Top Marketing Salesforce Apps

How Do You Choose The Best Marketing App for Your Business? 

It used to be as simple as one-two-three:

• To find the right marketing app for your business, start by guiding your search. First, identify the specific problems you need to solve. Consider your timeframe, budget, and which parts of your business will be impacted by this decision.
• Next, explore and compare your options. Browse the Marketing category on appexchange.com. Take advantage of opportunities to test drive the app or install it in a sandbox environment for a trial run. If you’re looking for Marketing Cloud, you can find it by clicking on “Apps” under Listings by Type on appexchange.com.
• Finally, when it comes time to make your decision, involve your team in the process to gather their input. Be sure to check the price, security, and compatibility with your Salesforce edition and other apps. Once you’ve made your choice, install and configure the app to meet your specific needs.

Salesforce is a powerful platform that helps businesses manage customer relationships, sales, and more. But to truly make the most of Salesforce, especially in the world of marketing, it’s essential to use apps that can automate and enhance your marketing efforts. These apps make it easier to reach customers, track campaigns, and analyze results, saving time and improving effectiveness.

Imagine you’re running an email marketing campaign. Without the right tools, you might spend hours manually sending emails, tracking responses, and updating customer information. With the right Salesforce marketing apps, however, you can automate this entire process.

In this article, we’ll explore the top marketing apps available on Salesforce AppExchange marketplace. These apps have been chosen for their ability to help businesses like yours streamline marketing processes, improve customer engagement, and ultimately drive sales. Whether you’re looking to automate email campaigns, enhance customer insights, or optimize your marketing strategies, these apps provide the solutions you need.

From real-time data integration to advanced email marketing tools, these apps can transform how you approach marketing. The best part? They integrate seamlessly with Salesforce, so you can start seeing benefits immediately. Let’s dive into the top marketing apps you should consider to elevate your Salesforce marketing efforts.

The top apps in marketing category were chosen based on a combination of objective and subjective criteria, including the number of reviews on AppExchange, average ratings, the sentiment of reviews on other platforms, and a thorough evaluation of each app’s relevance to the category. Our primary goal in creating this list was to highlight a diverse range of apps that address different problems, rather than featuring multiple apps with similar functions, even if they have high ratings on AppExchange. Additionally, we aimed to showcase apps from a variety of brands, ranging from large corporations to small consulting agencies.

#1 Titan Forms | Dynamic Forms for Salesforce

Overview: Titan Forms | Dynamic Forms for Salesforce is a top-rated app designed to streamline the process of creating and managing forms within Salesforce. This app allows users to build highly customizable, responsive forms that integrate directly with Salesforce data, making it easier to capture, manage, and utilize customer information. Whether you’re collecting leads, gathering customer feedback, or processing orders, Forms provides the tools you need to create seamless, efficient forms that enhance user experience and improve data accuracy.

Key Features:

1. Customizable Forms: Easily create forms tailored to your specific needs using a drag-and-drop interface. You can customize the look and feel of the forms to match your branding and ensure consistency across all customer interactions.
2. Seamless Salesforce Integration: Every form you create is fully integrated with Salesforce. This means data collected through the forms is automatically synced with your Salesforce database, eliminating the need for manual data entry and reducing the risk of errors.
3. Conditional Logic: With Forms, you can set up conditional logic to show or hide form fields based on user inputs. This feature helps to create more dynamic and personalized forms, ensuring that users only see the fields that are relevant to them.
4. Mobile Responsiveness: Forms are designed to be fully responsive, meaning they work smoothly on any device, including smartphones and tablets. This ensures that your forms are accessible to a wider audience, regardless of the device they use.
5. Advanced Security: Forms offers advanced security features to protect the data you collect. With options for encrypted data transmission and secure storage, you can ensure that your customers’ information is handled safely.

Benefits for Marketing Teams:

Imagine you’re running a lead generation campaign and need to capture detailed information from potential customers. With Forms, you can quickly create a professional-looking form that not only collects this information but also automatically updates your Salesforce database. This saves your marketing team hours of manual data entry and ensures that the data is ready to use for follow-ups and analysis immediately.

Another scenario could involve gathering feedback from a webinar. Instead of sending out generic surveys, you can use Forms to create dynamic surveys that adjust based on the attendee’s responses, making the feedback process more engaging and personalized.

Pricing: $150 USD/company/month
Rating:  (8+ reviews) ⭐⭐⭐⭐⭐
Link: Forms | Dynamic Forms for Salesforce

#2 Marketo Sales Insight – Prioritize Sales Leads and Close Deals Faster

Overview: Marketo Sales Insight is a powerful tool designed to help sales teams prioritize leads, understand customer behavior, and close deals faster. Developed by Marketo, this app provides sales reps with the insights they need to engage with the right leads at the right time and could be considered one of the top Salesforce sales automation tools. With a deep integration into Salesforce, Marketo Sales Insight offers a seamless experience, helping teams make smarter decisions and drive revenue more effectively.

Key Features:

1. Best Bets and Watch List: This feature allows sales reps to instantly focus on the hottest sales leads and opportunities. It highlights the leads that are most likely to convert, ensuring that your team is always working on the most promising prospects.
2. Interesting Moments: Marketo Sales Insight tracks and monitors the key moments that really matter to sales, such as when a lead opens an email, visits your website, or engages with your content. These “Interesting Moments” give reps a clear indication of when a lead is ready for a follow-up.
3. Sales and Marketing Collaboration via Chatter: The app integrates with Salesforce’s Chatter stream, facilitating better collaboration between sales, marketing, and executive teams. This ensures that everyone is aligned on key sales deals and can contribute to closing them successfully.
4. Real-Time Alerts: Reps receive instant updates when leads and opportunities engage with your content, such as opening an email or visiting a specific webpage. These real-time alerts help sales teams act quickly and stay ahead of the competition.
5. Native Force.com Application: As a 100% native Force.com application, Marketo Sales Insight works seamlessly within Salesforce CRM. This means there’s nothing new to learn, no additional tools to install, and no need for extra IT resources.

Benefits for Marketing Teams:

Marketo Sales Insight gives your sales reps a “sixth sense,” allowing them to prioritize and interact with the hottest leads and opportunities. By focusing on the key moments that matter most to sales, reps can deliver the right message at the right time, increasing their chances of closing deals. For example, if a lead consistently opens your emails and visits your pricing page, the app will flag this as an “Interesting Moment,” prompting your sales team to reach out with a targeted pitch.

Pricing:

• Freemium: Limited usage is available for free. To unlock additional features, users, or increased usage, a payment is required.
• $49 per seat (10 seats minimum) for full access to Marketo Sales Insight.

Rating: 4.59 (181+ reviews) ⭐⭐⭐⭐⭐ 

Link: Marketo Sales Insight

#3 MassMailer – Native App, Email Marketing, Mass Email, Email Alerts, Attach Files

Overview: MassMailer by MassMailer, Inc. is a comprehensive email marketing solution that helps Salesforce users send mass emails, single emails, or drip campaigns with ease. The app is designed to overcome Salesforce’s email limitations, allowing businesses to send emails to any standard or custom object within Salesforce, with the added capability of attaching files. Whether you’re looking to manage large-scale email campaigns, send targeted alerts, or execute drip campaigns, MassMailer provides the tools you need to reach your audience effectively.

Key Features:

1. Mass Email and Bulk Email: MassMailer enables you to send unlimited bulk emails with no daily limits, addressing Salesforce’s native email restrictions. You can target any standard or custom object within Salesforce, ensuring that your message reaches the right audience.
2. File Attachments: Easily attach files to your emails, whether they are uploaded from your computer or selected from Salesforce. This feature is particularly useful for sharing documents, reports, or promotional materials directly with your contacts.
3. Drip Campaigns: Set up and manage drip email campaigns through Salesforce’s Process Builder. This allows you to automate a series of emails that are sent based on specific triggers, helping you nurture leads over time.
4. Email Alerts: Configure automated email alerts through the Process Builder. This feature ensures that your team is notified of key actions or events, enabling timely follow-ups and enhancing customer engagement.
5. Advanced Tracking and Reporting: Track key email statistics such as opens, clicks, bounces, and unsubscribes. MassMailer also allows you to monitor your domain and IP reputation, ensuring that your emails reach the intended inboxes rather than getting caught in spam filters.
6. Email Verification: Reduce email bounces by verifying email addresses before sending. This feature helps maintain a clean email list, which is crucial for improving deliverability and campaign effectiveness.
7. Dedicated IP and Email Authentication: MassMailer offers a Dedicated IP feature, allowing you to authenticate your email domain and brand your links. This enhances email deliverability by improving your sender reputation and ensuring your emails are not marked as spam.
8. Template Builder and Merge Fields: Create custom email templates using the MassMailer Template Builder, or select from existing Salesforce templates. You can also use merge fields to personalize emails by automatically pulling in data from Salesforce objects.

Benefits for Marketing Teams:

Consider a scenario where you need to send a series of onboarding emails to new customers, complete with personalized attachments like user guides or contracts. With MassMailer, you can easily set up a drip campaign that sends these emails at scheduled intervals, ensuring that each new customer receives the right information at the right time. The ability to track opens and clicks allows your team to monitor engagement and adjust the campaign as needed.

Additionally, if you’re running a fundraising campaign for a nonprofit organization, MassMailer enables you to reach thousands of donors with a single click. By verifying email addresses and using a Dedicated IP, you can significantly improve your email deliverability, ensuring that your messages reach the inboxes of potential donors.

Pricing: Starting at $219 USD/month for 1 user, additional plans and add-ons are available to fit various business needs.

Rating: 4.93 (130+ reviews) ⭐⭐⭐⭐⭐ 

Link: MassMailer – Native App, Email Marketing, Mass Email, Email Alerts, Attach Files

#4 Campaign Monitor for Salesforce | Email Marketing & Mass Email (CM4SF)

Overview: Campaign Monitor for Salesforce (CM4SF) by Beaufort 12 Ltd. is a powerful app that combines the capabilities of Campaign Monitor with the robust data management of Salesforce. This integration allows you to create, manage, and track professional email marketing campaigns directly from within Salesforce, making it easier than ever to reach your audience with targeted, effective emails and actually could be considered one of the best Salesforce analytics tools for marketing campaigns monitoring.

Key Features:

1. Seamless Integration: Campaign Monitor for Salesforce syncs data between the two platforms, giving you a complete view of your customers. This ensures that your email campaigns are always up-to-date and relevant, without requiring any manual data entry.
2. View Email Stats in Salesforce: You can monitor the performance of your email campaigns directly within Salesforce. This feature provides visibility to both sales and marketing teams, helping them understand how email efforts are contributing to business goals.
3. Automatic Subscriber Management: The app automatically adds new subscribers from Salesforce to your Campaign Monitor lists. This automation saves time and ensures that your email lists are always current.
4. User-Friendly Design: Campaign Monitor makes it easy to create beautiful, professional email campaigns without needing to leave Salesforce. The app provides all the tools you need to test and optimize your emails for maximum impact.
5. Hyper-Targeted Emails: Use the rich data within Salesforce to create highly targeted email campaigns. Whether you’re segmenting by customer behavior, demographics, or purchase history, CM4SF helps you send the right message to the right audience.

Benefits for Marketing Teams:

Imagine running an email campaign where every message is perfectly tailored to the recipient’s needs. With Campaign Monitor for Salesforce, this becomes a reality. You can effortlessly pull in data from Salesforce to create targeted campaigns that resonate with your audience, all while tracking the results without ever leaving Salesforce.

For example, if you want to target customers who have recently made a purchase, you can quickly set up a campaign in CM4SF that sends them a thank-you email along with a personalized recommendation for their next purchase. The integration between Campaign Monitor and Salesforce ensures that the data is always accurate and up-to-date, making your campaigns more effective.

Pricing:

• Starting at $25 USD/company/month. Pricing is tiered based on your active subscriber count.
• Free Trial: You can try CM4SF fully featured for 14 days before committing to a plan.

Rating: 4.85 (89+ reviews) ⭐⭐⭐⭐⭐ 

Link: Campaign Monitor for Salesforce | Email Marketing & Mass Email (CM4SF)

#5 Gimbal Barcode by Gimbal Logic – Barcodes Made Easy in Salesforce

Overview: Gimbal Barcode by Gimbal Logic is a powerful and versatile barcode solution that integrates directly with Salesforce. Designed to streamline various business processes, this app allows you to create, print, and scan barcodes within your Salesforce environment. Whether you’re managing inventory, tracking attendance, or handling field service tasks, Gimbal Barcode simplifies barcode management, making it faster and more accurate. With over 10 years on the Salesforce AppExchange and a strong customer base, Gimbal Barcode is a trusted solution for businesses across multiple industries.

Key Features:

1. Comprehensive Barcode Support: Gimbal Barcode supports a wide range of popular barcode formats, including Code128, Code39, EAN, QR Code, DataMatrix, PDF417, and more. It is also GS1-compliant, ensuring compatibility with global standards.
2. Multi-Platform Compatibility: The app works seamlessly across both Salesforce Desktop and Mobile environments. You can scan barcodes using the camera on a mobile device or with dedicated scanner hardware, and print barcodes using either a dedicated label printer or any desktop/network printer.
3. Customizable Components: Gimbal Barcode offers customizable Lightning Components and Flow Components, allowing you to tailor the app to fit your specific business processes. This flexibility ensures that the app can adapt to your unique requirements, whether you’re in healthcare, manufacturing, or event management.
4. Expert Implementation and Support: Gimbal Logic provides excellent implementation assistance and ongoing support to help you get up and running quickly. Their team of experts is available to ensure that your barcode solution is optimized for your business needs.
5. Streamlined Business Processes: The app is designed to enhance the efficiency of various business processes within Salesforce, including inventory management, field service, and order fulfillment. By integrating barcode functionality directly into Salesforce, Gimbal Barcode reduces manual data entry and improves accuracy.

Benefits for Business Teams:

Imagine you’re managing a large inventory and need to track thousands of products accurately. With Gimbal Barcode, you can easily generate barcodes for each item, scan them using a mobile device, and instantly update your inventory records in Salesforce. This not only speeds up the process but also minimizes the risk of human error.

For event management, Gimbal Barcode allows you to streamline attendee check-ins by scanning tickets directly into Salesforce. This provides real-time updates on attendance and helps ensure a smooth and organized event.

Pricing:

• Starting at $1,800 USD/company/year for the first 10 users.
• Additional users: $36 per user per year.
• Discounts are available for nonprofits.

Rating: 4.84 (77+ reviews) ⭐⭐⭐⭐⭐
Link: Gimbal Barcode by Gimbal Logic

#6 AAkonsult Campaign Status – Simplify Campaign Status Management

Overview: AAkonsult Campaign Status by AAkonsult Pty Ltd is a straightforward yet highly effective Salesforce app designed to simplify the management of campaign member statuses. If you find yourself repeatedly setting up campaign member statuses for every new campaign, this app will save you time and effort by automating the process. With AAkonsult Campaign Status, you can set default status values based on campaign types, ensuring consistency and efficiency across all your marketing campaigns.

Key Features:

1. Campaign Status Defaults: Tired of manually setting up campaign member statuses each time you create a new campaign? AAkonsult Campaign Status allows you to set up a list of default statuses for different campaign types. Once configured, these defaults are automatically applied whenever you create a new campaign or change the campaign type.
2. Easy Setup and Configuration: The app includes a Status Defaults Setup Tab, where you can quickly configure your list of default statuses. You can also assign specific values for “Responded” and “Default Status,” ensuring that your campaigns are set up just the way you need them.
3. Automation of Status Assignment: After setting up your defaults, AAkonsult Campaign Status automatically applies these settings to new campaigns. This automation reduces the repetitive task of manually assigning statuses, allowing you to focus on more strategic aspects of your campaigns.
4. User-Friendly Interface: The app is designed to be simple and intuitive, making it easy for users of all experience levels to set up and manage campaign statuses. This user-friendly approach ensures that you can get the app up and running with minimal effort.

Benefits for Marketing Teams:

If your marketing team manages multiple campaigns, the repetitive task of setting up campaign member statuses can be time-consuming. AAkonsult Campaign Status eliminates this hassle by automating the process. For example, if you’re running a series of email marketing campaigns, the app can automatically apply the correct status defaults for each campaign type, saving your team time and ensuring consistency.

The app’s ability to pre-define and automatically assign these statuses also reduces the likelihood of errors, helping to keep your campaigns on track and your reporting accurate.

Pricing:

• $15 AUD/company/month or $180 AUD/company/year.
• Discounts are available for nonprofits.
• Free 14-day trial available.

Rating: 4.8 (70+ reviews) ⭐⭐⭐⭐⭐
Link: AAkonsult Campaign Status

#7 SurveyMonkey for Salesforce – Seamlessly Integrate Feedback Data with Salesforce

Overview: SurveyMonkey for Salesforce is a powerful tool that integrates SurveyMonkey’s robust survey capabilities directly with Salesforce. This app allows businesses to gather and analyze customer feedback seamlessly within their Salesforce environment. By automatically triggering surveys after key interactions and syncing responses with Salesforce, businesses can gain deeper insights into customer satisfaction, loyalty, and overall experience. This integration helps companies take real-time action on feedback and enhance their customer service and marketing strategies.

Key Features:

1. Seamless Integration with Salesforce: SurveyMonkey for Salesforce integrates survey data directly into Salesforce, creating a unified view of customer interactions. This integration allows businesses to combine operational data with survey data, providing a richer context for customer insights.
2. Automated Survey Triggers: Automatically send surveys based on specific events or transactions in Salesforce. For example, you can trigger a survey after a customer service interaction or a product purchase, ensuring that feedback is timely and relevant.
3. Expert-Built Templates: Choose from over 250 expert-built templates, including Customer Satisfaction (CSAT), Net Promoter Score (NPS), and customer service feedback surveys. These templates are designed to help you quickly gather meaningful insights from your customers.
4. Advanced Survey Capabilities: Utilize advanced surveying features like 25+ question types, logic and branching, and multilingual support. These tools help you create customized surveys that meet the specific needs of your business and audience.
5. Enhanced Marketing and Customer Service: Use survey insights to create more targeted marketing campaigns and improve customer service. By understanding customer needs and preferences, you can tailor your communications and offers to drive better engagement and upsell opportunities.
6. Real-Time Analytics and Reporting: Analyze survey responses directly within Salesforce, using reports and dashboards to track key metrics. The app also supports open-text analysis, allowing you to identify keywords and sentiment in customer feedback.
7. Automated Actions: Automatically create tasks in Salesforce based on survey responses. This feature helps you close the loop on critical feedback by assigning follow-up actions to the appropriate team members.

Benefits for Marketing and Customer Service Teams:

SurveyMonkey for Salesforce empowers your marketing and customer service teams to make data-driven decisions by providing real-time access to customer feedback. For example, after a customer completes a purchase, you can automatically send a follow-up survey to gauge their satisfaction. If the feedback indicates an issue, the app can automatically create a task in Salesforce, prompting your team to address the concern promptly.

This integration also allows your marketing team to refine their strategies based on customer insights. By analyzing survey data, you can identify trends and preferences that inform more effective marketing campaigns, leading to increased customer engagement and loyalty.

Pricing:

• Starting from $30 USD/user/month (minimum of 3 users), billed annually.
• Discounts are available for nonprofits.

Rating: 4.57 (67+ reviews) ⭐⭐⭐⭐⭐
Link: SurveyMonkey for Salesforce

#8 BridgeMail – Email Marketing, Marketing Automation, & Lead Management

Overview: BridgeMail by Makesbridge Technology, Inc. is a comprehensive email marketing and marketing automation solution designed to work seamlessly with Salesforce. It offers advanced features for email marketing, lead nurturing, lead scoring, and analytics, making it a powerful tool for both B2B and B2C businesses. With a focus on ease of use and customer satisfaction, BridgeMail provides everything you need to create and manage effective marketing campaigns directly from Salesforce.

Key Features:

1. Easy Salesforce Integration: BridgeMail offers a “plug and play” integration with Salesforce that can be set up in less than 27 minutes. No need for an integration partner or complicated setup processes—just a few clicks, and you’re ready to go.
2. Advanced Marketing Features: Despite its simplicity, BridgeMail packs powerful features such as a drag-and-drop email editor, responsive email templates, and sophisticated segmentation tools. These features allow you to create highly targeted and personalized marketing campaigns with ease.
3. Lead Scoring and Nurturing: The app includes robust lead scoring and nurturing capabilities. You can automate the process of nurturing leads based on their behavior, helping you move prospects through the sales funnel more effectively.
4. Comprehensive Analytics: BridgeMail provides detailed analytics and reporting tools to help you measure the success of your campaigns. You can track everything from email open rates to lead conversion, giving you the insights needed to optimize your marketing efforts.
5. Customer Support and Satisfaction: BridgeMail is rated #1 for customer support and satisfaction, with a dedicated success specialist assigned to help you from the initial setup to ongoing support. This focus on customer success has led to an impressive 87% customer retention rate.
6. Custom Objects Functionality: BridgeMail works with most custom objects in Salesforce, giving you the flexibility to tailor the app to your specific business needs, whether you’re focused on B2B or B2C workflows.

Benefits for Marketing Teams:

BridgeMail is designed to make sophisticated marketing automation accessible to businesses of all sizes. If you’re looking to streamline your email marketing and lead management processes, this app offers a powerful yet easy-to-use solution. For example, if your team needs to launch a new email campaign, BridgeMail’s drag-and-drop editor and responsive templates make it simple to create professional emails that look great on any device.

Additionally, the app’s advanced segmentation and lead-scoring features ensure that your marketing efforts are targeted and effective, helping you focus on the leads that are most likely to convert. The comprehensive analytics tools provide real-time insights into campaign performance, enabling you to make data-driven decisions and continually improve your marketing strategy.

Pricing:

• Paid Add-On Required: Payment is required for external services or products associated with this app.
• Pricing details are available upon request.

Rating: 4.92 (64+ reviews) ⭐⭐⭐⭐⭐
Link: BridgeMail Email Marketing, Marketing Automation, & Lead Management

#9 ValueText | Multi-Channel Messaging App for Salesforce | SMS, WhatsApp, Telegram

Overview: ValueText by ValueText Pvt Ltd is a highly-rated, multi-channel messaging app that seamlessly integrates with Salesforce to enhance customer communication. Whether you need to send SMS, WhatsApp, or Telegram messages, ValueText provides an easy-to-use platform that’s perfect for sales, customer service, and marketing automation. This app is designed to simplify and optimize how you connect with customers, ensuring you can engage them effectively through their preferred channels.

Key Features:

1. Multi-Channel Messaging: ValueText supports SMS, WhatsApp, Telegram, and more, allowing you to reach customers through their preferred communication platforms. You can easily send and receive messages directly from Salesforce, making customer interactions more efficient and centralized.
2. 1-to-1 and Bulk Messaging: Whether you need to have a personal conversation with a customer or send out bulk messages for a marketing campaign, ValueText has you covered. The app’s flexibility makes it suitable for both individualized communication and large-scale outreach.
3. Automatic Fallback Channels: If a customer doesn’t use WhatsApp, ValueText automatically sends the message via SMS. This ensures that your communication always reaches the customer, regardless of their preferred platform.
4. User-Friendly Interface: The app is designed with simplicity in mind, featuring a user-friendly interface that makes it easy to navigate and use. You can get started with sending messages in less than 10 minutes, and the quick setup ensures minimal disruption to your workflow.
5. Advanced Automation and Templates: Automate routine communications like appointment reminders or follow-ups with ValueText’s powerful automation tools. The app also includes customizable templates, saving time while maintaining consistency in your messaging.
6. WhatsApp Chat Console and Bots: Manage your WhatsApp conversations directly within Salesforce using the integrated chat console. ValueText also supports powerful chatbots, helping to automate responses and improve customer engagement without manual intervention.
7. Time-Based Scheduling: Schedule messages based on time zones, business hours, or specific times, ensuring that your communications are sent at the most effective times.
8. End-to-End Encryption and GDPR Compliance: ValueText ensures that all communications are secure with end-to-end encryption. The app is also fully GDPR compliant, safeguarding customer data and ensuring that your messaging practices adhere to privacy regulations.
9. ChatGPT Integration: ValueText has integrated ChatGPT to enhance automated responses, making interactions more natural and responsive. This feature adds an extra layer of intelligence to your communication strategies.

Benefits for Marketing, Sales, and Customer Service Teams:

ValueText is an invaluable tool for teams that need to maintain consistent, personalized communication with their customers. For example, a sales team can use ValueText to send personalized follow-ups after a demo, while a customer service team can manage support cases through quick, responsive text messaging. Marketing teams can also benefit from the ability to send bulk messages for promotions or announcements, all while tracking engagement and optimizing communication strategies.

Pricing:

• Starting at $5 USD/user/month.
• Discounts are available for nonprofits.

Rating: 4.97 (65+ reviews) ⭐⭐⭐⭐⭐
Link: ValueText | Multi-Channel Messaging App for Salesforce | SMS, WhatsApp, Telegram

#10 Inventory, Asset & Barcode Management by ELTON

Overview: Inventory, Asset & Barcode Management by ELTON, developed by AccountAbility Solutions Inc., is a comprehensive tool designed to simplify and optimize the management of inventory and assets directly within Salesforce. This app is perfect for businesses that need to track equipment, tools, or assets, whether for field service, IT management, or event planning. ELTON allows you to manage your inventory using barcode scanning, track assets in real time, and integrate all data seamlessly with your existing Salesforce setup.

Key Features:

1. Barcode and QR Code Scanning: ELTON generates unique QR codes for each piece of equipment or asset, allowing you to manage your inventory simply by scanning these codes with your mobile device. This feature enables you to track items from anywhere, using just a mobile phone.
2. Inventory and Asset Tracking: Track your inventory and assets directly within Salesforce. ELTON records GPS coordinates when an item is scanned, giving you a real-time map of where your equipment is located.
3. Equipment Calendar: ELTON includes a calendar feature that shows you which equipment is booked and which is available. This visual tool helps you manage reservations, loans, and assignments more effectively.
4. Salesforce Integration: ELTON fully integrates with your existing Salesforce data, including users, contacts, accounts, and opportunities. This integration ensures that all equipment-related activities are linked to the appropriate records in Salesforce.
5. Customization Options: Customize ELTON to fit your specific needs by adding custom fields, changing page layouts, building processes with Salesforce Process Builder, and setting up approval workflows. These customization options allow you to tailor the app to your business processes.
6. Proactive Reporting: ELTON can automatically generate reports on equipment that is due or overdue for return. This feature helps you stay on top of your inventory and avoid potential losses or delays.
7. Optional Add-Ons: Enhance ELTON’s functionality with optional add-ons like consumables tracking (for items like gels or cleaning kits) and straight-line depreciation for managing the financial aspects of your assets.

Benefits for Businesses:

ELTON simplifies the process of managing inventory and assets, making it a valuable tool for companies in various industries. For example, if your business frequently loans out equipment for demonstrations or field service, ELTON allows you to track these items efficiently, ensuring that you always know where your assets are and when they need to be returned.

The app’s mobile capabilities mean that your team can manage inventory directly from their phones, whether they’re in the office or out in the field. Additionally, the ability to integrate inventory management with Salesforce Cases makes ELTON particularly useful for IT departments that need to track spare parts, tools, or equipment used in service cases.

Pricing:

• Starting at $180 USD/user/year.
• Minimum charge of $720/year per organization (4 users).
• Nonprofits receive a 50% discount.

Rating: 4.98 (59+ reviews) ⭐⭐⭐⭐⭐
Link: Inventory, Asset & Barcode Management by ELTON

#11 Fonteva Events – Manage In-Person and Online Events Seamlessly with Salesforce

Overview: Fonteva Events by Fonteva is a comprehensive event management solution built natively on Salesforce. Whether you’re hosting in-person events, virtual webinars, or hybrid events, Fonteva Events provides all the tools you need to plan, manage, and execute successful events. From creating custom registration websites to tracking attendee engagement, Fonteva leverages the power of Salesforce to streamline the entire event lifecycle and could be considered one of the top Salesforce productivity tools too.

Key Features:

1. Versatile Event Management: Fonteva Events can handle over 50 different types of events, from multi-day conferences with multiple sessions to simple one-time seminars or webinars. The app offers full payment processing and customizable, branded registration websites, making it suitable for a wide range of event formats.
2. Built Natively on Salesforce: Because Fonteva Events is built directly on Salesforce, all your event data is stored in the same system as your customer data. This eliminates the need for data transfers or manual data entry from external event software, saving time and reducing errors.
3. Session and Agenda Management: The app includes a sleek agenda builder that allows attendees to easily register for sessions. If a session is full, attendees can be automatically added to a waitlist. The system also supports various pricing options, making it easy to manage different ticket types and discounts.
4. Customizable Registration Forms: Easily create and customize registration forms to capture the information you need from attendees. You can also set up personalized pricing rules based on Salesforce customer data, ensuring that your pricing is tailored to each registrant.
5. Event Websites and Community Cloud Integration: Fonteva Events uses Salesforce Community Cloud to create fully customizable and branded event websites. Whether you’re managing public or private events, you can provide a seamless registration experience while maintaining your brand’s look and feel.
6. Comprehensive Event Tracking: Keep track of every aspect of your events, including sponsors, venues, sessions, speakers, registrations, and exhibitors. Fonteva Events ensures that all your event-related data is in one place, making it easier to manage and analyze.
7. Secure Payment Processing: Fonteva Events includes built-in, secure payment processing, allowing you to manage all financial transactions directly within the app. This feature ensures that your payment processing is integrated with your overall event management workflow.

Benefits for Event Planners and Organizations:

Fonteva Events is ideal for organizations that regularly host events and want to streamline the process from start to finish. For example, if you’re organizing a large conference with multiple sessions and speakers, Fonteva makes it easy to manage registrations, create custom agendas, and track attendee engagement—all while keeping everything within Salesforce.

The ability to build customizable, branded registration websites and manage all event data within Salesforce means that your organization can offer a seamless experience to attendees while also leveraging customer insights for future marketing and engagement efforts.

Pricing:

• Starting at $8,400 USD/company/year.
• Discounts are available for nonprofits.
• Pricing is based on the number of users in your Salesforce system, with a flat annual license fee that avoids per-registration or per-event fees.

Rating: 4.62 (58+ reviews) ⭐⭐⭐⭐⭐
Link: Fonteva Events – In-person or online events & registration all on Salesforce

#12 Jebbit – First-Party Data Hub for Marketing Cloud

Overview: Jebbit is a powerful first-party data capture platform designed specifically for Salesforce Marketing Cloud. It allows businesses to scale up their data collection efforts through interactive quizzes, forms, surveys, and more. Jebbit helps you gather valuable first-party data without compromising consumer trust, enabling you to create more personalized and effective marketing campaigns.

Key Features:

1. Seamless Salesforce Integration: Jebbit integrates smoothly with Salesforce Marketing Cloud, allowing you to capture first-party data and pass it directly into your lists and data extensions in real time. This integration helps trigger automated workflows in Journey Builder, enhancing customer engagement.
2. Interactive Experiences: Create engaging quizzes, forms, polls, and surveys that capture rich first-party data. Jebbit’s dynamic logic features allow you to deliver personalized experiences based on individual user responses, making each interaction more relevant.
3. Real-Time Data Capture: Capture email addresses, phone numbers, and other valuable customer data on the fly. This data is immediately pushed into Salesforce Marketing Cloud, where it can be used for personalized communications and customer profile enrichment.
4. Dynamic Personalization: Use the data collected from Jebbit experiences to segment your audience and personalize your marketing efforts. With dynamic logic, you can tailor each experience to the individual, ensuring your messaging resonates with their specific needs and preferences.
5. Custom Fields and Integration: Add unlimited custom fields to your quizzes and forms, and connect Jebbit to unlimited data extensions, in-house databases, and lists. This flexibility allows you to score leads, segment lists, and trigger emails based on the data collected.
6. High Completion Rates: Jebbit experiences are designed to be highly engaging, with industry-leading completion rates of up to 85%. You can publish these experiences across various digital channels, including email, on-site, social media, in-app, and even via QR codes, reaching consumers wherever they are.
7. A/B Testing and Dynamic Splitting: Optimize your campaigns by launching quickly and testing different versions of your experiences. Jebbit’s A/B testing and dynamic splitting functionality allow you to find what works best and iterate for success.
8. No-Code Dynamic Content: Display dynamic content in your experiences without needing to write any code. You can pull in data from URLs, UTM parameters, or on-page content to display personalized images, text, or HTML within your quizzes and forms.

Benefits for Marketing Teams:

Jebbit empowers marketing teams to collect and use first-party data effectively, helping them create more targeted and personalized campaigns. For instance, you can build a quiz to understand customer preferences and immediately use that data to segment your audience in Salesforce Marketing Cloud. This not only enhances the relevance of your communications but also drives higher engagement and conversion rates.

Additionally, Jebbit’s ability to integrate seamlessly with Salesforce Marketing Cloud means that all your data is captured in one place, reducing the risk of duplicate records and ensuring a smooth flow of information between your marketing efforts and customer interactions.

Pricing:

• Essentials: $18,000 USD/company/year.
• Professional: $30,000 USD/company/year.
• Discounts are available for nonprofits.

Rating: 4.89 (9+ reviews) ⭐⭐⭐⭐⭐
Link: Jebbit – First-Party Data Hub for Marketing Cloud

Wrapping Up: Selecting Your Best Marketing Salesforce App

Choosing the right marketing app for Salesforce can make a huge difference in how you manage your marketing efforts, communicate with customers, and streamline operations. Each app reviewed here offers unique features designed to address specific business needs, from email marketing and event management to data collection and customer communication.

Here’s a quick recap of the top apps we covered:

1. Titan Forms | Dynamic Forms for Salesforce: Streamline form creation and data management within Salesforce, making it easier to gather and use customer information.
2. Marketo Sales Insight: Prioritize leads and close deals faster with insights that help sales teams focus on the hottest opportunities.
3. MassMailer: Overcome Salesforce’s email limitations by sending mass emails, managing campaigns, and automating follow-ups with ease.
4. Campaign Monitor for Salesforce (CM4SF): Combine powerful email marketing tools with Salesforce’s robust data management to create and track effective campaigns.
5. Gimbal Barcode: Simplify inventory and asset tracking by creating, scanning, and managing barcodes directly within Salesforce.
6. AAkonsult Campaign Status: Automate campaign member status management to save time and ensure consistency across all marketing campaigns.
7. SurveyMonkey for Salesforce: Seamlessly integrate customer feedback into Salesforce, allowing for real-time insights and improved customer engagement.
8. BridgeMail: Manage email marketing, lead nurturing, and automation with a user-friendly app that integrates smoothly with Salesforce.
9. ValueText: Enhance customer communication with multi-channel messaging support, including SMS, WhatsApp, and Telegram, all within Salesforce.
10. Inventory, Asset & Barcode Management by ELTON: Track and manage your inventory and assets using QR codes and barcodes, fully integrated with Salesforce.
11. Fonteva Events: Manage in-person and online events seamlessly, from registration to payment processing, with deep Salesforce integration.
12. Jebbit: Capture first-party data through interactive quizzes and surveys, enriching customer profiles and driving more personalized marketing efforts.

Each of these apps can significantly improve your Salesforce experience, making your marketing more effective, your operations more efficient, and your customer interactions more personalized. By selecting the right tools for your business, you can drive better results and elevate your marketing strategy.

These Salesforce marketing automation tools and Salesforce marketing solutions are among the best marketing Salesforce AppExchange apps available. Whether you need powerful Salesforce marketing cloud tools or versatile marketing automation tools Salesforce users trust, each of these apps offers valuable features that can enhance your marketing strategy.

By incorporating the right marketing Salesforce tools into your workflow, such as those reviewed here, you can optimize your use of Salesforce marketing cloud apps and other marketing apps for Salesforce. This will help you create more effective, data-driven marketing campaigns, improve customer engagement, and ultimately drive better results for your business.