Salesforce, always at the forefront of innovation, recognized that businesses needed more than just a generic CRM. Each business is unique as well their needs for CRM functionality. This realization led to the creation of the Salesforce AppExchange—a marketplace of third-party apps designed to enhance the CRM experience.
As of April 2024, the AppExchange offers over 7,000 prebuilt and customizable apps and the global market for Salesforce AppExchange tools is projected to reach $6,721.47 million by 2031.
There is an app for every industry and business need, including sales, marketing, project management, etc.
With thousands of apps available on the AppExchange, each compatible with certain Salesforce editions and varying in price, finding the right tools can be overwhelming. It takes an experienced professional to sift through the options and identify the most useful apps for your business.
Having partnered with Salesforce for over 20 years, we have the experience and knowledge to determine which apps are essential for amplifying our clients’ CRM experience and achieving greater success in their business operations.
In this blog post, we’ll share our list of best Salesforce apps for sales & marketing people and for Salesforce administrators.
10 Best Salesforce Apps for Sales & Marketing
Here is our shortlist of apps for increased sales and marketing team productivity:
1. Ascendix Search
Extracting necessary data in Salesforce can be challenging, especially when simultaneously filtering information by multiple criteria. The Ascendix Search app was designed to enhance Salesforce’s search functionality and improve data management.
This Salesforce app is easy to set up and does not require custom coding. Simply download, deploy, and start leveraging its benefits.
Pricing: Starts at $15per user/month, with optional enhancements like automated lead capture and a custom listing portal.
Editions: Compatible with Enterprise, Unlimited, and Developer editions.
Key Features:
Advanced Search and Filtration: With the Ascendix Search app Salesforce users can build lists of prospects and related Salesforce lists, search across any objects, export results to Excel, and save and share search results with teammates.
Extended Search Operators: This Salesforce AppExchange app enables users to filter results visually within Salesforce using maps and charts, create geometric shapes or polygons on a map, measure distances between points, and create queries displaying list views and map pins.
Mass Update, Edit, Transfer, and Email: Streamline complex and time-consuming tasks with just a few clicks.
With a vast amount of data stored in Salesforce, leveraging this information for external communication is crucial.
Integrating Formstack enables the merging of Salesforce records into templated Word, PDF, PowerPoint, or Excel documents, which can then be generated directly from your CRM and sent to external parties.
Pricing: The starting price for the Formstack Documents (formerly WebMerge) app on Salesforce AppExchange is $92 per user per month. For more details, visit the AppExchange listing.
Additionally, Formstack offers a product for building forms that is available for free on AppExchange, albeit with limited functionality. This product can be extended with a paid subscription. For more information, visit the Formstack Forms listing. As a Formstack partner, Ascendix can recommend the best plan for your team and assist with the setup and customization of templates and forms.
Editions: Formstack is user-friendly and compatible with various Salesforce editions, including Professional, Enterprise, Unlimited, and Developer. It is also Salesforce1 Mobile-friendly, ensuring accessibility on the go.
Key Features:
This the second best Salesforce app on the list helps professionals merge Salesforce data into documents like:
Contracts,
Invoices,
Proposals,
Reports,
Quotes,
Receipts
It also enables the import of existing documents and forms and the creation of new professional-looking documents from scratch using the document generator to deliver information to clients quickly and efficiently.
Watch a video overview of Formstack functionality.
3. Composer
Ascendix Composer is your go-to Salesforce app and tool for efficient and consistent document generation. Implementing Composer into your automated document generation process will increase sales and marketing team productivity and prevent your teams from drowning in the documents.
Pricing: Ascendix Composer offers competitive pricing for all Salesforce users. For detailed pricing information, please contact the Sales team. Ascendix is committed to helping you select the best plan for your team and can assist with setting up and customizing document templates to ensure you maximize your investment.
Editions: Composer can be used in any Salesforce edition. The only limitation of using Composer is the required access to API within the Salesforce edition that can be checked here.
Key Features:
Ascendix Composer is a highly regarded Salesforce app that contains 40+ ready-made templates and enables professionals to transform Salesforce data into key business documents, such as:
Marketing documents
Emails
HTML landing pages
Offering memorandums
Proposals
Reports
Critical dates reports
Brochures
Account overview reports.
Ascendix Composer is designed for ease of use, requiring no complex configurations, making it ideal for users who want a hassle-free setup. It also boasts user-friendly features and robust Mailchimp integration, making it a superior choice for managing email campaigns effectively.
It also supports easy customization of existing templates and the creation of new professional documents from scratch. This enables swift and effective client communication, making timely and polished information delivery.
Explore an overview video of Ascendix Composer to see its functionality in action.
Document generation and distribution are essential tasks for any business, yet Salesforce does not offer built-in tools for this purpose. Conga Composer fills this gap by seamlessly merging Salesforce data into various document formats.
The Conga Composer app enhances productivity by automating document generation and providing valuable engagement insights, making it an indispensable tool for businesses relying on Salesforce.
Pricing: Starts at $6 per user per month.
Editions: Compatible with Professional, Enterprise, Unlimited, Force.com, and Developer editions.
Key Features:
Automated Document Generation: Conga Composer facilitates document generation with the click of a button, pulling information directly from Salesforce records. Its functionality is compatible with Word, Excel,PowerPoint, and PDF, allowing for diverse document formats.
User-Friendly Template Creation: Salesforce users can utilize point-and-click builders with an intuitive interface to create templates. Also, Conga Composer simplifies the process of feeding 20+ templates with Salesforce data, making it accessible for all users.
Targeted Document Creation and Batch Sending: This AppExchange app enables targeted document generation directly from the record page and mass sending of multiple documents efficiently, saving time and effort.
Document Engagement Insights: With Conga Composer, professionals can gain insights into how clients engage with the documents, enhancing understanding and improving follow-up strategies.
Sales intelligence is crucial for leveraging platforms like Salesforce effectively. Imagine having direct access to key decision-makers who can influence your sales cycles.
The ZoomInfo integration makes this possible by providing comprehensive contact and company data directly within Salesforce.
Pricing: Subscription cost for ZoomInfo may vary based on the features, number of users, and credits required. According to the ZoomInfo listing on AppExchange, the default plan is priced at $15,995 per company per year.
Editions: Compatible with Professional, Enterprise, and Unlimited editions.
Key Features:
Search Refinement with Salesforce Data: With ZoomInfo, users can search for any contact or company, quickly add the information to their Salesforce database, and update or enhance existing contacts or accounts. Then they can pinpoint the most relevant contacts and companies for your pipeline using data points like Account Owner, email opt-out status, custom fields, and more.
Sales Intelligence: The functionality of this Salesforce app can help uncover emerging opportunities with practical, predictive intelligence. It also can improve and personalize conversations with insights about news, projects, installed technologies, initiatives, company attributes, and personnel changes.
Seamless Data Export: ZoomInfo integration with Salesforce enables quick export of verified email addresses, direct-dial phone numbers, tech stacks, intent signals, and more.
6. RingCentral
Sales representatives spend a significant portion of their day on the phone, finding new leads and closing deals. Logging calls into a CRM system is crucial for managing each contact or lead’s communication history.
However, manual call logging can significantly slow down productivity, leading to underreporting of calls.
RingCentral app for Salesforce provides agents with a 360° view of the customer during calls, promoting effective and targeted communication and tracking call history seamlessly within Salesforce and ensures all communications are logged.
Pricing: Starts at $19.99 per user per month.
Editions: Available for Professional Edition and above.
Key Features:
Click-to-Call: This top Salesforce AppExchange app initiates calls directly from Salesforce with a simple click and allows agents to host calls while remaining within the Salesforce interface to add quick call notes.
Enhanced Customer Interaction: RingCentral enables incoming calls to trigger the opening of matched customer records based on phone numbers.
7. Revenue Grid
Sales teams often spend a significant amount of time managing emails, events, and contacts across different platforms. This can lead to lost information during manual email logging. Revenue Grid addresses this challenge by integrating email and calendar platforms with Salesforce, enhancing efficiency and accuracy.
This app enhances productivity by consolidating email and Salesforce tasks into a single platform, ensuring sales teams can focus more on selling and less on administrative tasks.
Pricing: Starts with a free version; advanced features and increased usage begin at $30 per user per month.
Editions: Available for Professional, Enterprise, Unlimited, Force.com, Developer, and Essentials editions.
Key Features:
Seamless Integration: Revenue Grid integrates with Gmail and Microsoft Outlook and allows users to view and interact with Salesforce contact records directly from their email platforms.
Efficient Task Management: This AppExchange app adds a panel to Gmail and Outlook where users can access contacts, leads, or accounts. It also can perform actions such as creating tasks or events without leaving the email platform.
Automated Email Logging: Revenue Grid automatically matches and logs received emails to the appropriate Salesforce records and significantly reduces manual work and minimizes the risk of losing relevant information.
Time Slots Feature: With this solution, Salesforce users can send their availability to customers and customers can schedule meetings with a simple link click, which are then added to the user’s calendar and logged in to Salesforce.
Sales processes often require documents to be signed at various stages, such as contracts or agreements. Traditionally, this involves multiple steps: creating the document, downloading it, sending it for signing, receiving it back, and uploading it. This process can be time-consuming and may lead to deal losses.
DocuSign’s integration with Salesforce simplifies this process into a single action. With this app, sales teams can enhance efficiency, reduce turnaround times, and minimize the risk of deal losses by simplifying the e-signature process within Salesforce.
Pricing: Starts at $30 per user per month.
Editions: Available for Professional, Enterprise, Unlimited, Force.com, Developer, and Essentials editions.
Key Features:
Seamless Document Workflow: With the DocuSign app users can generate documents directly from Salesforce, pulling necessary information from records and sending documents for e-signature with a single click.
Efficient E-Signature Process: Recipients can easily e-sign agreements using DocuSign technology. Moreover, signed documents are automatically stored in the associated Salesforce record.
Multiple Signers: Within DocuSign, users can set more than one signer for documents, with the document following the established signing order and specify signing locations on the contract for each signer.
Template and Automation: Admins can create pre-built templates for common agreements.
Mailchimp for Salesforce offers a powerful solution to segment data within Salesforce into targeted lists in Mailchimp, enhancing your marketing capabilities.
With Mailchimp for Salesforce, you can streamline your marketing efforts, gain valuable insights, and efficiently manage your email campaigns directly within Salesforce.
Editions: Mailchimp works with the following Salesforce editions: Professional, Enterprise, Performance, and Unlimited.
Key Features:
Data Segmentation: With this integration, you can segment Salesforce data into selectively targeted lists within Mailchimp and sync campaign stats and subscriber activity history for better insights.
Bidirectional Sync with Beaufort 12: By setting up the integration via this Installation Link and Guide users can access Mailchimp’s suite of marketing tools directly from Salesforce and sync data bidirectionally between Mailchimp and Salesforce. In addition, they can track email history, report on email strategies, gain customer insights, and manage contacts and leads, including handling unsubscriptions and automating the subscriber process.
Enhanced Campaign Insights: With Salesforce Mailchimp integration, users can access detailed insights about your campaigns and target email campaigns more efficiently based on comprehensive data.
FormAssembly is a robust form creation tool designed to streamline the process of gathering lead or customer information. By integrating FormAssembly with Salesforce, you ensure that no lead or contact information is ever lost. This tool works seamlessly with Contacts, Leads, and any other Salesforce objects.
Pricing: Starts at $83 per user per month.
Editions: Available for Professional, Enterprise, Unlimited, Force.com, and Developer editions.
Key Features:
User-Friendly Form Creation: Salesforce users can utilize a drag-and-drop builder for easy and intuitive form creation and map form fields directly with Salesforce fields to ensure automatic data transfer into Salesforce records.
Seamless Data Integration: With FormAssembly app, professionals can automatically identify and map required Salesforce fields to prevent form submission errors and dynamically pull dropdown options from Salesforce, ensuring any changes in Salesforce are reflected in the form.
Enhanced Lead Management: It can standardize the lead management process and save users time by automating information collection.
The BOFC (Bulk Object Field Creator) app is specifically designed for Salesforce admins to perform bulk operations efficiently. This tool simplifies tasks such as adding, deleting, and updating fields in large quantities, making it an invaluable resource for managing extensive data.
Pricing: The BOFC (Bulk Object Field Creator) subscription costs $8/per org (sandbox or production) per month.
Editions: This Salesforce app is available for Enterprise, Unlimited, Force.com, and Developer, and requires Sales Cloud.
Key Features:
Bulk Operations: With BOFC, Salesforce administrators can add up to 200 fields at a time, bulk delete fields, and bulk update fields.
Metadata Management: This Salesforce app enables the export, comparison, and update of various types of metadata. It also facilitates the cloning of objects, reports, flows, dashboards, profiles, permission sets, field sets, layouts, custom settings, and custom metadata types from the same or external organizations.
Profiles and Permission Sets: BOFC helps Salesforce admins compare and export profiles and permission sets and update field permissions using XLS files.
Org Comparison: With this top AppExchange app, admins can compare objects, process builder, rules of two Salesforce orgs and import, update, delete, export, and compare validation and workflow rules.
Advanced Operations: Besides the above-mentioned functionality the app offers more features like finding and deleting fields from reports, assigning or removal of record types, mass leads conversiuon etc.
For additional details and to discover the advantages of using BOFC, contact our consultants.
2. Duplicate Check
Duplicate data is a common issue in many organizations, leading to mistrust in data quality and time-consuming efforts to cleanse records. While Salesforce offers duplicate checks for Contacts and Accounts, it requires manual merging of each duplicate record.
The Duplicate Check app addresses these challenges by providing comprehensive duplicate management capabilities.
Pricing: You can use a limited version of Duplicate Check for free or upgrade to a paid plan if the usage increases.
Editions: Available for Professional, Enterprise, Unlimited, and Developer editions.
Key Features:
With the Duplicate Check app, Salesforce users and administrators can:
Generate reports to view all duplicates at once,
Auto-merge duplicates if desired,
De-duplicate custom objects beyond standard Contacts and Accounts,
Choose to process records automatically or manually.
Use all Duplicate Check features in your projects using Apex API, REST API, and Salesforce Flow Actions.
Easily set up prevention methods for any way a record is created in Salesforce.
Salesforce Org Doctor is a free tool designed to scan your Salesforce org and provide a detailed PDF report on its health.
It includes metrics for comparing your org’s code against best-practice benchmark values, such as the number of different API versions used and total test coverage.
Pricing: Free
Key Features:
Health Metrics: With Salesforce Org Doctor professionals can compare their org’s code against best-practice benchmarks, identify the number of different API versions in use, and evaluate total test coverage.
Usage Insights: This Salesforce app helps identify unused objects and record types to simplify your org and track user activity, including the number of users who haven’t logged in during the last 30 days.
Environment Scanning: It enables a health check of both your production and sandbox orgs before deployment.
Salesforce provides a native solution for building Roll-Up Summaries using standard fields. However, this feature has limitations, particularly the requirement for a Master/Detail relationship.
When you need to roll up information between objects not related through a Master/Detail relationship, the Declarative Lookup Roll-Up Summary (DLRS) tool is the perfect solution.
DLRS empowers Salesforce Administrators with a powerful and flexible tool to manage Roll-Up Summaries without the constraints of native solutions, enhancing data management capabilities within Salesforce.
Pricing: Free, open-source tool.
Key Features:
Flexible Relationship Handling: Declarative Lookup Roll-Up Summary (DLRS) helps roll up information between objects related through a Lookup relationship and avoid the need for APEX triggers with a no-code, straightforward configuration.
Enhanced Filter Capabilities: With this Salesforce app, Salesforce admins can Perform various operations, including Average, Count Distinct, Concatenate, First, and Last, and utilize formula fields to broaden filter possibilities.
User-Friendly Installation and Access: DLRS is easy to install via the provided Installation Link and accessible through the App Launcher for easy configuration of Roll-Up Summary fields with minimal limitations.
5. User Access and Permissions Assistant
Auditing a Salesforce org can be challenging, especially when dealing with numerous permission sets and understanding the level of access each provides. The User Access and Permissions Assistant app simplifies this process by allowing admins to analyze, report, and manage access in a centralized platform.
With this app admins can navigate and manage permissions easily with a friendly and easy-to-understand interface. The User Access and Permissions Assistant is an invaluable tool for Salesforce admins, providing a comprehensive and user-friendly solution to manage and audit user access and permissions effectively.
Pricing: Free
Editions: Available for Professional, Enterprise, Unlimited, Force.com, Developer, and Essentials editions.
Key Features:
Comprehensive Access Analysis: With the User Access and Permissions Assistant app, Salesforce admins can analyze access by user, permission, and permission set groups and understand exactly what level of access each permission grants.
Detailed Reporting and Insights: This Salesforce app helps generate reports and gain insights on user permissions, system permissions assignments, and permission set usage. In addition, it helps admins oversee user permissions, permission set assignments, and permission set groups.
Identify and Manage Unauthorized Access: The User Access and Permissions Assistant app can identify where unauthorized access is coming from (profile, permission set, or permission set group) and determine which users have permissions to perform specific actions (e.g., Convert Leads, Access Activities, Send List Emails).
Profile to Permission Set Conversion: This tool enables the conversion of profiles to permission sets to avoid manual errors and streamline the process.
Cleaning up an organization’s data often involves analyzing field usage and deciding which fields to delete, a process that can be time-consuming. Fieldspy simplifies this task by providing admins with valuable insights into field usage, aiding in the decision-making process.
Fieldspy is an essential tool for all Salesforce orgs, particularly those with complex data structures. It enhances data management efficiency and helps maintain a clean, optimized Salesforce environment.
Pricing: Free.
Editions: Available for Enterprise, Unlimited, and Developer editions
Key Features:
Field Usage Insights: Fieldspy can quickly identify unused fields and fields that are populated and generate reports on field usage across multiple objects with just a few clicks.
Efficient Data Management: This app helps prevent reaching storage limits by identifying and removing unnecessary fields and is ideal for Salesforce orgs with complex schemas and numerous objects and fields.
Advanced Field Insights: It can detect fields used under specific conditions, ensuring low-usage fields are not mistakenly deleted and provides admins with a comprehensive understanding of field utilization.
Final Words
With over 20 years of experience in Salesforce consulting and system integration across various industries, Ascendix is a leader in the field.
Our comprehensive Salesforce integration services cover everything from analyzing business needs and Salesforce solutions to designing and executing an integration project roadmap.
With extensive expertise in CRM consulting and custom development, we can integrate and support solutions of varying complexity, whether app-based, code-based, or custom-built integration modules or apps on top of Salesforce, synced with your platform.
Our Salesforce integration consultants ensure that integrated systems function seamlessly and help you maintain and evolve them to thrive in an ever-changing business landscape.
Choosing Ascendix means forming a partnership for success, driven by excellence and a steadfast commitment to your business goals so if you need professional help with system integration, book a free CRM consulting call.
Best Salesforce Apps FAQ
What are the best free Salesforce apps?
Some of the best free Salesforce apps for sales & marketing people and admins are Revenue Grid, Duplicate Check, Salesforce Org Doctor, Declarative Lookup Roll-Up Summary (DLRS), User Access and Permissions Assistant, and Fieldspy. If you need any consultation on the integration of these or other apps with Salesforce – contact us.
What are the best Salesforce apps for nonprofits?
Some of the best Salesforce apps for nonprofits are Ascendix Search, Donorbox, Classy, DonorSearch, VolunteerHub, Mailchimp, Ascendix Composer, Formstack, DocuSign, Duplicate Check, Conga Composer and others. If you need any help with Salesforce setup, customization, or integration with third-party apps – request help from Ascendix.
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