App Guide:
Recommended Apps for Small and Medium Business Success
Get curated recommendations of AppExchange apps that solve common challenges for SMBs.
Welcome to our guide for small and medium business (SMB) apps.
SMBs need to be innovative and agile to stay on top of competition and navigate change. This guide is designed to help. It’s a quick read, filled with curated recommendations of AppExchange apps that solve common challenges for SMBs.
Here’s how to use the guide: First, explore best practices on how to find an app that fits your business challenge. Next, check out five common questions SMBs have about how to move their business forward faster. Then, read the app descriptions and customer recommendations.
Solutions selected for this app guide start with you: customer favorites. We look at reviews and ratings to make sure they are recommended by customers seeking similar solutions. We also partner with the Salesforce SMB team to identify strategic partners that address common challenges for SMBs to include in the app guide. Along the way, be sure to read Appy’s tips.
With thousands of solutions to choose from, this guide is designed to help you zero in on the ones that are right for your business.
Happy exploring.
Table of Contents
Chapter 1: How do I save time on manual business processes?
Chapter 2: How do I become more data-driven?
Chapter 3: How do I enable employee collaboration?
Chapter 4: What tools can help employees work more effectively from anywhere?
Chapter 5: How can I create more personalized customer experiences?
The Steps
How to find the right SMB apps.
1
Guide your search
• What business challenges do you want to solve?
• What is your time frame?
• What is your budget?
• What business process will be impacted
2
Discover and evaluate
• Browse small or medium business apps on AppExchange
• Read customer reviews
• Test drive the app or install into a sandbox
3
Make your decision
• Involve your stakeholders in the process
• Check price, security, and compatibility with your Salesforce edition and other app
• Install and configure based on your needs
SMB PAIN POINT #1
How do I save time on manual business processes?
Increase productivity while saving time.
DocuSign eSignature
“The DocuSign integration with Salesforce has made it so much easier to send, execute, and track contracts that don’t normally require edits.”
Zapier
“With Zapier’s huge list of integrations, we can now funnel all of our information into Salesforce for total transparency and data insights.”
PandaDoc
“Writing proposals used to take us hours. By using PandaDoc, we can create proposals in as little as five minutes.”
ProposalForce (free)
Salesforce CPQ & Billing
“This is a phenomenal app and CPQ system that allows customers the flexibility to quote quickly and easily even with the most complex quoting processes.”
Mission Control
“For our project tracking, consulting productivity, and metrics, Mission Control has revolutionized our business and the way that the professional services team operates.”
Conga Sign
“Dynamic and efficient. We have been using Conga for around 10 years to create forms and contracts. It still works without any problems.”
Kimble
“Kimble has enabled us to have greater visibility to manage our business in real-time in a much more effective way.”
FinancialForce
“We’ve been running our company on FinancialForce PSA and Accounting for five years. The amount of real time information about the health of our company has been invaluable.”
SMB PAIN POINT #2
How do I become more data-driven?
Provide tools that enhance data-based insights to drive results.
Dashboard Pal (free)
“This has saved my customers so much time, by being able to quickly navigate to their dashboards all on the home page without having to go to the dashboards object.”
CRM Dashboards (free)
“Easy to install. I use this as a base dashboard and modified with our custom fields. Awesome.”
Gainsight
“Gainsight made it possible for us to organize our customer information for the customer success team so it could be consumable and actionable.”
D&B Optimizer
“We are mostly using this for Account data enrichment and duplicate identification. It's a very useful tool, and helps to keep our data updated and cleaner.”
Trailblazer Community
SMB PAIN POINT #3
How do I enable employee collaboration?
Make collaboration effortless.
OrgChart for Salesforce
“OrgChart provides all the functions we were looking for in an organizational relationship tool.”
Lightning Image Slider
“This app works very well, and very fast on the Lightning record page. I love all the customization features.”
JabberJaw (free)
“This app fills the gaps and in fact provides more features to take it to the Chatter post along with encryption in place.”
Box for Salesforce (free)
“This tool is far superior to the many document management systems I investigated. I can’t say enough about how happy we are with it.”
Cloud Coach
“This app is fully integrated and really simple to learn and use. I love the fact there is a knowledge base and videos. That significantly helps with change management and training.”
Agile Accelerator (free)
“Its rich UI and user-friendly function for managing aspects of scrum is awesome. You just need to know how agile works and this app will help you to capture and process information.”
Slack for Salesforce
“This has allowed our team to improve transparency and communication surrounding new leads and opportunities in our pipe.”
SMB PAIN POINT #4
What tools can help employees work more effectively from anywhere?
Solutions make it easy.
Xactly Incent Express
“We use Incent to comp 1,600+ individuals. The tool’s flexibility and ability to customize is a huge plus.”
Trail Tracker (free)
“Trail Tracker is a must for every end user within their organization to track the user adoption and analyze how well their users are learning Salesforce.”
Flow Header & Footer
“This is a great, easy-to-use product that adds much needed functionality to screen flows.”
Magic Mover (free)
“Follow the guide and you’ll be converting all notes, attachments, and related lists in a matter of minutes.”
Distribution Engine
“Distribution Engine has been integral to our company’s ability to route our inbound funnel quickly and efficiently.”
SMB PAIN POINT #5
How can I create more personalized customer experiences?
Create unique customer journeys for unique customers.
Marketing Cloud Account Engagement
“I highly recommend to anyone using Salesforce to adapt Marketing Cloud Account Engagement for your marketing. As a busy chief marketing officer, this was a very efficient solution.”
Campaign Monitor (free)
“Campaign Monitor for Salesforce integrates smoothly with Salesforce, allowing fast and easy access to all of the Campaign Monitor features and reporting without leaving the system.”
GetFeedback
“We have set up GetFeedback to gather feedback on our training courses. We have been able to integrate with salesforce and automatically trigger cases and other actions which are very beneficial to our business.”