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5 Apps to Drive Productivity in Salesforce

Our behaviour is significantly shaped by our habits, so once we’re stuck in a rut it’s easy to continue doing things the way we’ve always done them. The caveat is that even the less favourable habits stick, also the ones that cause a decline in our productivity.

But that doesn’t have to be the case. Once you understand that you’re doing something because of a habit, it becomes easier to change it. So as you’ve made your way to this blog article, here are 5 apps to increase productivity for Salesforce users.

Taskray

A project management app for getting your customers up and running and keeping them engaged with your business. Supporting a variety of PM needs, Taskray takes the pain away from post-sale process with easy to use interface, clonable project templates and automation features.

Panorama by Glance

A co-browsing and screen sharing app that allows your agents to see what your customers view on your website, making it super-easy to assist them to achieve their goals. There are no downloads and as a browser compatible solution it easily connects your sales team with your customers.

PowerDialer

Close more leads by communicating with the right prospects at the right time. List prioritisation, pre-recording voice messaging and inbound call routing are just some of the features that will make agents’ more productive when communicating with prospects.

DocuSign

This e-signature solution makes approvals fast. Sending, tracking and signing agreements, legal documents and HR forms is easy on any device with this app. DocuSign is highly customisable and easy to use, making user adoption faster.

Dynamo

This App for Salesforce automates the creation of quotes, contracts & reports. Merging Salesforce and external data into a template to create Word, Excel, PowerPoint, PDF & HTML documents is quick and easy. Or, if you’d just benefit from accessing your Salesforce files from MS Office, check out the free Dynamo Office Add-In to open, edit & save documents stored in Salesforce directly from MS Office.

By | October 3rd, 2016|