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apsona Reviews & Product Details

Welcome to the world of Apsona where your biggest Salesforce data management challenges meet their solutions. Elevate your Salesforce experience with Apsona's powerful add-ons, designed to simplify data reporting, manipulation, and integration. Join thousands of Salesforce users like you who trust Apsona for their data management needs. Experience the ease, reclaim 25% of your Salesforce day and boost productivity with our robust features.

Seller

Apsona

Languages Supported

English

Product Description

Apsona for Salesforce is an add-on application for salesforce.com available through AppExchange. Its feature set includes everything you would want for managing your data, and is built to enable you to get your work done with the least possible effort.

Overview by

Aaliyah Walker (Marketing, Social Media, Lead Generation)

Pricing

Pricing provided by apsona.

Email and Document Merge (Requires Apsona for Salesforce)

$300.00

0 user Per Year

Apsona Charting and Dashboards(Requires Apsona for Salesforce)

$450.00

0 user

View More Pricing Information

apsona Reviews (13)

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Jonathan W.

Consultant

Non-Profit Organization Management

Mid-Market (51-1000 emp.)

6/4/2025

"Quick and easy Document Generation with Apsona"

3/5

What do you like best about apsona?

Simple doc gen for end users that really need to get work done. Review collected by and hosted on G2.com.

What do you dislike about apsona?

Seems a bit dated, other products allow for more complex queries than just relying on reports. Review collected by and hosted on G2.com.

Rob O.

Small Business Consultant | Virtual Assistant, helped small business achieve big results

Mid-Market (51-1000 emp.)

3/2/2021

"Apsona Fan"

4.5/5

What do you like best about apsona?

I like the ease of use and the responsiveness of support. Review collected by and hosted on G2.com.

What do you dislike about apsona?

Pricing might be difficult for some of my clients. Review collected by and hosted on G2.com.

Stephanie K.

Consultant

Small-Business (50 or fewer emp.)

1/14/2021

Business partner of the seller or seller's competitor, not included in G2 scores.

"My favorite appexchange app"

5/5

What do you like best about apsona?

Quick data cleansing, easy imports and exports, excellent add-ons for doc merging and deduping, friendly support Review collected by and hosted on G2.com.

What do you dislike about apsona?

Nothing not to like, it’s my actual favorite Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management

Mid-Market (51-1000 emp.)

1/28/2019

"Apsona for Batch Entry"

4.5/5

What do you like best about apsona?

Apsona is the program we use to add information in large batches. Without this tool we would not have the level of productivity that we currently do. It’s also great for doing mass changes in Salesforce. Review collected by and hosted on G2.com.

What do you dislike about apsona?

Apsona sometimes is not the best tool for making changes to a large group of records. Sometimes it is more intuitive to run a report and import the needed information.

Review collected by and hosted on G2.com.

Recommendations to others considering apsona:

This is a simple tool that makes mass updates easy to do. I prefer it over running reports and importing the resulting CSV file. Review collected by and hosted on G2.com.

What problems is apsona solving and how is that benefiting you?

Apsona was a key addition to our organization’s toolbox for database management. It allows us to manage many accounts with little effort. Review collected by and hosted on G2.com.

Justin D.

CRM Analyst

Mid-Market (51-1000 emp.)

2/21/2019

"Waited too long to get this tool"

5/5

What do you like best about apsona?

I'm a new user to Apsona. We have been learning it quickly as Admins. Basically, the early use cases have removed need for cross-object report types (entirely) and reduced my use of dataloader by 50%.. I'm really excited to build some resusable processes that make life so much easier. Apsona make it much faster to deal with ad hoc requests like "Can you change the campaign on these hundred records?" "Can you add a new item to these gifts? " Can you add a preference to these contacts?". Seemingly simple reqeuests like this would be a drag on my capacity because of finding the appropriate report type and isolating the records for their IDs to use in dataloader. But now with Apsona I can make these changes is much less than 10 minutes and without saving csv's to my desktop I'll never need again. Review collected by and hosted on G2.com.

What do you dislike about apsona?

Running into Apex Limit Timeout errors. We have a large data set compared to other non-profits. On certain objects I need to download a CSV anyway for uploader. This is not reducing the value of apsona though becuase the isolation of said records was far easier than before. Review collected by and hosted on G2.com.

Recommendations to others considering apsona:

It will be tempting to provide Apsona to only a select few users. This is great during a trial/implementation period and to create some early super users. However, make sure to plan on doubling those users in a short period of time (before the end of year one). The tool is so easy to use and powerful that your leaving value on the table to restrict it. I say this because companies may forget to add Apsona to additional users and miss out on making more people's life easier. That said, be very careful to give multiple warning about the update/delete records features. You don't want to be rescuing records from the recycle bin or backing out updates. It is not always possible to recover past updates. Test on one selected record before hitting update all. Review collected by and hosted on G2.com.

What problems is apsona solving and how is that benefiting you?

Quick updates.

Saved filters/reports for reuse and sharing to other Apsona users

Converting a complex business process to a stored filter/report makes for easier step-by-step guides

*Experimenting with updates by javscript. For example, report shows amounts but I want to output or update a formula ({Amount}*1.5) Apsona can do javascript formulas. Review collected by and hosted on G2.com.

Abbi R.

Executive Director

Small-Business (50 or fewer emp.)

4/24/2019

"Apsona is good. "

3/5

What do you like best about apsona?

I like that I can pull list and create automation such as mass email or letter distributions. Review collected by and hosted on G2.com.

What do you dislike about apsona?

I dislike that I know there is so much potential in the product; however, I am probably only utilizing 10% of the product. Basically, I am unsure how to best use some of its features. Review collected by and hosted on G2.com.

Recommendations to others considering apsona:

I think apsona, when used to its full potential could be extremely beneficial, as I probably only use a small portion of it and already see a huge difference. Review collected by and hosted on G2.com.

What problems is apsona solving and how is that benefiting you?

It has led to alot of process automation and saves hours of our time. Review collected by and hosted on G2.com.

Samantha C.

Advancement Operations Coordinator

Primary/Secondary Education

Enterprise (> 1000 emp.)

12/18/2018

"This is a must-have app, you will not be disappointed"

5/5

What do you like best about apsona?

At least twice a week I find myself saying, "God, I LOVE Apsona!" I use it for so many things, it truly is indispensable and I can't imagine not having it. I use a lot of related apps and Apsona is by far my favorite, I can't sing its praises loud enough! Review collected by and hosted on G2.com.

What do you dislike about apsona?

The user interface is a little dated-looking but what it lacks in elegance it more than makes up for in functionality. It can be a little tough to figure out at first, especially since some of the filtering terminology is different from what I am used to in our database (we use Salesforce), but once you get used to it and understand how it works it becomes second nature. The one thing I wish was a little easier is to update existing filter sets - basically, you can't. You update, save as a new version and then get rid of the old one. But overall it's a small price to pay for such a useful product. Review collected by and hosted on G2.com.

Recommendations to others considering apsona:

get it! you will love it Review collected by and hosted on G2.com.

What problems is apsona solving and how is that benefiting you?

I use it for mail merges, importing data, updating existing data, etc... One of our primary uses is for merging gift receipts and thank you letters for people who make donations to our NPO. I also use it regularly to mass-update records and it is a godsend for populating campaign segments -- that is a process that is slow as molasses to do within the campaign itself, but a snap to do in Apsona which has saved us so much time and allowed us to do much more detailed fundraising analysis for our direct mail program. Review collected by and hosted on G2.com.

Sofia M.

Senior Manager, Data and Technology

Small-Business (50 or fewer emp.)

4/16/2019

"Deduping with Apsona"

2/5

What do you like best about apsona?

I like the cost of the Apsona Dedupe and Merge add-on and support was quick to help when I contacted them with issues. Review collected by and hosted on G2.com.

What do you dislike about apsona?

It is glitchy and it can't handle large data sets. Review collected by and hosted on G2.com.

Verified User in Think Tanks

Mid-Market (51-1000 emp.)

4/12/2019

"Apsona is interesting"

3.5/5

What do you like best about apsona?

The structure in which it's organized and how it allows me to search for things in order Review collected by and hosted on G2.com.

What do you dislike about apsona?

It's not very intuitive. To edit an entry, you have to first click "add an entry" for example, instead of just clicking on the "edit" button. Review collected by and hosted on G2.com.

Recommendations to others considering apsona:

It's helpful in that it integrates with Salesforce and I'm sure other CRMs, and it's a good product if you get the hang of it. I'm still working on that part. Review collected by and hosted on G2.com.

What problems is apsona solving and how is that benefiting you?

We're entering donations and tracking them and then creating and sustaining relationships with our donors. It's very helpful in that way. Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management

Small-Business (50 or fewer emp.)

12/14/2018

"Apsona makes mass updates a breeze"

4/5

What do you like best about apsona?

When the company I work for migrated to Salesforce, an error was made impacting a few thousand records. With Apsona, I was able to quickly mass update the error without fear of further mistakes. I also use the product to easily produce documents from forms I use daily. Review collected by and hosted on G2.com.

What do you dislike about apsona?

I wish that there was an easy way to export to excel, as I am able to create some reports that I otherwise cannot in Salesforce Review collected by and hosted on G2.com.

Recommendations to others considering apsona:

Try first in a sandbox! Review collected by and hosted on G2.com.

What problems is apsona solving and how is that benefiting you?

We have automated many processes previously done manually in document creation. We have also been able to make more complex reports that Salesforce did not otherwise support, given our very customized instance of Salesforce Review collected by and hosted on G2.com.