Salesforce is a powerhouse when it comes to customer relationship management (CRM) and business process automation. But its true potential can be unlocked further with the help of third-party apps from the Salesforce AppExchange. These apps extend Salesforce’s capabilities and allow you to tailor your CRM to your specific needs without any custom work.

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Here’s our take on the 10 apps that make the biggest impact. We use these every week, and most are not overly technical.

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1. Field Usage Tracker

Field Usage Tracker is a vital tool for better managing your Salesforce fields. It helps you track field usage, so you can identify which fields are essential for your operations and which ones can be deprecated or consolidated. Remember when you first got going and you thought you wanted 27 different fields to collect all those random bits of information? And now you realize only 3 are really necessary but there are 24 other fields cluttering up the screen? This app will help you clean that up and save your team time.

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2. Agile KanBan

Agile KanBan brings agile project management directly into Salesforce. With Kanban boards, you can visualize your work, set priorities and streamline your team’s tasks. This app is a game-changer for organizations embracing agile methodologies.

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3. Mass Edit+Delete

Mass Edit+Delete simplifies data management by allowing you to edit or delete multiple records in a single click. Whether you need to update contact information or clean up outdated records, this app will save your team a ton of time and effort.

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4. Map Plotter

Map Plotter is a geo-location tool that lets you visualize Salesforce data on a map. This is especially useful for field sales teams who need to plan routes and identify nearby opportunities.

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5. Product Catalog

Product Catalog simplifies product management and quoting processes by creating a structured catalog within Salesforce. Easily manage product data, pricing and generate quotes for your customers.

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6. Project Management

Project Management provides robust project planning and tracking capabilities within Salesforce. It’s an excellent choice for organizations that want to manage projects alongside their CRM data without the extra cost or distraction from additional tools.

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7. Automatic Task Creator

Automatic Task Creator streamlines your workflow by automating the creation of tasks based on specific triggers or conditions in Salesforce. Say goodbye to manual task entry and hello to improved efficiency.

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8. Email Reports Free

Email Reports Free lets you schedule and send Salesforce reports via email. This app is perfect for keeping stakeholders informed with automated report distribution.

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9. Walk Me

Walk Me offers interactive on-screen guidance to help users navigate and make the most of Salesforce. WalkMe is not actually installed into your Salesforce Org from the AppExchange, it is a browser extension that installs into your browser such as Google Chrome or Mozilla Firefox. It’s an excellent tool for user training and onboarding, ensuring that your team can utilize Salesforce effectively.

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10. Opportunity Merge

Opportunity Merge simplifies opportunity management by allowing you to merge duplicate opportunities. This ensures accurate reporting and forecasting while reducing data clutter.

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If you have questions about these tools or need help installing them for your own Salesforce instance, don't hesitate to contact us.

Or if you use one, drop us a note to let us know how it worked for your team!