Sales team productivity is a constant topic of conversation in the industry — and for a good reason.
According to the third-edition of Salesforce’s State of Sales report, sales representatives only spend 34% of their time selling.
That same research also found that sales reps spend too much time on things like managing emails, creating follow-up tasks, and inputting sales data.
So, how do you increase productivity among your team?
It’s simple, use Salesforce app integrations from the AppExchange to extend your Salesforce customer relationship management (CRM) functionalities.
We did the heavy lifting, so you didn’t have to, and compiled a list of the five best Salesforce apps to improve your team’s productivity.
Before diving in, let’s get familiar with the Salesforce AppExchange.
What is the Salesforce AppExchange?
The Salesforce AppExchange is a robust marketplace with more than 5,000 third-party app integrations meant to enhance the Salesforce platform.
With more than six million customer installs, this popular cloud-computing ecosystem removes risk and saves time for your business. Rather than building solutions from scratch and worrying about system updates, you can download ready-to-install apps.
While Salesforce doesn’t require the addition of any AppExchange integrations, they’re essential if you want to improve sales productivity and successfully grow business.
The Best Salesforce Apps for Sales Team Productivity
1. Cirrus Insight
2. ZynBit
3. DocuSign
4. Conga Composer
5. Geopointe
1. Cirrus Insight
With 250,000 users among leading tech companies, Cirrus Insight is one of the best Salesforce apps in the AppExchange.
It works by bringing everything you need from Salesforce into your inbox and vice versa. Forget the back-and-forth web browser switching.
Best known for its integration with Gmail, Cirrus Insight offers an all-in-one suite of sales productivity tools to help eliminate double data entry and make prospecting seamless.
You can edit and sync Salesforce contacts, activities, and events — all from inside Gmail.
To elevate email campaigns without spending extra time, you can create custom email templates with merge tags or use your templates from Salesforce.
Cirrus Insight also empowers you to automatically sync Salesforce events with your Gmail, Outlook, and mobile calendars. Each hour, the Salesforce integration platform does a full calendar sweep and syncs any updated information bi-directionally — on both Gmail and Salesforce.
Top Cirrus Insight App Features:
- Mobile app for iOS and Android
- Email and link tracking
- Salesforce email and calendar integration with Gmail and Outlook
- Salesforce record creation from within your inbox
- Email drip campaigns with Flight Plans
Best Salesforce App for: Email and calendar integration with Gmail
Price: Free 14-day trial; Plans start at $27 per user per month
2. ZynBit
Formerly a Cirrus Insight alternative, ZynBit is the best-rated app on the AppExchange for email integration with Outlook — claiming to increase sales adoption by 300%.
In 2020, Cirrus Insight and ZynBit merged to form one company and provide the ultimate email and calendar integration experience with Salesforce. For now, the two products continue to operate separately.
ZynBit offers similar powerful features, such as two-way sync between your Outlook email and Salesforce, to eliminate the busy work. Like Cirrus Insight, it also allows easy access to Salesforce customer information via a side-panel display in your inbox.
Additionally, you can book meetings in one-click, track customer engagement and analytics, and automate repeatable tasks without leaving your email.
Top ZynBit App Features:
- Automatic calendar, email, and task sync with Salesforce
- Outlook, Office 365, and Gmail integration
- Email engagement, link, and website tracking
- Mobile app for iOS and Android
- Follow-up email reminders
Best Salesforce App for: Email and calendar integration with Outlook
Price: Free 14-day trial; Plans start at $7 per user per month
3. DocuSign
DocuSign is the number one electronic signature (eSignature) solution for businesses and one of the best integrations for Salesforce on the AppExchange. The tool has over 500,000 customers — including Salesforce, itself.
The popular eSignature platform increases sales productivity by allowing you to pull in information from Salesforce to generate agreements automatically. According to DocuSign’s data, using the platform saves each sales rep, on average, two days per year.
You can also capture, track, and store information without leaving Salesforce.
In addition, DocuSign offers bi-directional mapping to remove human error with data entry and can trigger actions.
Beyond its robust eSignature capabilities, DocuSign also offers a slew of useful document features for automating and storing your agreement processes through DocuSign Agreement Cloud™ for Salesforce.
Top DocuSign App Features:
- One-click eSignature requests
- Sales Cloud, Salesforce CPQ, and Service Cloud compatible
- Document storage
- Bi-directional information mapping
- Agreement process automation
Best Salesforce App for: eSignature and document storage
Price: Free 30-day trial; Plans start at $30 per user per month
4. Conga Composer
Conga Composer streamlines workflows by automatically populating richly-formatted templates for sophisticated digital document creation and delivery. It is the number one paid app on the Salesforce AppExchange, offering global solutions for more than 8,000 customers.
You can use pre-built or customized templates with data automated from Salesforce to develop everything from quotes to invoices to contracts.
Better yet, Conga Composer converts the data into the most popular document formats, like:
- Excel
- Word
- HTML email
- PowerPoint
Need to merge data from multiple systems with various media attachments? Not a problem.
Tricky use cases are the foundation of Conga Composer, so you can speed up necessary communications without wasting time reformatting data.
In 2020, Conga Composer acquired Apttus, so it will be interesting to see how the platform evolves.
Conga Composer App Features:
- Document format conversion
- Pre-built or customized templates
- Salesforce data automation for various document creation
- Document delivery
- Workflow automation
Best Salesforce App for: Digital document creation and delivery
Price: Free 30-day trial; Plans start at $20 per user per month
5. Geopointe
Geopointe is a native Salesforce AppExchange app that enables Salesforce to provide geographic insights for fully optimized route planning.
You can find nearby accounts within geolocations to plan as many meetings within a territory as possible to maximize trips and field-team productivity.
This tool also features intuitive mapping on Google Maps and search functionality by radius, shape, or proximity.
Geopointe’s mobile accessibility makes taking client notes on-the-go simple for real-time data updates, as well.
The geographic sales tool merged with LevelEleven in 2020.
Top Geopointe App Features:
- Salesforce location enablement
- Mobile-ready
- Multi-point driving directions
- Territory management
- Geographic insights for field-route optimization
Best Salesforce App for: Route planning optimization
Price: Free 15-day trial; Plans start at $45 per user per month
Final Thoughts: 5 Best Salesforce Apps for Improving Productivity | Reviewed
Finding ways to increase sales team productivity is a common problem for many businesses. With Salesforce AppExchange, you can integrate some of the best Salesforce apps explicitly built for improving productivity to ensure overall success.
While there are thousands of Salesforce apps to choose from, you can’t go wrong with any of the integrations listed above.
Streamline your workflow with a robust email integration tool and watch your sales team productivity soar. Start a Free 14 Day Trial with Cirrus Insight.
