Most are probably already familiar with the popular note taking application Evernote, as it’s been readily available on IOS & Android devices for some time. The big story here though is that the company now create ‘Evernote For Salesforce’ which offers seamless integration with the platform and is even lightning ready. This Salesforce app is perfect for small business owners, as it removes the need for paper notes and because messages are digitally saved they become much more secure and also searchable. You can use the app purely for your own use or set it up so notes & documents can be shared with additional Salesforce users.
Our own app, Email-to-anything (e2a), is a God-send for any business that is wasting valuable time creating leads and cases manually in Salesforce. e2a creates leads and cases automatically by re-routing emails directly to Salesforce. In fact, e2a can create any type of record/object automatically, including opportunities, contacts, accounts or any custom object. e2a also enables you to store and view the email history for any record, and the advanced email editor enables you to send emails from any object in Salesforce.
#3 Social Studio
Social Media Marketing is often relied heavily upon by newer businesses as a cheaper channel to communicate with their audiences. Social Studio plugs directly into the Salesforce Marketing Cloud and allows users to schedule and plan social media campaigns. There is also a social listening element to the app which monitors the conversations taking place on owned social media platforms, so you can see which topics are most relevant to your followers.
#4 Go To Meeting
Without question one of the best Salesforce applications for small businesses is Go To Meeting. Meetings are a crucial part of business and particularly pivotal for sales teams, yet in today’s climate always being there in person isn’t always on option. With Go To Meeting you can host VOIP calls, video conferencing and screen sharing abilities with internal or external stakeholders with just a few clicks. Enabling you to make the most of your time, cut down travel and still offer a personal touch when liaising with contacts.
This is one of the best pieces of AppExchange software for small businesses, as it puts client centric knowledge back into the hands of decision makers. With Qualtrics you create non-intrusive surveys which are sent to customers post-sale. Surveys can be setup to be fully automated and are an accessible way to get useful opinions and insights for customers which may secure additional sales in the future.
Is another incredibly popular AppExchange app and it’s perfect for SMEs who need to respond to customers’ needs quickly. The Taskray application is an automated project management app which looks to delegate various projects and tasks to team members in the most logical way possible. It’s built on the Salesforce App Cloud and users can build standardised or unique tasklists which are then distributed and recorded to make sure what’s important gets done.
#7 Conga Composer
This really is a time saver. Conga Composer is effectively hooked up to all your Salesforce data and uses that information to make instant client-ready reports on a range of topics. In a matter of seconds, you can have insightful proposals, contracts, invoices and client reports ready to go. All the documentation is styled in a professional manner and because it’s using accurate data stored within Salesforce mathematical errors are less likely to occur.
DocuSign has been around for a while, but it now works directly within Salesforce CRM. If you haven’t used it before it lets users digitally sign documents and sends files swiftly back to senders once they have been signed. It removes the need for faxing, scanning & picking up hard copies of documents – saving lots of time and simplifying the sign-off process for the businesses who use it.
Our own flagship app, Q-assign, is a hugely powerful lead and case assignment engine. If you have a fast-growing Sales or Service team, then assigning the right work-item to the right Salesforce user at the right time can be challenging. Q-assign automates the whole process and enables you to match leads or cases to users based on skills, location, language and other attributes. It also enables you to manage agent availability, load-balancing, prioritization and reassignments, helping you to maximize both productivity and performance across the team.
#10 Concur Small Businesses
Our final app is also available to download from the Salesforce AppExchange and again can create useful productivity gains for small businesses. The app can fully automate expenses reporting, saving you countless hours of having to trawl through receipt, invoice and travel information. It’s fully connected to your smartphone which means in real-time you can capture receipts, book flights and submit expenses with all the information stored in the application for a later date.
Both Email-to-anything and Q-assign are available on a FREE 30-day trial on the AppExchange.