Streamliner Apps We Love
Salesforce CRM provides a lot of great functionality out-of-the-box to enable your organization to get a lot of value from your CRM quickly. We assess your needs and recommend to you how you can get extra value by taking advantage of smart Apps.
Our own popular Apps
- Payments2Us Managing of recurring payments, data quality/validation, events, membership or peer-to-peer fundraising. Available from AppExchange, that allow you further streamline your processes.
- AAkonsult Campaign Status This free App enables for quick setup of Campaign status for new campaigns ensuring status’s are consistent across all campaigns of the same type.
Other clever Apps we seamlessly integrate into your processes
| Conga Quickly generate proposals and documents at a push of a button. Then have your document saved automatically and/or attached to an email as a PDF ready to send to your client. |  |
| Sertifi Enjoy the benefits of eSignature functionality. No longer do your prospects/customer have to print out, sign and then scan/email or fax back. Because electronic signing is simple and quick, you can get a response much quick and saves a lot of time with following up. |
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| Cirrus Insights Is your team using MS Outlook or Gmail clients? This add-on is extremely easy to use and fully integrated. It ensures you don’t risk forgetting to add a new contact to Salesforce, or to record an email. It automates linking your calendar appointments to your contacts, saving you time on manual matching. In addition you can see snapshots of contacts – open/won opportunities and all related lists right in your email client. |  |
| Taskfeed Get all of your task and projects under control with Taskfeed. Say goodbye to post-it notes, or complex projects plans. This intuitive planning tool makes it extremely easy to stay in control and to see a snapshot of where items are up to. |  |
