Salesforce apps to help manage your sales & marketing

Known as the most popular Customer Relationship Management (CRM) platform on the market, Salesforce helps manage all your sales and marketing processes in one place.

While Salesforce is already an extremely useful tool for any business owner, there are countless apps and add-ons that are designed to enhance the core CRM product.

The additional apps can be found on AppExchange – a cloud marketplace for Salesforce integrations. But with so many apps to choose from, browsing through thousands of solutions can be overwhelming and time-consuming.

Best Salesforce apps: a detailed list

To save you time, we've compiled a list of the best Salesforce apps that are set to boost your conversion rates, automate marketing processes and improve customer satisfaction.

Voiso

Voiso is a powerful contact center solution designed for sales and customer service teams to optimize every customer interaction. It’s an omnichannel suite that allows agents to switch between multiple channels, such as Telegram, Instagram, Facebook Messenger, WhatsApp, SMS, voice, and web chat within a single workspace.

One of the best features of this platform is that it offers an AI-based predictive dialer to improve dialer performance in real time for higher call success rates. Additionally, it offers PCI DSS-compliant call recording with a pause function for managing private information, and you also get speech analytics for insightful data about your customer interactions.

Lastly, Voiso provides complete coverage of phone numbers in all countries, a visual flow builder, and a range of contact center capabilities including CTI (Computer Telephony Integration), IVR (Interactive Voice Response), Click-to-call, and ACD (Automatic Call Distribution).

FenixCommerce

FenixCommerce is an AI-driven shipping management platform designed to enhance customer loyalty and drive business growth for retailers. It comes with a powerful IDP (Intelligent Delivery Platform) that accurately predicts order cut-off times and delivery dates in real time.

The platform uses data from a wide range of sources, including customer behavior, carrier performance, historical data, and inventory status. It allows retailers to set clear expectations, which enhances the overall shopping experience, drives higher conversion rates, and increases shipping revenue.

What makes FenixCommerce unique is that it combines machine learning, big data, and AI algorithms to ensure flexibility for manual adjustments as needed. Additionally, its integration with Salesforce allows you to visualize and monitor org limits conveniently through a single-screen dashboard. It not only streamlines organizational management tasks but also enhances their efficiency.

From small startups to major retail brands with high order volumes, FenixCommerce is trusted by a wide range of organizations and can help you ensure a positive return on investment.

iSEEit on Salesforce

Salesforce's iSEEit solution empowers sales teams to visualize their sales process, facilitating standardized deal qualification to close more deals.

It facilitates quick alignment between all members of the sales team, enabling them to qualify their opportunities using a standardized methodology, allowing them to take preemptive action to close their deals. This tool also offers visually aided and data-driven forecasting, and built-in opportunity and account org charts.

It is the perfect tool for those who seek to implement a more structured sales methodology and attain a more predictable forecast directly in Salesforce.

Calendar Anything

CalendarAnything is much more than just an ordinary calendar.

You can streamline operations by manipulating Salesforce data directly from CalendarAnything as well as create up-to-date roadmaps, project plans, sales pipelines, and more. It also supports exporting calendars to Excel, defining conditional coloring at multiple levels, scheduling, starting, and managing Zoom meetings.

Learn more about this tool by visiting their page or trying a free 15 days trial.

Otonomo

A first-of-its-kind neutral automotive data services platform that allows new apps and services to be developed for drivers, passengers, municipalities, and transportation operators.

Among the sources of automotive data that Otonomo ingests are OEMs and third parties. Data is cleansed, normalized, aggregated, and enhanced with third-party datasets to manage compliance, meet consumers' privacy expectations, and maximize its value.

Otonomo is a great option for those who want features such as distance tracking or geofencing. For more information check out their webpage.

Documill Dynamo

In one click, users can create documents with Docmill Dynamo, a Salesforce-integrated document generation app.

This integrated online editor provides document templates that can be customized with images, conditional content, nested tables, multi-level lists, and more. Moreover, it can be used to create account plans, CVs, and emails. It is also possible to pull data from Salesforce and include it in different documents.

This tool is truly one of a kind as it is not only fast and intuitive, but requires no coding skills too.

ViiBE

ViiBE is a web-based tool, designed for technical support centers and after-sales services, that combines video assistance, a ticketing system, and a knowledge management system. You can use this platform to provide remote assistance to customers via live video streaming, augmented reality, and collaborative tools, and avoid unnecessary travel.

The integration process of this app with the Salesforce ticketing platform is also pretty simple and it allows you to launch video calls, screen sharing, and use other features directly from Salesforce.

Another great feature of ViiBE is that it transfers all data in an encrypted form using TLS (Transport Layer Security). It ensures the integrity of personal and professional data and protects it from cybercriminals. It also provides a KPI (Key Performance Indicator) overview, allowing you to filter, extract, and analyze all the data generated from your video calls to optimize your internal KPIs.

Booking Ninjas

Next on the list is a cloud-based property management system provider – Booking Ninjas.

It is a perfect tool for rental managers, small homeowners, mid-size property managers, and even enterprises, as it offers custom solutions to ensure efficiency while handling day-to-day tasks.

Booking Ninjas provides you with:

• Ability to access your data 24/7
• An easy-to-learn and use system
• Customization and personalization options for any need

For those who seek to manage their properties in one interface, Booking Ninjas is a perfect choice.

Arka Inventory Management

A cloud-based inventory management application, Arka Inventory is designed to digitize and automate business operations.

Arka offers an easy-to-use ERP system that can be implemented quickly instead of traditional ERP systems that are complex and time-consuming to install. In addition to automating all accounting tasks, QuickBooks online entries can also be posted automatically.

This app is a great addition for any business as you can gain a better understanding of your company since it generates insightful reports and provides detailed dashboards.

Happierleads

Happierleads is a powerful lead-generation tool that provides you with the contact information of your website visitors. It also offers additional data, such as the pages that visitors view, the number of visits they made, and the amount of time they spent on your website. You can integrate it with Salesforce to transfer that data directly to your CRM and use it to convert leads into sales.

The app offers many other useful features as well, including segmenting your website traffic based on demographic and behavioral filters and scoring them based on their web activity. Additionally, you can use this tool to schedule email sequences every time a new visitor is identified, making your sales process more efficient.

If you don't have the time to follow up with your leads, then you can use the fully managed solution that Happierleads offer. It’ll help you save a lot of time for more important tasks, as the company’s team will take care of everything, including setting up and running email retargeting campaigns and generating qualified meetings every month on autopilot.

BearingPoint Limits Monitor

An organization’s limits are in so many places, including reports and logs. Synching and going through all these places can be so time-consuming. Imagine if there was an all-in-one dashboard or app to pull all that info together. Well, with BearingPoint there is!

BearingPoint’s platform brings all the information about an org’s limits in one easy-to-use and manageable dashboard. Identify bottlenecks so you can avoid them and receive custom alerts. The BearingPoint Limits Monitor helps to review all limits in a single-screen dashboard and avoid bottlenecks. Furthermore, customized alert messages can be sent out to notify admins.

Make your admin life easier the BearingPoint Limits Monitor. Do not miss any future bottleneck, before you hit org limits and business gets interrupted.

Jebbit

Jebbit is a no-code platform that allows companies to build interactive and personalized consumer experiences. This app also helps businesses collect customer data right from the source. You can easily create branded quizzes and interactive content that engages your customers and provides real-time insights.

Jebbit is so dynamic that businesses can deploy interactive content via email, social media, websites, and QR codes. The data you collect syncs with your CRM database to create and modify buyer personas and consumer profiles.

You can sign up and get started for free on Jebbit’s website. Or, explore the company’s wealth of resources about its services and Salesforce integrations.

ACCELQ

ACCELQ is a collaborative and cloud-based platform providing an effective way to automate, execute, track, and manage Salesforce testing. Plus, you can do all of this without a coding background or expertise.

The ACCELQ automation platform is an AI-driven code-free solution that’s compatible with mobile, web, and API environments. With it, you can boost automation development by up to three times and reduce maintenance costs by as much as 70%.

ACCELQ easily integrates with Salesforce to accelerate and improve the quality of a company’s Salesforce releases, so don't hesitate to sign up for a free trial and check out their extensive product resources on their website.

Apizee

Diag Help Desk by Apizee helps streamline digital customer service and interaction, thus improving customer satisfaction and reducing costs for the company. The software also facilitates remote collaboration between team members and customers.

With Apizee Diag, technicians can save time and use features like messaging, audio/video calling, inspection management, and customer interaction management to assist customers remotely.

Besides Diag Help Desk, Apizee offers a variety of other solutions, so fill out their online contact form, and a member of the team will arrange a free demo for you.

GRAX

Next up on the list is GRAX – a data protection solution that lets you take full ownership and control of your Salesforce data to support compliance needs by maintaining data’s Digital Chain of Custody.

What makes GRAX stand out is that it not only stores backups and archived data in the customer-owned cloud for easy access but also combines Salesforce data backup, recovery, and archiving with scalable data operations, making it a complete data lifecycle management solution from data capture to archival.

Having ownership and access to historical data can bring significant value to any company, so make sure to check out GRAX for Salesforce data protection and put your CRM data to use.

ROI4Presenter

ROI4Presenter is a Salesforce app that helps businesses generate leads around the clock and save up to 40% of the time of their SDRs and marketing and sales teams. The integration of this app with Salesforce allows your sales teams to automate tasks related to preparing and delivering presentations, product demonstrations, and documenting events for follow-up.

One of the best features of this app is its Salesforce connector. You can use it to create personalized active presentations directly from a contact in CRM to generate new leads automatically. Additionally, you can also customize your presentation settings, obtain show links, and assign them to specific contacts.

ROI4Presenter ensures that all the information regarding presentation views is logged, including lead form data, viewing time, and duration. Additionally, it can also create new contacts in your CRM automatically, whenever a presentation is viewed.

Inspire Planner

Inspire Planner offers features like time tracking, resource management, external portal for sharing projects with your customers and subcontractors, powerful automation, portfolios, reporting through Salesforce Reports and Dashboards, and much more.

What makes Inspire Planner unique is that integrates with standard Salesforce Tasks, allowing users to manage both their personal and project tasks in one place through a familiar interface.

Inspire Planner is successfully used by organizations across the globe, from small businesses to Fortune 100 organizations. You can try Inspire Planner free with a 30-day trial or request a personal demo from their website.

Best Salesforce apps: final recommendations

Below is a short guide that highlights the features of Salesforce apps mentioned in this article:

1. iSEEit – native salesforce opportunity management tool.
2. Voiso – an omnichannel contact center solution that offers AI-driven predictive dialing and detailed analytics for seamless customer interactions across various channels.
3. FenixCommerce – an AI-driven shipping management platform designed to enhance customer satisfaction and optimize shipping processes for retailers.
4. Calendar Anything – Salesforce's appexchange's #1 calendar app.
5. Otonomo – neutral automotive data services platform.
6. Documill Dynamo – helps Salesforce-powered enterprises digitalize their core sales processes.
7. ViiBE – a web-based video assistance and knowledge management tool.
8. Booking Ninjas – property management system.
9. Arka – a cloud-based inventory management application.
10. Happierleads – a web-based lead generation platform.
11. BearingPoint Limits Monitor - a dashboard that visualizes and monitors your org's limits.
12. Jebbit – allows you to build interactive quizzes and digital experiences.
13. ACCELQ – AI-powered no-code test automation platform.
14. Apizee Diag – facilitates customer service by providing visual assistance.
15. GRAX - data protection solution for Salesforce.
16. ROI4Presenter - an innovative Salesforce app that empowers businesses to optimize their content, track presentation performance, analyze audience engagement, and gain actionable insights for improved results.
17. Inspire Planner - easy-to-use Salesforce project management tool.