Too many businesses with Salesforce face challenges that – sometimes unknowingly – make their configuration less effective and more complicated. Lack of reporting options, a click-intensive system, or difficulty in tracking accounts are among common pain points. So, we’ve found numerous, super-easy apps to overcome such barriers. Check them out below!
1. Flexpricer® CPQ
Flexpricer CPQ is a simple, out-of-the-box solution for Sales Cloud that is much simpler than Salesforce CPQ or Revenue Cloud.
It is essentially a replacement of the interface for interacting with Opportunity Products.
It offers flexible ways to price and sell your products including functionality like volume pricing, bundles, product configurator, optional line items and subscriptions.
What does it do?
Flexpricer boasts an array of sales empowerment tools such as automated add-ons, up-selling and cross-selling to encourage your sales team to sell more profitably, and never miss an opportunity to increase sales. Pricing control features place discounting responsibility into the right hands or department, guaranteeing the right price for every product and customer every time.
Such features include Account Price Books and Contracted Pricing. Its real-time interface is highly intuitive and slick, giving you live updates whenever you need them. Want to learn more about this great app? Check it out here.
2. Activity Comments Enabler
We understand how aggravating it can be having to click through to view the comments logged from a call or a task. Well, put that frustration behind you. A popular free app, Activity Comments Enabler, is an extremely simple and straightforward solution. Yet, the impact it has on your Salesforce is phenomenal.
What does it do?
Activity Comments Enabler lets you view a summary of comments on Related Lists. That means you no longer have to click through to find out what notes were made. Avoiding clicks has never been so satisfying. With this app, you’ll realise just how much time you’ll save by having your comments right there in front of you, right when you need them. Get installing!
3. Reg.Direct™
You can view live and accurate business information, right at your fingertips, for free.
What does it do?
This app enables you access to up-to-date and real-time business data about each Account, directly into your Salesforce org. It integrates your Salesforce with Companies House, letting you stay connected at all times. Sound helpful to you? Check it out here!
4. Lead Field Mapper
How valuable is it for you to know where your business is coming from? We don’t know about you, but it’s hugely important for us. If you want to know exactly from which Lead Source your Accounts are generated, you should download the free Lead Field Mapper app.
What does it do?
It transfers the value in the Lead Source field over to the Account Source field, once you’ve converted a lead. This opens doors for greater reporting options for Accounts. It means you can figure out which Lead Sources are creating the most Accounts. Marketers, did you hear that? You can track exactly where your Accounts have come from! So whatever marketing activity is working wonders for your business, ramp it up. There are loads of free apps on CRM Apps Lab; why not check them out?
