Salesforce is a CRM platform that allows small businesses to consolidate all of their sales, marketing, and customer service communications in one place. Created in 1999, it has become one of the most popular platforms of its kind. One of the reasons that Salesforce has become so rampant is the ability to completely customize the experience through the use of third-party apps.
The marketplace offers apps for managing marketing processes, accessing analytical data, scheduling and more. In order to access these apps, you can browse or search within the AppExchange marketplace and then purchase or download the ones you want to use right from the site. If you’re looking to include some new apps in your Salesforce experience, Global Resources consultants recommend the following top choices.
Campaign Monitor for Salesforce
The best email marketing and mass email tool in Salesforce is, without a doubt, Campaign Monitor. This app lets you quickly add your customer records and monitor subscriber activity (anything from opens and clicks to opt-outs). A free tool, Campaign Monitor is fully integrated with Salesforce and gives you one of the most streamlined ways to handle mass communication with customers via email.
Formstack is an amazing app that allows you to build beautiful-looking forms without coding. A Salesforce-native program, it lets you collect data online with just a few clicks. This allows you to easily find out more about your customers and then use that information to better serve them or design your new products or services.
Eventable Calendar Marketing
Eventable is an entirely free app that offers a simple interface for custom calendar notifications. You can send events to contacts, manage events in your own Google or iOS calendar directly within Marketing Cloud, and even embed calendar buttons. This gives you one centralized dashboard to do basically everything related to your schedule.
Pitcher Impact is a sales tool that helps salespeople manage their contacts offline and also access your company’s sales or marketing materials for a variety of reasons. The idea behind this tool is to empower teams while also giving entrepreneurs access to analytics and other helpful sales information.
This finance-oriented application suite allows you and your business partner to manage closed-loop processes through Salesforce.com as well as the Partner Portal. Channel Finance includes tools for managing pricing and rebates. This app is offered through Salesforce Labs and is entirely free to use.