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10 APPEXCHANGE TO USE REASONS APPS RIGHT NOW DREAMFORCE ’15 RECAPPED:

10 Reasons to Use AppExchange Apps Right Now

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10APPEXCHANGE

TO USEREASONS

APPS RIGHT NOW

DREAMFORCE ’15 RECAPPED:

Connect everyone and everything with the Salesforce

AppExchange: The fastest, most powerful weapon

for increasing your team’s productivity and your

company’s growth. The AppExchange has more than

2,800 trusted, tested, and peer-reviewed apps and

components to help every department and every

industry achieve more.

DREAMFORCE ’15 RECAPPED: 10 REASONS TO USE APPEXCHANGE APPS RIGHT NOW 2

Use this guide to discover the apps our customers love

and shared during their sessions at Dreamforce ’15.

1 Grow your business faster with free apps. p4

2 Help every team achieve more: apps for admins. p6

3 Close more deals: sales leaders’ favorite apps. p8

4 Drive sales productivity with sales operations apps. p10

5 Wow customers and go the extra mile with apps. p12

6 Supercharge your marketing plan with apps. p15

7 Discover apps for every industry. p17

8 Build apps fast: Lightning Components. p23

9 Build your own app store: AppExchange Store Builder. p24

10 Join the community. p25

DREAMFORCE ’15 RECAPPED: 10 REASONS TO USE APPEXCHANGE APPS RIGHT NOW

3

Grow your business faster with free apps. Sometimes the best things in life really are free.

Maggie Jolitz of Cox Automotive, and Karen

McBride of Accelerize 360, each shared their five

favorite free apps.

The AppExchange has free, vetted, and secure

apps for every department, including hundreds

of Salesforce Labs apps that are customizable

apps and templates built by Salesforce

employees.

See video of the session here ›

“ Opportunity Accountability Dashboard is a great tool to help sales focus on the deals that need to move through the pipeline faster.”

Maggie Jolitz Senior Solutions Specialist, Cox Automotive

1

DREAMFORCE ’15 RECAPPED: 10 REASONS TO USE APPEXCHANGE APPS RIGHT NOW 4

ACTION PLANSReusable process templates.

CASE HISTORYSee full history in one click .

CLONE THIS USER

Create users quickly and easily.

GRAPHICS PACK Bring focus to key data elements.

MASS UPDATE TASKS Give visibility to stuck and stale deals.

OCTOPUSDocument your instance.

OPPORTUNITY ACCOUNTABILITY DASHBOARD

Track every deal.

S-DOCSCreate professional docs from templates.

SIDECALENDAR

Boost user productivity.

TRACK OPPORTUNITY STAGE ON ACTIVITIES

Find out which deals are moving forward.

Grow your business faster with free apps.1

DREAMFORCE ’15 RECAPPED: 10 REASONS TO USE APPEXCHANGE APPS RIGHT NOW 5

See the whole collection here ›

Help every team achieve more: apps for admins. Salesforce administrators often manage

Salesforce for their entire company, which

means they’re responsible for everything from

delivering critical projects and training team

members to keeping data clean and assigning

sales leads. We asked three admins with 23

years of Salesforce experience among them to

share their favorite apps. Read on to see which

apps are recommended by Michelle Seufert of

SunGuard, Amber Boaz of CodeScience, and

Leyna Hoffer of Edmentum.

See video of the session here ›

“ Chatter Adoption Dashboards installed eight dashboards and more than 130 reports in five minutes.”

Michelle Seufert Senior Systems Administrator, SunGuard

2

DREAMFORCE ’15 RECAPPED: 10 REASONS TO USE APPEXCHANGE APPS RIGHT NOW 6

CALENDARANYTHING Create customizable calendars.

CONFIG WORKBOOK Extract Salesforce data into Excel format fast.

DEMANDTOOLS Manage data more productively.

DISTRIBUTION ENGINE Share leads fairly every time.

DRAGGIN’ ROLE View and manipulate users and roles from a single custom tab.

FIELD TRIP Run reports on field usage.

FORMASSEMBLY Create powerful Web forms.

MILESTONES PM Track projects for every team.

SALESFORCE ADOPTION DASHBOARDS Get visibility into user adoption.

TASKRAY Manage projects with ease.

Help every team achieve more: apps for admins.2

DREAMFORCE ’15 RECAPPED: 10 REASONS TO USE APPEXCHANGE APPS RIGHT NOW 7

SALESFORCE CHATTER DASHBOARDS Monitor and manage Chatter activity.

SALESFORCE CRM DASHBOARDS Access best practices dashboards.

See the whole collection here ›

Close more deals: sales leaders’ favorite apps. Ready to blow your sales goals out of the

water? Good news: There are more than

1,100 apps on the AppExchange that can

extend Salesforce and help sales teams

close more deals. Sales experts Michelle

Mantel of George Street Photo & Video,

Richard Ortega of Shutterstock, Russ Hearl

of DoubleDutch, and Amy Roy of Ceridian

weigh in on their favorite sales apps.

See video of the session here ›

“ In the past three years, PowerDialer has helped us make 1.5 million cold calls and do 20,000 demos. Being able to measure those key success metrics is huge.”

Russ Hearl Vice President, Sales, Mid-Market, DoubleDutch

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DREAMFORCE ’15 RECAPPED: 10 REASONS TO USE APPEXCHANGE APPS RIGHT NOW 8

DREAMFORCE ’15 RECAPPED: 10 REASONS TO USE APPEXCHANGE APPS RIGHT NOW 9

ADVOCATEHUB Build a community of advocates.

APTTUS CPQ Increase deal size and close rates.

DATAHUG Get real-time insight into every deal.

GEOPOINTE Location-enable Salesforce with maps.

LEVELELEVEN Drive revenue with gamification

APTTUS CONTRACT LIFECYCLE MANAGEMENT Shorten time to revenue.

DISTRIBUTION ENGINE Share leads fairly every time.

DOCUSIGN Sign and send documents anytime, on any device.

EMAIL TO CASE PREMIUM

Enhance the Email to Case offering.

ESIGN SERVICES FROM ADOBE

Close deals five times faster.

LOOP DOCUMENT SERVICES BY NINTEX Automate data merges and document creation.

SMART CORRESPOND FOR SALESFORCE

Deliver sales documents within Salesforce.

POWERDIALER Increase revenue with optimized calling and gamification.

RING MY BELL Drive sales and inspire teams with gamification.

TANGO CARD Send rewards and incentives from Salesforce.

DREAMFORCE ’15 RECAPPED: 10 REASONS TO USE APPEXCHANGE APPS RIGHT NOW 9

3 Close more deals: sales leaders’ favorite apps.

See the whole collection here ›

Drive sales productivity with sales operations apps. Savvy sales operations leaders are constantly

on the lookout for tools that can help grow their

teams, accelerate productivity, and increase

revenue. Cambria Shapiro of GuideSpark,

Elizabeth Zadora of Odyssey Logistics &

Technology, and Leyna Hoffer of Edmentum

share the apps that help their sales teams

effectively manage the flow of information

and close deals.

See video of the session here ›

“ Sales don’t stop when reps are on the road. DocuSign takes away manual work and gets them back to doing what they need to do: selling.”

Elizabeth Zadora WIN Customer Service Rep, Odyssey Logistics & Technology

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DREAMFORCE ’15 RECAPPED: 10 REASONS TO USE APPEXCHANGE APPS RIGHT NOW 10

APTTUS CPQ Increase deal size and quote rates.

APTTUS CLM Shorten time to revenue and reduce risk.

DOCUSIGN Close deals faster, from anywhere.

DUPECATCHER Prevent manual entries and Web leads from becoming duplicates.

GAINSIGHT Manage customer retention, identify churn, and upsell.

HOOPLA Amplify employee performance with competition.

KNOWLEDGENOW Deliver contextual content inside Salesforce.

LEVELELEVEN Optimize sales performance with gamification.

MAPANYTHING Map your Salesforce data.

POWERDIALER

Increase revenue with optimized calling and gamification.

Drive sales productivity with sales operations apps.4

DREAMFORCE ’15 RECAPPED: 10 REASONS TO USE APPEXCHANGE APPS RIGHT NOW 11

See the whole collection here ›

Wow customers and go the extra mile with apps. In today’s uber-connected world, many

customers manage their relationships

without talking to another human being,

which makes delivering stellar customer

service a challenge. Tyler Garman of

Rosetta Stone, Stephanie Dorman of AOL,

and Doug Jones of NCR Silver share their

favorite service apps.

See video of the session here ›

“ If there’s something we need to get done, we always check the AppExchange first to see what they have that can help us.”

Stephanie Dorman, Platform Manager, AOL

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DREAMFORCE ’15 RECAPPED: 10 REASONS TO USE APPEXCHANGE APPS RIGHT NOW 12

BMC REMEDYFORCE — IT HELP DESK Provide fast IT help desk support.

BOMGAR Offer remote support to customers directly from the case details screen.

CHECK-INS FOR iPHONE Enable Salesforce users to check in anywhere.

CLICKTOOLS Collect and act on customer feedback.

CLOUDINGO Eliminate and manage duplicate data.

DISTRIBUTION ENGINE Share leads fairly every time.

EMAIL TO CASE PREMIUM Enhance the Email to Case offering.

FIELDEXPERT Reinvent field service scheduling.

FIELD TRIP Analyze and run reports on any field in Salesforce.

FORMASSEMBLY Create powerful Web forms.

Wow customers and go the extra mile with apps.5

DREAMFORCE ’15 RECAPPED: 10 REASONS TO USE APPEXCHANGE APPS RIGHT NOW 13

See the whole collection here ›

DREAMFORCE ’15 RECAPPED: 10 REASONS TO USE APPEXCHANGE APPS RIGHT NOW 14

HEYWIRE LIVETEXT AGENT Improve customer experiences with two-way texting.

LIVEOPS VOICE ADVANTAGE Deliver seamless voice experiences within Salesforce.

PROJECT PORTFOLIO MANAGEMENT Track projects, milestones, and tasks from within Salesforce.

SALESFORCE CRM DASHBOARDS Access best practices dashboards.

SALESFORCE CHATTER DASHBOARDS Monitor and manage Chatter activity.

SALESFORCE FOR TWITTER AND FACEBOOK Connect Salesforce with social channels.

SERVICE AND SUPPORT Measure call center performance.

SERVICEMAX Deliver flawless field service every time.

TIMBA SURVEYS Create, share, and analyze surveys within Salesforce.

TIME TRACKING Track service team’s work hours.

Wow customers and go the extra mile with apps.5

See the whole collection here ›

Supercharge your marketing plan with apps. Want to seamlessly run, track, and measure every

aspect of marketing campaigns, events, automation,

emails, and more? The AppExchange has the apps

to help you do it — more than 300 to be exact. Kevin

Lissandrello of Vertafore, Erin Peterson of NGINX,

and Ronen Shetelboim of Jobvite share some of

their successes using marketing and analytics apps.

See video of the session here ›

“ Thanks to Bizible, we can now see how prospects first interact with us — which means that before our sales reps even pick up the phone, we know what our prospects are interested in.”

Kevin Lissandrello Demand Generation Manager, Vertafore

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DREAMFORCE ’15 RECAPPED: 10 REASONS TO USE APPEXCHANGE APPS RIGHT NOW 15

ALLOCADIA Manage marketing budgets in the cloud.

BIZIBLE

Track marketing all the way to revenue.

BOULDER LOGIC REFERENCE MANAGER Find the best references for marketing and sales.

CONTACT CAPTURE Copy, paste, and create new records.

DATA CLEANSE

Manage duplicates more effectively.

DISCOVERORG Simplify research for sales with more targeted leads.

FULL CIRCLE INSIGHTS

Get complete visibility into critical campaign data.

RAINKING Give sales direct access to decision-makers.

Supercharge your marketing plan with apps.6

DREAMFORCE ’15 RECAPPED: 10 REASONS TO USE APPEXCHANGE APPS RIGHT NOW 16

See the whole collection here ›

Discover apps for every industry. From nonprofit to higher education to

financial services, every industry has

its specific needs and challenges, but

they all have one thing in common:

Customers in every sector are asking

for personalized journeys that deliver

what they want, when and where

they want it. The opportunities are

huge, and these are just a few of the

industry apps highlighted during

Dreamforce ’15.

See video of each session here:

Government ›

Higher Education ›

Life Sciences ›

Nonprofits ›

Financial Services ›

Manufacturing ›

7

DREAMFORCE ’15 RECAPPED: 10 REASONS TO USE APPEXCHANGE APPS RIGHT NOW 17

ASSETOPTICS

Get insight into asset performance.

BASICGOV

Improve efficiency in land management.

SERVICEMAX

Deliver flawless field service from anywhere.

APTTUS CPQ

Identify the right products for every customer.

FINANCIALFORCE HCM

Recruit, hire, track, and manage teams seamlessly.

KNOWLEDGENOW

Deliver contextual content inside Salesforce.

LEVELELEVEN

Drive revenue with gamification.

MAPANYTHING

Map your Salesforce data.

TIMBA SURVEYS

Create, share, and analyze surveys within Salesforce.

VLOCITY

Facilitate the full benefits of the case management lifecycle.

7

DREAMFORCE ’15 RECAPPED: 10 REASONS TO USE APPEXCHANGE APPS RIGHT NOW 18

GOVERNMENT

See the whole collection here ›

Discover apps for every industry.

ADDRESSTOOLS FREE Ensure consistent and correct addresses.

CIRRUS INSIGHT

Integrate Salesforce and Google apps.

CONGA COMPOSER

Create and deliver documents in one click.

CONGA COURIER

Schedule report delivery to external contacts.

DATA LOADER FOR SALESFORCE

Quickly manage data in Salesforce.

DUPEBLOCKER 3 Avoid duplicates across all objects.

FORMASSEMBLY Create Web forms that collect and send data from Salesforce.

MAPANYTHING Map anything from Salesforce.

SERTIFI Close business faster with an integrated e-signature solution.

TASKRAY Manage projects with ease, right from Salesforce.

7

DREAMFORCE ’15 RECAPPED: 10 REASONS TO USE APPEXCHANGE APPS RIGHT NOW 19

HIGHER EDUCATION

See the whole collection here ›

Discover apps for every industry.

7LIFE SCIENCES

123COMPLIANCE EQMS Manage quality and compliance from anywhere.

AHM CENTRISDIRECT Address operational and compliance needs across the enterprise.

DOCUSIGN Close deals faster, from anywhere.

MEDVANTAGE

Help device manufacturers track sales.

SERVICEMAX MOBILE

Deliver flawless field service from anywhere.

USDM UDI CONNECT

Get access to Global DI data anytime.

VEEVA CRM

Ensure customers engage with the right content and services.

VRS rsDM Securely store documents in the cloud.

DREAMFORCE ’15 RECAPPED: 10 REASONS TO USE APPEXCHANGE APPS RIGHT NOW 20

See the whole collection here ›

Discover apps for every industry.

7

DREAMFORCE ’15 RECAPPED: 10 REASONS TO USE APPEXCHANGE APPS RIGHT NOW 21

NONPROFITS

CIRRUS INSIGHT

Integrate Salesforce and Google apps.

CONGRESS KNOWWHO FOR SALESFORCE

Access the most current information for members of Congress and their staffs.

DOCOMOTION

Generate documents with data dynamically merged from any object in Salesforce.

FORMASSEMBLY

Create Web forms that collect and send data from Salesforce.

ROUNDCAUSE EVENTS

Plan, execute, and measure custom events.

WE PROSPECT

Find, understand, and contact wealthy prospects with a high chance of conversion.

See the whole collection here ›

Discover apps for every industry.

CL LOANManage loan cycles on one secure platform.

S&P CAPITAL IQ FOR SALESFORCE Access data that helps identify opportunities.

ASCENTERP

Manage every business process on a Chatter-enabled system.

KENANDY

Automate core business and manufacturing processes.

ROOTSTOCK

Get real-time access to all operations.

7

DREAMFORCE ’15 RECAPPED: 10 REASONS TO USE APPEXCHANGE APPS RIGHT NOW 22

FINANCIAL SERVICES

MANUFACTURING

See the Financial Services collection here ›

And the Manufacturing collection here ›

Discover apps for every industry.

Build apps fast: Lightning Components. Want to create apps fast, with drag-and-drop

ease? Say hello to Lightning Components from

the AppExchange, the enterprise marketplace

for components.

What exactly are components? They’re the

building blocks of apps; they’re widgets, like

calculators, charts, and feeds. And Lightning

Components are small but indispensable

features, tools, and elements that prevent

you from having to re-create everything from

scratch anytime you want to build something

new. Lighting Components can also be used to

customize your pages.

BUILD APPS EASILY

CREATE MORE ENGAGING APPS

DELIVER APPS FASTER

CUSTOMIZE PAGES

Check out Lightning Components ›

8

DREAMFORCE ’15 RECAPPED: 10 REASONS TO USE APPEXCHANGE APPS RIGHT NOW 23

Build your own app store: AppExchange Store Builder (Free). Find out how quickly your company can create its

own app marketplace to deliver apps to customers,

partners, and employees.

• DISTRIBUTION FREEDOM: Create a single destination to distribute mobile, Web, and desktop apps to customers, partners, and employees.

• CUSTOMIZED BRANDING: Deliver a consistent brand experience with your storefront.

• BUILT-IN DASHBOARDS: View built-in dashboards for info on activity and downloads.

• SUPPORT FOR ALL PLATFORMS: Companies can create a single destination for their end users to download all of the business apps they need, including third-party apps and apps for various device platforms, such as Android, iOS, and Windows.

• E-COMMERCE OPTIONS: Add payment processing with existing solutions in the AppExchange.

Check out Store Builder ›

9

DREAMFORCE ’15 RECAPPED: 10 REASONS TO USE APPEXCHANGE APPS RIGHT NOW 24

SIGN UP Stay up to date on all the latest apps. Sign up to get the AppExchange newsletter ›

JOIN THE SUCCESS COMMUNITY Engage with and get answers from a passionate community of customers, partners, and Salesforce experts. Join ›

SHARE (OR READ) A REVIEW The AppExchange has more than 50,000 reviews that can guide you to apps that have worked well for your peers.

Join the community. Participating in the AppExchange community gives

you access to a collective body of powerful knowledge.

You’ll interact with and learn from business leaders just

like you, who have the same challenges, questions,

and ultimately, successes. Share your best practices

and get to know your peers in any of these places:

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DREAMFORCE ’15 RECAPPED: 10 REASONS TO USE APPEXCHANGE APPS RIGHT NOW 25