel VLOOKUP
DupeBlocker is a REAL TIME, dupe (duplicate) prevention tool, 100% developed on the force.com platform. DupeBlocker can save your sales reps valuable time by stopping dupes from user entry, Web to Lead, Integrated systems etc. Dupes can be blocked, automatically merged and more.
DupeBlocker features real time deduplication capabilities in addition to the following features:
- Support for all Salesforce objects, including Opportunities and custom objects
- Support for all Salesforce fields, including custom fields so that they can be used in the development of deduplication scenarios.
- New dual filter options allow the specification of which objects should be compared against which objects. For example compare “Web Leads” vs only Leads of Record Type X
DemandTools is a suite of data quality modules to control, standardize, verify, deduplicate, import & generally manipulate Salesforce and/or Force.com data. More than just duplicates removal, DemandTools is administrator productivity. Demand Tools increases efficiency and accelerates sales. The app allows admins to:
- Mass load, manipulate, dedupe or verify from any AppExchange data
- De-duplication (even Leads that duplicate Contacts or Accounts)
- Compare external data to salesforce data
- Demand tools is used by over 5000 salesforce admins
Informatica Cloud provides SaaS Data Integration and Data Quality Applications to address the data management needs of enterprises of all sizes. Cleanse, standardize, de-duplicate and consolidate, and hierarchy manage your data in Salesforce. Informatica allows salesforce admins to:
- Data Cleansing: Informatica Cloud MDM cleans data immediately whenever Accounts, Leads and Contacts are created or updated based on your corporate standards for customer data such as country names, ISO codes, street suffixes, and legal forms.
- Deduplication: Informatica Cloud MDM automatically de-dupes duplicate Accounts, Leads or Contacts in Salesforce and other data sources using its configurable, fuzzy Duplicate Detection process. Cloud MDM also prevent users from creating duplicate records.
- Consolidation: Cloud MDM extends your Salesforce with enterprise-grade Master Data Management. You can also consolidate / enrich your customer data across your other corporate databases, such as SAP, Oracle, Microsoft, or others. Also build Hierarchies.
For salesforce admins frustrated with the amount of clicks and page loads it take to perform everyday tasks. GridBuddy allows you to manage your Salesforce data in single-page, report-like list views. See Salesforce data in a report-like view & act on it like in a spreadsheet. Inline edit, inline create, mass update, mass delete related records on one page. Isolate data with multi-object filters. Create editable related lists in record detail pages.
- INCREASE PRODUCTIVITY. Users no longer have to navigate to separate pages to manage related data in Salesforce.
- IMPROVE DATA QUALITY. Having all information you need on one screen means you can manage your data with less errors and cross-reference data easier to make better editing decisions.
- INCREASE USER ADOPTION. More efficient data management means users are more likely to use Salesforce instead of external applications to keep data up-to-date.
Most Popular Sales Acceleration Apps
Unsurprisingly, some of the best sales acceleration tools on the AppExchange are also the most popular. We have put together a rundown of some of our favorite apps that are among the most popular in the AppExchange.
Jitterbit Cloud Data Loader for Salesforce
Jitterbit is a FREE data migration app that enables Salesforce users to automate the import/export of data between flat files, databases, and Salesforce / force.com. Jitterbit can dramatically reduce time spent on administrative tasks by automating the import and export of critical business data from Salesforce CRM, force.com and your databases and files – whether they live in on-premise or in the Cloud.
- Free wizard-driven import/export tools. Drag & drop mapping.
- Advanced functionality – Scheduling & Automation, Management & Monitoring tools
- Better Connectivity – Any flat file, any ODBC or JDBC database, any Salesforce edition
MailChimp for Salesforce
MailChimp for Salesforce can accelerate sales at your company by providing marketing with the ability to design, send, and track email marketing campaigns. Users can manage subscribers and create custom queries from within salesforce.
- Manage MailChimp subscribers from Salesforce leads, contacts, and list views
- Upload MailChimp subscribers as Salesforce leads
- View MailChimp campaign results and subscriber activity history in Salesforce
- Customizable integration allows users to map Salesforce fields to MailChimp merge variables
Box for Salesforce
Harness the full power of Box through Salesforce to boost sales at your company. Box can drive your sales rep efficiency by facilitating easy file sharing, management and accessibility from within Salesforce. Wave goodbye to email bottlenecks and streamline the sales process by providing Sales with mission-critical collateral. Box can help your team to have more compelling customer conversations with increased visibility into which assets are most effective
- Users can link Box content with specific Salesforce records, including custom objects
- Access files directly from Salesforce
- Task assignment and comment function improve collaboration
- Monitor customer activity (like downloads) in real-time
Evernote for Salesforce
Evernote is the ideal companion for Salesforce. Sales reps can store notes, links, and other important documents to get a clearer picture of customer relationships. Information relating to any record can easily be captured, stored, and shared with other reps. Evernote helps to accelerate sales by providing sales reps with the most important notes when and where they need it.
- Collaborate and share notes with entire team or a select few people
- Company stays in control of the data in business notebooks regardless of personnel changes
The Permissioner can help to accelerate sales by making permission management simple. Instead of manually editing permission setting per user, The Perissioner app allows administrators to select one or more permission sets to assign to one or more users at a time. Permission Sets also allow administrators to set individual permissions in conjunction with profiles to enable access for certain users on an ad hoc basis, thus reducing a growing and unmanageable number of profiles in a Salesforce.
- Mass assign & revoke Permission Set assignments from multiple users in a matter of seconds.
- The power of Apex DML allows users to process up to 1,000 assignments in a matter of seconds.
- Easy to use interface.
SalesClic – Sales Pipeline Visualization, Analytics & Forecasts
SalesClic reduces pipeline risk enabling your sales team to focus on the most important deals. SalesClic addresses the 3 sources of sales pipeline risk: bad data, dicey opportunities and inaccurate forecasts. SalesClic accelerates sales by simplifying sales pipeline management for sales reps and managers. With SalesClic reps update opportunities by drag-and-drop, on a page respecting their mental model of the sales process. Managers have assess to pipeline trends at the individual and team levels instantly and spend less time compiling static reports.
- Identify at-risk opportunities and priority pipeline stages
- Users can generate in-depth, real-time pipeline statistics.
- At risk opportunities are easily identifiable
- Spot the priority stages in your sales process to reach your targets/li>
Xactly Incent: Sales Performance Management
Xactly Incent helps to accelerate sales by allowing companies to take control of incentive compensation directly from Salesforce. Xactly Incent can save time and money by replacing tedious, manual, error-prone spreadsheets with Web-based, an automated approach that makes incentive compensation programs easy to design, manage and execute.
- analytics dashboards and reports based on information consolidated and cleansed through the sales compensation process from within salesforce.com.
- See compensation information alongside any other data in salesforce.com
- run advanced analytics and custom reports to understand how compensation is driving behavior and affecting revenue.
Written by Fergal Glynn
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