Chapter 2: Maximize Time to Value with Apps
In addition to the solutions provided by partners, AppExchange offers free, prebuilt, and customizable apps through Salesforce Labs. Built by Salesforce employees, these apps help solve common business challenges in sales, customer service, IT, human resources, and other operations.
Luxury hotel and time-share company Royal Resorts discovered the value of Salesforce Labs apps during the pandemic, when it had to close all of its properties for about 6 weeks. The company, which had previously digitized manual processes and achieved a 4% increase in sales penetration by using other AppExchange apps, decided to put the lull in business to good use by maximizing employee training.
To do that, it deployed Trail Tracker, a Salesforce Labs apps solution that enhances Salesforce’s free online learning platform, Trailhead. Trail Tracker allowed Royal Resorts to automatically assign individuals to the specific Trailhead modules they needed to hone their skills. The app’s prebuilt reports and dashboards also enabled managers to track progress, making sure employees and teams were gaining knowledge that would help them solve the kind of business challenges they were likely to encounter.
Thanks to the targeted training, Royal Resorts was able to hit the ground running as soon as it reopened.
Salesforce Labs apps offer many other ways to fast-track your business without depleting your budget. For example, streamline and automate scheduling tasks with Schedule-o-matic 9000, or mass migrate your notes and attachments with Magic Mover.
With Salesforce CRM Dashboards, track sales and service KPIs from start to finish, monitor team and individual performance, generate reports with easy-to-use formulas and filters, and deliver actionable insights to executives and team members.
Gain deeper knowledge about your customers with Einstein Intent Assessor, which analyzes customer actions to determine what they’re really trying to accomplish. These insights will help you better personalize your marketing and route leads and service requests to the right person the first time.
You can also gain insights into how your organization is functioning and make sure work is proceeding as it should. For example, Salesforce Adoption Dashboards displays who’s logging in to your applications and who isn’t. Milestones PM tracks projects, milestones, tasks, and budgets, allowing you to spot red flags. It also creates detailed reports so you can understand problems at a glance and tweak your processes if you notice troublesome trends.
Other apps simplify onboarding, set up meeting times in seconds, and provide free images and icons to enliven your presentations.
If you’re not sure where to start, check out the top trending apps to see some of the solutions other organizations are using to jumpstart productivity and boost customer engagement.
