Salesforce Backup Apps – Read about 8 top apps you should definitely explore
Salesforce is a powerful tool that allows you to improve sales productivity and increase conversions, and
with the AppExchange Marketplace you can extend Salesforce even further with a wide variety of 3rd
party apps. Here are eight of our favorite Salesforce Backup Apps:
#1 Conga Composer (Category – Sales)
This app was released by Conga in 2009 and allows you to create presentations, proposals, and other
important sales documents.
It enables you to transform fields and objects data into plans, contracts, and documents. All this is done
using Word, Excel, and PowerPoint. You can use this tool to create quotes and invoices through PDF
forms and emails (HTML-based) as well.
To generate and distribute reports, you can integrate this app with Salesforce workflow using existing
rules. Also, you can deliver completed reports through SpringCM and Google Drive, apart from
You may even send them in e-signatures using Sertifi, DocuSign or EchoSign. Conga Composer boosts
your productivity through functions such as triggering events and scheduling solutions.
#2 FunnelSource: Modern Forecasting and Pipeline Analytics (Category – Analytics)
This is one of the top-rated analytics applications on the AppExchange. This app was built and released
in 2009 to increase sales effectiveness, and offers effective pipeline analytics to track performance.
It leads to modern and straightforward forecasting, with improved accuracy. It can help you in
maximizing data integrity. You will even get the entire team together in a self-policing work
In the true sense, FunnelSource serves as Salesforce automation software in real-time. It automates the
process, thus driving more sales and revenue.
#3 ClickTools (Category – Customer Service)
In 2006, the first survey tool got integrated with Salesforce. This tool was ClickTools. Within the
Salesforce AppExchange, ClickTools is one of the most effective survey applications.
ClickTools can get customer feedback through web forms, customer survey, and call scripts. This tool will
get responses from the customers. Then, it integrates the responses in the CRM by providing
appropriate relevancy and context.
It enables you to respond to customer feedback through a personalized communication with the
customers. No wonder, ClickTools is one of the most popular customer service apps in AppExchange.
#4 Apsona (Category – IT & Administration)
Apsona is a great time saver for admin tasks by making it easy to create and handle dashboards, pivot
tables, charts, etc. Out of its many features, support for cross-object searches and multi-object reporting
Apsona allows you to carry out data entry tasks at a rapid pace and enables you to carry out mass
updation and deletion of objects. You can also use CSV to import, export, or update objects. It also
supports grid editing, and offers a calendar view for all date fields.
Apsona also makes it possible to generate documents via Word, Excel, PDF, and email merge.
#5 Accounting Seed Financial Suite (Category – Finance)
This finance app was launched in 2011. It has evolved as the only native Salesforce Backup App that combines
General Ledger, ERP, and Project Accounting and let you handle cash receipts, disbursement, billing, job
costing, and project profitability on one platform.
It is a complete financial solution that helps you take control of inventory, sales order management, and
manufacturing capabilities. Key features include:
- Support for construction and government contracting
- Core financial report layouts (user-defined)
- Non-profit fund accounting
- Material costing to project
- PSA management
- Work breakdown structure
- Deferred expense / revenue in various configurations
- Automatic service billings through timecards
- Hourly resource allocations per project
#6 SalesGenius (Category – Marketing)
This marketing application was released in 2006 to meet the needs of marketing. SalesGenius offers
solutions for marketing automation, demand generation, and email marketing.
You can market through various online (email, social media, etc.) and offline marketing channels, and
you can create automated marketing campaigns to target prospects and leads.
As soon as the prospects show any readiness to buy, SalesGenius notifies the sales reps in your team via
the Genius Engagement Alerts window.
#7 JobScience (Category – Human Resources)
It is one of the top staffing and recruitment apps in the Salesforce AppExchange. It was launched in
2007, and gives a 360-degree view of your recruitment business, irrespective of the organization size.
The app lets you streamline back office activities, staffing performance analytics, and lead generation.
Key features include:
- Social integration (including LinkedIn integration)
- Parser included
- Job board integration
- Visual resume or CV
- Modern Sourcing tools
- Sales and marketing tools for staffing as well as recruitment
#8 TaskRay Project Management (Category – Collaboration)
This tool is an ideal collaboration application for your team. TaskRay enables your teams to stay
organized and in sync, despite geographical boundaries.
Some of the key tasks are cloning, full chatter integration for notes and conversation, drag-and-drop
actions, file sharing, etc. This app also provides complete support for Salesforce1. Some other advanced
features involve repeating tasks, private projects, bulk actions, etc.
So that’s our list of top Salesforce Backup Apps, thanks for reading!