# Best Salesforce AppExchange Apps - Page 13 *By [Neeraja Prakash](https://research.g2.com/insights/author/neeraja-prakash)* The Salesforce AppExchange is Salesforce.com's marketplace for everything cloud computing—this includes cloud applications and consulting services. End users use the Salesforce AppExchange to access, download, and install apps. The Salesforce AppExchange offers both free and paid apps for users. Apps and services are organized into collections within the marketplace, based on categories and industry solutions that encompass a variety of fields. For an app or service to become publicly available to potential customers, the company that created the app or service must be a [Salesforce](https://www.g2.com/vendors/salesforce) partner. For software buyers browsing the Salesforce AppExchange, plenty of well-known software vendors offer apps and services accessible on the marketplace. Any application or service listed on the Salesforce AppExchange should be represented in our Salesforce Appexchange Apps category. The products within this category represent software or services, listed in a variety of categories across our site, that offer solutions available on the Salesforce AppExchange itself. To qualify for inclusion in the Salesforce AppExchange category, a product must: - Be listed on the Salesforce AppExchange - Integrate with Salesforce ## How Many Salesforce AppExchange Apps Products Does G2 Track? **Total Products under this Category:** 425 ### Category Stats (Jul 2026) - **Average Rating**: 4.49/5 (↑0.01 vs Jun 2026) The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: Akoonu RevWorks (+5.56%) - Among all products in this category, Akoonu RevWorks recorded the largest rating increase compared to last month *Last updated: July 14, 2026* ## How Does G2 Rank Salesforce AppExchange Apps Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 71,500+ Authentic Reviews - 425+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## Which Salesforce AppExchange Apps Is Best for Your Use Case? - **Highest User Satisfaction:** [Groove, a Clari Company](https://www.g2.com/products/groove-a-clari-company/reviews) - **Best Free Software:** [Cirrus Insight](https://www.g2.com/products/cirrus-insight/reviews) --- **Sponsored** ### Cobrowse.io Cobrowse is a collaborative browsing solution, designed to augment remote sales and support engagements with real-time human interaction. With Cobrowse, agents can offer tailored guidance to customers as they navigate any of your digital channels, on desktop and mobile, across the web or native iOS and Android mobile applications. The same powerful suite of tools is available for both web and mobile co-browsing: - Laser pointer - Annotation - Remote Control - Full Device Screen Share - Agent Present Mode With Universal Co-browsing, agents can stay in contact with customers as they browse third-party content, websites, and applications. The full suite of agent tools remains available across third-party content, allowing agents to provide personalized guidance throughout the customers’ digital journey. Seamless integration with enterprise CRM and CX solutions enables agents to escalate complex sales and support tickets to a collaborative browsing session without leaving the host interface. A range of flexible session initialization options and a fully customizable UI make the transition frictionless and provide a consistently branded experience across all channels. Current integrations include: - Salesforce - Genesys - Zendesk - Talkdesk - Intercom - Freshworks Cobrowse prioritizes data security, with compliant data redaction a key differentiator for businesses that deal with sensitive or private customer data. Private-by-default functionality means no images, text, or other content will be displayed unless specifically added to the allowlist, maintaining compliance with strict data protection regulations. For auditability, you can record every action the customer and agent take during a co-browsing session. Session replays provide an accurate, tamper-proof record of every interaction, which can be used for dispute resolution, to understand better how users navigate your digital platforms, or to improve agent training. For the ultimate in security, the same Cobrowse software that runs in the cloud is also available for enterprises to self-host in their cloud accounts, run in their on-premises data centers, or even deploy to air-gapped, protected networks. Proven to enhance customer and agent satisfaction, Cobrowse is trusted by businesses worldwide that prioritize customer service excellence. Co-browsing is used widely within remote sales and support environments to efficiently resolve complex enquiries and provide outstanding service when customers need it most. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=67&secure%5Bchosen_at%5D=2026-07-15T04%3A31%3A50Z&secure%5Bdisplayable_resource_id%5D=67&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=67&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=126970&secure%5Bresource_id%5D=67&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fsalesforce-appexchange-apps%3Fpage%3D13&secure%5Btoken%5D=689fd430be1a851ec96270599ab6f59e8446924a32a469a31b7e3a37cca3a63e&secure%5Burl%5D=https%3A%2F%2Fcobrowse.io%2F&secure%5Burl_type%5D=company_website) --- ## What Are the Top-Rated Salesforce AppExchange Apps Products in 2026? ### 1. [Decisions on Demand](https://www.g2.com/products/decisions-on-demand/reviews) Decisions on Demand makes complex lead assignment easy in Salesforce. Our flexible and scalable rules engine helps Marketing and Sales Operations teams route every Salesforce record to the right owner — quickly and accurately. Key capabilities include: \* Lead to Account Matching -- to support Account-Based Sales \* Round Robin Distribution and Load Balancing -- for fair distribution of leads across a group of reps \* Flexible geographic routing down to ZIP code level \* Support for any object, including Leads, Accounts, Opportunities, Contacts, Cases and custom objects. -------------- Free trial available on our AppExchange listing (https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000009vsUIEAY) **Who Is the Company Behind Decisions on Demand?** - **Seller:** [Decisions on Demand](https://www.g2.com/sellers/decisions-on-demand) - **Year Founded:** 2012 - **HQ Location:** Mountain View, US - **Twitter:** @decsond (118 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/decisions-on-demand/ (3 employees on LinkedIn®) ### 2. [Declarative Webhooks](https://www.g2.com/products/declarative-webhooks-2025-10-10/reviews) Declarative Webhooks is an AppExchange product with a declarative integration builder native to the Salesforce platform. This app allows you to declaratively build integrations with most REST integrations that use JSON or x-www-form-urlencoded calls. Further, you can execute integrations through process builder, flow, buttons, scheduled batches or apex. **Who Is the Company Behind Declarative Webhooks?** - **Seller:** [Omnitoria](https://www.g2.com/sellers/omnitoria-a6aef5f4-550b-4add-b590-c0428af1163b) - **Year Founded:** 2021 - **HQ Location:** El Segundo, US - **LinkedIn® Page:** https://www.linkedin.com/company/omnitoria (3 employees on LinkedIn®) ### 3. [DLRunner](https://www.g2.com/products/dlrunner/reviews) DLRunner is a Salesforce Data Loader automating data loader jobs and archiving. **Who Is the Company Behind DLRunner?** - **Seller:** [3 Creeks Technologies](https://www.g2.com/sellers/3-creeks-technologies) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/3-creeks-technologies-llc/ (1 employees on LinkedIn®) ### 4. [DupesPreventer](https://www.g2.com/products/dupespreventer/reviews) It is an admissible worldly fact that duplicates in Salesforce are troublesome. While duplicity is a genuine concern for all Salesforce administrators, it is equally a concern for the marketing departments aiming to track a campaign success. As an Organization, if you are facing the problem of duplicates, Salesforce wouldn’t reach it true potential for you. Yet, there is always a solution to any problem. To overcome the challenge of duplicity you can now avail to B&T’s Dupespreventer. Designed to detect duplicates of standard objects like accounts, contact, lead, lead to account, lead to contact, and vice versa arising from prospect entries, web-to-lead or integrated systems. With the help of this Application any duplicate entry can be blocked or reported based on your requirement. It can detect duplicates to Lead, Accounts, Contacts along with, “Lead to Contact” and “Lead to Account” and vice versa. As a distinctive feature, the application also provides the ability of a two way 'DUPLICATE CHECKER'. **Who Is the Company Behind DupesPreventer?** - **Seller:** [bnt-soft](https://www.g2.com/sellers/bnt-soft) - **Year Founded:** 2010 - **HQ Location:** Boston, US - **LinkedIn® Page:** http://www.linkedin.com/company/bnt-soft123 (132 employees on LinkedIn®) ### 5. [Duplicate Search and Merge](https://www.g2.com/products/duplicate-search-and-merge/reviews) Duplicate Search and Merge is a native deduplication application built for salesforce. It is an easy to use deduplication tool which cleanses the duplicate records using a simple yet powerful 5 step wizard-based approach to search duplicates on standard and custom objects. Duplicate Search and Merge helps customize filters for duplicate search, export duplicate records, perform mass merge and schedule jobs. It also helps in re-parenting of child records while merging the parent records Duplicate Search and Merge additionally provides the following functionalities: • Intuitive dashboard for managing duplicate data and automating jobs • Real-time info on duplicate groups and records of saved jobs • Fuzzy logic for selecting the record to retain • Save your searches for future use • Intelligent notification alerts on successful merge with the master record details **Average Rating:** 4.0/5.0 **Total Reviews:** 1 **How Do G2 Users Rate Duplicate Search and Merge?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.1/10) - **Ease of Use:** 10.0/10 (Category avg: 8.8/10) - **Quality of Support:** 10.0/10 (Category avg: 9.1/10) - **Ease of Admin:** 10.0/10 (Category avg: 8.6/10) **Who Is the Company Behind Duplicate Search and Merge?** - **Seller:** [Mirketa](https://www.g2.com/sellers/mirketa) - **Year Founded:** 2003 - **HQ Location:** Dublin, US - **Twitter:** @MirketaInc (125 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/mirketa-inc-/ (137 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Enterprise #### What Are Recent G2 Reviews of Duplicate Search and Merge? **"[Review for duplicate search and merge](https://www.g2.com/survey_responses/duplicate-search-and-merge-review-8734509)"** **Rating:** 4.0/5.0 stars *— Tarannum m.* [Read full review](https://www.g2.com/survey_responses/duplicate-search-and-merge-review-8734509) --- ### 6. [Easy Incentivizer](https://www.g2.com/products/easy-incentivizer/reviews) Easy Incentivizer helps businesses to calculate the commissions of their sales agents and managers automatically for the opportunities that they have closed-won. Thus, resolving the headache of managing commissions manually and removing all the manual interventions in calculating commissions. It is a 100% native app on Salesforce and requires no in-app purchase. Here are some of the features of Easy Incentivizer: 1. Commission calculated automatically on the first day of each month 2. Progressive Commissions can be calculated 3. Different Commission Criteria can be defined for each user. 4. Commission Criteria can be stored in a form of a template to be used for other users. 5. Personalized dashboards for each user to see their performance for the last 5 years. 6. Role Hierarchy set up so that sales agents cannot see the dashboard for other users. By using Easy Incentivizer businesses can: ✔ Save Time ✔ Save Costs ✔ Manage Commissions effectively ✔ Define Custom Commission Criteria ✔ Reduce Manual Workload ✔ Manage Performance of Sales Agents easily Your Commission Calculation was never so easy. INSTALL NOW for FREE to initiate Global Growth. **Who Is the Company Behind Easy Incentivizer?** - **Seller:** [Cyntexa Labs](https://www.g2.com/sellers/cyntexa-labs-38ddc1c5-4ba7-4e23-9360-d520484f3dec) - **Year Founded:** 2018 - **HQ Location:** San Francisco, US - **LinkedIn® Page:** https://www.linkedin.com/company/cyntexa (403 employees on LinkedIn®) ### 7. [EasySend](https://www.g2.com/products/easysend/reviews) EasySend is a no‑code platform for building and automating digital journeys. Forget static forms—turn customer onboarding, applications, quotes, service requests and other processes into personalized, end‑to‑end workflows that work across every channel. You can launch powerful digital experiences without writing code, connect them to your CRM, ERP and other apps to manage customers at scale, and optimize them with built‑in e‑signatures, integrations and analytics. Trusted by enterprises worldwide, EasySend meets stringent security standards—including SOC 2, GDPR and HIPAA—and accelerates digital transformation from fast onboarding to enterprise‑grade solutions. **Average Rating:** 4.4/5.0 **Total Reviews:** 16 **How Do G2 Users Rate EasySend?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.1/10) - **Ease of Use:** 7.6/10 (Category avg: 8.8/10) - **Quality of Support:** 8.7/10 (Category avg: 9.1/10) - **Ease of Admin:** 7.1/10 (Category avg: 8.6/10) **Who Is the Company Behind EasySend?** - **Seller:** [EasySend](https://www.g2.com/sellers/easysend) - **Year Founded:** 2016 - **HQ Location:** Tel Aviv, Israel - **Twitter:** @easy_send (293 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/easysend/ (56 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Insurance - **Company Size:** 48% Small-Business, 44% Mid-Market #### What Are EasySend's Pros and Cons? **Pros:** - Efficiency (6 reviews) - Intuitive (6 reviews) - Time Saving (6 reviews) - Customer Support (5 reviews) - Ease of Use (4 reviews) **Cons:** - Slow Performance (4 reviews) - Integration Issues (3 reviews) - Not Intuitive (3 reviews) - Slow Loading (3 reviews) - Bug Issues (2 reviews) ### What Do G2 Reviewers Say About EasySend? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **efficiency** of EasySend, highlighting its ease of use and quick implementation for customer support. - Users enjoy the **intuitive interface** of EasySend, facilitating easy adoption and customization for their unique needs. - Users value the **time-saving efficiency** of EasySend, enabling quick implementation and streamlined processes for non-technical users. - Users appreciate the **responsive customer support** of EasySend, enhancing their overall experience and satisfaction. - Users love the **ease of use** of EasySend, finding it efficient and user-friendly for document management. **Cons:** - Users report **slow performance** with EasySend, experiencing delays, especially when managing complex forms or after prolonged use. - Users face **integration issues** with EasySend, leading to errors and delays in implementation despite rigorous testing. - Users find EasySend **not intuitive** , struggling with complex forms and seeking improved user-friendliness in the workflow process. - Users experience **slow loading** issues with EasySend, particularly when handling large or complex forms, affecting usability. - Users face **bug issues** with EasySend, causing delays and errors during implementation and integration processes. #### What Are Recent G2 Reviews of EasySend? **"[User-Friendly No-Code Platform for Effortless Process and Form Building](https://www.g2.com/survey_responses/easysend-review-12694416)"** **Rating:** 5.0/5.0 stars *— Konjengbam M.* [Read full review](https://www.g2.com/survey_responses/easysend-review-12694416) --- **"[Demonstrated expertise and reliable support to streamline client interactions and internal processes](https://www.g2.com/survey_responses/easysend-review-11212852)"** **Rating:** 4.0/5.0 stars *— Verified User in Insurance* [Read full review](https://www.g2.com/survey_responses/easysend-review-11212852) --- #### What Are G2 Users Discussing About EasySend? - [What is EasySend used for?](https://www.g2.com/discussions/what-is-easysend-used-for) ### 8. [eSign Connect](https://www.g2.com/products/esign-connect/reviews) eSign Connect is an affordable DocuSign and Salesforce solution designed to enhance your business operations and elevate user experiences. With eSign Connect, you can effortlessly send documents and securely collect electronic signatures directly within Salesforce with no minimum license requirement, making it the perfect solution for small to mid-market businesses. **Who Is the Company Behind eSign Connect?** - **Seller:** [Appiphony](https://www.g2.com/sellers/appiphony) - **Year Founded:** 2009 - **HQ Location:** Chicago, IL - **Twitter:** @Appiphony (120 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1675445/ (40 employees on LinkedIn®) ### 9. [ExecAtlas](https://www.g2.com/products/execatlas/reviews) ExecAtlas is the executive relationship intelligence platform that transforms how dealmakers, revenue leaders, and business development professionals find and activate the connections that matter most. ExecAtlas gives you the full picture: verified executive profiles, org structures, board relationships, and the professional connections that turn cold accounts into opportunities. At its core, ExecAtlas is purpose-built master data management for executive relationships. That means the data isn't just comprehensive, it's clean, current, and trusted. We pull from authoritative sources like SEC filings, corporate websites, and verified third-party records to maintain profiles on more than 4 million executives and board members. When an executive moves, you know. When a new buying committee forms, you're ready. ExecAtlas connects with Salesforce, Microsoft Dynamics, and other leading CRMs, putting relationship intelligence where your team already works. Instead of cold outreach and guesswork, your reps can map warm paths into any target account using more than 600 million professional connections, finding the fastest route from your network to the decision maker who matters most. What ExecAtlas helps you do: - Identify the right contacts at any company, from C-suite to board level, with verified data you can act on - Track executive movement in real time so you reach new leaders before competitors do - Map relationship pathways that turn cold accounts into warm introductions - Strengthen CRM data quality by keeping executive records accurate and up to date automatically - Accelerate deal cycles by connecting go-to-market teams to decision makers through trusted relationships ExecAtlas is trusted by AM Law Top 50 firms, leading investment banks, and enterprise revenue teams that can't afford to work from stale data or cold outreach. ExecAtlas turns your network into your most reliable path to revenue. **Average Rating:** 4.3/5.0 **Total Reviews:** 2 **How Do G2 Users Rate ExecAtlas?** - **Ease of Use:** 8.3/10 (Category avg: 8.8/10) **Who Is the Company Behind ExecAtlas?** - **Seller:** [Equilar](https://www.g2.com/sellers/equilar) - **Company Website:** https://www.equilar.com - **Year Founded:** 2000 - **HQ Location:** Redwood City, US - **LinkedIn® Page:** https://www.linkedin.com/company/equilar/ (135 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 50% Enterprise, 50% Small-Business #### What Are Recent G2 Reviews of ExecAtlas? **"[ExecAtlas Streamlines Executive and Board Research in One Place](https://www.g2.com/survey_responses/execatlas-review-12706841)"** **Rating:** 5.0/5.0 stars *— Verified User in Staffing and Recruiting* [Read full review](https://www.g2.com/survey_responses/execatlas-review-12706841) --- ### 10. [Expedite Commerce](https://www.g2.com/products/expedite-commerce/reviews) Expedite Commerce is leading a transformative shift in revenue operations by embedding advanced AI into our cloud-based platform. Our AI-first solutions redefine the lead-to-cash process, enabling businesses to accelerate growth, optimize operations, and enhance customer engagement. Our offerings include AI-powered Configure-Price-Quote (CPQ), AI-powered Contract Lifecycle Management (CLM), Digital Experience Platform, eCommerce, and Recurring Billing solutions, all built to deliver impactful business outcomes. From Lead to Cash For Revenue Operations, Expedite Commerce provides a comprehensive suite of solutions, including Digital Experience Platform, eCommerce Storefront, AI-CPQ, and AI-CLM. Our intelligent automation and AI capabilities help sales teams breeze through quoting and contracting, allowing them to focus on engaging buyers effectively. From Subscription to Cash For Revenue Management, we offer Order Management, Subscription Billing, Revenue Recognition, and Revenue Forecast software, tailored for subscription-based B2B businesses. Our platform makes managing dynamic subscriptions and billing seamless, ensuring CFOs and finance leaders have real-time visibility and control over revenue streams. The Expedite Commerce Advantage Deep AI Integration: Our platform leverages advanced AI to streamline complex business processes, enabling faster quoting, contracting, and billing. Market Leadership: Positioned at the forefront of the AI revolution in revenue operations, we help our customers get an unfair advantage in a competitive market. Proven Track Record: With a global client base across 50 countries, we've demonstrated our ability to deliver meaningful, measurable results. Who We Empower Our solutions are designed for forward-thinking leaders in: Sales Operations: Free your sales team to focus on buyers by automating repetitive tasks, drive rep adoption with simplified user experience, accelerate sales with AI-powered interactions.  Marketing Operations: Drive seamless alignment between marketing and sales to exceed revenue goals, guide customers to the right products with digital guided selling, and help sales teams close deals faster with personalized deal rooms for customers.  Finance Operations: Optimize billing, revenue recognition, and forecasting for both physical products and subscription products, no matter how complex the products.  Industries We Serve We support industries where innovation is essential: SaaS Manufacturing XaaS IoT Communications Why Expedite Commerce? Expedite Commerce helps businesses achieve a seamless AI-first transformation with at least a 5x productivity impact. We make your transition to AI effortless, empowering you to lead in a fast-paced digital landscape. Whether it's engaging buyers more effectively, accelerating sales cycles, or driving sustained growth, Expedite Commerce has you covered. Join Our Mission We're reshaping the future of commerce through AI innovation. Join us and discover how Expedite Commerce can be the catalyst for your business transformation. **Average Rating:** 4.8/5.0 **Total Reviews:** 33 **How Do G2 Users Rate Expedite Commerce?** - **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.1/10) - **Ease of Use:** 9.6/10 (Category avg: 8.8/10) - **Quality of Support:** 9.8/10 (Category avg: 9.1/10) - **Ease of Admin:** 9.3/10 (Category avg: 8.6/10) **Who Is the Company Behind Expedite Commerce?** - **Seller:** [Expedite Commerce](https://www.g2.com/sellers/expedite-commerce) - **Year Founded:** 2008 - **HQ Location:** Plano, TX - **Twitter:** @exp_commerce (14 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1617872/ (47 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Telecommunications, Information Technology and Services - **Company Size:** 61% Mid-Market, 21% Enterprise #### What Are Expedite Commerce's Pros and Cons? **Pros:** - Customizability (1 reviews) - Customization Options (1 reviews) **Cons:** - Slow Performance (1 reviews) ### What Do G2 Reviewers Say About Expedite Commerce? *AI-generated summary from verified user reviews* **Pros:** - Users value the **extensive customizability** of Expedite Commerce, enabling tailored solutions for various order requirements. - Users value the **vast customization options** in Expedite Commerce, enabling tailored quotes and templates for various needs. **Cons:** - Users experience **slow performance** , with delays in navigating options and completing multiple steps for quotes. #### What Are Recent G2 Reviews of Expedite Commerce? **"[Very good cpq and billing solution](https://www.g2.com/survey_responses/expedite-commerce-review-9532297)"** **Rating:** 4.0/5.0 stars *— Verified User in Telecommunications* [Read full review](https://www.g2.com/survey_responses/expedite-commerce-review-9532297) --- **"[Smooth project, and very professional company to work with.](https://www.g2.com/survey_responses/expedite-commerce-review-6715295)"** **Rating:** 5.0/5.0 stars *— Jeronimo J.* [Read full review](https://www.g2.com/survey_responses/expedite-commerce-review-6715295) --- #### What Are G2 Users Discussing About Expedite Commerce? - [What is Expedite Commerce used for?](https://www.g2.com/discussions/what-is-expedite-commerce-used-for) ### 11. [ExtendInsights](https://www.g2.com/products/extendinsights/reviews) Start working from one place without jumping between systems. ExtendInsights connects your business data across NetSuite, Salesforce, HubSpot, Google Analytics, Stripe, Chargebee, and more directly into Excel. There, you can analyze, update, and report on live data without time-consuming exports, CSV processes, or manual rework. Instead of exporting from each system and stitching data together manually, ExtendInsights lets you access everything in one place—live, connected, and ready to go. Writeback is also available for NetSuite, Salesforce, and HubSpot. Whether you’re building live financial reports, updating records in bulk, analyzing saved searches or queries, combining multiple data sources, or creating executive dashboards, ExtendInsights eliminates manual steps and accelerates every part of your workflow. ExtendInsights brings analytics, data management, and financial reporting together in a single Excel-based experience. Create, edit, and update records in NetSuite, Salesforce, and HubSpot while simultaneously analyzing live data, all without switching tools or relying on CSVs. The result is faster workflows, fewer errors, and more time spent on insights instead of data preparation. Your team already works in Excel. Now they can do everything there. Key features: Visualize data using dynamic pivot tables and charts Build fast, accurate, and auditable financial reports Leverage data source security to keep data secure CloudExtend empowers users to make faster, more insightful decisions by creating innovative, user-friendly applications that integrate workplace productivity tools with platforms they use every day to automatically add emails, events, and files to NetSuite from Gmail and Outlook, or use Excel and Power BI to improve reporting and analysis capabilities for popular data sources. Our integration apps eliminate hundreds of hours of manual work, significantly reduce data import times, and provide a 360-degree view of customer activity. **Average Rating:** 4.5/5.0 **Total Reviews:** 40 **How Do G2 Users Rate ExtendInsights?** - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.1/10) - **Ease of Use:** 8.3/10 (Category avg: 8.8/10) - **Quality of Support:** 9.1/10 (Category avg: 9.1/10) - **Ease of Admin:** 9.3/10 (Category avg: 8.6/10) **Who Is the Company Behind ExtendInsights?** - **Seller:** [CloudExtend by Celigo](https://www.g2.com/sellers/cloudextend-by-celigo) - **Company Website:** https://www.cloudextend.io/ - **Year Founded:** 2007 - **HQ Location:** Redwood City, US - **Twitter:** @cloudextendIO (253 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/cloudextend/ (17 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Retail - **Company Size:** 50% Mid-Market, 45% Small-Business #### What Are ExtendInsights's Pros and Cons? **Pros:** - Ease of Use (5 reviews) - Integrations (4 reviews) - Data Management (3 reviews) - Accuracy of Information (2 reviews) - Data Analysis (2 reviews) **Cons:** - Complexity (2 reviews) - Data Management (2 reviews) - Form Design (2 reviews) - Learning Curve (2 reviews) - Slow Data Loading (2 reviews) ### What Do G2 Reviewers Say About ExtendInsights? *AI-generated summary from verified user reviews* **Pros:** - Users find **ExtendInsights easy to use** , streamlining data management and enhancing productivity with convenient features. - Users appreciate the **seamless integrations** with multiple platforms, enhancing data management and cloud capabilities effortlessly. - Users value the **ease of use in data management** with ExtendInsights, streamlining journal entries and template creation. - Users appreciate the **accuracy of information** provided by ExtendInsights, facilitating data-driven decisions and seamless integration. - Users value the **efficient data analysis capabilities** of ExtendInsights, significantly speeding up reporting processes and improving convenience. **Cons:** - Users find the **complexity** of creating templates frustrating, with unclear field usage and slow error reporting. - Users find the **data reading limitations** of ExtendInsights frustrating, as it complicates data retrieval and slows down processes. - Users find **form design challenging** , experiencing confusion over fields and slow error reporting during uploads. - Users find the **learning curve steep** , especially in selecting templates and understanding technical aspects. - Users experience **slow data loading** as it fetches data in increments, impacting efficiency and user satisfaction. #### What Are Recent G2 Reviews of ExtendInsights? **"[A Huge Time-Saver for Bulk NetSuite Record Updates](https://www.g2.com/survey_responses/extendinsights-review-13061561)"** **Rating:** 4.5/5.0 stars *— Sarah M.* [Read full review](https://www.g2.com/survey_responses/extendinsights-review-13061561) --- **"[Extend Insights Transformed Our NetSuite Close with Flexible, Large Uploads](https://www.g2.com/survey_responses/extendinsights-review-13060140)"** **Rating:** 5.0/5.0 stars *— Jeffrey F.* [Read full review](https://www.g2.com/survey_responses/extendinsights-review-13060140) --- #### What Are G2 Users Discussing About ExtendInsights? - [What is CloudExtend Excel For NetSuite used for?](https://www.g2.com/discussions/what-is-cloudextend-excel-for-netsuite-used-for) - [What is CloudExtend Excel for Salesforce used for?](https://www.g2.com/discussions/what-is-cloudextend-excel-for-salesforce-used-for) ### 12. [FieldKo](https://www.g2.com/products/fieldko/reviews) Welcome to FieldKo™ – the ultimate, all-in-one inspection management platform built natively on Salesforce – designed to simplify your life and keep your business running smoothly. We're here to turn complex inspection problems into simple real-time solutions, bridging the gap between challenges and results. Whether you're in property management, manufacturing, hospitality, or healthcare, FieldKo has your business covered. Why Choose FieldKo? FieldKo was designed to optimize the inspection experience for teams on the go. Built on Salesforce, our platform harnesses the power of AI to deliver transformative inspection management solutions, including: - AI-powered insights and real-time decision-making - Low code/no code implementation - Digital checklists, forms, and surveys - Configurable features for easy adoption across industries - Analytics, reporting, and 'Customer 360' source of truth within Salesforce - Mobile access, connection, and security We want every one of our customers to experience peace of mind, knowing that their inspection management needs are in the best hands. We're here to make our customers look like heroes on the job and provide innovative solutions that save time, reduce risks, and ensure safety. Our Commitment to Safety & Reliability At FieldKo, we're safety-obsessed. We understand the importance of thorough inspections and are dedicated to providing unparalleled safety solutions. With a commitment to innovation and expertise, we continue to strive for excellence in streamlining inspection processes, guaranteeing data accuracy, and delivering the tools businesses need to succeed. **Average Rating:** 4.3/5.0 **Total Reviews:** 2 **How Do G2 Users Rate FieldKo?** - **Ease of Use:** 7.5/10 (Category avg: 8.8/10) - **Quality of Support:** 9.2/10 (Category avg: 9.1/10) **Who Is the Company Behind FieldKo?** - **Seller:** [FieldKo](https://www.g2.com/sellers/fieldko) - **HQ Location:** Melbourne, AU - **LinkedIn® Page:** https://www.linkedin.com/company/fieldko/ (4 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### What Are Recent G2 Reviews of FieldKo? **"[Use of FieldKO for the smooth business](https://www.g2.com/survey_responses/fieldko-review-9447253)"** **Rating:** 4.5/5.0 stars *— Verified User in Accounting* [Read full review](https://www.g2.com/survey_responses/fieldko-review-9447253) --- **"[FieldKo an 8 out of 10](https://www.g2.com/survey_responses/fieldko-review-8713718)"** **Rating:** 4.0/5.0 stars *— Stephanie V.* [Read full review](https://www.g2.com/survey_responses/fieldko-review-8713718) --- ### 13. [FieldWorkMobility](https://www.g2.com/products/fieldworkmobility/reviews) FieldWorkMobility is an enterprise class field sales app utilized by thousands of businesses worldwide! FieldWorkMobility offers a complete solution that helps sales reps perform end-to-end sales process right from lead gen -\>prospecting -\>engagement -\> invoicing. **Who Is the Company Behind FieldWorkMobility?** - **Seller:** [CBS Information Systems](https://www.g2.com/sellers/cbs-information-systems) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) ### 14. [FilesConnect](https://www.g2.com/products/filesconnect/reviews) FilesConnect is a way to connect Google Drive & Workspace files with Salesforce. **Who Is the Company Behind FilesConnect?** - **Seller:** [FilesConnect](https://www.g2.com/sellers/filesconnect) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/filesconnect/ (2 employees on LinkedIn®) ### 15. [File ZIPO](https://www.g2.com/products/file-zipo/reviews) File ZIPO: A native Salesforce application designed for developers & admins to sync files to external cloud storage accounts, viz. OneDrive, Amazon S3, Google Drive, Dropbox & Box.com, or ZIP Files to save/share. It facilitates easy file management with Filter & Overwrite features. It reduces the manual effort of users & increases their productivity. **Who Is the Company Behind File ZIPO?** - **Seller:** [Tech9logy Creators](https://www.g2.com/sellers/tech9logy-creators-c0878a76-7571-429f-bf41-549fe1aed833) - **Year Founded:** 2014 - **HQ Location:** Clearwater, us - **Twitter:** @t9lcreators (178 Twitter followers) - **LinkedIn® Page:** http://www.linkedin.com/company/comprehensive-surgery-center-llc (9 employees on LinkedIn®) ### 16. [Flexpricer®](https://www.g2.com/products/flexpricer/reviews) Flexpricer is a 100% native CPQ app for Salesforce Sales Cloud that helps users quote their products and services using different pricing models and configurations. It includes 38 out-of-the-box pricing, quoting and product configuration features enabled in combinations to deliver a high-quality, industry-led CPQ setups directly into Sales Cloud with minimal implementation effort. Industries that benefit from using Flexpricer include: \* Manufacturing \* Healthcare and Medical Products \* Insurance \* SaaS Subscriptions, Amendments, Renewals and Revenue Recognition \* Professional Services \* Resellers and Distributors To reduce the need for retained knowledge by users and/or spreadsheets, the app includes functionality to help reps with upselling, cross-selling and automating prices based on purchasing account, quantity or introducer. Flexpricer helps reduce technical debt in the organization as its functionality is driven by data records, not complex rules. This means that it is straightforward for Salesforce Administrators to set up, support and create Agentforce actions around. The enhanced pricing and quoting functionality extends standard Salesforce without the need for custom Opportunity, Quote or Product objects, which allows administrators to take full advantage of reporting, pipeline, forecasting, quota-management and other Sales Cloud features they currently license from Salesforce. Due its extension of standard Sales Cloud and data-driven approach, there is no need for the business to retain expensive, dedicated CPQ specialists on their team. **Who Is the Company Behind Flexpricer®?** - **Seller:** [CRM.Team](https://www.g2.com/sellers/crm-team) - **Year Founded:** 2011 - **HQ Location:** Bishop's Stortford, GB - **LinkedIn® Page:** https://www.linkedin.com/company/crm-team-global/ (3 employees on LinkedIn®) ### 17. [Full Circle Insights](https://www.g2.com/products/full-circle-insights/reviews) Full Circle Insights is the Attribution Modeling and Funnel Measurement Solution Built for Salesforce As your Salesforce data experts, we help marketing and sales teams connect in a central location to finally deliver accurate attribution, build funnels, and create data-driven strategies that drive revenue. The Full Circle Insights team comprises former Salesforce executives, marketing experts, product managers, and automation specialists who understand how valuable data is – and how frustrating it can be to get. Our powerful, Salesforce-native solution empowers your team to easily create multiple attribution models and funnels, measure sales and marketing impact, and align company-wide while keeping your data safe in Salesforce. **Average Rating:** 4.0/5.0 **Total Reviews:** 133 **How Do G2 Users Rate Full Circle Insights?** - **Has the product been a good partner in doing business?:** 8.2/10 (Category avg: 9.1/10) - **Ease of Use:** 6.6/10 (Category avg: 8.8/10) - **Quality of Support:** 7.9/10 (Category avg: 9.1/10) - **Ease of Admin:** 6.4/10 (Category avg: 8.6/10) **Who Is the Company Behind Full Circle Insights?** - **Seller:** [CONQUER](https://www.g2.com/sellers/conquer) - **Company Website:** https://conquer.io - **Year Founded:** 2007 - **HQ Location:** Reno, NV - **LinkedIn® Page:** https://www.linkedin.com/company/727098/ (82 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 82% Mid-Market, 15% Enterprise #### What Are Full Circle Insights's Pros and Cons? **Pros:** - Collaboration (1 reviews) - Contact Management (1 reviews) - CRM Integration (1 reviews) - Customer Acquisition (1 reviews) - Customer Support (1 reviews) **Cons:** - Dashboard Issues (1 reviews) - Inefficient Reporting (1 reviews) - Lack of Flexibility (1 reviews) - Limited Customization (1 reviews) - Limited Features (1 reviews) ### What Do G2 Reviewers Say About Full Circle Insights? *AI-generated summary from verified user reviews* **Pros:** - Users value the **seamless collaboration** within Full Circle Insights, benefiting from its integration with Salesforce. - Users value the **native Salesforce integration** for seamless contact management and streamlined funnel oversight. - Users appreciate the **CRM integration with Salesforce** , enabling streamlined management of their sales funnel in one place. - Users value the **seamless Salesforce integration** for effective funnel management within a single system. - Users value the **integrated customer support** of Full Circle Insights, effectively managing everything within Salesforce. **Cons:** - Users find **dashboard issues** due to limitations in reporting functionality, requiring adjustments per individual report. - Users find **inefficient reporting** in Full Circle Insights, relying heavily on Salesforce for limited reporting capabilities. - Users find the **lack of flexibility** in Full Circle Insights' reporting limits their ability to customize insights effectively. - Users find **limited customization** in Full Circle Insights due to reliance on Salesforce's reporting capabilities. - Users find **limited features** in Full Circle Insights' reporting, relying heavily on Salesforce for in-depth functionality. #### What Are Recent G2 Reviews of Full Circle Insights? **"[A game changer](https://www.g2.com/survey_responses/full-circle-insights-review-3536844)"** **Rating:** 5.0/5.0 stars *— Dipika R.* [Read full review](https://www.g2.com/survey_responses/full-circle-insights-review-3536844) --- **"[Full Funnel attribution tracking solution](https://www.g2.com/survey_responses/full-circle-insights-review-6732110)"** **Rating:** 5.0/5.0 stars *— Amanda S.* [Read full review](https://www.g2.com/survey_responses/full-circle-insights-review-6732110) --- #### What Are G2 Users Discussing About Full Circle Insights? - [What is Full Circle Insights used for?](https://www.g2.com/discussions/what-is-full-circle-insights-used-for) - 1 comment ### 18. [FusionIQ](https://www.g2.com/products/fusioniq/reviews) FusionIQ is a cloud-native wealth management platform designed to empower financial institutions and advisors by providing scalable, modular, and integrated digital solutions. It enables users to launch cost-effective, private-labeled investing and advisory services tailored to clients across various wealth brackets. With its intuitive interface and comprehensive features, FusionIQ facilitates digital transformation, allowing institutions to offer a seamless investment experience. Key Features and Functionality: - Modular Design: FusionIQ offers four core modules—Hybrid Digital Advice, Self-Directed Investing, Digital Marketplace, and finTAMP—that can be implemented individually or as a comprehensive suite, providing flexibility to meet specific business needs. - Digital Onboarding: The platform streamlines client onboarding with automated workflows, enabling new clients to be onboarded in as little as five minutes, enhancing operational efficiency. - Model Marketplace: Users gain access to a growing library of investment models, ensuring diverse and tailored investment strategies for clients. - Multi-Custodian Integration: FusionIQ seamlessly integrates with multiple custodians, including Pershing, Fidelity, DriveWealth, and Apex Clearing, offering versatility in asset management. - Multilingual Support: The platform supports multiple languages, catering to a diverse client base and expanding market reach. Primary Value and Solutions Provided: FusionIQ addresses the challenges financial institutions face in digital transformation by offering a unified platform that enhances client engagement, operational efficiency, and scalability. By integrating various investment services into a single digital workflow, it eliminates friction between front, middle, and back offices, resulting in increased productivity and profitability. The platform's rapid implementation timeline—completing white-label integrations in as little as six weeks—allows institutions to quickly adapt to market demands and offer modern investment solutions. Additionally, FusionIQ's commitment to data security, demonstrated by its SOC 2 Type II compliance, ensures the protection of sensitive client information, fostering trust and reliability. **Who Is the Company Behind FusionIQ?** - **Seller:** [Experian](https://www.g2.com/sellers/experian) - **Year Founded:** 1826 - **HQ Location:** Dublin, Ireland - **Twitter:** @Experian_US (38,771 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/experian (26,191 employees on LinkedIn®) - **Ownership:** LSE: EXPNL ### 19. [FusionSync](https://www.g2.com/products/fusionsync/reviews) FusionSync is a web-based application that helps in transferring data between QuickBooks Online and Salesforce. It saves the user from manually entering customers, invoices, estimates, payments, and item-related data in the softwares. This product will make sure that both the Sales and Finance teams get access to the important data without relying on anyone for this information. Salesforce and QuickBooks Online (QBO) users prefer FusionSync for streamlining operations and improving efficiency. Without adding any duplicate entries, your Sales team can close deals in Salesforce, and on a real-time basis, your accounting team will instantly receive the financial details. Similarly, any updates in QuickBooks are reflected in Salesforce, providing a two-way synchronization that keeps everyone on the same page. FusionSync helps small businesses or growing enterprises to manage their workflows and build reliability and scalability. Be it complex or easy transactions, this software is intelligent when it comes to mapping and error-handling features that ensure smoother data transfer, reduce errors, and save time. **Who Is the Company Behind FusionSync?** - **Seller:** [Dancing Digits Pvt Ltd](https://www.g2.com/sellers/dancing-digits-pvt-ltd) - **Year Founded:** 2020 - **HQ Location:** Delhi , IN - **LinkedIn® Page:** https://linkedin.com/company/dancing-numbers (24 employees on LinkedIn®) ### 20. [Geminid Systems CRM](https://www.g2.com/products/geminid-systems-crm/reviews) Manage your business processes, customer data, and automate sales **Who Is the Company Behind Geminid Systems CRM?** - **Seller:** [Geminid Systems](https://www.g2.com/sellers/geminid-systems) - **Year Founded:** 2015 - **HQ Location:** Redwood City, US - **LinkedIn® Page:** https://www.linkedin.com/company/geminid-systems/ (11 employees on LinkedIn®) ### 21. [Gimbal Barcode](https://www.g2.com/products/gimbal-barcode/reviews) Scan barcodes for any Standard or Custom Object in Salesforce. Common use cases; Asset Tracking, Inventory, Fulfillment, Service & Repair, Point of Sale, Attendance and Event Management and others. **Who Is the Company Behind Gimbal Barcode?** - **Seller:** [Gimbal Logic](https://www.g2.com/sellers/gimbal-logic) - **Year Founded:** 2012 - **HQ Location:** Dallas, US - **Twitter:** @GimbalLogic (233 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/gimbal-logic (2 employees on LinkedIn®) ### 22. [Gimbal Inventory](https://www.g2.com/products/gimbal-inventory/reviews) Gimbal Inventory is a 100% native application on the Salesforce platform providing accuracy, simplicity, and visibility into your inventory. Out-of-the-box functionality for Receiving (making inventory go up), Consuming (making inventory go down), and Transferring (moving inventory between locations). Customizable to interface with Standard Objects (Opportunities, Accounts, Cases, Work Orders, etc) and Custom Objects. Contact us directly for assistance setting-up a customized proof-of-concept implementation in your Sandbox or Developer org. **Who Is the Company Behind Gimbal Inventory?** - **Seller:** [Gimbal Logic](https://www.g2.com/sellers/gimbal-logic) - **Year Founded:** 2012 - **HQ Location:** Dallas, US - **Twitter:** @GimbalLogic (233 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/gimbal-logic (2 employees on LinkedIn®) ### 23. [GRAX](https://www.g2.com/products/grax/reviews) GRAX is paving the way for change in the backup industry by combining Salesforce data backup, recovery, and archiving with scalable data operations (DataOps). The same tool that lets you backup and recover your SaaS data is also the best way to capture, ingest and integrate that backup and archive data into your DataOps ecosystem. The most iconic companies in the world use GRAX to: ➜ Get 4X higher ROI than traditional backup tools ➜ Take ownership and control of all data stored in Salesforce ➜ Backup and recover multiple Salesforce Orgs ➜ Reduce storage costs and improve Org performance ➜ Use backup/archived data in production analytics ➜ Add external data into Salesforce ➜ Bring Salesforce data & metadata into data warehouses ➜ Unify data and reporting across multiple orgs ➜ Improve global compliance and governance ➜ Make better predictions through change data analysis ➜ Monitor changes in customer health ➜ Find new pipeline opportunities across disparate orgs Your Salesforce backup and archive data has strategic value. GRAX helps you maximize that value by letting you use your historical data to ADAPT FASTER. **Who Is the Company Behind GRAX?** - **Seller:** [GRAX](https://www.g2.com/sellers/grax) - **Year Founded:** 2018 - **HQ Location:** Boston, US - **Twitter:** @GRAXdv (115 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/grax/ (26 employees on LinkedIn®) ### 24. [GridMate](https://www.g2.com/products/gridmate-2024-01-23/reviews) GridMate is a powerful productivity suite of over 30 components that has revolutionized the way users work in Salesforce. Designed to enhance the User Experience, it is built on the lightning framework with an easy-to-use interface that allows users to quickly and efficiently create, edit, and manage their data. Users can streamline their workflow, reduce errors, and improve data accuracy, all while saving time and increasing productivity. With spreadsheet-like inline editing capabilities and an enhanced 360 view of your data providing a single source of truth in one pane, users can reduce clicks by over 93% and customize how they visualize data. GridMate is a game-changer for businesses that rely on Salesforce. With its intuitive design, powerful User Experience enhancements, and ability to improve productivity, GridMate is the ultimate tool for anyone looking to get the most out of their Salesforce investment and increasing utilization within their orgs. **Who Is the Company Behind GridMate?** - **Seller:** [GridPal](https://www.g2.com/sellers/gridpal) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) ### 25. [GSP Account Planning](https://www.g2.com/products/gsp-account-planning/reviews) Create actionable account plans for strategic customers directly in Salesforce. Designed for superior ease of use, it also delivers powerful key account planning capabilities beyond standard functionality, including contact heat maps, objective outcome tracking, detailed whitespace analysis, and automated revenue KPIs. EXECUTABLE ACCOUNT PLANS ✔ Define clear goals and measurable objectives for key customers. ✔ Track stakeholder relationships and influence using heatmaps ✔ Conduct whitespace analysis and stakeholder mapping ✔ Compare revenue versus account-specific targets SUPERB ACCOUNT PLANNING FEATURES ✔ Whitespace analysis, stakeholder mapping, account segmentation, and more. ✔ Automatic linkage between opportunities and account plans. ✔ Account Health Reviews to monitor continued account progress. FLEXIBLE ACCOUNT PLAN TEMPLATE ✔ Tailor the account planning template to match your specific business needs. ✔ Link internal teams and key stakeholders to each account plan. ✔ Customize pre-built reports and dashboards to suit your process. 100% Salesforce-native app; all your data stays in your Salesforce environment. At The Gary Smith Partnership (GSP), we build straightforward, powerful apps that work inside Salesforce. Designed to deliver critical business benefits, these apps enable sales teams to get Salesforce doing what they need. **Average Rating:** 5.0/5.0 **Total Reviews:** 2 **How Do G2 Users Rate GSP Account Planning?** - **Ease of Use:** 10.0/10 (Category avg: 8.8/10) - **Quality of Support:** 10.0/10 (Category avg: 9.1/10) **Who Is the Company Behind GSP Account Planning?** - **Seller:** [The Gary Smith Partnership](https://www.g2.com/sellers/the-gary-smith-partnership) - **Year Founded:** 2013 - **HQ Location:** Woking, GB - **LinkedIn® Page:** https://www.linkedin.com/company/garysmithpartnership (6 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Mid-Market #### What Are Recent G2 Reviews of GSP Account Planning? **"[Revolutionised Our Account Planning Process](https://www.g2.com/survey_responses/gsp-account-planning-review-12765033)"** **Rating:** 5.0/5.0 stars *— Matthew B.* [Read full review](https://www.g2.com/survey_responses/gsp-account-planning-review-12765033) --- **"[Moving 60% existing account revenue to over 80%](https://www.g2.com/survey_responses/gsp-account-planning-review-12811760)"** **Rating:** 5.0/5.0 stars *— Oliver B.* [Read full review](https://www.g2.com/survey_responses/gsp-account-planning-review-12811760) --- ## What Is Salesforce AppExchange Apps? [Marketplace Apps](https://www.g2.com/categories/marketplace-apps) ## What Software Categories Are Similar to Salesforce AppExchange Apps? - [Sales Analytics Software](https://www.g2.com/categories/sales-analytics) - [AI Sales Assistant Software](https://www.g2.com/categories/ai-sales-assistant) - [Sales Engagement Software](https://www.g2.com/categories/sales-engagement) --- ## How Do You Choose the Right Salesforce AppExchange Apps? ### What You Should Know About Salesforce Appexchange Apps Software ### What is Salesforce Appexchange Apps Software? The Salesforce AppExchange contains third-party apps and services that operate within the Salesforce platform. This means that every app developed for this marketplace is made specifically for Salesforce users. These apps extend usage of Salesforce by offering features the platform doesn’t already have. For example, a business may want to streamline their document signature process by having an electronic document signature feature within Salesforce, as opposed to purchasing a completely separate document signature product. Besides applications, the AppExchange offers several application components which are the building blocks to create an app without code. It also offers many different app templates and workflow solutions. The marketplace offers Salesforce Lab applications; these applications are built by Salesforce employees. Through the Partner Program, the AppExchange gives developers or vendors a central place to publish apps for Salesforce. The process of creating an app for this marketplace starts with a developer or vendor creating a custom application that is helpful for businesses. From there, developers can share their applications with other Salesforce users by registering and publishing the app on the Salesforce AppExchange. Developers can create demos of their apps, allowing others to see what it can offer before installing the application. Throughout this entire process, the developer works with a Salesforce Partner administrator who helps build, distribute, and market the application. Salesforce Partner administrators help make sure the product performs as intended. Key Benefits of Salesforce Appexchange Apps Software - Extends Salesforce features - Allows users to browse and download thousands of different applications for different use cases - Saves money for users that choose different applications or extensions over a full product ### Why Use Salesforce Appexchange Apps Software? Applications on the AppExchange are built for integration in Salesforce. Businesses that prefer to have most of their tools accessible in a single platform will find this more appealing than purchasing separate products. The AppExchange makes it easy to obtain the application or extension once downloaded by the user. Whether the app is free or paid, the user must download the product for it to appear on Salesforce. Third-party installations, consultations, or integration specialists are not required. However, the AppExchange offers easy access to services including Salesforce consultants. Using the AppExchange is a simple solution for businesses that already have Salesforce implemented. The Salesforce AppExchange is appealing to users because of its marketplace. Users can browse thousands of applications at their leisure and reference reviews, recorded demos, case studies, white papers, and other useful information on the product’s AppExchange profile. Users can save products and reference their saved products on a single page to compare them. In addition, users trust the marketplace due to the lengthy application publishing process and access to real user reviews. ### Who Uses Salesforce Appexchange Apps Software? The general public can browse and demo AppExchange listings. However, to have permission to install AppExchange apps, Salesforce admins and other users need different permissions. **General public —** The general public can use the Salesforce AppExchange to browse different tools and software. They can also demo different listings. **Developers —** Developers need specific permissions to publish or upload their application to the Salesforce AppExchange. They might use the AppExchange to offer a demo of their application as well. This allows them to receive feedback about the application before it’s fully done. **Software buyers —** Many software buyers that use Salesforce will use the Salesforce AppExchange to browse available tools and demo different integrations before they embed them within their business’s workflow. ### Kinds of Salesforce Appexchange Apps Software The Salesforce AppExchange holds thousands of applications—that number grows every day. There are several main categories each application and extension is under for organizational purposes. **Finance tools —** Finance applications range from accounting applications to invoice processing tools. Corporate finance and accounting teams benefit from integrating finance tools within Salesforce, especially since the CRM data syncs seamlessly with the finance apps, making accounting and financial management workflows run smoothly. **HR tools —** Applications in the marketplace that cater to the human resources industry offer many tools for different HR situations. Popular tools include organizational chart creators, recruitment trackers and employee onboarding tools. **Sales tools —** Since Salesforce is a sales tool, sales applications from the Salesforce AppExchange Marketplace offer tools with niche abilities that integrate with the native platform. Tools including e-signature, sales territory assignment, and quote management tools are popular tools amongst sales teams. **Customer service tools —** Customer service tools on the AppExchange help customer support teams expand the existing customer support features included in Salesforce. Tools that help customer service teams range from automatic dialers to [survey tools](https://www.g2.com/categories/survey) and [online form builders](https://www.g2.com/categories/online-form-builder) for efficient customer feedback. **IT and admin tools —** IT and admin tools on the AppExchange cater to IT and administrative professionals. These tools streamline specific processes within Salesforce. This category usually offers feedback tools and product connectors that measure specific product issues, as well as tools that automate simple technological requests. **Marketing tools —** Marketing tools on the AppExchange help streamline marketing workflows related to email marketing and product marketing. Tools that users benefit from include online form builders, surveys and email or SMS marketing workflow automation. **Integration tools —** Integration tools help users easily integrate existing product features into Salesforce. These applications are often called connectors. For example, a business might want to sync data from one product to Salesforce. That business could find a marketplace application for that specific product and that specific task. ### Potential Issues with Salesforce Appexchange Apps Software Despite offering thousands of applications, it’s still possible for users to come up short when searching for an application to fit their needs. This could be because the product the user has in mind is too niche or isn’t available yet. Users that can’t find an application to suit their needs should consider that the marketplace is an ever-growing entity and new applications appear constantly. ### Software and Services Related to Salesforce Appexchange Apps Software The AppExchange is one of many marketplaces users can visit for third-party applications: [**ServiceNow Marketplace Apps**](https://www.g2.com/categories/servicenow-store-apps) **—** Like the Salesforce AppExchange, ServiceNow Marketplace Apps are third-party applications that integrate with ServiceNow. Users can access this marketplace on the ServiceNow store and browse thousands of applications to enhance their ServiceNow experience. [**G Suite Marketplace**](https://www.g2.com/categories/g-suite-marketplace) **—** The G Suite Marketplace has applications specifically made for G Suite products. These applications can be downloaded in the marketplace and integrated in the G Suite application. Applications include productivity tools, creative tools, and marketing tools. [**VR marketplace**](https://www.g2.com/categories/vr-marketplace) **—** A VR marketplace is an online marketplace platform that allows users to explore VR content that integrates with their VR hardware. Similar to application marketplaces, this platform allows users to browse and download VR content. [**Salesforce CRM document generation software**](https://www.g2.com/categories/salesforce-crm-document-generation) **—** Salesforce CRM document generation software is a third-party solution for Salesforce users. It allows users to generate, customize, edit, and produce data driven documents within the platform. --- ## What Are the Most Common Questions About Salesforce AppExchange Apps? ### What are the average costs of Salesforce AppExchange Apps? The average costs of Salesforce AppExchange Apps vary significantly, with many apps priced between $10 to $300 per user per month. Some popular apps like DocuSign for Salesforce and Conga Composer have pricing tiers that reflect their feature sets, with entry-level options starting around $15 per user per month, while more comprehensive solutions can exceed $200 per user per month. Additionally, many apps offer free trials or tiered pricing based on usage, which can influence overall costs. ### How do Salesforce AppExchange Apps integrate with existing Salesforce features? Salesforce AppExchange Apps integrate seamlessly with existing Salesforce features by leveraging APIs and built-in connectors, allowing for enhanced functionality such as data synchronization and workflow automation. For instance, apps like Conga Composer and DocuSign eSignature are noted for their ability to streamline document generation and electronic signatures directly within Salesforce, improving user efficiency. Additionally, many apps offer customization options that enable users to tailor features to their specific business processes, ensuring a cohesive experience across the Salesforce platform. ### What are the most common use cases for Salesforce AppExchange Apps? The most common use cases for Salesforce AppExchange Apps include enhancing customer relationship management (CRM) capabilities, automating sales processes, integrating with third-party applications, and improving data analytics and reporting. Popular apps like DocuSign for Salesforce streamline e-signature processes, while Conga Composer automates document generation. Additionally, apps such as Mailchimp for Salesforce facilitate email marketing integration, and Salesforce CPQ optimizes pricing and quoting processes, showcasing the diverse functionalities available to users. ### How do I evaluate the user experience of different Salesforce AppExchange Apps? To evaluate the user experience of Salesforce AppExchange Apps, focus on user reviews and ratings, which highlight satisfaction levels and common issues. Look for apps with high ratings, such as Salesforce CPQ, which has a 4.5-star rating, and Salesforce Inbox, rated at 4.4 stars, indicating strong user approval. Analyze feature lists for usability aspects and check for feedback on customer support and integration capabilities. Additionally, consider the number of reviews, as a larger sample size can provide more reliable insights into user experience. ### What support options are available for Salesforce AppExchange Apps? Salesforce AppExchange Apps typically offer a variety of support options, including email support, live chat, and extensive documentation. Many apps also provide community forums for user interaction and troubleshooting. For instance, products like Conga Composer and DocuSign integrate customer support directly within their platforms, ensuring users have access to assistance when needed. Additionally, some apps offer dedicated account managers or personalized support plans, enhancing user experience and satisfaction. ### How scalable are Salesforce AppExchange Apps for growing businesses? Salesforce AppExchange Apps are generally highly scalable for growing businesses, with many users reporting positive experiences. For instance, apps like DocuSign, Conga Composer, and Mailchimp are noted for their ability to handle increased workloads and user demands effectively. Users frequently highlight features such as automation, integration capabilities, and customization options that support scaling operations. Additionally, many apps receive high ratings for performance and reliability, indicating their readiness to adapt to growing business needs. ### What are the key differentiators among Salesforce AppExchange Apps? Key differentiators among Salesforce AppExchange Apps include user ratings, feature sets, and integration capabilities. For instance, apps like Conga Composer excel in document generation and automation, while DocuSign for Salesforce is noted for its e-signature capabilities and user-friendly interface. Additionally, Salesforce Inbox stands out for its email integration features, enhancing productivity. User feedback highlights the importance of customer support and ease of use, with higher-rated apps often providing superior onboarding experiences and responsive service. ### How do I assess the security features of Salesforce AppExchange Apps? To assess the security features of Salesforce AppExchange Apps, examine user reviews focusing on security ratings, compliance certifications, and specific security functionalities like data encryption and user access controls. Look for apps with high ratings in security features, such as OwnBackup, which is noted for its robust data protection capabilities, and Conga Composer, recognized for its secure document generation. Additionally, consider user feedback on the ease of implementing security measures and the responsiveness of vendor support regarding security inquiries. ### What are the typical implementation timelines for Salesforce AppExchange Apps? Implementation timelines for Salesforce AppExchange Apps typically range from a few days to several weeks, depending on the complexity of the app and the specific requirements of the organization. For instance, simpler apps may be implemented within 1-2 weeks, while more complex integrations can take 4-6 weeks or longer. User feedback indicates that factors such as customization needs and team readiness significantly influence these timelines. ### How do user ratings on G2 influence the choice of Salesforce AppExchange Apps? User ratings significantly influence the choice of Salesforce AppExchange Apps, as higher-rated apps tend to attract more users. For instance, apps like DocuSign, Conga Composer, and Mailchimp consistently receive ratings above 4.5 stars, indicating strong user satisfaction. Users often prioritize features and support, with many reviews highlighting the importance of ease of integration and customer service. Consequently, apps with higher ratings not only gain visibility but also build trust, leading to increased adoption rates among potential buyers. ### What types of training resources are available for Salesforce AppExchange Apps? Salesforce AppExchange Apps offer various training resources, including user guides, video tutorials, and community forums. Popular apps like Conga Composer and DocuSign integrate comprehensive documentation and training materials directly within their platforms, while others, such as Salesforce CPQ and Pardot, provide extensive online training modules and certification programs. User reviews highlight the effectiveness of these resources, with many users appreciating the availability of hands-on training and responsive support teams to assist with onboarding. ### How do Salesforce AppExchange Apps enhance overall Salesforce functionality? Salesforce AppExchange Apps significantly enhance Salesforce functionality by offering specialized tools that integrate seamlessly with the platform. For instance, apps like Conga Composer streamline document generation, while DocuSign for Salesforce simplifies electronic signatures, improving workflow efficiency. User reviews highlight that these integrations lead to increased productivity and better data management. Additionally, apps such as Salesforce Inbox enhance email productivity by connecting directly with Salesforce data, allowing users to manage customer interactions more effectively. Overall, these enhancements contribute to a more robust and tailored Salesforce experience.