Who is winning 2020? Our pets because they see us more. Slippers over dress shoes. Online shopping. No travel expenses. Not commuting. But another opportunity in the current and beyond-COVID world is the ability to do more with technology. Salesforce customers are going through a digital transformation, and we’re learning more about these accomplishments with AppExchange.
We asked Trailblazers to share the AppExchange solutions they use to achieve their goals and extend Salesforce. From e-signature to data rollups, financial services to food services, here are these customers’ winning picks.
1. Accounting Seed
Accounting Seed streamlines the sales process as Jen Haberman’s organization leans into ecommerce.
2. Dashboard Pal
Recommended by Kim Wargo, this component helps employees manage their day and stay on time with documentation and processes.
3. DocuSign eSignature
Now Tanja Janjic and her remote team can sign documents anywhere, on any device. Sameer Afsar found that DocuSign eSignature increased the completion rate of his patient documents.
4. DocuSign CLM
With the strong Salesforce integration, Kim Wargo can look at multiple objects at one time, and build workflows quickly with DocuSign CLM.
5. Elements.Cloud
This is one of Joanna Iturbe’s go-to apps when she needs to accelerate implementation.
6. Field Service Lightning
FSL enables Sameer Afsar to cut fuel costs and save time by optimizing shipping routes.
7. Fonteva Membership
Fonteva helps Edima Elinewinga provide an enhanced membership experience for the early childhood professionals her organization serves.
8. Mogli SMS
This app helps Sameer Afsar create a seamless customer experience by connecting to new mothers via text messages.
9. Nonprofit Success Pack
NPSP improves fundraising management with donors, prospects, sponsors, and more for Edima Elinewinga.
10. Omni-Channel Performance Dashboard
Tanja Janjic turns to this app from Salesforce Labs to help jump-start customer service analytics.
11. Pardot
Pardot is a communication solution for everything from Edima Elinewinga’s email marketing and campaigns, to policy and advocacy.
12. Rollup Helper
With Rollup Helper, Kim Wargo can look across Salesforce for opportunities to avoid creating duplicate records. It’s also a favorite of Joanna Iturbe’s, to help her team move fast, as it rolls up all types of data without coding.
13. Take Ownership
This app speeds up assigning cases. Tanja Janjic likes how easy it is to install and use.
14. TaskRay
TaskRay helps Joanna Iturbe onboard customers quickly and efficiently.
15. Zenkraft
Zenkraft automatically connects Salesforce to FedEx so Sameer Afsar’s team can easily track shipments.
Learn about even more apps, components and consultants and the Trailblazers who recommended them at sfdc.co/winningapps.
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