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Gallery: 10 Salesforce apps every new business should have

By // October 14, 2016, 6:17 AM PST // bviglia

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  • ​Salesforce CRM Dashboards

    Salesforce is a powerful CRM tool, but in its most basic form it's lacking. In order to get the most out of Salesforce you need to customize it. Robust reports and all sorts of dashboards are available, but unless you already know Salesforce you're going to have a hard time discovering them.

    Salesforce CRM Dashboards is an app filled with custom dashboards for a variety of roles: salespeople, executives, marketers, and other employees will all find the right tools in the Dashboards app, and they're all ready to go.

    Image: Salesforce Labs

  • ​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.

    Image: Bracket Labs

  • ​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.

    Image: Conga

  • ​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.

    Image: Qandor

  • ​Config Workbook

    Config Workbook is a simple addon: it allows extraction of Salesforce data into Excel. Definitely handy!

    Image: Concretio Apps Private Limited

  • ​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.

    Image: Ebsta

  • ​DocuSign

    It goes without saying that companies using Salesforce will be signing a lot of documents. DocuSign makes getting signatures simple, and with this app you can integrate the process right into Salesforce.

    The US government made esignatures legally binding in 2000, so now you can get those contracts finished without ever having to be face to face with a client.

    Image: DocuSign

  • 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.

    Image: Avankia LLC

  • ​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.

    Image: Passage Technology

  • ​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.

    Image: Internet Creations

​Salesforce CRM Dashboards

Salesforce is a powerful CRM tool, but in its most basic form it's lacking. In order to get the most out of Salesforce you need to customize it. Robust reports and all sorts of dashboards are available, but unless you already know Salesforce you're going to have a hard time discovering them.

Salesforce CRM Dashboards is an app filled with custom dashboards for a variety of roles: salespeople, executives, marketers, and other employees will all find the right tools in the Dashboards app, and they're all ready to go.

Image: Salesforce Labs

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By Brandon Vigliarolo

Brandon writes about apps and software for TechRepublic. He's an award-winning feature writer who previously worked as an IT professional and served as an MP in the US Army.