10 Must-Have Salesforce Apps for Sales Teams

Introduction

Salesforce is a cloud-based customer relationship management (CRM) platform that has become the industry standard for managing sales, marketing, customer service, and other business functions. Salesforce offers a wide range of apps that can be used to enhance sales teams' productivity and efficiency.

Sales Cloud

Sales Cloud is the flagship product of Salesforce and the foundation of the Salesforce CRM platform. It is a cloud-based solution that enables sales teams to manage leads, opportunities, contacts, accounts, and sales pipelines. Sales Cloud provides a comprehensive view of customer information and enables sales reps to work more efficiently by automating many sales tasks. Sales Cloud's features include:

• Lead and opportunity management: Allows sales reps to manage leads and opportunities from initial contact to closing the deal.

• Contact and account management: Provides a complete view of all customer information, including contact details, account history, and interactions.

• Sales forecasting: Enables sales teams to forecast revenue, track progress, and identify trends.

• Sales analytics: Provides real-time insights into sales performance, including pipeline visibility and key performance indicators (KPIs).

• Collaboration: Enables sales teams to collaborate on deals and share information in real-time.

Sales Cloud is an essential app for any sales team that wants to manage its sales pipeline effectively. It is available in several editions, including Enterprise, Professional, and Unlimited.

Pardot

Pardot is a marketing automation tool that can help sales teams generate more leads and close more deals. Pardot integrates seamlessly with Salesforce and enables sales teams to create targeted campaigns that engage prospects at every stage of the sales cycle. Pardot's features include:

• Lead generation: Helps sales teams create and manage targeted campaigns that generate leads and nurture prospects.

• Lead scoring: Enables sales teams to score leads based on their level of engagement and likelihood to convert.

• Email marketing: Allows sales teams to create and send targeted emails that drive engagement and conversions.

• Marketing analytics: Provides real-time insights into campaign performance and ROI.

• Sales alignment: Enables sales teams to collaborate with marketing teams and align on messaging and goals.

• Pardot is an essential app for any sales team that wants to improve its marketing and lead generation efforts. It is available in several editions, including Growth, Plus, and Advanced.

Salesforce CPQ

Salesforce CPQ (Configure, Price, Quote) is a sales tool that helps sales teams create accurate quotes and proposals quickly and easily. CPQ integrates seamlessly with Salesforce and automates many of the manual processes involved in creating quotes and proposals. CPQ's features include:

• Product configuration: Enables sales reps to configure complex products and services with ease.

• Pricing and discounting: Automatically calculates pricing based on product configurations and discounting rules.

• Proposal generation: Generates professional-looking proposals that can be customized for each prospect.

• Contract management: Manages the entire contract lifecycle, from proposal to signing.

• Sales analytics: Provides real-time insights into sales performance and quote-to-cash metrics.

• Salesforce CPQ is an essential app for any sales team that wants to streamline its quote and proposal generation process. It is available in several editions, including Professional, Enterprise, and Unlimited.

Conga Composer

Conga Composer is a document automation app that enables sales teams to create customized proposals, quotes, and contracts quickly and easily. Conga Composer integrates seamlessly with Salesforce and enables sales reps to generate documents in a variety of formats, including PDF, Word, and Excel. Conga Composer's features include:

• Document generation: Automates the creation of documents based on Salesforce data.

• Template management: Enables sales teams to create and manage templates for proposals, quotes, and contracts.

• E-signatures: Integrates with e-signature apps like DocuSign to enable electronic signatures.

• Workflow automation: Automates the document approval process and sends reminders to stakeholders.

• Sales analytics: Provides real-time insights into document generation and signature metrics.

DocuSign

DocuSign is an e-signature app that enables sales teams to sign and manage documents electronically. DocuSign integrates seamlessly with Salesforce and enables sales reps to send, sign, and manage documents from within Salesforce. DocuSign's features include:

• E-signatures: Enables sales teams to sign and manage documents electronically, reducing paperwork and streamlining the approval process.

• Workflow automation: Automates the document approval process and sends reminders to stakeholders.

• Document management: Provides a central repository for all signed documents, making it easy to search, track, and manage documents.

• Sales analytics: Provides real-time insights into document generation and signature metrics.

LinkedIn Sales Navigator

LinkedIn Sales Navigator is a social selling app that enables sales teams to find and engage with prospects on LinkedIn. LinkedIn Sales Navigator integrates seamlessly with Salesforce and provides sales reps with insights into prospects' interests and behavior. LinkedIn Sales Navigator's features include:

• Lead generation: Enables sales teams to find and engage with prospects on LinkedIn, based on targeted search criteria.

• Sales insights: Provides insights into prospects' interests, behavior, and network, making it easier to engage with them.

• Sales engagement: Enables sales reps to engage with prospects through InMail, email, and other channels.

• Sales analytics: Provides real-time insights into sales performance and pipeline metrics.

MapAnything

MapAnything is a geo-location app that enables sales teams to optimize their sales routes and territories. MapAnything integrates seamlessly with Salesforce and provides sales reps with real-time location data to make better decisions. MapAnything's features include:

• Sales routing: Optimizes sales routes and territories based on real-time location data.

• Sales tracking: Tracks sales rep activity and provides insights into sales performance.

• Sales planning: Enables sales teams to plan sales trips and appointments more efficiently.

• Sales analytics: Provides real-time insights into sales performance and route metrics.

HubSpot Sales Hub

HubSpot Sales Hub is a sales automation app that enables sales teams to automate many of the manual processes involved in sales. HubSpot Sales Hub integrates seamlessly with Salesforce and provides sales reps with a comprehensive view of customer information. HubSpot Sales Hub features include:

• Sales automation: Automates many of the manual processes involved in sales, including lead qualification, email tracking, and follow-up tasks.

• Sales insights: Provides insights into customer behaviour and engagement, making it easier to personalize outreach and close deals.

• Sales engagement: Enables sales reps to engage with customers through email, phone, and other channels.

• Sales analytics: Provides real-time insights into sales performance and pipeline metrics.

Salesforce Inbox

Salesforce Inbox is a sales productivity app that enables sales reps to manage their email and calendar within Salesforce. Salesforce Inbox integrates seamlessly with Gmail and Microsoft Outlook and provides sales reps with a comprehensive view of customer information. Salesforce Inbox's features include:

• Email management: Enables sales reps to manage their email and calendar within Salesforce, reducing the need to switch between different applications.

• Sales insights: Provides insights into customer behaviour and engagement, making it easier to personalize outreach and close deals.

• Sales engagement: Enables sales reps to engage with customers through email, phone, and other channels.

• Sales analytics: Provides real-time insights into sales performance and pipeline metrics.

Chorus.ai

Chorus.ai is a conversation intelligence app that enables sales teams to capture, transcribe, and analyse their sales calls. Chorus.ai integrates seamlessly with Salesforce and provides sales reps with insights into customer behaviour and sentiment. Chorus.ai's features include:

• Conversation intelligence: Captures, transcribes, and analyses sales calls, providing insights into customer behaviour and sentiment.

• Sales coaching: Enables sales managers to provide feedback and coaching to their sales reps based on call analysis.

• Sales insights: Provides insights into customer behaviour and engagement, making it easier to personalize outreach and close deals.

• Sales analytics: Provides real-time insights into sales performance and call metrics.

• Chorus.ai is an essential app for any sales team that wants to improve its sales coaching and call analysis capabilities. It is available in several editions, including Essential, Pro, and Enterprise.