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.

 

The Steps

How to find the right SMB apps.

 

• What business challenges do you want to solve?

• What is your time frame?

• What is your budget?

• What business process will be impacted

 

Discover and evaluate

• Browse small or medium business apps on AppExchange

• Read customer reviews

• Test drive the app or install into a sandbox

 

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.

Improve the efficiency of your operations by automating and optimizing proposals, billing, contract management, and more.
 
 

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.”

ERIC SCALES | ★ 4.6

Zapier

With Zapier’s huge list of integrations, we can now funnel all of our information into Salesforce for total transparency and data insights.”

MELISSA HEDGE | ★ 4.7

PandaDoc

Writing proposals used to take us hours. By using PandaDoc, we can create proposals in as little as five minutes.”

TIM HEBEL | ★ 4.3
 
 

ProposalForce (free)

With ProposalForce, users can search and filter trusted knowledge articles, grab the most applicable text, customize it for a particular question, and link it to a question.

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.”

BRENDYN IATRIDIS | ★ 4.7

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.”

EMILY FALK | ★ 4.9
 
 

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.”

LIEN THUY TRANG NGUYEN | ★ 4.8

Kimble

Kimble has enabled us to have greater visibility to manage our business in real-time in a much more effective way.”

MATTHEW JOYNES | ★ 4.8

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.”

TOM LAGARDE | ★ 4.6
 
 

There are more than 80,000 customer reviews on the AppExchange.

 
 

SMB PAIN POINT #2

How do I become more data-driven?

Provide tools that enhance data-based insights to drive results.

Make strategic decisions based on data analysis and interpretation to better serve customers and consumers.
 
 

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.”

KADEJH NAEBZADEH | ★ 4.2

CRM Dashboards (free)

Easy to install. I use this as a base dashboard and modified with our custom fields. Awesome.”

SOPHIE CHAN | ★ 4.5

Gainsight

Gainsight made it possible for us to organize our customer information for the customer success team so it could be consumable and actionable.”

TRAVIS FLOYD | ★ 4.7
 
 

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.”

LAURA ROIS | ★ 4.9
 
 

Trailblazer Community

If you’re looking for more information, you can ask questions, get tips, and share knowledge with the rest of the AppExchange trailblazer community.
 
 
 

SMB PAIN POINT #3

How do I enable employee collaboration?

Make collaboration effortless.

Enable your teams to share knowledge, information, and resources to increase productivity and workplace satisfaction.
 
 

OrgChart for Salesforce

OrgChart provides all the functions we were looking for in an organizational relationship tool.”

SHAUN BOYNTON | ★ 5.0

Lightning Image Slider

This app works very well, and very fast on the Lightning record page. I love all the customization features.”

REID BROWN | ★ 4.3

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.”

SACHIN CHAUDHARI | ★ 5.0
 
 

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.”

MISTY WHITNEY | ★ 3.9

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.”

AUSTIN WALSWICK | ★ 4.9

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.”

AMIT KUMAR GIRI | ★ 4.0
 
 

Slack for Salesforce

This has allowed our team to improve transparency and communication surrounding new leads and opportunities in our pipe.”

Christopher Shafer
 
 

There are over 4,000 solutions on the AppExchange that can help extend Salesforce into any department or industry.

 
 

SMB PAIN POINT #4

What tools can help employees work more effectively from anywhere?

Solutions make it easy.

Keeping your team focused, connected, and motivated while working from anywhere will help make your business agile and strategically focused.
 
 

Xactly Incent Express

We use Incent to comp 1,600+ individuals. The tool’s flexibility and ability to customize is a huge plus.”

NITIN BATHIJA | ★ 4.7

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.”

AKASH MISHRA | ★ 3.3

Flow Header & Footer

This is a great, easy-to-use product that adds much needed functionality to screen flows.”

DANIEL NEWBY | ★ 4.3
 
 

Magic Mover (free)

Follow the guide and you’ll be converting all notes, attachments, and related lists in a matter of minutes.”

VIRSYS12 CONSULTING | ★ 3.5

Distribution Engine

Distribution Engine has been integral to our company’s ability to route our inbound funnel quickly and efficiently.”

TAYLOR DALTON | ★ 5.0
 
 

AppExchange solutions are built to address critical needs for functionality. If your organization has a need, AppExchange has a solution.

 
 

SMB PAIN POINT #5

How can I create more personalized customer experiences?

Create unique customer journeys for unique customers.

Delivering a unique and personalized customer experience is an essential part of improving your relationships with customers.
 
 

Salesforce Pardot

I highly recommend to anyone using Salesforce to adapt Pardot for your marketing. As a busy chief marketing officer, this was a very efficient solution.”

ROBERT SCHILLERY | ★ 4.5

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.”

TRAVIS ORAMS | ★ 5.0

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.”

CHRIS P | ★ 4.9
 
 

Happy Exploring.

All these solutions can help your small or medium business thrive. Follow the link below to learn more.