Whether you’ve just started your journey with Salesforce or your organization has been utilizing it for the last 20 years, the use of applications (“apps”) within Salesforce can be daunting. In fact, many users are not even aware the Salesforce AppExchange (“AppExchange”) exists to provide them with additional ways to solve their business’ challenges.
Searching the AppExchange can be overwhelming to say the least. With 5,000 solutions available, a simple search could keep you busy for days. Below we’ve provided some great resources to help you find the best app to fit the business need(s) your organization is searching to fulfill.
The AppExchange is filled with reviews from real users who have had hands-on experience with the app. You can even search in the AppExchange by rating to see which apps have received the most reviews and find their overall average rating. Many companies looking to make a purchase rely on these reviews as they want a tried and trusted app for their team.
The AppExchange has even provided guides to help simplify the search even further. Click below to checkout just a few of the guides they’ve created based on user feedback:
- Sales Apps as Reviewed by our Customers
- Service Apps as Recommended by our Customers
- Back Office Apps as Recommended by our Customers
Ask for referrals
Don’t be afraid to ask others in your professional circle what apps they use and why. While you might be in different industries or fields, there is always a chance your teams have the same basic business needs.
Also ask team members whom you know used Salesforce in previous roles at past companies. They have valuable hands-on experience that could be extremely helpful when trying to find apps for your team.
See what the experts use
There are a number of resources available that highlight apps Salesforce experts use and recommend. One of these resources is the Apps Top Trailblazers Can’t Live Without webinar series. Not only is it hosted by Salesforce MVPs, who are themselves experts, but they talk with Salesforce customers about the top apps their organization have used and found effective.
Hire a consultant
Your team might not have the bandwidth or expertise needed to research and purchase the best app(s) for your organization. But not to worry! There is an industry full of experts available for you to hire to help take care of the things that might be out of your purview.
You can even find a list of consulting partners right on the AppExchange!
Take a test drive
A number of apps offer a test drive or free trial for a set period of time. This gives you and your team a chance to install it in your Salesforce instance and really see how it works.
Once you find an app (or maybe a few) you think might work and your team is ready to test, just click the Test Drive button to install. Of course, since these test drives do have an end date, be sure your team will actually have the time to test it before installing. Some apps will also provide links at the bottom of their listing that can help you out. Providing documentation like “Install Instructions” and “Initial Setup” Instructions that can get you started in the app.
To visit Geopointe on the AppExchange click below.