Skip to content

TechRepublic

  • Top Products Lists
  • Developer
  • 5G
  • Security
  • Cloud
  • Artificial Intelligence
  • Tech & Work
  • Mobility
  • Big Data
  • Innovation
  • Cheat Sheets
  • TechRepublic Academy
  • CES
  • TechRepublic Premium
  • Top Products Lists
  • Developer
  • 5G
  • Security
  • Cloud
  • Artificial Intelligence
  • Tech & Work
  • Mobility
  • Big Data
  • Innovation
  • Cheat Sheets
  • TechRepublic Academy
  • CES
  • See All Topics
  • Sponsored
  • Newsletters
  • Forums
  • Resource Library
TechRepublic Premium
Join / Sign In
Cloud

Gallery: 10 Salesforce apps every new business should have

By Brandon Vigliarolo October 14, 2016, 6:04 AM PDT on Twitter bviglia

Image
1
of 8

taskray.jpg
taskray.jpg
Gallery: 10 Salesforce apps every new business should have

​TaskRay

Image: Bracket 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-composer3.jpg
conga-composer3.jpg
Gallery: 10 Salesforce apps every new business should have

​Conga Composer

Image: Conga

​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
dragginrole.jpg
dragginrole.jpg
Gallery: 10 Salesforce apps every new business should have

​Draggin' Role

Image: Qandor

​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.jpg
config-workbook.jpg
Gallery: 10 Salesforce apps every new business should have

​Config Workbook

Image: Concretio Apps Private Limited

​Config Workbook

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

Image: Concretio Apps Private Limited
ebsta.jpg
ebsta.jpg
Gallery: 10 Salesforce apps every new business should have

​Ebsta

Image: 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.

Image: Ebsta
quickbook.jpg
quickbook.jpg
Gallery: 10 Salesforce apps every new business should have

QuickBooks integration

Image: Avankia LLC

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.jpg
rollup.jpg
Gallery: 10 Salesforce apps every new business should have

​Rollup Helper

Image: Passage Technology

​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
survey.jpg
survey.jpg
Gallery: 10 Salesforce apps every new business should have

​Simple Survey

Image: Internet Creations

​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
  • Cloud
  • Software
  • Account Information

    Share with Your Friends

    Gallery: 10 Salesforce apps every new business should have

    Your email has been sent

Share: Gallery: 10 Salesforce apps every new business should have
Image of Brandon Vigliarolo
By Brandon Vigliarolo
Brandon is a Staff Writer for TechRepublic. He's an award-winning feature and how-to writer who previously worked as an IT professional and served as an MP in the US Army.
  • Account Information

    Contact Brandon Vigliarolo

    Your message has been sent

  • |
  • See all of Brandon's content

TechRepublic Premium

  • TechRepublic Premium

    Media disposal policy

    PURPOSE This Media disposal policy from TechRepublic Premium provides specific instructions for ensuring organization data is properly protected when disposing of old storage media. From the policy: POLICY DETAILS When disposing of damaged, unusable, obsolete, off-lease, decommissioned, old, or end-of-service-life equipment and media, the organization requires that the guidelines outlined herein be followed: Hard drives, ...

    Provided By TechRepublic Premium Published:  Mar 2023 Modified:  Mar 2023 Read More
    View This Now
  • TechRepublic Premium

    IT email templates: Upcoming software release

    PURPOSE To take some of the effort out of writing (and rewriting) emails to share with company staff and executives, TechRepublic Premium has assembled basic templates to handle the most common types of communications. Simply copy the text into your favorite word processor and customize it to fit your needs. Then, paste it into an ...

    Provided By TechRepublic Premium Published:  Mar 2023 Modified:  Mar 2023 Read More
    View This Now
  • TechRepublic Premium

    Mobile app development policy

    PURPOSE The purpose of this policy from TechRepublic Premium is to provide guidelines for developing mobile applications from a security, procedural and best practices standpoint. While it contains technical guidelines, it is not intended to serve as a programming guide but as a framework for operations. This policy can be customized as needed to fit ...

    Provided By TechRepublic Premium Published:  Mar 2023 Modified:  Mar 2023 Read More
    View This Now
  • TechRepublic Premium

    New client audit checklist

    PURPOSE This checklist from TechRepublic Premium provides a method for auditing and documenting a client site and assembling an inventory of systems and software, as well as giving you a framework for developing recommendations, applying costs to them, and storing all that information in one file. Tracking client contact details, circuit information, network equipment, cloud ...

    Provided By TechRepublic Premium Published:  Mar 2023 Modified:  Mar 2023 Read More
    View This Now

Services

  • About Us
  • Newsletters
  • RSS Feeds
  • Site Map
  • Site Help & Feedback
  • FAQ
  • Advertise
  • Do Not Sell My Information

Explore

  • Downloads
  • TechRepublic Forums
  • Meet the Team
  • TechRepublic Academy
  • TechRepublic Premium
  • Resource Library
  • Photos
  • Videos
  • TechRepublic
  • TechRepublic on Twitter
  • TechRepublic on Facebook
  • TechRepublic on LinkedIn
  • TechRepublic on Flipboard
© 2023 TechnologyAdvice. All rights reserved.
  • Privacy Policy
  • Terms of Use
  • Property of TechnologyAdvice