App Guide: Recommended Apps for Sales Success
Explore customer-recommended AppExchange apps that solve common sales challenges.
Apps to Provide Better Data to your Sales Teams
Enrich your data in Salesforce, ensuring sales teams have accurate information.
Apps for Lead Routing
When a lead is assigned to the right rep, the right selling takes place, and the deal gets closed.
Lead Routing Apps
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Distribution Engine: Intelligent Lead Routing, Case & Contact Assignment
Distribution Engine: Intelligent Lead Routing, Case & Contact Assignment App by NC Squared Ltd
Features$45 USD per user every 0 months
Discounted for NonprofitsRatingCATEGORIES Sales , Productivity Distribution Engine is an easily configurable, intelligent, rules-based assignment engine that ensures your Leads, Cases, Contacts, Accounts, Opportunities or any Salesforce object are automatically distributed to the right team member at the right time.Latest Release 11/13/2024 -
LeanData Matching & Routing
LeanData Matching & Routing App by LeanData Inc.
FeaturesStarting at $39 USD per user per month
Discounted for NonprofitsRatingCATEGORIES Sales Make lead capture, matching & routing look easy, even when it isn’t. Build, track & manage complex workflows on the fly with code-free automation that’s completely customizable to your growth needs.Latest Release 9/10/2024
Apps for Territory Management
By applying a geographical lens on Salesforce data your team optimizes territory management — and their sales activities get more targeted.
Territory Apps
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Geopointe: Mapping, Territory Management, Maps, Routing & Analytics, Geolocation
Geopointe: Mapping, Territory Management, Maps, Routing & Analytics, Geolocation App by Ascent Cloud LLC
FeaturesStarting at $74 USD per user every 0 months
Discounted for NonprofitsRatingCATEGORIES Geolocation Location-enable Salesforce and empower your team to apply location intelligence to business processes. We integrate Salesforce data with Google Maps to provide geographic insights for sales, ops, execs & marketing. Click GET IT NOW for a FREE TRIAL.Latest Release 10/23/2024 -
RealZips: Maps, Territory Management, Zip Codes, Lead Routing, Market Data, AI
RealZips: Maps, Territory Management, Zip Codes, Lead Routing, Market Data, AI App by RealZips - GeoData Management & Mapping Tool
Features$25 USD per user per month
Discounted for NonprofitsRatingCATEGORIES Forecasting & Territory Management WHAT'S NEW IN VER 17####- Save Views in RealZips Maps##- Plan and manage Campaign events ##- Find Campaign members by distance##- Import Leads and Accounts from Google##- Add dynamic page components & map popups##- Ground Einstein Copilot AI with RealZips dataLatest Release 7/10/2024
Apps for Integrating Email and Salesforce
Reps use email for sales. Your company uses Salesforce for CRM. Avoid redundant data entry in the two systems by integrating with Salesforce.
Integration Apps
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Engageware Scheduler for Salesforce - Online Appointment Scheduling
Engageware Scheduler for Salesforce - Online Appointment Scheduling App by Engageware
FeaturesStarting at $10,500 USD per company per year
Discounted for NonprofitsRatingCATEGORIES Sales For nearly two decades, Engageware has been helping the world's best-known and most successful businesses grow through intelligent appointment scheduling solutions. ####Click the Watch Demo link to learn more!Latest Release 4/29/2024 -
Yesware: Calendar Sync & Summary Task Logging
Yesware: Calendar Sync & Summary Task Logging App by Yesware, Inc.
FeaturesStarting at $19 USD per user per monthRatingCATEGORIES Email & Calendar Sync Click “Get It Now” to install our bi-directional calendar sync and our custom fields for summary task logging. Bi-directional calendar sync keeps your meeting data up to date. Summary task logging captures all email engagement data at email task record.Latest Release 3/21/2023 -
Groove Sales Engagement Platform (Salesforce sync for Gmail + Microsoft 365)
Groove Sales Engagement Platform (Salesforce sync for Gmail + Microsoft 365) App by Groove
FeaturesStarting at $50 USD per user per monthRatingCATEGORIES Sales , Email & Calendar Sync ✓ Multi-Channel Sales Campaign Automation ##✓ Auto-Log Email, Calendar Events & Activities to Salesforce##✓ Auto Contact Capture##✓ Salesforce, LinkedIn & Zoom Integration##✓ Auto-Dialer & Call Logging##✓ Opportunity Management##✓ Revenue IntelligenceLatest Release 4/19/2022 -
LinkPoint Connect: Email Integration for Outlook, Office 365, IBM Notes
LinkPoint Connect: Email Integration for Outlook, Office 365, IBM Notes App by LinkPoint360
FeaturesStarting at $16 USD per user per month
Discounted for NonprofitsRatingCATEGORIES Email & Calendar Sync LinkPoint Connect simplifies email integration. Single-click email recording captures interactions for a complete customer picture. Capture Salesforce custom fields on Appointments and tasks directly inside Outlook.
Apps for Proposals and Contracts
Say goodbye to writing documents from scratch and manually editing text and fonts. Say hello to automated document generation.
Contracts Apps
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PandaDoc for Salesforce | Easy Document Generation & e-Signature
PandaDoc for Salesforce | Easy Document Generation & e-Signature App by PandaDoc
FeaturesStarting at $20 USD per user per month
Discounted for NonprofitsRatingCATEGORIES Document Generation Boost Salesforce’s ROI by integrating PandaDoc's features for document generation, end-to-end quoting, and signing. Provide your potential clients with prompt, flawless, and comprehensible quotes, all from within Salesforce.Latest Release 11/7/2024 -
Docusign CLM: Streamlined Contract Lifecycle Management
Docusign CLM: Streamlined Contract Lifecycle Management App by Docusign, Inc**
FeaturesStarting at $45 USD per user per month
Discounted for NonprofitsRatingCATEGORIES Contract Management Docusign CLM for Salesforce helps companies increase renewal rates, improve productivity, and grow faster. Streamline agreement preparation, redlining, collaboration, and approvals. Safely and centrally store agreements for easy access and discovery.Latest Release 11/11/2024 -
Conga Composer Salesforce Connector | document generation for anyone, anywhere
Conga Composer Salesforce Connector | document generation for anyone, anywhere App by Conga
FeaturesStarting at $6 USD per user every 0 monthsRatingCATEGORIES Document Generation , Collaboration Automatically generate your most critical company documents, such as proposals and quotes, contracts, bills and invoices, and customer communications documents using pre-built or customized templates automatically populated with data from any source.Latest Release 10/1/2024 -
Nintex DocGen® for Salesforce | No-code Document Generation
Nintex DocGen® for Salesforce | No-code Document Generation App by Nintex
FeaturesStarting at $50 USD per user per year
Discounted for NonprofitsRatingCATEGORIES Document Generation Nintex DocGen® for Salesforce makes it easy for anyone to automate document generation — regardless of technical prowess or IT availability. Quotes, proposals, NDAs, order forms, contracts, invoices — are just a few clicks away.Latest Release 11/14/2024 -
Docomotion - Document Generation & Automation For Salesforce | PDF, DOCX, & HTML
Docomotion - Document Generation & Automation For Salesforce | PDF, DOCX, & HTML App by Docomotion
FeaturesStarting at $10 USD per user per month
$20 USD per user per month
$30 USD per user per month
Discounted for NonprofitsRatingCATEGORIES Document Generation Document Generation at its finest: Experience the efficiency & convenience of a 5-star solution that enables generating documents in various formats, including PDF, Word, mail body, & HTML5. Excelling in meeting complex Document generation requirements.Latest Release 10/31/2024 -
Formstack Documents (formerly WebMerge) - Document Generation
Formstack Documents (formerly WebMerge) - Document Generation App by Formstack Free
FeaturesStarting at $199 USD per company per month
Discounted for NonprofitsRatingCATEGORIES Sales Formstack Documents automates your document generation so your sales team can easily generate contracts and proposals. Merge Salesforce data into documents and speed up your time to close by never copying and pasting data or contact information again!Latest Release 9/12/2024
Apps for E-Signature
Close deals faster with e-signature solutions that allow customers to sign wherever it's convenient.
E-sign Apps
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Docusign eSignature for Salesforce: The trusted eSignature solution
Docusign eSignature for Salesforce: The trusted eSignature solution App by Docusign, Inc**
FeaturesStarting at $30 USD per user every 0 months
Discounted for NonprofitsRatingCATEGORIES Customer Service Send, sign, track and save agreements in Salesforce with the most downloaded electronic signature app on the AppExchange. ####Get started with a free 30-day trial by clicking “Get It Now”Latest Release 11/11/2024 -
Dropbox Sign (fka HelloSign) | Seamless Electronic Signatures
Dropbox Sign (fka HelloSign) | Seamless Electronic Signatures App by Dropbox Sign (formerly known as HelloSign)
FeaturesStarting at $5 USD per user per month
Discounted for NonprofitsRatingCATEGORIES Contract Management Dropbox Sign for Salesforce helps you create, send, track, eSign, and save contracts and agreements: all without leaving Salesforce. Requires purchase of a Dropbox Sign Standard or Premium plan starting at $25/user/month with a 5 user minimum.Latest Release 8/7/2024 -
Conga Sign Professional | secure, enterprise-grade eSignature for Salesforce
Conga Sign Professional | secure, enterprise-grade eSignature for Salesforce App by Conga
FeaturesStarting at $4 USD per user per monthRatingCATEGORIES Contract Management Automatically and accurately generate and sign your most critical business documents. Be assured that every document your business creates is accurate, compliant, secure, and visually appealing, so you can effortlessly execute the agreements you need.Latest Release 7/17/2023
Apps for Sales Enablement
Teams like getting content wherever they are — on any device — and when they need it most.
Enablement Apps
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Knowledge Base for In-app Training, Enablement, User Adoption with Improved Help
Knowledge Base for In-app Training, Enablement, User Adoption with Improved Help App by Improved Apps, a UNARIC company
Features$1.5 USD per user every 0 months
$7 USD per user per month
Discounted for NonprofitsRatingCATEGORIES Productivity Empower your users with a Centralised Knowledge Base, providing them with up to date contextual information, precisely when and where they need it, within the Salesforce Platform, from any device. Cut support calls by 70%. Boost productivity, cut costs.Latest Release 11/15/2023 -
Prolifiq ACE: Native Digital Sales Content Management
Prolifiq ACE: Native Digital Sales Content Management App by Prolifiq
FeaturesStarting at $49 USD per user per monthRatingCATEGORIES Productivity Enable sales teams to easily distribute marketing approved content throughout the buying cycle natively in Salesforce. Leveraging smart content recommendations, version control, and playlists sellers can access the most up- to-date and relevant content.Latest Release 10/19/2021
Apps for Sales Motivation
Keep your teams engaged with friendly competition and continuous feedback. Influence the right behaviors and they'll hit their quotas.