The Salesforce AppExchange offers a wide range of apps, services, and extensions designed to extend Salesforce’s functionality. Whether you need CRM enhancements, data analytics tools, or integrations with other platforms, there is something for every team.
In this guide, we’ll explore the top 7 apps in the Salesforce AppExchange, including how they make teams more productive, efficient, and cohesive. These apps are both highly rated on AppExchange and widely used amongst the Salesforce ecosystem.
Salesforce AppExchange: 7 Best Apps for Operationally Efficient Teams
Tool 1: Coefficient, no-code 2-way Salesforce spreadsheet connector for flexible operations and reporting
For all its advantages, Salesforce still has limitations that make it difficult for sales teams to perform forecasting, analysis, and dashboarding. That’s why so many sales teams import their Salesforce data into the flexible interface of spreadsheets. However, the process of transferring data from a Salesforce CRM to spreadsheets or vice versa is highly manual and leads to stale data and analytics.
Coefficient seamlessly integrates real-time data from Salesforce into Google Sheets or Excel, eliminating the need for manual data transfers. This app helps sales teams build reports and dashboards using live data, ensuring up-to-date insights without the need for constant updating. Users can even set up Slack and email data alerts to share reports, KPIs, and critical transactions with their team members in real-time.
Coefficient also comes with pre-built Salesforce dashboards for spreadsheets, based on your live Salesforce CRM data. These cover a variety of use cases, such as team leaderboards, sales targets, pipeline creation, and much more. You can launch these pre-built dashboards in a single click.
AppExchange Rating:
4.96 / 5 stars
Pros:
- Automates data imports from Salesforce to Google Sheets/Excel.
- Live dashboards and reports that don’t need to be manually updated.
- Easy-to-use with pre-built Salesforce dashboards.
- Data alerts sent via Slack or email to keep teams informed.
Cons:
- Primarily designed for teams already using Google Sheets or Excel, which may be limiting for some users.
Pricing:
- Free version available without automations.
- Paid plans start at $59/month depending on the number of users and features.
Who’s it for:
- Sales teams, especially those using Salesforce and Google Sheets/Excel for reporting and data management.
- SalesOps and teams needing real-time data without manual updates.
Tool 2: Dooly, AI engine for sales and customer success
Dooly uses AI to help sales and marketing teams create personalized outreach campaigns and fine-tune strategies with data pulled directly from Salesforce. It also automates meeting note-taking and offers real-time coaching.
AppExchange Rating:
4.84 / 5 stars
Pros:
- AI-powered personalization of outreach.
- Automates repetitive tasks like meeting notes and follow-ups.
- Provides sales playbooks to streamline workflows.
Cons:
- The full potential of AI-powered features may require training.
- Additional features are priced individually, which can add to costs.
Pricing:
- Free version available.
- Paid plans start at $30/month per user.
Who’s it for:
- Sales and marketing teams looking for AI-powered tools to improve outreach, meeting management, and coaching.
- Teams using Salesforce for campaign management.
Tool 3: LeanData, matching and routing solution
LeanData helps sales teams speed up deal closures by providing advanced lead matching, routing, and engagement capabilities. It simplifies complex sales workflows without requiring coding.
Sales reps can use LeanData to route leads to records accurately, automate sales follow up, uncover lead-to-account connections, achieve accurate matches, and much more. LeanData is an easy-to-use tool for sales reps who want to coordinate essential sales data in an accurate and efficient way.
AppExchange Rating:
4.93 / 5 stars
Pros:
- Streamlines lead routing and ensures accurate matches.
- Automates follow-ups and lead-to-account connections.
- No coding required for setup.
Cons:
- May require some configuration to fully optimize workflows.
- Focuses mainly on sales teams, limiting broader application.
Pricing:
- Pricing is customized based on company size and needs. Contact for a quote.
Who’s it for:
- Sales teams who need efficient lead management and quick access to sales data.
- Organizations looking to automate and optimize their lead routing process.
Tool 4: TaskRay, post-sale work management solution
TaskRay helps manage the post-sales process by automating tasks related to onboarding, implementation, and customer success. This Salesforce-native app ensures smooth transitions post-sale, boosting retention and customer satisfaction.
TaskRay empowers teams to deliver consistent post-sales experiences to customers by creating repeatability for complex processes. It allows you to create tasks, assign them to your team, and set due dates and reminders, across a range of post-sales activities. The app is especially useful if you have a remote team and need to sync across geographies.
AppExchange Rating:
4.96 / 5 stars
Pros:
- Salesforce-native integration, ensuring seamless usage.
- Helps create repeatable workflows for onboarding and post-sales tasks.
- Useful for remote teams with task assignment and tracking features.
Cons:
- Primarily suited for customer success and post-sales teams.
- May not be useful for sales teams or others without post-sale responsibilities.
Pricing:
- Starts at $35/user/month.
Who’s it for:
- Customer success and operations teams who need to manage post-sale tasks effectively.
- Companies with remote teams that require strong coordination on post-sale activities.
Tool 5: Drift, conversational AI platform
Drift is a conversational AI platform designed to engage website visitors and boost conversion rates. By integrating chat, email, and video, Drift powers intelligent interactions that help nurture leads using CRM and ABM data.
Drift combines data from your MAP, CRM (including Salesforce), sales, and ABM tools and enriches it using Clearbit, 6sense, ZoomInfo, and Crunchbase. This enables Drift to partake in automated conversations while leveraging unique insights into what a visitor buyer intent and demographics.
Stop exporting data manually. Sync data from your business systems into Google Sheets or Excel with Coefficient and set it on a refresh schedule.
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AppExchange Rating:
4.88 / 5 stars
Pros:
- AI-powered chat for lead generation and engagement.
- Integrated with Salesforce to enrich customer insights.
- Automates conversations and enhances buyer intent tracking.
Cons:
- The full value may be realized only with a larger customer base.
- Some users may find the AI interactions lack the personal touch.
Pricing:
- Pricing starts at $50/month for basic features. Custom pricing for advanced plans.
Who’s it for:
- Sales and marketing teams focused on lead conversion and nurturing using AI-driven communication.
- Teams already using Salesforce and looking to enhance engagement through AI.
Tool 6: Cloudingo, data cleansing and management tool
Cloudingo helps improve Salesforce data quality by eliminating duplicates and cleaning up inconsistencies. It provides customizable filters and robust matching criteria to maintain clean, reliable data.
With Cloudingo, you can merge dupes manually, mass merge, or schedule Cloudingo to automatically merge duplicates. But Cloudingo does more than just eliminate duplicates. You can also use the app to import data without creating duplicates, mass convert leads, mass delete records, or migrate data.
AppExchange Rating:
4.81 / 5 stars
Pros:
- Excellent for cleaning up Salesforce data and removing duplicates.
- Customizable matching rules and easy mass merging.
- Can automate the data cleaning process to save time.
Cons:
- Focuses mainly on data cleanup, so it may not be useful for teams without significant data management needs.
- Initial setup for filters and rules may be time-consuming.
Pricing:
- Starts at $72/month per user.
Who’s it for:
- Salesforce admins and teams responsible for data hygiene and preventing duplicate records.
- Organizations that rely on high-quality data for decision-making.
Tool 7: Ringlead, data orchestration platform
RingLead is a comprehensive data management platform that offers deduplication, data protection, and enrichment. It helps teams route and normalize data, ensuring that sales teams can work with the most accurate and high-quality records.
RingLead equips sales teams to remove Salesforce duplicates with custom matching logic, master surviving field value rules, and a deduplication scheduler. RingLead also allows teams to harness real-time, crowdsourced data to optimize sales interactions and generate higher per field match rates.
AppExchange Rating:
5 / 5 stars
Pros:
- Powerful deduplication and data protection features.
- Offers real-time, crowdsourced data to enhance accuracy.
- Customizable matching logic for better data alignment.
Cons:
- Can be complex to set up for teams without dedicated data management personnel.
- May be overkill for smaller teams with simpler data needs.
Pricing:
- Contact RingLead for a quote based on team size and requirements.
Who’s it for:
- Sales teams looking for an all-in-one data management platform.
- Organizations with large volumes of customer data and complex data workflows.
Salesforce AppExchange: Making Teams More Efficient
The Salesforce AppExchange offers a wide array of apps for everything from team productivity to data cleansing. The apps in this guide are some of the best in their respective categories.
Each of these apps has distinct features tailored to different teams and needs. Whether you need better data integration, automation, or post-sales management, there’s an app that can help your team work more efficiently.
