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© Copyright 2013 Grazitti Interactive© Copyright 2013 Grazitti Interactive
Top 5 Salesforce Apps You must have
www.Grazitti.com
Neha Malik
Grazitti Interactive
neham@grazitti.com
© Copyright 2013 Grazitti Interactive© Copyright 2013 Grazitti Interactive
Top 5 Salesforce Apps You Must Have
© Copyright 2013 Grazitti Interactive© Copyright 2013 Grazitti Interactive
Top 5 Salesforce Apps You Must Have
 Campaign Calendar
 Exact Target
 DocuSign
 LinkedIn Sales Navigator
 Form Assembly
Salesforce AppExchange provides different apps, which you can easily
install to enhance the performance of your Salesforce account.
Based on the marketing needs for B2B companies and popularity,
here’s our pick of 5 essential Salesforce Apps:
© Copyright 2013 Grazitti Interactive© Copyright 2013 Grazitti Interactive
Campaign Calendar
Perfect tool for tracking your campaign data in an interactive way
with Salesforce
What it Does?
•Color Coded, filterable,
drag and drop calendar tool
•Excellent for all types of campaigns
(webinars, emails, events and more)
•Customizable calendar and field
views
•Full integration with Chatter
© Copyright 2013 Grazitti Interactive© Copyright 2013 Grazitti Interactive
Campaign Calendar
Perfect tool for tracking your campaign data in an interactive way
with Salesforce
Why you need it?
•Share Calendars easily across entire
organization
•Single place to schedule, review
and execute your marketing efforts
•Organize all marketing campaigns
with ease and flexibility
•Create custom calendars as
required within no time
© Copyright 2013 Grazitti Interactive© Copyright 2013 Grazitti Interactive
Exact Target
Create compelling and engaging digital marketing campaigns
across email, mobile, web and social media
What it Does?
•Automated Lead nurturing and drip
campaigns
•Send personalized email messages
directly from SFDC
•Advanced list filtering options
•A/B testing, ISP reputation
management, and instant preview
•In-depth Reporting
© Copyright 2013 Grazitti Interactive© Copyright 2013 Grazitti Interactive
Exact Target
Create compelling and engaging digital marketing campaigns
across email, mobile, web and social media
Why you need it?
•To scale marketing campaigns for
better user engagement
•Gain integrated, cross-channel
visibility for all marketing campaigns
•See how effectively each program
is driving leads and sales
•Maintain updated records on a
real-time basis
© Copyright 2013 Grazitti Interactive© Copyright 2013 Grazitti Interactive
DocuSign
Empowers users to send and sign documents anywhere, anytime,
on any device or in-person
What it Does?
•Set a signature template once and
then the entire process is
automated
•Automated data collection and
updating
•Right people view the sent
contracts that too in the right order
•Updates Salesforce accounts with
copies of all signed contracts
© Copyright 2013 Grazitti Interactive© Copyright 2013 Grazitti Interactive
DocuSign
Empowers users to send and sign documents anywhere, anytime,
on any device or in-person
Why you need it?
•Close business transactions swiftly
without paper-based processes.
•Real time updates for your
Salesforce records
•Complete visibility and control into
where contracts are in the process
•Get eSignatures easily from clients
on business documents
© Copyright 2013 Grazitti Interactive© Copyright 2013 Grazitti Interactive
LinkedIn Sales Navigator
With LinkedIn sales navigator you can access LinkedIn information
right inside Salesforce
What it does?
•Organize Business prospect details
like contact info, expertise, interests
and more with Profile Organizer.
•Build powerful lead list based on
factors like seniority, Job profile,
company, geography etc. with Lead
Builder.
•Contact new business prospects
directly, with InMail
© Copyright 2013 Grazitti Interactive© Copyright 2013 Grazitti Interactive
LinkedIn Sales Navigator
With LinkedIn sales navigator you can access LinkedIn information
right inside Salesforce
Why you need it:
•Get actionable Insights for business
leads
•Precise targeting filters to find new
leads and uncover connections.
•Personalized outreach to capture
the attention of your prospects.
•Seamless CRM integration with
SFDC account
© Copyright 2013 Grazitti Interactive© Copyright 2013 Grazitti Interactive
Form Assembly
Create catchy web forms with a simple click interface and collect
more data to your Salesforce account.
What it does?
•Easily create and manage multiple
web forms
•Supports conditional sections, input
validation and more
•Create or update any record in
Salesforce easily
•Includes RSS, email notifications,
charts of aggregated data, PayPal
integration and more
© Copyright 2013 Grazitti Interactive© Copyright 2013 Grazitti Interactive
Form Assembly
Create catchy web forms with a simple click interface and collect
more data to your Salesforce account.
Why you need it?
•Provides real time customer
feedback in a seamless way
•Flexible, easy to use, customized
with no steep learning curve
•Built-in customization for data
entry options for different projects
•No need to set up separate
database for form data
© Copyright 2013 Grazitti Interactive© Copyright 2013 Grazitti Interactive
Getting Started
Campaign Calendar
LinkedIn Sales Navigator
DocuSign
Exact Target
Form Assembly
© Copyright 2013 Grazitti Interactive© Copyright 2013 Grazitti Interactive
At Grazitti Interactive, we empower your Team to make the most of Salesforce. We
understand both the Salesforce platform and requirements of best in class CRM
Solution and customize your Salesforce integration so that you get return on your
investment in no time.
Our services include:
•Implementation Roll-out
•Integration and Migration
•Salesforce.com Development using APIs and web services
•APP Exchange Product Development
•Support & maintenance
To maximize your Salesforce implementation
Grazitti Salesforce App Integration Services

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Top 5 Salesforce Apps

  • 1. © Copyright 2013 Grazitti Interactive© Copyright 2013 Grazitti Interactive Top 5 Salesforce Apps You must have www.Grazitti.com Neha Malik Grazitti Interactive neham@grazitti.com
  • 2. © Copyright 2013 Grazitti Interactive© Copyright 2013 Grazitti Interactive Top 5 Salesforce Apps You Must Have
  • 3. © Copyright 2013 Grazitti Interactive© Copyright 2013 Grazitti Interactive Top 5 Salesforce Apps You Must Have  Campaign Calendar  Exact Target  DocuSign  LinkedIn Sales Navigator  Form Assembly Salesforce AppExchange provides different apps, which you can easily install to enhance the performance of your Salesforce account. Based on the marketing needs for B2B companies and popularity, here’s our pick of 5 essential Salesforce Apps:
  • 4. © Copyright 2013 Grazitti Interactive© Copyright 2013 Grazitti Interactive Campaign Calendar Perfect tool for tracking your campaign data in an interactive way with Salesforce What it Does? •Color Coded, filterable, drag and drop calendar tool •Excellent for all types of campaigns (webinars, emails, events and more) •Customizable calendar and field views •Full integration with Chatter
  • 5. © Copyright 2013 Grazitti Interactive© Copyright 2013 Grazitti Interactive Campaign Calendar Perfect tool for tracking your campaign data in an interactive way with Salesforce Why you need it? •Share Calendars easily across entire organization •Single place to schedule, review and execute your marketing efforts •Organize all marketing campaigns with ease and flexibility •Create custom calendars as required within no time
  • 6. © Copyright 2013 Grazitti Interactive© Copyright 2013 Grazitti Interactive Exact Target Create compelling and engaging digital marketing campaigns across email, mobile, web and social media What it Does? •Automated Lead nurturing and drip campaigns •Send personalized email messages directly from SFDC •Advanced list filtering options •A/B testing, ISP reputation management, and instant preview •In-depth Reporting
  • 7. © Copyright 2013 Grazitti Interactive© Copyright 2013 Grazitti Interactive Exact Target Create compelling and engaging digital marketing campaigns across email, mobile, web and social media Why you need it? •To scale marketing campaigns for better user engagement •Gain integrated, cross-channel visibility for all marketing campaigns •See how effectively each program is driving leads and sales •Maintain updated records on a real-time basis
  • 8. © Copyright 2013 Grazitti Interactive© Copyright 2013 Grazitti Interactive DocuSign Empowers users to send and sign documents anywhere, anytime, on any device or in-person What it Does? •Set a signature template once and then the entire process is automated •Automated data collection and updating •Right people view the sent contracts that too in the right order •Updates Salesforce accounts with copies of all signed contracts
  • 9. © Copyright 2013 Grazitti Interactive© Copyright 2013 Grazitti Interactive DocuSign Empowers users to send and sign documents anywhere, anytime, on any device or in-person Why you need it? •Close business transactions swiftly without paper-based processes. •Real time updates for your Salesforce records •Complete visibility and control into where contracts are in the process •Get eSignatures easily from clients on business documents
  • 10. © Copyright 2013 Grazitti Interactive© Copyright 2013 Grazitti Interactive LinkedIn Sales Navigator With LinkedIn sales navigator you can access LinkedIn information right inside Salesforce What it does? •Organize Business prospect details like contact info, expertise, interests and more with Profile Organizer. •Build powerful lead list based on factors like seniority, Job profile, company, geography etc. with Lead Builder. •Contact new business prospects directly, with InMail
  • 11. © Copyright 2013 Grazitti Interactive© Copyright 2013 Grazitti Interactive LinkedIn Sales Navigator With LinkedIn sales navigator you can access LinkedIn information right inside Salesforce Why you need it: •Get actionable Insights for business leads •Precise targeting filters to find new leads and uncover connections. •Personalized outreach to capture the attention of your prospects. •Seamless CRM integration with SFDC account
  • 12. © Copyright 2013 Grazitti Interactive© Copyright 2013 Grazitti Interactive Form Assembly Create catchy web forms with a simple click interface and collect more data to your Salesforce account. What it does? •Easily create and manage multiple web forms •Supports conditional sections, input validation and more •Create or update any record in Salesforce easily •Includes RSS, email notifications, charts of aggregated data, PayPal integration and more
  • 13. © Copyright 2013 Grazitti Interactive© Copyright 2013 Grazitti Interactive Form Assembly Create catchy web forms with a simple click interface and collect more data to your Salesforce account. Why you need it? •Provides real time customer feedback in a seamless way •Flexible, easy to use, customized with no steep learning curve •Built-in customization for data entry options for different projects •No need to set up separate database for form data
  • 14. © Copyright 2013 Grazitti Interactive© Copyright 2013 Grazitti Interactive Getting Started Campaign Calendar LinkedIn Sales Navigator DocuSign Exact Target Form Assembly
  • 15. © Copyright 2013 Grazitti Interactive© Copyright 2013 Grazitti Interactive At Grazitti Interactive, we empower your Team to make the most of Salesforce. We understand both the Salesforce platform and requirements of best in class CRM Solution and customize your Salesforce integration so that you get return on your investment in no time. Our services include: •Implementation Roll-out •Integration and Migration •Salesforce.com Development using APIs and web services •APP Exchange Product Development •Support & maintenance To maximize your Salesforce implementation Grazitti Salesforce App Integration Services