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The Intelligent Appointment Scheduling Blog

Today, TimeTrade announced the newest capability for our industry-leading Scheduler product. The version of Scheduler for Salesforce users now leverages the artificial intelligence (AI) capabilities of Salesforce Einstein, which will bring even more value to our customers.

To get the full story, read our news release. And when you’re ready to give Scheduler a try, download it from the Salesforce AppExchange or schedule a call with one of our experts to start a 30-day free trial.

Here are some highlights of the announcement.

Leveraging Einstein for Intelligent Appointments

Using Einstein and lead scoring in Salesforce, you can offer appointments to Salesforce leads and contacts at key triggered events, status changes, or when thresholds are met, for example:

  • Lead Scoring—Once a lead has taken a number of actions that increase the lead’s engagement score above a threshold defined by the end user, an event can be triggered automatically to send an email offering a meeting.
  • Status Changes—When fields in Salesforce are updated or changed, an automated process can be triggered to send an email to a customer or prospect to engage with you by booking a meeting.
  • Milestone Events—Opportunities to schedule meetings can be sent automatically based on key date intervals, such as when a customer approaches a renewal date, or if a specified amount of time passes after a customer engages or is onboarded. Financial advisors, for example, will be able to use this feature to help them comply with Department of Labor laws requiring all them to meet with their clients annually and retain proof of the meetings or the attempts to book meetings.

Cross-Cloud Support

Next month, in advance of Dreamforce, Salesforce’s annual conference, TimeTrade will announce that Scheduler now supports multiple Salesforce Clouds. Since its debut earlier this year, Scheduler has integrated with Sales Cloud. Now it also integrates with the Service, Marketing, Financial Services and Community Clouds. This expanded support for key Salesforce Clouds brings the advantages of Scheduler to more teams in organizations that rely on Salesforce to connect with customers and prospects.

Users of the Sales, Service and Financial Service Clouds can use Scheduler to easily offer appointments to leads and contacts.

Marketing teams that rely on Marketing Cloud can share TimeTrade Scheduler links in outbound marketing blasts. This makes it easy to send mass emails offering recipients the opportunity to book a meeting with the right person at your organization, which can help turn prospects into customers more quickly.

Look for more information about Scheduler as we get closer to Dreamforce.

And speaking of Dreamforce, TimeTrade will demonstrate the powerful capabilities of Scheduler in booth #2021, Nov. 6 to 9, at the Moscone Center in San Francisco. Prospects, customers and partners can book a time to meet with TimeTrade experts at the event.

Heading to the Salesforce World Tour in New York City on Tuesday, May 2? If so, be sure to grab your ringside seat for the highlight of the day-long event at the Javits Center: The Rumble in the Urban Jungle—also known as the AppExchange Demo Jam!

Salesforce invited TimeTrade Scheduler to demolish compete against five other AppExchange app victims providers in an intense, hardcore free-for-all, where audience members will choose the survivor winner.

TimeTrade Scheduler, if you haven’t already heard, is the powerful new app that makes it easy for sales, marketing and service teams to engage with prospects and customers by accessing the power of TimeTrade appointment scheduling—right from within Salesforce!

Scheduler will flex its muscles in the Demo Jam spotlight with the able assistance of  TimeTrade heavyweights Steve “Smackdown” Connolly and Chris “Crusher” Gilmore!

The Big Show takes place at 4:30 p.m. in the Zone Theater. Each team has just one three-minute round to show its moves and avoid being KO’d by what’s sure to be a frenzied crowd of raucous Salesforce experts.

Why should the audience vote for TimeTrade Scheduler for Salesforce? Well, let me spell it out for you, brother.

To put it simply, Scheduler redefines how marketing, sales and service professionals use Salesforce by making it easy for prospects to schedule meetings with them—right from within Salesforce. Built on the Salesforce App Cloud and Lightning ready, Scheduler is available now on the AppExchange.

Users access Scheduler directly within their existing Salesforce pages and workflows. It enables them to leverage the power and experience of Salesforce—the undisputed champion CRM vendor of choice for millions of enterprises—in a whole new way. But don’t just take my word for it. Check out this cool video to learn more about Scheduler.

Scheduler business benefits include:

  • Generate a stronger pipeline—Achieve better prospecting and marketing results by eliminating endless phone and email messages. Allow qualified prospects to schedule time with your team at their convenience.
  • Close more deals, faster—Reduce the time salespeople spend on non-revenue-generating activities and increase time spent driving conversations, sending proposals and conducting calls and meetings.
  • Build and expand trusted relationships—Customers value personal connections with experienced sales and service professionals. Scheduler improves the customer experience by putting them in the driver’s seat for scheduling meetings.

Can’t make it to the Big Apple? You can also smell what TimeTrade is cooking at Salesforce World Tour Events in Boston on May 31 and Chicago on June 15.

And, we’ll be at the Wrestlemania of Salesforce events, Dreamforce, in November in San Francisco, of course.

Unless you’re selling luxury automobiles to residents of Beverly Hills, most sales people face myriad challenges when it comes to meeting quotas and driving sales growth. Let’s take a look at some of the realities in the world of B2B sales.

We know sales people spend a lot (as in way too much) of their time calling, chasing and waiting, which adversely affects pipeline velocity and, too often, quality.

In fact, many sales pros report that they wait, on average, 3 or 4 days for qualified prospects (both marketing- and sales-qualified leads) to be ready to talk further. If it takes an average of eight touches (email, phone call… rinse and repeat) to schedule a meeting with every lead, and it takes multiple meetings to close a sale, this adds a lot of time (we’re talking weeks or even months) to turn a lead into a closed deal. In that amount of time, a lot of things can happen—many of them very bad—including prospects losing interest, or the competition moving in to poach what once looked like sure-thing sales.

And it’s no surprise that sales people spend too much time doing administrative tasks and not enough time selling. 

Who doesn’t like to spend a big chunk of your work week on tasks that aren’t directly related to what you’re getting paid to do? Anyone?? That what I thought. But it’s been shown that sales people spend about 40 percent of their time each week performing administrative tasks. That leaves only 60 percent of their time to achieve at least 100 percent of their quota. This loss of valuable time cuts into sales productivity and performance. It also adversely affects the pipeline and company revenue.

Prospects want authenticity—and strong relationships—from sales people.

Although most of us spend a lot of time using digital devices in our work and personal lives, human connections still matter more than ever in the sales process. Even if most of our business interactions occur online, there’s no substitute for connecting directly with an in-person meeting at critical points in the process. Personalization reinforces the authenticity and credibility of sales people, enabling them to become trusted advisors, which builds relationships. The majority of your prospects expect this. In fact, research shows that 79 percent of them want you to be a trusted advisor—not just a sales rep—who adds value to their business.

So now that we’ve laid all of this on you, you might be wondering what you can do to minimize non-revenue-generating activities and focus on the important stuff—selling.

That’s why we created Scheduler for Salesforce. Available on the Salesforce AppExchange, Scheduler redefines how marketing and sales people are using Salesforce by making it easy for prospects to schedule meetings with you—right from within Salesforce.

Since its January launch, we’ve been continuously enhancing Scheduler’s capabilities to give sales teams the most intuitive, easy-to-use way to:

  • Generate a stronger pipeline
  • Close more deals faster
  • Build trusted relationships with your prospects and customers

Check out this video or download the data sheet to see how Scheduler can help your business connect with prospects and increase sales.

Watch our latest webinar, featuring sales expert Jill Konrath, author of More Sales, Less Time, who shares the secret of how sales pros can save 1 to 2 hours per day while selling more in less time.

If, however, you enjoy spending much of your time on administrative tasks, or playing phone and email tag with prospects, then just keep doing what you’re doing. And good luck.


When it comes to sales software and CRM platforms, Salesforce is the undisputed leader. That’s why organizations and sales managers look to the Salesforce AppExchange when they need tools to help their sales teams increase their productivity and performance. The only problem is the AppExchange is growing larger every day, and executives and sales managers don’t have the time to sift through and find the cream of the crop.

That’s why we created this list of 50 top sales management tools available on the Salesforce AppExchange. With an eye toward closing more deals, reducing inefficiency, and increasing sales effectiveness, we have organized the apps in key categories that make managing sales a more streamlined process. While we have listed our picks for the top 50 sales management tools on the AppExchange here in no particular order, we have included a table of contents to help you easily access the tools best suited to your team’s needs.

Jump To:

Forecasting, Territory Management, and Sales Enablement Tools

Forecasting, territory management, and sales enablement tools help sales teams work more efficiently and intelligently. Our picks in this category literally help your teams work smarter, not harder.

Geopointe: Mapping, Territory Management, Maps, Routing & Analytics

Sales professionals use Geopointe to transform their Salesforce data into valuable business insights. The tool allows sales teams to search, analyze, route, and take action to unlock the where of their data.

Key Features:

  • Provides proximity searching, optimized routing, territory management, boundary layers, demographics, check-in, and more
  • Salesforce1 and Lightning ready
  • Brings actionable insights to customers’ business processes
  • Check in and log meeting notes
  • Locate nearby resources to fill openings left by last-minute cancellations

Cost: Starting at $27/user/month

Edit Quotas

Edit Quotas, by Salesforce Labs, is a forecasting and territory management sales tool that aids sales managers in viewing and setting quotas using the Salesforce graphical user interface. The collaborative forecasting aids users in tracking your business more securely.

Key Features:

  • Enter your rep’s quotas only through the API
  • Simple screens to view and edit sales reps’ forecasts
  • Set new quotas quickly by copying them from a previous forecast period
  • Security controls ensure quotas can be viewed and edited only by people who are authorized to do so

Cost: FREE

Opportunity Planning Wall

Opportunity Planning Wall is a sales enablement tool from Logicline that helps sales teams visualize and modify the opportunity pipeline graphically. The app especially helps sales reps who get lost in the sales pipeline and need a more visual, interactive tool for sales planning.

Key Features:

  • Visualizes your opportunities as color-coded cards on a virtual wall
  • Filter, sort, and group opportunities by any standard and custom field
  • Drag & drop editing of opportunities for more productive and enjoyable collaboration

Cost: FREE

Predictive Pipeline and Forecast Management

For sales pros who want to take an intelligent, predictive approach to forecasting and pipeline management, Predictive Pipeline and Forecast Management is a free app from Foretuit. Sales managers choose this AppExchange sales tool to help their reps see their pipeline and manage their forecasts to predict deal success based on the real-world activity around the opportunity.

Key Features:

  • App automatically gathers the data it needs, making it accurate and up-to-date at all times
  • Analyzes reps’ past successes and compares these to their pipelines to predict which opportunities are on track and which are at risk in the forecast
  • See the complete picture to uncover hidden risks and discover what reps have overlooked
  • Eliminates the need to track down reps to update the data

Cost: FREE

FunnelSource: Pipeline Management and Forecasting

A sales tool built to increase sales effectiveness, FunnelSource: Pipeline Management and Forecasting has become the highest-rated pipeline management and forecasting app on the AppExchange. FunnelSource provides everyone in the sales organization with real-time visibility.

Key Features:

  • The straightforward, quota-centric view is designed for how salespeople think and aims to boost efficiency, data integrity, and accountability
  • Single-screen interface replaces multiple dashboards and reports
  • Real-time view of the funnel to manage proactively and hold reps accountable

Cost: Contact for a quote

Territory Management Made Easy

From Touchpoint Solutions, Territory Management Made Easy is a forecasting and territory management app that makes it easier to create and manage sales teams. The app also minimizes the impact of rep turnover and territory realignment.

Key Features:

  • Automatically assign accounts, contacts, open opportunities, and open activities to the new territory owner
  • Use What Ifs to determine how a new territory definition affects the number of accounts, year-to-date sales, and the pipeline
  • Easily assign accounts that don’t match a geographical boundary with exception accounts

Cost: S20/user/month

Sales Clarity

Sales Clarity provides sales forecasting for B2B sales managers. With Sales Clarity, you can save time by quickly and easily accessing pinpointed, consolidated sales data instead of losing hours by searching through several windows for forecast and pipeline information. You’ll also enjoy more efficient forecast review meetings thanks to Sales Clarity.

Key Features:

  • Powerful B2B forecasting
  • Easily see which important opportunities have changed
  • View integrated pipeline growth and conversion data on one screen to quickly determine how much pipeline has converted to revenue

Cost: Contact for a quote

Strategy Mapper

For account management, sales planning, meetings, and coaching, Strategy Mapper is an ideal sales enablement tool. Sales managers provide their sales teams with a consistent framework for planning and executing selling activities in Salesforce when they introduce Strategy Mapper as a key sales enablement tool.

Key Features:

  • 100% native application and perfect partner for Salesforce Einstein to gather sales intelligence
  • Intuitive interface for easily and consistently building, maintaining, and communicating account and opportunity plans and capture customer intelligence in all customer interactions
  • Includes Account Mapper, Opportunity Mapper, and Meeting Mapper, all of which are integrated and configurable to easily fit your sales processes and methodology

Cost: S40/user/month


With their pipeline and quota management sales forecasting software, Marseli offers advisory services from VP-level sales and marketing consultants. Sales managers can expect to transform your sales operations quickly with Marseli.

Key Features:

  • Improve forecast accuracy, quota attainment, and sales productivity
  • Predict future sales performance with the data you already have
  • Accurate, reliable forecasts

Cost: $29/user/month

Revenue Storm Pursuit Profiler Tool

Revenue Storm provides consulting, training, coaching, and analytics to help executives and your teams achieve alignment and drive profitable sales. Their forecasting and territory management tool, the Revenue Storm Pursuit Profiler Tool, identifies the strongest and most vulnerable aspects of each sales relationship.

Key Features:

  • Objectively examine sales pursuits to identify the most qualified
  • Know where to focus sales team efforts
  • Improve sales forecasting and win rates

Cost: Contact for a quote

Gamification, Motivation and Incentive Tools

Xactly Incent Express

Xactly offers enterprise-class, cloud-based incentive compensation software for employee and sales performance. The Xactly Incent Express is an incentive compensation management tool for SMBs that helps companies use incentive compensation with commissions to drive motivation.

Key Features:

  • Helps growing companies address critical challenges during development
  • Transform incentive compensation programs into a strategic performance driver
  • Automates the commission process while reducing errors, improving dispute resolution, and enhancing internal controls
  • Ensures timely payouts while providing reps with real-time performance data, increasing satisfaction, and accelerating sales

Cost: Contact for a quote


LevelEleven is a sales activity management solution for modern sales leaders. With their motivation app, you can optimize sales performance to drive revenue using sales performance scorecards.

Key Features:

  • Sales performance scorecards engage sales teams to pursue actions that matter and contribute to a culture of performance
  • Ensure your metrics-drive sales approach maximizes revenue potential
  • Made for sales managers, not IT
  • Generates immediate ROI by maximizing Salesforce and your sales team

Cost: Contact for a quote

Clean Your Room! Dashboard

An app by Salesforce Labs, Clean Your Room! inspires sales teams with a weekly pipeline housekeeping dashboard. Sales reps will not want to be listed on the leaderboard because it displays deals that have been pushed multiple times, deals without recent activity, and deals that are missing key data.

Key Features:

  • Uses a push counter trigger to determine how many times an opportunity has been pushed forward to close
  • Details opportunities that are set to close but have not had any recent activity
  • Lists opportunities that are missing next steps, products, partners, etc.

Cost: FREE

Leaderboard by InsightSquared

A sales performance analytics company for fast-growing tech businesses, Insight Squared offers a free sales leaderboard on the AppExchange. Whether you are tired of paying for a sales motivation tool or you have never tried one before, the Leaderboard by InsightSquared is a highly-rated option.

Key Features:

  • Promote rep competition
  • Display top 5 reps by month or quarter
  • Get real-time deal notifications
  • TV friendly

Cost: FREE


Utilizing modern game and competition theory, Hoopla is a leading sales motivation platform. Use the Hoopla app to broadcast your data, promote friendly competition, and recognize your employees live.

Key Features:

  • Motivate and engage employees in every department
  • Live data broadcasting system to drive increased performance
  • Transform your office with a culture of recognition and reward
  • Metrics from SFDC and others are tracked on television, the web, and mobile apps

Cost: Starts at $18/user/month

Know Your Enemy

For companies that are weary of losing to the competition, Know Your Enemy is an app by Salesforce Labs that leverages Chatter, content, news, and Twitter to help you learn more about what they are doing. The app also helps companies identify the competitive experts within your organization.

Key Features:

  • Displays the latest news and tweets about your competition
  • Leverage Chatter to connect your competitive experts with your sales organization
  • Leverage Salesforce content to ensure your sales team has up-to-date presentations and tear sheets

Cost: FREE

CallidusCloud Commissions

A market and technology leader in sales effectiveness, sales performance management, and sales incentive compensation software applications and services, CallidusCloud presents Commissions, a solution for managing your entire incentive compensation process.

Key Features:

  • Deliver transparent incentives
  • Favorably change sales behaviors
  • Designed for business users – intuitive and easy to use
  • Build compensation plans, change organizational hierarchies, generate reports, and forecast expenses without needing IT
  • Improve sales productivity

Cost: Contact for a quote


ThinkSmartOne helps companies improve performance and increase sales using motivation incentives and gamification tools. Their incentive app boosts Salesforce adoption, cybersecurity, and more.

Key Features:

  • Drive, manage, track, and reward desired behaviors using simple gamification methods within Salesforce
  • A complete incentive app
  • Get better sales performance from your sales team
  • Motivate employees and partners using Sales Cloud or Communities
  • Gain total control of your incentive program; set your own targets, write your own rules, and run your own budgets

Cost: Starts at $20/user/month


A Salesforce partner, Surfwriter publishes RevenueCloud and CloudComp apps for Salesforce. RevenueCloud is a 100% native, certified, Chatter-enabled, and user-friendly compensation management app that supports product splits and revenue splitting.

Key Features:

  • Enables opportunity, product, and revenue schedule splits between sales reps and calculate commissions for all types of Salesforce opportunities
  • Customize reports and dashboards
  • Daily, weekly, monthly, quarterly, yearly, or custom time frames stored in Salesforce
  • 30-day free evaluation

Cost: Contact for a quote

GamEffective for Salesforce


A comprehensive, integrated enterprise gamification platform for employee engagement, GamEffective is available for use with Salesforce to supercharge your organization’s sales performance with digital motivation and real-time feedback. With GamEffective, you can drive behaviors and performance while simultaneously offering feedback and communicating targets.

Key Features:

  • Drive sales behaviors and performance
  • Provide feedback, benchmarks, and targets
  • Drive learning
  • Improve sales pipeline quality through better CRM use

Cost: Contact for a quote


Ambition is an employee productivity platform that increases revenue. Their app uses goals, scorecards, contests, and analytics to increase sales to motivate the entire workforce to drive sales and improve customer service.

Key Features:

  • Create contests and competitions around any Salesforce object or metric
  • Broadcast live performance updates across teams and offices
  • Increase transparency and build a winning, high-performance culture
  • G2Crowd’s Category Leader in Sales Performance Management for 2016

Cost: Contact for a quote


A leading Salesforce and consultancy, Corsica enables their Global 1000 clients to accomplish more than they thought possible. Their gamification app, Corsica, increases engagement, loyalty, performance, adoption, and motivation while aligning teams with corporate goals.

Key Features:

  • Create objectives based on standard and custom objects and standard and custom fields
  • Limit eligibility of objectives to specific users, groups, and roles to drive tailored behaviors and development in each area of your business
  • Includes all necessary components for successful gamification: objectives aligned with corporate goals, reward and recognition for achievements, and feedback for measuring progress toward goals
  • Display leaderboards on plasma screens
  • Display badges and achievements on users’ Chatter profile pages

Cost: $23/user/month

Productivity Tools

TimeTrade Scheduler

TimeTrade helps companies create the conversations that drive business. Our SaaS-based Customer Engagement Cloud enables businesses to provide a personalized service guarantee. Our Scheduler app is an Salesforce online appointment scheduling tool that helps sales teams close more deals faster.

Key Features:

  • Access the power of TimeTrade’s leading appointment scheduling platform without leaving Salesforce
  • Have more conversations to grow accounts and close deals more quickly
  • Eliminate time wasted with back-and-forth emails or phone calls with prospects by offering appointments in seconds
  • Ensure accurate scheduled meeting tracking from within Salesforce on the lead and contact level without requiring manual updates of personal calendars
  • Match prospect and customer requests with sales reps in real time based on availability and keep no-shows to a minimum with automatic confirmations and reminders
  • Supports both inbound and outbound activity

Cost: Contact for a quote

Salesforce CPQ

From Salesforce Labs, Salesforce CPQ is a solution for configuration and quoting. Users can ensure pricing while reducing quote errors with this native CPQ built on Lightning.

Key Features:

  • Streamlines configuration
  • Helps reps reduce quote errors, manage proposals, and close more deals in the Sales Cloud
  • Part of Salesforce Quote-to-Cash
  • Product configurator guides sales reps to best products and services for each customer

Cost: Starts at $75/user/month

G-Connector (formerly Enabler4Sheets)

Formerly Enabler4Sheets, G-Connector is a productivity app that helps companies save money on SFDC licenses because it enables your non-SFDC users to see live SFDC data. G-Connector also automatically refreshes SFDC reports or data pulled with SOQL.

Key Features:

  • Salesforce Data Loader directly from Google Sheets
  • Data snapshots saved to Google Drive
  • Data monitoring and metrics, plus send alerts to multiple recipients
  • Add-on to Google Spreadsheets pulls any data from Salesforce and schedules automatic refreshing of that data even if you are offline

Cost: FREE



Fileboard’s intelligent sales platform makes every rep a top performer, resulting in 30% more wins. We prioritize sales tasks based on actual customer engagement, so reps sell laser focused & persistent, and hit targets 40% faster.

Key Features:

  • Tells reps what to do next based on actual customer engagement. It makes every rep laser focused, a persistent seller and a top performer.
  • Gets even the most inexperienced rep ramped up 40% faster, saving you at least 3 months of lost quota per rep.
  • Provides all the tools required to be successful in sales and it auto-logs all sales activity. Stop wasting 1 day/week per rep on switching tools and relentless logging.

Cost: Starts at $95/user/month

Conga Courier

Conga increases productivity across businesses by streamlining Salesforce. One of their productivity tools, Conga Courier, is available on the AppExchange and helps sales teams extend your Salesforce report delivery.

Key Features:

  • Schedule and automatically email an unlimited number of individual Salesforce reports
  • Customize email sender, recipients, and message
  • Embed report in email or send as an attachment in Excel, CSV, or Printable View
  • No hourly limits – schedule reports with the frequency you need

Cost: Starts at $1/report/month

GaugeLabs Approval Manager

GaugeLabs simplifies approval management to speed the sales process and increase productivity. Their Approval Manager is a powerful suite of applications that helps companies improve their in-house approval process to save deals before opportunities are lost to competitors.

Key Features:

  • Forecast and measure the number of records that are submitted, approved, or rejected
  • Escalate approval records that are pending over a specific period of time
  • Automate approval submission
  • Remove bottlenecks in the approval process by automatically sending reminders and messages to the approval manager

Cost: $20/user/month

PowerDialer for Salesforce

InsideSales offers a leading sales acceleration platform that is built on Neuralytics, a predictive and prescriptive self-learning engine. Their PowerDialer for Salesforce enhances sales communication and helps sales teams be as productive as possible.

Key Features:

  • Increase calls and convert more leads to opportunities
  • Life performance and revenue
  • Sales communication with prescriptive sales action, machine learning lead prioritization, one-touch dialing, and automatic local numbers with LocalPresence

Cost: Contact for a quote

Apttus X-Author for Excel

Apttus has revolutionized quote-to-cash on the Apttus Intelligent Cloud. Now, sales teams use the Apttus X-Author for Excel for quote-to-cash, CPQ, contract management, subscription billing, and invoices.

Key Features:

  • Update opportunities
  • Assign leads
  • Create quotes
  • Upload data
  • Enjoy the power of Microsoft Office inside Salesforce
  • Use unlimited related and unrelated standard or custom objects simultaneously to create, retrieve, update, delete, or insert data across an infinite number of Excel worksheets for a powerful data loader

Cost: Contact for a quote



Tact is the sales experience platform that transforms any connected device into an AI-powered smart assistant via voice, SMS, and an offline mobile app. In fact, their productivity app helps sales teams have everything you need at your fingertips.

Key Features:

  • Automates data entry and delivers insights to make any time selling time
  • Instantly logs activities into CRM by logging seller activities after each customer call or meeting and capturing essential details of each interaction in seconds
  • Gain CRM visibility in every call, email, and meeting
  • 100% offline sync native architecture

Cost: Contact for a quote

Pulsar for Salesforce

A mobile enterprise solutions company based in Silicon Valley, Luminix, Inc., offers Pulsar for Salesforce. This productivity app makes it possible for sales professionals to access Salesforce offline on iOS, Android, and Windows devices.

Key Features:

  • Intuitive and easy to use
  • Your data is ready for offline read/write access
  • Unified view for calendar and Salesforce events
  • Manage opportunities, set appointments, keep track of tasks, fill out surveys, and take and complete orders while onsite with customers

Cost: FREE

Algoworks Opportunity Manager (AWOM)

Algoworks focuses their work on mobility, Salesforce, business intelligence, ECM, and software product engineering. Their Opportunity Manager is a native application that was inspired by the demands and preferences of thousands of users of the basic opportunity tool in Salesforce.

Key Features:

  • Editable, interactive pipeline view of opportunities
  • Powerful infographics tool to view data via charts
  • Interactive and easy to use pagination and record-view mode
  • Drag and drop feature to minimize time spent updating records

Cost: FREE

Unlimited Workflow Rules

CRMGuidance builds apps that close Salesforce gaps. Their Workflow Rules app allows changes in the formula field value to trigger workflow on any object.

Key Features:

  • Automate email alerts
  • Field updates
  • Create new records on any object
  • Workflows don’t count against Salesforce Workflow limits

Cost: $125/company/month

Action Plans

Action Plans, a productivity app by Salesforce Labs, transforms best practices into reusable task templates. Create an Action Plan for an account, opportunity, contact, or lead.

Key Features:

  • Pre-assign template tasks to a specific individual or assign to the running user
  • Promotes best practices
  • Encourages reusability
  • Saves time and improves productivity

Cost: FREE


Minutz is a leading meeting management software that helps companies revolutionize the way you manage meetings. With Minutz, sales managers capture and distribute meeting minutes, track actions, and record decisions.

Key Features:

  • Easily create, plan, and manage all your meetings with Minutz
  • Produces and distributes professionally formatted PDF agendas and minutes at the touch of a button
  • Track meeting actions through to completion with a full audit trail
  • Record decisions and meeting attendance
  • Find important meetings notes or decisions easily through intelligent search of your full historical meeting database

Cost: Starting at $8/user/month


KnowledgeTree software centers on sales enablement for content marketing and sales productivity for reps. Their productivity app utilizes data science to predict your winning content, push it to your reps via email or Salesforce, and scores its effectiveness.

Key Features:

  • Create, discover, and predict winning content
  • Increase prospect engagement and content use
  • Predict winning content based on real sales results
  • Equip sales reps with content proven to accelerate deals and boost sales productivity
  • Proactively push best practice content to sales teams in Salesforce or mail

Cost: Contact for a quote

Brainshark for Salesforce

Brainshark provides sales training, coaching, and content authoring via leading sales enablement and productivity solutions used by more than half the Fortune 100. Brainshark for Salesforce accelerates sales performance by preparing sales reps for better sales conversations with prospects and customers.

Key Features:

  • Close more deals with better conversations
  • Onboard new reps more quickly and keep them ready by quickly providing interactive and engaging training
  • Enables anyone to create rich, mobile-friendly content to drive sales readiness and effectiveness
  • Deliver the best, most up-to-date content to sales reps

Cost: Contact for a quote


CM-Focus specializes in developing apps on the platform and other SaaS solutions. Their AccountPal is a productivity app designed to bridge the gap between sales and marketing for account-based marketing.

Key Features:

  • Drives account-based sales, marketing, and lead processing
  • Current market engagement analytics
  • Assign leads to the appropriate account owners using account-based routing
  • Import target accounts and contacts for account-based marketing from LinkedIn

Cost: $49.99/user/month

Sales Performance Tools

Sales Activity Dashboard

From Salesforce Labs, the Sales Activity Dashboard shows how an organization can analyze a sales rep’s activity rates and types against opportunities. This sales performance tool gives sales managers the ability to view the types of activity their sales team members engage in on opportunities.

Key Features:

  • Visibility of sales activities
  • Custom reports based on the out-of-the-box application
  • Gain visibility into the sales professional work rate
  • Identify neglected opportunities and accounts

Cost: FREE

Free Pipeline Analytics

When you can see your sales pipeline, you can improve your sales performance. That is the insight that the Free Pipeline Analytics app from insight Squared delivers.

Key Features:

  • See pipeline history in a single interactive chart with historical data in Salesforce
  • Compare past revenue to past pipeline volume to better predict if you have enough pipeline to hit your goals
  • Instantly visualize your complete pipeline and monitor pipeline growth
  • See your pipeline value broken down by sale stage

Cost: FREE

Sales KPI Dashboard 1.0

The Sales KPI Dashboard 1.0 is a Salesforce Labs app that displays graphs to help sales professionals determine the efficiency of your operational business. The app also aggregates relevant sales key performance figures and helps sales managers take corrective actions as needed to improve sales performance.

Key Features:

  • High level overview of your sales operation
  • Determine the efficiency of your sales organization
  • Identify who generates business and identify areas where management support is required

Cost: FREE

GSP Sales Dashboard – Enterprise+

The Gary Smith Partnership works to expand businesses through the implementation of Salesforce and marketing automation applications. The GSP Sales Dashboard – Enterprise+ is one Gary Smith Partnership app that delivers exceptional pipeline and sales performance visibility for enterprises.

Key Features:

  • Fully customizable dashboard
  • Gain visibility into the size, trend, and quality of the sales pipeline and sales performance
  • All charts and reports are fully customizable
  • Includes pipeline quality metrics to enable managers to assess pipeline health

Cost: FREE

Trending Opportunity

Trending Opportunity, a sales performance app by Salesforce Labs, delivers simple dashboards and reports that allow sales teams to compare opportunity amounts from the previous year to current amounts. View all your opportunities and the total amount earned last year versus this year to improve your sales performance.

Key Features:

  • No set-up required, thanks to pre-installed reports and dashboards
  • Lists all opportunities by rep
  • Lists total amount earned this year versus the amount at the same time last year

Cost: FREE


GPS Dashboard integrates location with Salesforce. GPS Dashboard’s CHECK-in is an advanced sales analytics and performance management app that utilizes geolocation to guarantee your field sales team performs at the highest possible level.

Key Features:

  • Improve sales performance with the advanced sales analytics and performance app
  • Gain new visibility into field sales activities with actionable business intelligence
  • Simplify your sales process, verify customer visits, collect call details, and optimize your outside sales force

Cost: $20/user/month

Sales History Advanced Dashboard

Sales History Advanced Dashboard, from Salesforce Labs, delivers powerful analytics to help you understand your sales cycles. This sales performance tool utilizes analytics features such as multi axis charts and functions like PREVGROUPVAL.

Key Features:

  • Determine how your sales are doing this year compared to last year
  • Identify how your win rate is doing against the target
  • Intuitive and easy to use

Cost: FREE


A sales performance app from inCloud online, anyGoal helps sales managers recognize achievement and improve performance. Help your sales reps by setting goals, recognizing their achievement, and improving their performance.

Key Features:

  • Set individual targets for any interval and view performance based on % of goal achieved
  • Free trial available
  • Gain a complete view of performance by viewing actual results compared to individual goal targets
  • Assign goal owners and control how goal data is securely shared across your organization

Cost: $12/user/month

Contract and Partner Management Tools

Apttus Contract Management

Apttus Contract Management offers contract lifecycle management (CLM) for contracts. Built on Salesforce for enterprises, Apttus Contract Management helps companies reduce compliance risks and close more deals faster.

Key Features:

  • The leading contract lifecycle management solution for enterprises
  • Accelerate sales with easy-to-use tools like one-click contracts and the contract creation wizards
  • Full integration with Microsoft Word
  • Gain complete visibility to contract details, track approval histories, and meet obligations with configurable workflow

Cost: Contact for a quote

Model N CDM for Salesforce

Model N is the leading provider of revenue management cloud solutions for life sciences and technology industries. Their Model N CDM for Salesforce is a fully-automated channel data management solution for Salesforce that provides accurate and timely intelligence for real-time visibility to channel POS and inventory data.

Key Features:

  • Automatically collect, improve, and communicate POS data for optimizing channel management and accelerating decision making
  • Maximize channel revenues
  • Accelerate decision making with better accuracy and visibility

Cost: FREE


Impartner delivers the industry’s most robust SaaS-based partner relationship management and marketing automation platform solutions. Their partner management app is designed for companies that sell through partners and provides you with everything you need to successfully sell, service, and support your company’s solutions.

Key Features:

  • Provides an enterprise-class web application for managing all aspects of the partner lifecycle
  • Fully customizable with your company branding
  • Can be up and running in 30 days with the highly-engineered Velocity 3-step onboarding process

Cost: Starts at $2,000/partner/month, up to 100 partners