Guidebook [Template]

App Guide | eBook | 21 pages | Find app recommendations that solve common pain points in the entire sales process

AS RECOMMENDED BY OUR CUSTOMERS

THE INTRO Extend the power of your sales teams with apps from AppExchange. This guide incorporates app recommendations Welcome to that solve common pain points in the entire sales process. Here’s how to use the guide: First, explore best practices on how our guide to find an app that fits your business challenge. Next, explore a particular pain point. Then read customer recommendations of to sales apps. sales apps that worked the best for them. Along the way, check out Appy’s sales apps tips. With over 5,000 solutions in inventory, we hope this guide helps you zero in on the ones that are right for your business. Happy exploring.

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THE STEPS GUIDE YOUR SEARCH • What business challenge do you want to solve? • What’s your budget? How to ﬁnd • What’s your time frame? the right sales • What business processes will be impacted? app for your DISCOVER AND EVALUATE • Browse the sales category collection on appexchange.com • Check out a Sales Demo Jam to learn about business. apps in three minutes • Install and configure based on your needs MAKE YOUR DECISION • Involve your stakeholders in the process • Check price, security, and compatibility with your Salesforce edition and other apps • Read customer reviews • Test-drive the app or install in your sandbox

SALES PAIN POINT #1

Easy. Use AppExchange Crunchbase solutions. 4.9 They will enrich your data in Salesforce, “ Crunchbase data within SFDC records saves time and ensuring sales teams have accurate keeps me up to date with funding rounds, news, etc. information. That’s an advantage in the fast-moving tech space.” EMILY L. Find out more Cognism D&B Optimizer 5.0 5.0 lightning data solution “ Cognism helps re-engage with old customers “ D&B Optimizer improved how I manage while getting new customers. Easy data my org’s account data. The company- management, and the work flow takes matching logic identifies duplicates and seconds. What a piece of tech!” potential relationships in an intuitive layout.” HECTOR FORWOOD DINA SMITH Find out more Find out more Editor’s note: Reviews were edited for clarity and length.

SALES PAIN POINT #2

Lead management. Distribution Engine It really works. 5.0 When a lead is assigned to the right rep, “ I highly recommend Distribution Engine to anybody the right selling takes place, and the deal looking for a lead/case management solution that gets closed. Now let’s make this happen. can grow with their company.” REAGAN HOAN Find out more Conversica Automated Sales Assistant LeanData 4.9 5.0 “ Conversica provides visibility to identify “ After refining our internal lead process with your most successful lead sources and LeanData, lead assignment is now one thing helps get the most out of those you may I almost never have to worry about.” be struggling with.” LILY VLACH GEORGE PHAN Find out more Find out more

SALES PAIN POINT #3

You can — with geodata. RealZips By applying a geographical lens 5.0 on Salesforce data your team optimizes “ If your company is looking for a better, territory management — and their sales easier way to grow sales and manage activities get more targeted. territories, get RealZips.” ROBERT HUTCHINSON Find out more Geopointe MapAnything 4.9 5.0 “ Geopointe is a game changer for our sales “ MapAnything is amazing. It streamlined our team, allowing them to visualize their marketer territories for efficiency and gave us territories and derive actionable insights.” a graphical representation of our metrics.” ANNA CALCAGNO DON MORTON Find out more Find out more APPY TIP

SALES PAIN POINT #4

One word: Integrate. Yesware Your reps use email for sales. Your company 4.8 uses Salesforce for CRM. Avoid redundant “ Yesware is amazing! The setting up is super easy, data entry in the two systems by integrating it works with both Gmail and Outlook, and the with Salesforce. integration with Salesforce is great.” SUTHA PARATH Find out more TimeTrade Scheduler Groove 4.8 4.9 “ TimeTrade lets us cross-reference multiple “ Groove makes Salesforce, Gmail, and calendars for easy scheduling. The Salesforce Google Calendar work like one single app!” ARNOLD PRICE and Office 365 integration allows us to do this with a few clicks. Fantastic.” Find out more DANNY GAY Find out more LinkPoint 4.9 “ LinkPoint is very useful and connects contact and email content to Salesforce easily with great sync functions. What a time saver!” STEVE MILLS Find out more

SALES PAIN POINT #5

Yes, with just a few clicks. SpringCM Say goodbye to writing documents 4.9 from scratch and manually editing “ SpringCM reduced the time to create contracts and text and fonts. Say hello to automated thenumberof differentprogramsandconnections document generation. needed.Nowit’salldonewithinonetool.” JONATHAN LAVIGNE Find out more PandaDoc Conga Composer 4.7 4.9 “ PandaDoc easily handles multiple pieces “ Previously we manually copied, pasted, and of sales material: proposals, invoices, IOs, sent Excel sheets to customers. Conga is the etc. From their content blocks to Stripe and one missing piece that got us to scale up.” Salesforce integration, we love it.” KEITH LEE MATT ZUVELLA Find out more Find out more APPY TIP

Nintex Drawloop Docomotion 4.9 5.0 “ Drawloop is intuitive and easy to use. The ability “ Docomotion captures all the work we put into to automate documents and apply logic rules Salesforce and presents it professionally at every stage saves time and ensures proper controls.” of our selling life cycle — both internally and externally.” MICHAEL CARRIER DAVID REYNOLDS Find out more Find out more WebMerge 4.9 “ WebMerge’s ability to add logic within the template for formatting/hiding fields/hiding records is a game changer. We couldn’t be happier with the product.” ROBBY JOHNSON Find out more

SALES PAIN POINT #6

Yes, they’ll eliminate all HelloSign that back-and-forth stuﬀ. 4.2 “ HelloSign took only minutes to install, and I sent my Plus, now with AppExchange e-signature first agreement for signature soon after. Within a day solutions, customers can sign wherever I felt confident enough to roll it out to my team.” is convenient. MARK BRAZINSKI Find out more DocuSign Conga Sign 4.6 4.8 “ DocuSign has a wide application of uses. We “ Conga Sign is an easy implementation using use it for everything from signing real estate the same basic knowledge of document tags transactions to verifying documents at work. and solution parameters. Easy for our reps So easy.” and customers to use.” LUKE SALISBURY MARK SINOR Find out more Find out more

SALES PAIN POINT #7

Get content to them Improved Help at the right time. 4.9 Teams like getting content wherever “ Improved Help is a fantastic help resource, offering guidance they are — on any device — and when when needed, and a comprehensive tool for admins to they need it most. report on how the help is used and where to improve it.” DARREN BURLESON Find out more Cornerstone for Salesforce (LMS) LevelJump 4.8 5.0 “ Cornerstone is a must-have for training. “ LevelJump helps me understand how content paths It’s incredibly powerful with a simple setup. relate to our business. Now leaders can get the I’m really impressed with its ease of use.” information enablement they’re searching for.” MELODIE SCHWARTZ KARL ORTMANNS Find out more Find out more > Proliﬁq ACE 5.0 “ Prolifiq ACE helps my team easily find and action the most valuable content. Organizing with playlists is brilliant. And user adoption of Salesforce is up.” WILLIAM GREEN APPY Find out more TIP

SALES PAIN POINT #8

Energize them Hoopla with gamiﬁcation. 4.9 Keep your teams engaged with friendly “ Since installing Hoopla — after two hours competition and continuous feedback. of an enjoyable onboarding process — our reps became more productive and engaged.” Influence the right behaviors and they’ll hit their quotas. MARK ORGAN Find out more LevelEleven Salespulse 4.9 5.0 “ LevelEleven really helped shape our team “ Salespulse sharpened our approach to sales to do the right activities. It changed our cycles. It’s an integral learning tool that feeds behavior to growing accounts in our market.” our continuing improvement to business.” GEORGE KENESSEY SCOTT VANCURA Find out more Find out more APPY TIP

“ Like reading about these customer-recommended sales apps? Want more?” “ Liked reading about these customer-recommended integration apps? Want more?” See the entire collection at bit.ly/appexsales. See the entire collection at bit.ly/appexintegration