Best Salesforce AppExchange Apps - Page 22

Email to Case Advance

Email-to-Case Advance builds on the native capabilities of Salesforce Email-to-Case, allowing support teams to automate email-based case management, improve agent productivity, and deliver prompt customer experiences. Key Features - Clean Case Comment Creation: Convert email conversations into clean, readable Salesforce case comments by removing unnecessary email threads. - Advanced Recipient Management: Keep everyone informed with support for To, CC, BCC, Watchers, Case Teams, and Account Teams. - Case Comment Timeline; View emails, case comments, drafts, and case history in a unified, searchable conversation timeline. - Smart Add Case Comment Page: Reply to customers, update case fields, manage recipients, add attachments, and use canned responses from a single workspace. - Duplicate Case Detection & Merge: Identify duplicate cases, merge child cases into a parent case, and eliminate redundant support requests. - Forwarded Email Management: Automatically process internally forwarded emails while preserving the original customer context. - Knowledge Article Suggestions: Automatically recommend relevant Salesforce Knowledge articles based on email content or case subject to accelerate case resolution. - Email Loop Prevention: Prevent auto-responder loops and unnecessary case creation with configurable email loop detection. - Configurable Business Rules: Personalize comment pages, workflows, recipient rules, and automation to match your organization's support processes. Best Suited For You can even take your support operations a step further with E2CA Agent, the AI-powered assistant built into Email-to-Case Advance. Empower agents to instantly summarize lengthy case comments, receive AI-powered next-best-action recommendations, and schedule case comments for timely follow-ups, all from a single tab. With intelligent automation and AI-driven assistance, Email-to-Case Advance helps organizations resolve cases faster, improve agent productivity, and deliver exceptional customer experiences at scale.

eSign Connect

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.

ExAM4Enterprise

ExecAtlas

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: 4.4/5.0

Total Reviews: 5

ExtendInsights

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: 49

FieldKo

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

FilesConnect

FilesConnect is a way to connect Google Drive & Workspace files with Salesforce.

File ZIPO

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.

Flexpricer®

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.

Full Circle Insights

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

FusionIQ

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.

FusionSync

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.

Geminid Systems CRM

Manage your business processes, customer data, and automate sales

Gimbal Barcode

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.

Gimbal Inventory

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.