Gallery: 10 Salesforce apps every new business should have
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TaskRay
TaskRay
Integration is the name of the Salesforce game, and TaskRay is one of the leading project management apps in its ecosystem. TaskRay excels at being visual, just like Microsoft Project, so it’s familiar for users of the latter.
TaskRay comes with a 14-day free trial, so there’s no harm giving it a shot.
Conga Composer
Conga Composer
Conga is a company that manufactures a whole bunch of Salesforce apps, and its most popular is definitely Composer. This app allows you to generate forms and documents from the data in your Salesforce system, and can do it in HTML, PDF, DOC, and other common formats.
Conga Composer can be used to make quotes, proposals, invoices, contracts, reports, and a variety of essential forms.
Draggin' Role
Draggin' Role
Pardon the name, but it’s a useful addon for Salesforce managers. Draggin’ Role is an app that adds a tab to Salesforce, allowing administrators to drag and drop users into groups and change permissions with ease.
Config Workbook
Config Workbook
Config Workbook is a simple addon: it allows extraction of Salesforce data into Excel. Definitely handy!
Ebsta
Ebsta
Gmail is easily one of the most popular email platforms in the world, both for personal and business use. Many companies are hosting their email with Google nowadays, and Ebsta integrates Gmail and Google Calendar right into Salesforce.
Installation is supposed to be simple, and admin credentials aren’t needed for users to add their accounts.
QuickBooks integration
QuickBooks integration
QuickBooks is the accounting software of choice for many small and medium businesses. The QuickBooks integration app supports importing and exporting data from traditional QuickBooks installations and QuickBooks Online.
Timesheets, expenses, invoices, and other essential documents can be synchronised using this app, making it essential for SMBs using Salesforce.
Rollup Helper
Rollup Helper
Not every organization has the funds to hire a full-time database coder. Rollup Helper is the app to use if you find yourself in that situation. It generates simplified reports from Salesforce data, and it does it all using a graphical interface that doesn’t require a single line of code.
Simple Survey
Simple Survey
Getting customer feedback is essential for business success. Simple Survey allows you to build custom surveys that are automatically sent to clients via email. It also uses Net Promoter Score measurements to give you a commonly used scale to work with.
