Flosum Review of Top Sales force Plugins and Browser Extensions

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AppExchange now has a vast range of plugins for Salesforce. The depth of these third-party solutions reiterates Salesforce’s popularity as the most acceptable CRM in the world. These plugins help the users to customize and enrich the user experience of Salesforce applications. Regardless of the browser you use, the industry you serve, and the budget, users can be reassured about getting apt plugins from AppExchange to suit your custom needs.

On the other hand, with Salesforce offering many such a vast range of highly refined solutions, it may be difficult for the users to choose the most appropriate ones. So, to help you effectively navigate through the world of Salesforce plugins, here we have put together a list of some of the most effective Salesforce plugins for your business, which will help you save time and increase your revenue.

Free plugins for Salesforce

Even though you will find a lot of features premium plugins out there on the top, the fact is that many of the best Salesforce plug-ins are free to use. Most of the plugins are offered for free if you are looking for solutions for SMEs or nonprofits. So, using these plugins for your CRM can positively impact the smooth run of your business. These will provide budget-friendly and workable solutions to any enterprise challenges you face on Salesforce and help your team be more productive and goal-oriented. Here are the free plugins.

  • Opportunity Planning Wall: This toll will help you display all your sales opportunities over a single wall in a card view. Having an overview like this, you can easily filter, find, filter, modify, or action your opportunities. It is also possible to club and group them according to your needs.
  • Vaykay – If you are looking for a simple mode of keeping track of your team’s holiday requests, Vaykay is ideal for it. Whether it be requests for half-day, one day, or multiple days, Vaykay can provide you with all customized views within Salesforce.
  • Free Sales Funnel – This plugin is made with the sales teams’ needs and sales administrators in mind. It has an advanced reporting system that monitors the performance in terms of conversion rates through the sales funnel.
  • Action Plans – This plugin will help create task templates that are reusable and help enhance productivity. With the Action plans plugin, you can easily create templates for different leads, opportunities, contacts, and accounts, etc.
  • Former Positions – A plugin helps to track the changes to your connection’s account and job titles. Former Position will help you stay on the ball with each important contact in terms of essential contacts. It will also help you avoid any clutter by cleansing out those no longer needed to be there in the database.

Plugins to boost revenue

If you use Salesforce for business, you may be trying to improve your business revenue. There are a lot of plugins out there on AppExchange aiming at this objective. Here we will discuss some of the top choices.

  • Pros Smart CPQ – This is a streamlined CPQ tool that will help enhance the configure, price, and quote cycle. With the tools included in it, Pros Smart CPQ can significantly shorten the sales cycle and increase its ROI.
  • Clicktools – This is a custom set of tools with which anyone can easily and quickly create surveys. You can use these surveys to generate customer feedback about your product and service and use these to create custom roadmaps for more profit-oriented prepositions. Web forms and scripts can be integrated directly to Salesforce using Clicktools for better efficiency.
  • Cloud Time and Expense – If you are searching for a plugin to enhance monitoring of your time and expense data, then it is ideal for exploring the Cloud Time and Expense. With the help of customizable customer approval and expense tools, this plugin will help you maintain a solid reporting structure. You will not lose track ever on the most critical financial and administrative figures.
  • Record Validation – This plugin is an ideal option to enhance your revenue by ensuring data quality. With this, the opportunities become much clearer. This tool can help validate and format the phone numbers and email IDs upon manual entry and also availed in batches for your existing database.
  • Duplicate Check – This is a highly useful tool that can find and merge duplicate records across any database. You can set preventions at each of the entry points without blocking any. This is a native Force.com app, so it does not require any external hosting. There is also no data transfer required, all these happen within Salesforce itself safely, so there are no data security risks out there on using Duplicate Check.

Salesforce plugins to help save time

The objective of any best Salesforce is to save time and money by streamlining your business processes. By helping you to focus on the most critical tasks at hand as quickly as possible. Let us explore the six best Salesforce AppExchange plugins, as suggested by FLOSUM consultants, to maximize your efficiency and save time.

  • Yesware – With this plugin, it is easy to track all the sales activities in real-time. The data gets logged automatically, so all the emails sent, received by the customer, opened, etc. are traced. Yesware can also let you know when a mail attachment is downloaded by the recipient and viewed. With this, you can instantly see how effectively your mail campaigns are running.
  • ActionGrid – This plugin is meant to bring the sensibilities of MS Excel into Salesforce. The simple spreadsheets can be used for significant effect. It also can see your data and also edit from a single view. Abilities like batch adding, filtering, emailing, and updating, etc. make ActionGrid a comprehensive tool.
  • Emma Email Marketing – This is a simple design tool that enables drag and drops preparation of mailers. It can help increase your productivity and save time in emailing with features like auto-response, A/B testing, subject line splitting, etc.
  • DocuSign Electronic Signatures – This is another beautiful plugin for Salesforce, which will help you realize e-signing the documents from any device anytime.
  • Musqot – This is an app that can bring together many tools on a single platform for planning, budgeting, and analysis to maximize your marketing activities’ efficacy. You can also easily import your social media data and CRM statistics to this tool to better understand the performance and ROI of your marketing efforts.
  • Drawloop Document Generation – You can easily create Salesforce documents with the help of Microsoft Office or PDF files using Drawloop. It can easily merge data from MS Word, PowerPoint, MS Excel, and many other documentation tools into an easy-to-view and straightforward template.

Salesforce Chrome extensions

If you are using Chrome browser for your enterprise Salesforce access, then here are some of the best Chrome plugins and extensions you need to know.

  • Column Copy – It helps to copy the HTML tables from Salesforce to export them into various other formats, including Excel.
  • ID Clipper – With this, you can easily copy any of the Salesforce Record ID from the Salesforce URL Record page.
  • Salesforce Hotkeys – It will simplify the ways you work by simply adding some customized hotkeys or shortcuts).
  • Salesforce ID Paster – This plugin will help you redirect the current Salesforce page to another one using the SFID on your clipboard on a single stroke.
  • Link Clump – You can use the mouse to drag the selection boxes around the links. You can also open content as new tabs and windows, save bookmarks, add those to your clipboard, etc.
  • Salesforce Admin Check All – It will help enhance your setup pages on Salesforce and give you the option of ‘check all’ on your lists. You can be more efficient and save time as there is no need to make the selections manually.
  • Salesforce Select All FLS – Another small plugin, which is highly useful. Salesforce Select All FLS can be used by Salesforce admins to select all the relevant checkboxes in one click and save a lot of time without manual selection.
  • Record & Metadata Comparator – This plugin will help you compare the object metadata and recorded values in just a few clicks. You may also view any deviations on it to run an analysis on the same.

Not everyone may be using Chrome. There is a large set of users who prefer Mozilla Firefox over other browsers. So, there are many Firefox plug-ins too on offer as ORGanizer for Salesforce, Salesforce Credentials, Salesforce Quick Search, One Click Salesforce Login, etc. which you can make use of. For those who want to integrate Gmail with Salesforce, the ideal plugins to explore are Gmail to Salesforce, Salesforce Lightning for Gmail, etc. Salesforce for Outlook is the best option for Outlook mailer users. For WordPress content management system applications, the best Salesforce plugins are WordPress-to-Lead, Object Sync for Salesforce, WooCommerce Salesforce Connector, etc.

Salesforce is a growing CRM, so as the availability of AppExchange plug-ins and browser extensions for the same. We discussed a list of only a very few top plugins, whereas you can find hundreds of other useful plug-ins and extensions on exploring the same.

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