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The apps you need to make Salesforce the only CRM you will ever need.



In 2022, the number of apps and add-ons for Salesforce on AppExchange has reached 4,600 and 10 million installs. There is an app for everything: banking, utilities, real estate, and so forth. This galaxy of apps, add-ons, and plugins is designed to enrich Salesforce’s core — CRM product.


Salesforce, being on the cutting edge of innovation, knew that businesses would need more than a CRM; they would need apps to make use of all the information collected in the database. Thus, the birth of the Salesforce AppExchange – a marketplace of business-to-business apps, that can plug into Salesforce to amplify the usage of CRM.


In this blog post, we are going to highlight some of the best Salesforce plug-ins and applications, so let's dive into them!!


 

1. S-DOC -100% native to Salesforce



S-Docs is the only document generation and e-signature solution that is natively built on the Salesforce platform. That means it’s lightning-fast, more secure, easier to use, and more seamlessly integrated into the system that your teams depend on every day.


S-Docs works great with both standard and custom objects and even in the Force.com platform edition, which contains standard and custom objects. S-Docs can generate a variety of outputs that can combine Salesforce data from both standard and custom objects.


2. Salesforce Org Doctor — An Admin Tool


Salesforce Org Doctor is a free tool that will scan your org and provide a PDF report detailing the health of your system. It includes metrics for comparing your org’s code against the best-practices benchmark values, such as how many different API versions you might be using or your total test coverage.


It can also help you with knowing what objects and record types are not being used to greater simplify your org. You can even get insight into the usage of your system by seeing how many users haven’t logged in during the last 30 days.


3. Salesforce Adoption Dashboards


Provides visibility to relevant user login history & key feature adoption! The Salesforce Adoption Dashboards provide visibility to relevant user login history & trending, adoption of key features such as accounts & opportunities, and critical sales and marketing productivity enhancers.


This Package includes 42 reports, 6 custom fields, 3 Dashboards, 1 Dashboard Folder, and 1 Report Folder that focus on identifying whether users are regularly logging in and using key features in Salesforce. Downloading this app creates a "Salesforce Adoption Dashboards” Dashboard folder and a “DB – Adoption” Report folder with their associated reports and dashboards.


4. Free end-to-end project management solution built by Salesforce



The Project Management Tool provides a global view of your project portfolio to better manage and monitor projects, and project resources. PMT is an application built on the Salesforce platform that facilitates project organization through programs, phases, and tasks.


Core project management features include:


* mass creation and updating of records

* reminders and notifications

* issue tracking and resolution

* resource allocation and availability

* real-time reports and dashboards

* mobile-ready


 

There are hundreds of apps you can comb through and try out, based on your business needs and requirements. Because that can be a time-consuming process, KVP has vetted these apps and can verify that they are easy to use, won’t overextend your budget, and will be of great assistance in leveraging your day-to-day use of Salesforce.


Having partnered with Salesforce for the last 10 + years, KVP has had both the time and the experience to determine which apps are critical in amplifying our client’s CRM experience.


If you have additional app needs beyond what we have highlighted, please reach out to our Salesforce experts and we may make easier your search by recommending additional apps or suggesting how to use to the full extent of the above-mentioned apps.


© 2023 by KVP Business Solutions Pvt. Ltd