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App of the Week – Duplicate Check for Salesforce

App of the Week – Duplicate Check for Salesforce

Duplicates in your CRM are rarely a good thing. Luckily, it is such an important problem, that there are many different companies out there working to help you solve this probelm. Duplicate Check is just one of those. As the most downloaded de-duping app on the AppExchange, Duplicate Check does the job by comparing objects at the point of entry and allowing you to delete or merge dupes. It even works across objects, so that you can avoid entering new leads if they are already contacts!

Duplicate Check offers the most complete and extensive duplicate prevention tools. An all-in-one native application.

Check it out here!

 

App of the Week – GSP Sales Dashboard – Enterprise+

App of the Week – GSP Sales Dashboard – Enterprise+

Visibility into your sales pipeline and performance is no joke. After all, if you don’t know why you were successful in the past, how can you tell if you are going to be a success in the future. Which Salesforce does come equipped with the ability to create custom reports and dashboards, they may not be giving you everything you need. With the GSP Sales Dashboard from the AppExchange, you will get some great pre-built dashboards, such as Average Deal Size and Win Rate by Salesperson, and more!

“Fully customizable, high impact sales dashboard that gives tremendous visibility of the size, trend and quality of the sales pipeline and sales performance. ”

Check it out here!

 

App of the Week – FOLDERIZE

App of the Week – FOLDERIZE

One of the big changes that Lightning brought to Salesforce was the removal of a traditional folder system and the introduction of Salesforce files/libraries. Of course, when changing anything that people are used to, this was met with either raving support or significant resistance. So, for those of you who miss the old days of file folders, this app is for you! FOLDERIZE gives you a way to store your documents in that more traditional file system, even in Salesforce Lightning.

Folderize provides an alternative to Salesforce Files/Libraries, and to the Attachments related list for objects. It offers a hierarchical structure helpful for organizing many document collections.

Check it out here!

 

App of the Week – Pipeline Analytics by InsightSquared

App of the Week – Pipeline Analytics by InsightSquared

Do you and your sales team have trouble determining if you are going to make your sales goals? How many meetings do you sit through, worrying about your projected revenue? And the problem is that you don’t have much insight into past years of sales as well as a lack of insight into the current pipeline. This free app from InsightSquared is an easy way to get a handle on some of these essential metrics!

Improve your sales performance by visualizing your pipeline history and pipeline growth to understand if you will hit your goals. This free app by InsightSquared allows you to compare past revenue to past pipeline volume and view pipeline value by sales stage so you can forecast accurately and drive more business.

Check it out here!

 

App of the Week – Round Robin Assigner

App of the Week – Round Robin Assigner

Round robin assignment is nothing new, and there are plenty of apps out there that either feature assignments, or are devoted specifically to them. However, this is the only one that comes directly from Salesforce. Built by Salesforce Labs, the Round Robin Assigner can take any object and assign it in order, to your group. Perfect for lead and case assignment, or any other object that you need to be handled.

With the Round Robin Assigner, from Process Builder or Flows, assign any object sequentially and evenly to members of a public group

Check it out here!