Entertainment 10 Best Salesforce Plugins 2022: Outlook, Gmail, Chrome And More
10 Best Salesforce Plugins 2022: Outlook, Gmail, Chrome And More
With over 3,000 Salesforce plugins available, all claiming to improve your online sales experience and business efficiency, it can be a daunting prospect trying to find the best Salesforce plugins.
The good news is that in this article we’ve put together our top selections, so that you can make the most of the many features from our choice of best CRM software.
With this top 10 line-up, we’ll help you choose the best Salesforce plugins for your business, so you can take your Salesforce experience to the next level.
To put our list together, we’ve considered key factors including usability, cost, connectivity with popular mail clients and calendar apps, whether free trials are available, whether it features paid tiers, and any existing user feedback and reviews.
Once you’ve read our list of the best Salesforce plugins, take the time to explore the Salesforce AppExchange (opens in new tab) to find these and other top-performing plugins.
Still getting to grips with the Salesforce suite? Then check out our article What is Salesforce to understand how it can streamline and improve your business practices.
Or for alternatives to Salesforce, read our picks of the best CRM software.
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The best Salesforce plugins of 2022 in full
The Outlook, Gmail & Office 365 Sidebar plugin (opens in new tab) is a top-rated email organizer plugin by Cirrus Insight (opens in new tab). This plugin offers a handy sidebar where you can access Salesforce without exiting your email provider.
The plugin also provides automated data entry into Salesforce from email contacts, tasks, and calendars. It will, for example, log emails from Microsoft Outlook and meetings in Google Calendar directly to the appropriate Salesforce record. The sidebar works with any Salesforce product and can be accessed from Gmail, Microsoft Outlook, or any Office 365 application.
Outlook, Gmail & Office 365 Sidebar is rated 5/5 stars on AppExchange, with 388 customer reviews, making it one of the top-rated email organizer plugins available. It is priced at $10 per user per month, with a 14-day free trial available. Look no further if you want an application that integrates Salesforce with Outlook, Gmail, or Office 365.
If you are looking to connect Salesforce to Gmail or Outlook without paying a per-user fee, Free Outlook and Gmail Integration (opens in new tab) by RevenueGrid (opens in new tab) is a great option.
It provides a Salesforce sidebar in Gmail or Outlook, where users can create leads and contacts or view their Salesforce database. You can customize the appearance of the sidebar, and even make different data appear depending on the department of the accessing user. The plugin also enables one-click email logging to Salesforce and lets you save entire email threads to the appropriate Salesforce record.
Free Outlook and Gmail Integration is rated 4.5/5 stars on AppExchange, with 162 customer reviews. It is one of the highest-rated free email organizer plugins on AppExchange. We consider it to be the best free option if you are looking to connect your email provider to Salesforce.
Geolocated data— data linked directly to geographic coordinates—is not present in the Salesforce suite by default. Geopointe (opens in new tab), brought to you by Ascent Cloud LLC (opens in new tab), is a top-rated geolocation solution for your Salesforce data.
By integrates Salesforce data with Google Maps, it lets you plot travel routes for your delivery drivers (including automatic optimization of each route), create territories directly on a map for your sales team, and automate lead and customer assignments for your branches by location. Essentially, this plugin is intended as a one-stop shop for any geolocation-based use case for your Salesforce data.
Considering its 5-star rating (based on 852 reviews), Geopointe clearly delivers as promised. Pricing starts at $55 per user per month, with a 15-day free trial available, so give it a try if you are looking for a robust and professional geolocation plugin.
Looking for a geolocation plugin that won’t break the bank? Try Veloxy (opens in new tab). This free plugin provides route planning, lead prospecting, and analytics based on geographical data.
But Veloxy is not just a geo plugin, for it also provides predictive sales analytics that helps you reach the right person at the right time. It also offers email sync for Gmail and Outlook by capturing, creating, updating, and tracking records from your inbox – all automatically.
The goal of this diverse range of features is to improve the efficiency of your sales team. That is why all of the features, including geolocation, are focused on sales.
Veloxy currently has a 5/5 star rating on AppExchange based on 210 reviews. If you are looking for a free geolocation plugin for Salesforce, you can’t do much better than that.
Invoices for Salesforce (opens in new tab) by Kognoz (opens in new tab) enables you to manage invoicing directly in Salesforce. Invoices created this way are entirely customizable. You can modify their visual appearance, as well as any number of variables.
Is the invoice one-time or recurring? Do you need to add shipping or taxes? Does it need to be in multiple currencies? You can specify any of this information and pull data directly from Salesforce to pre-fill relevant fields.
Invoices for Salesforce has an excellent reputation with users, scoring a 5/5 star rating on AppExchange out of 148 reviews.
Pricing for this plugin starts at $59 per user per month, paid annually, which works out to $708 per user per year. Alternatively, you can pay $76 per user per month on the monthly payment plan. Give Invoices for Salesforce a shot if you are looking for a one-stop shop for all of your invoicing needs that also fully integrates with Salesforce.
If your business is one of the many organizations that use Intuit Quickbooks (opens in new tab) for accounting and invoicing, give Quickbooks Online and Desktop Integration for Salesforce (opens in new tab) by DBsync and Avankia a try. This plugin synchronizes data between records in your Salesforce database and customers, jobs, products, invoices, and estimates in your Quickbooks database.
Data entered into one database is automatically updated in the other. The DBsync team will assist you during initial implementation to help determine which fields to sync and how to best go about linking your Quickbooks and Salesforce databases.
This plugin is rated 4.5/5 stars on AppExchange with 368 reviews. It is worth noting that although it is presented as free on AppExchange, Quickbooks Online Integration is paid after a 14-day free trial.
At the end of the trial, you can continue to use the Standard Edition of the plugin, which lets you connect up to 5000 fields between Salesforce and Quickbooks, or you can upgrade to the Pro Edition, which allows you to connect up to 50,000 fields. Pricing for both packages is available from DBsync on request.
Salesforce Adoption Dashboards (opens in new tab) by Salesforce Labs (opens in new tab) is a plugin that – as the name suggests – helps you track Salesforce adoption across your organization. It measures user login history, adoption of key Salesforce.com features, and the use of sales and marketing productivity enhancers. The plugin then generates reports to help you gauge if your organization is using Salesforce to its full potential.
The plugin is free and has a 4.5/5 star rating out of 521 reviews. Its usefulness is not limited to large enterprises either—many students on Salesforce Trailhead (opens in new tab) use it as a way to remain accountable by tracking how frequently they log into Salesforce.
It also lets them know whether or not they are taking full advantage of Salesforce’s features. Consider adding Salesforce Adoption Dashboards to your Salesforce suite to enhance your overall experience.
DocuSign eSignature for Salesforce (opens in new tab) by DocuSign (opens in new tab) pairs a popular eSignature solution with your Salesforce database.
With this plugin, you can close deals faster by creating standardized agreements paired with Account or Opportunity records in your database. You can then send those agreements to your clients for digital signing, and then store the signed documents with the appropriate Customer 360 entry for each client. Best of all, DocuSign signatures are versatile, meaning customers can sign from pretty much any digital device with an intuitive interface.
This plugin has a 4.5/5 star rating from over 4,000 reviews and comes with payment plans that start at $30 per user per month. The plugin comes with a 30-day free trial, so feel free to try it out if you are looking for an eSignature solution that integrates seamlessly with Salesforce.
Duplicate Check for Salesforce (opens in new tab), by Plauti B.V. (opens in new tab) is a data-cleansing plugin designed to detect and remove duplicate data in your Salesforce database.
Specifically, the plugin will automatically scan all of your Salesforce records, including leads, contacts, accounts, and custom objects. Upon detecting a duplicate, it will merge the two duplicate records into one, thereby cleaning up your data. Duplicate Check boasts that it is the most downloaded and complete deduplication app on AppExchange. Users seem to be pleased with the results, with an overall rating of 4.5/5 stars out of 241 customer reviews.
Duplicate Check is available for free, but the free version is limited to scanning 5000 records. Paid tiers allow you to make an unlimited number of scans. If you are looking to clean up your database of duplicate entries quickly and cost-effectively, give Duplicate Check a try.
Mass Edit + Mass Update + Mass Delete (opens in new tab) by VersatileCapitalist Inc. (opens in new tab) enables you to modify large numbers of Salesforce records simultaneously.
It works on leads, accounts, contacts, and opportunities. You can access its functions from the List View, Search View, or Related Lists. The plugin adds three new buttons to these views: Mass Edit, Mass Update, and Mass Delete. They function identically to the existing Delete, Edit, and Update functions in Salesforce, but are expanded to affect all of the records on the list you are viewing.
The plugin is completely free, and users rated it 4/5 stars from nearly 200 reviews. Optimized for Lightning Experience and compatible with all versions of Salesforce from Professional and above, if you find yourself needing to modify large numbers of records quickly, Mass Edit + Mass Update + Mass Delete is the plugin for you.
How to choose the best Salesforce plugins for you
With no shortage of Salesforce plugins available online (with over 3,000 to choose from on AppExchange) it’s no easy feat to be able to narrow that down to only the apps that will benefit your business.
To do that, we recommend first making a list of any regular sticking points or recurring barriers you encounter when using Salesforce. The likelihood is there’ll be an app that can overcome these issues – no matter how minor – and improve your overall experience.
It may be that you’re desperate to integrate Salesforce into your email provider, or require additional data (such as geolocation) in the suite. Then once you’ve found an app that appears to promise the solution, make sure to check the comprehensive reviews on AppExchange to make your final choice.
The best Salesforce plugins: How we choose
When considering the best Salesforce plugins, we’ve analysed the many top-rated apps on AppExchange and endeavoured to compile a list that covers a wide-ranging scope of uses, from invoice-generation to email integration. In each case the app has been deemed to have a high level of intuitiveness and usability.
We’ve also looked at connectivity options, app costs and whether they require recurring payments, and finally whether its strong performance is reflected in positive customer reviews.