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.
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Forecasting, Territory Management, and Sales Enablement Tools
Gamification, Motivation, and Incentive Tools
Productivity Tools
Sales Performance Tools
Contract and Partner Management Tools
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
@geopointe
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
@appexchange
@salesforce
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
@logiclinegmbh
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
@Foretuit
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
@CallidusCloud
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
@touchpointcrm
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
@SalesClarity
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
@StrategyMapper
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 Salesforce.com 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
Marseli
@fdonny
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
@RevenueStorm
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
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
@leveleleven
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
@salesforce
@appexchange
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
@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
Hoopla
@hooplasoftware
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
@salesforce
@appexchange
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
@CallidusCloud
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
@ThinkSmart_One
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
RevenueCloud
@surfwritercom
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
@GamEffective
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
@AmbitionSales
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
Corsica
@Cadalys
A leading Salesforce and Force.com 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
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 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
@salesforce
@appexchange
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)
@Enabler4Excel
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
@fileboard
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
@getconga
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
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
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
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
@TactilHQ
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
@luminixinc
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
Algoworks focuses their work on mobility, Salesforce, business intelligence, ECM, and software product engineering. Their Opportunity Manager is a force.com 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
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
@salesforce
@appexchange
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
@adrianamartini1
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
@knowledgetree
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
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
AccountPal
@cm_focus
CM-Focus specializes in developing apps on the force.com 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
@salesforce
@appexchange
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
@insightsquared
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
@salesforce
@appexchange
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+
@gspartnership
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
@salesforce
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
CHECK-in
@GPSDashboard
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
@salesforce
@appexchange
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
anyGoal
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
Apttus Contract Management offers contract lifecy