Salesforce is a leading provider of customer relationship management (CRM) solutions. Hosting a number of apps—many of which are free—Salesforce provides organizations and small business with the tools they need to succeed and grow.
Salesforce apps can help a small business to do just about anything CRM-related, from tracking sales to managing industry-relevant news. Here are five must-have Salesforce apps that your business should start using today:
Salesforce is constantly adding upgrades to Outlook Mail. But for those who use Mac operating systems instead, Outlook is irrelevant. Enter Maildrop: this app provides email integration for MacOSX users that’s easier than ever before. With Maildrop, you can easily create new cases and attach emails to contacts and leads.
Another key app in regards to email marketing, iContact for Salesforce allows you to create and send personalized emails using your Salesforce merge fields. The two work seamlessly together, allowing you to engage, convert, and retain all of your leads.
While Campaign Calendar for Salesforce isn’t free—this app will cost you $15 per month—it’s an absolute necessity for managing your marketing outreach efforts. Your Salesforce Campaigns list (which allows for ROI insight, as well as email, web, tradeshow, call, and direct mail marketing) is functionally embedded into your Campaign Calendar, allowing you to easily view all of your upcoming campaigns in one place. The calendar can also be shared with multiple users.
For small businesses, being able to quickly visualize sales and product growth is key. The Account Dashboards app is the perfect solution for that. The app allows you to view year-over-year sales, identify buying patterns, and learn what types of products customers have purchased in the past. By identifying buying trends, your sales reps will have the information they need to improve approach and increase profits. Best yet, the app is completely free.
While you may need to view data for your own purposes, chances are that there will come a time when you need to share data with others, too. That’s where Conga Composer comes in – this app allows for you to turn Salesforce data into contracts, plans, documents, presentations, invoices, proposals, and more (using Word, PowerPoint, and Excel). The cost of this app starts at $15 per month, but is a must-have for those who want to view/share data in PDF, HTML, and email form.
Don’t overlook the power of apps! If your small business uses Salesforce and is looking for more ways to succeed, consider the five apps listed above as useful and necessary assets.