Best Salesforce AppExchange Apps - Page 28

SilkQuote

SilkQuote is a free, 100% native Salesforce quoting tool that turns Opportunities into branded PDF quotes in one click. Sales reps generate professional quote documents directly from the Opportunity record using a Quick Action or Salesforce Flow. Admins build reusable templates with drag-and-drop field ordering, conditional field display, line item grouping, custom logos, and accent colors. No code or CPQ specialist required. Prospects receive a hosted quote page where they can review, comment, and accept or decline the quote without creating an account. Reps track every action including email opens, page views, and acceptance status from inside Salesforce. SilkQuote works with Salesforce Professional Edition and above. It is AppExchange Security Reviewed, compatible with DocuSign and Adobe Sign, and supports custom HTML templates for full layout control. Every feature is free with no user limits, no trial period, and no credit card required.

SimpleImport

Empower your Salesforce CRM users to import so that your business can scale. - Open up data importing to your users... safely - No need to convert to CSV (like other import tools) - Import faster than ever by saving your import configurations to reuse - Drag and drop your spreadsheet files to import - Even import data via a Salesforce digital experience - Mitigate risk with undo functionality

Simple Visit Reports

Simple visit reports provides your company with a simple way of tracking structured visit reports. It also comes with powerful analytics to analyze your visit reports by reps, customers...

SmartCloud Connect

SmartVisca

SMS & Fax Hub

𝗦𝗠𝗦 & 𝗙𝗮𝘅 𝗛𝘂𝗯: 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 𝗦𝗠𝗦 𝗠𝗲𝘀𝘀𝗮𝗴𝗶𝗻𝗴 𝗮𝗻𝗱 𝗦𝗲𝗰𝘂𝗿𝗲 𝗢𝗻𝗹𝗶𝗻𝗲 𝗙𝗮𝘅 𝗶𝗻 𝗢𝗻𝗲 𝗣𝗹𝗮𝗰𝗲 Most teams manage their customer communication across too many tools. They text in one app, fax in another, and none of it is tied back to the CRM. SMS & Fax Hub brings together Salesforce SMS messaging and secure online fax into a single workspace, so every conversation stays searchable, logged, and linked to the right record without leaving Salesforce. 𝗢𝗻𝗲 𝘄𝗼𝗿𝗸𝘀𝗽𝗮𝗰𝗲 𝗳𝗼𝗿 𝗦𝗠𝗦, 𝗠𝗠𝗦, 𝘁𝗲𝗹𝗲𝗽𝗵𝗼𝗻𝘆 𝗮𝗻𝗱 𝗳𝗮𝘅 Your team can send an SMS from Salesforce, engage in two-way conversations, and send online faxes directly from any standard or custom object. All messages & faxes are automatically captured and associated to the right record, which means there is no copy-pasting between systems and no lost history. A unified inbox brings it all together:   • View each text and fax conversation in one view   • Filter, prioritize, and assign messages across the entire team   • Respond immediately without opening the underlying record 𝗧𝘄𝗼-𝘄𝗮𝘆 𝘁𝗲𝘅𝘁𝗶𝗻𝗴 𝘄𝗶𝘁𝗵 𝗳𝘂𝗹𝗹 𝗖𝗥𝗠 𝗰𝗼𝗻𝘁𝗲𝘅𝘁 Whenever a customer responds, the message links straight to the associated Lead, Case, or custom object, so every agent has complete background information before they respond. This keeps Salesforce text messaging conversational as opposed to transactional, and enables support and sales teams to act with the necessary information in a timely manner. 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻 𝘁𝗵𝗮𝘁 𝗳𝗶𝘁𝘀 𝘆𝗼𝘂𝗿 𝗲𝘅𝗶𝘀𝘁𝗶𝗻𝗴 𝘄𝗼𝗿𝗸𝗳𝗹𝗼𝘄𝘀 SMS & Fax Hub plugs into Salesforce Flow, Apex, and the API, so you can trigger confirmations, reminders, alerts, and document workflows based upon a record change or approval. Incoming texts and faxes route automatically, and dynamic templates allow you to create personalized SMS and fax communications at scale, so your campaigns or reminders read like it was written for one individual. 𝗦𝗲𝗰𝘂𝗿𝗲 𝗼𝗻𝗹𝗶𝗻𝗲 𝗳𝗮𝘅 𝗯𝘂𝗶𝗹𝘁 𝗳𝗼𝗿 𝗿𝗲𝗴𝘂𝗹𝗮𝘁𝗲𝗱 𝘁𝗲𝗮𝗺𝘀 Send and receive encrypted faxes from within Salesforce, complete with delivery confirmations and audit trails. We understand how many organizations especially in the areas of healthcare, insurance and financial continue to rely heavily on fax for exchanging forms and documentation, where compliance is not optional. Our Salesforce Fax Integration includes consent tracking, role based access, full auditable logs and all other requirements necessary to support HIPAA compliant faxing without having to add another application. 𝗞𝗲𝗲𝗽 𝘆𝗼𝘂𝗿 𝗲𝘅𝗶𝘀𝘁𝗶𝗻𝗴 𝗻𝘂𝗺𝗯𝗲𝗿 𝗮𝗻𝗱 𝗿𝗲𝗽𝗼𝗿𝘁𝗶𝗻𝗴 𝗶𝗻 𝘃𝗶𝗲𝘄 You can activate texting on your current mobile or landline number, so your team adds SMS and fax capability without switching providers or disrupting an established process. The built-in 10DLC-approved setup keeps delivery fast and reliable. Usage metrics including trends and patterns for SMS and fax are presented in dashboards, allowing you to analyze conversations rather than searching through each thread individually. 𝗥𝗲𝗮𝗱𝘆 𝘁𝗼 𝗯𝗿𝗶𝗻𝗴 𝗮𝗹𝗹 𝘆𝗼𝘂𝗿 𝗺𝗲𝘀𝘀𝗮𝗴𝗶𝗻𝗴 𝗶𝗻𝘁𝗼 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲? If your organization uses multiple applications for texting, faxing and recording call notes, SMS & Fax Hub can consolidate these functions into one Salesforce-native application. Your organization can keep its existing numbers, automate the routine sends, and link each conversation directly with the correct record from day one.

SMS Ninja (formerly: Lead Manager Ninja)

GenAI SMS App for Salesforce SMS Ninja is a Salesforce-native, multi-channel messaging solution that empowers businesses to have personalized conversations with leads & customers. Whether it is SMS, WhatsApp, Email, MMS, Facebook Messenger, or Telegram, the platform lets businesses turn every touchpoint into an opportunity for meaningful interactions, strengthening customer relationships and increasing sales. A dedicated customer support team is available 24x7, ready to offer instant assistance whenever you need it. With Lifetime Refunds, you can request your refund anytime with no questions asked. Above all, the platform guarantees complete data privacy, enabling you to communicate confidently. Personal AI Assistant integrated with SMS Ninja works as a game-changer, freeing customer support agents to perform other high-value tasks. Its quick & intelligent responses maximize customer satisfaction while boosting your team’s productivity.

Average Rating: 5.0/5.0

Total Reviews: 1

Snapshot

Snapshot provides highly visual tools to deploy metadata assets from a sandbox or Salesforce DX project to a production account. Over 40 comprehensive reports document every aspect of your Salesforce account: unused assets, complex relationships, disaster recovery, data security, and corporate compliance.

Average Rating: 4.5/5.0

Total Reviews: 1

Soapbox Mailer

Soapbox Mailer provides email marketing from within Salesforce.

SplitEase

When a user has a Service Contract with a large number of Contract Line Items, they may face issues during Amending or Renewal of that particular service contract. Here the SplitEase App comes into play which will split the Service Contract into multiple (up to 9) Child Service Contracts by shifting Contract Line Items to easily perform amendment and renewal operations in less time.

Strategy Mapper

Strategy Mapper is a 100% native Salesforce.com strategic selling solution that provides the Four Key Components for Key Account Management: 1. Account Management- Create proactive, robust and intuitive key account plans to ensure customer success. Provide your teams the defined strategies to drive revenue in existing accounts and nurture potential accounts all within Salesforce. 2. Opportunity Planning - Ensure teams are following the stated sales process in every opportunity, provide proactive sales coaching in every selling situation, all within Salesforce. 3. Meeting Planning and Execution - Plan, Schedule and Execute your critical business meetings. Take meeting notes, identify Stance and Role of meeting attendees, gather 'Actionable Intelligence', schedule tasks all with a single 'Pane of Glass' in Salesforce. Reduce the administrative overhead of updating Salesforce for your team, give them more time to sell. 4. Stakeholder Relationships - Build robust, interactive org charts that depict the Stance and Role of every stakeholder. Realign in the org chart in real-time, gone are the days of static org maps. Strategy Mapper • Incorporates planning, execution and sales enablement is a single solution • Automatically updates based on inputs from opportunities and customer meetings • Brings together all of the customer intelligence to increase success rates • One-click plan creation eliminates the stress and overhead of creating and maintaining • One-click Sales Playbook • Provides a collaborative interface so sales managers and reps can easily sync on sales plans • Provides sales leadership a true picture of the progress of the opportunities • Buil-in integration with Pardot Strategy Mapper is unmatched Key Account Management and Opportunity Planning, Meeting Planning and Execution and Stakeholder Relationship Management within Salesforce.

Average Rating: 4.0/5.0

Total Reviews: 1

Stratus Data Cleanser

Stratus Data Cleanser was designed to find and merge duplicates in Salesforce.

Sugati

Solution for the travel sector helping drive new business, integrating customer, supplier, distributor and operational relationships.

SUMO Scheduler

SUMO Scheduler is an AI-powered customer engagement platform that automates meeting booking, note-taking, and follow-ups, so teams can connect with customers faster, smarter, and stay more productive. An all-in-one AI meeting assistant, it books meetings online, routes them to the right rep, automates call planning, transcribes calls into summaries, and sends personalized follow-ups. Cut admin, book more meetings, and close deals faster with AI meeting automation.

Average Rating: 3.4/5.0

Total Reviews: 13

Sync Made Easy

Simplify your work order management on Shopify and Salesforce with an all-powerful connector app that facilitates the seamless movement of data across the platforms in real time. The app provides a comprehensive view of your data on a unified platform, enabling you to deliver exceptional customer experiences and boost sales. Real-time Sync Multiple Store Sync Dynamic Mapping 100% Secure and Free No code platform with intuitive UI Business Benefits of the Platform Seamlessly import all legacy data for better decision-making Real-time Data sync reflects the updates on salesforce instantly helping in faster resolutions Multiple Store synchronization provides a unified view of data across stores for better utilization Multiple currency support simplifies handling transactions and data in multiple currencies for your cross-border business Dynamic and Custom mapping functionalities help you tailor your customization to your business-specific needs Managing your Shopify orders, products, customers, drafts, collections, and more on Salesforce was never so easy! Install the app today and get up to speed right on!