7 Salesforce Add-Ons You Should Be Using

Listen in! Pick up some expert advice to a reader's question that we selected from CyberSchmooz.

Salesforce is possibly the best CRM software that you can employ to make connections with your customers. The objective of every business is to boost its sales volume even as it targets making profits. Salesforce ensures that this objective is met by providing various tools to establish a good relationship with your customers.

The use of third party add-ons on your Salesforce application can significantly help you build a positive brand image with your clientele. There are quite a few add-ons available for Salesforce, but here is our shortlist:

MailChimp

MailChimp will always stand out if you are looking for one of the most popular e-marketing and management tools. With a client base of about 15 million users and still increasing, it provides various features making it suitable across multiple platforms. MailChimp is instrumental in the tracking and modification of e-marketing campaigns and reports. This add-on gives you the ability to import contacts, deliver transactional emails and notifications, and segment your client base. MailChimp also allows you to gather feedback from your customers to measure their satisfaction levels and better understand their needs.

DocuSign

DocuSign offers you the ability to add digital signatures to your documents to enhance their security. The add-on allows you to create documents with enhanced file support and the ability to convert PDF forms. It also allows for document storage in the cloud, validating data, and streamlining data input.

For authentication purposes, Docusign provides you with signer authentication features with multiple authentication levels for enhanced security. This add-on allows for effective reporting, exporting of data, and document retention. In case you are worried about document availability, Docusign ensures there is an adequate service uptime through the provision of enterprise stock availability.

revVana

revVana allows you to automate Salesforce revenue forecasting so that you can predict and plan your sales cycle. Its highlight reel includes native Salesforce integration, bookings management, automated revenue scheduling, multi-scenario planning, revenue event management, and multiple edition capability. It works great with collaborating and is highly customizable.

Adobe EchoSign

Adobe EchoSign is an add-on that helps you in the editing and signing of documents and file exchange. You can easily create and manage your PDF documents, track and edit them to give more customized outputs. This integration between CRM and document editing abilities provide a diverse means to manage your business effectively. It is also instrumental in improving the document workflow while providing you with templates that you can reuse.

Dataloader.io

Dataloader.io gives users the ability to import and export vast amounts of data at no cost. This add-on provides you with a cloud-based solution that allows you to manage your data regardless of its nature. It helps you to manage connections to set up virtual presentations and tasks on your Salesforce application and comes with the ability to pull information from directories located remotely like Box and Dropbox.

Box

Box is a Salesforce add-on that comes with the ability to share files and enhance collaborations. It allows you to manage and organize the files you need to share with other colleagues, which helps streamline the business processes. Mobile access and support have become fundamental components of collaborations and interactions with customers. Box enables you to easily access data that relates to your customers on any device with no restrictions.

Data.com

Consumer data is a gold mine for any business, especially in relation to analyzing trends and preferences and understanding consumer behavior. Data.com provides complete solutions that are inbuilt into your Salesforce application. This add-on comes with three different solutions, which include Data.com Clean, Data.com Connect, and Data.com Prospector. Data.com Clean helps your Salesforce application in cleaning your account and data. Data.com Prospect helps in providing insight while adding contact data that is reliable to your database. Data.com Connect provides a platform for individuals to share and access different business contacts within your Salesforce application.

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