Nintex Drawloop DocGen

Nintex boasts ease of access with an application that can be utilized by any person, in any industry, regardless of their IT literacy. Users can manage access to documents based on stage or user permissions and eliminate human errors with pre-defined templates, ensuring legal and policy compliance. Auto-assign tasks, alerts and follow-ups to make sure nothing falls through the cracks.

Salesforce Edition: Professional, Enterprise, Unlimited, Force.com, Developer, Performance

Other System Requirements: Works with Chrome, Firefox, Internet Explorer, Edge, and Safari.

Pricing

Nintex offers a native, non-coding solution for Salesforce users that’s affordable, accurate and provides top-tier customer support. Additionally, partners often provide discounted rates for nonprofits.

“Easy to add cross object relations, merge fields and a very flexible application. I almost created 120 document packages in Nintex. Easy to add content. NO coding is required. Excellent customer service. I call the toll-free number and get immediate responses and on the spot screen share to fix the issue.” Admin, Internet Technologies

“Nintex Document Generation is a workhorse! It can do SO MUCH – SOQL queries? Not a problem. Email attachments? Sure! Pick a specific document based on the content of your records? Absolutely! I love the flexibility of outcomes too – if you want a field value to be updated from “New” to “Submitted” (for example), after generating the DocGen package, that’s easy to put in place. If you want an email to go out automatically, or if you prefer to allow a user to preview it first – not a problem, take your pick.”
Julie A., Solution Architect

“I like that I can generate an agreement via my Salesforce dashboard into DocuSign. It’ll showcase the company name, the type of pricing, the date and services listed. I like that it is a nice software that allows communication between our data entry in Salesforce to the DocuSign tool.” Partner Development Team Lead

Pricing

“S-Docs is a versatile and easy to use Document Generation tool. Templates are straightforward; they are easy to customize and implement. The support has been tremendous, and installing the product was a breeze.” Jimmy D, Finance Manager

“It is completely on-platform, i.e. the customer’s data never leaves Salesforce, and there is no integration to an external server. This means that the integration failures and performance issues we see with some other solutions simply don’t exist.”
Consultant in Information Technology and Services

“I had tried other document/email generators and they were either too confusing or not robust enough. S-Docs is just the right level of ease and functionality. Additionally, with each update, S-Docs adds something to make it even easier to use.”
User in Non-Profit Organization Management

Pricing

“This has really helped save a number of business processes from manual interventions. We use this product to generate communications and contracts with our internal and external customers – the time saving and speed to market, increasing the speed of revenue generation has made the application an absolute necessity for our sales communities, project and service management teams.” Mark M., Manager

“This is an incredibly powerful application which I have used to create huge productivity benefits. Integration with e-sign applications means that you can generate dynamic customer specific documentation, send out for signature, and receive back signed with a single click. The content creation is flexible, and you can achieve highly professional output.” Phil Rowlinson, Admin

“SmartCOMM notes the questions that clients raise or ask, and the professionals responsible offer the required answers. It communicates with clients regarding updates, information change, and product efficiency to foster growth. This also works for a live chat and increases the chances of immediate responses.“ Lizie M., Customer Relations Manager

Pricing

“I have been using Geopointe in the Salesforce application for the last 1.5 years and it has helped dramatically with my pre-call planning for setting up in-person customer meetings. Geopointe gives you the ability to tap into google maps to best plan your route for upcoming travel as well as identify new prospect opportunities in the area you’ll be traveling to.” BJ B., Sales

“We use Geopointe to identify potential clients within close range of our networking events or current clients in order to reach out with personalized messaging that matters to them locally. It does a fantastic job of allowing us to filter results in the same way that Salesforce filters work in reports.” Megan M., Sales Support Manager

“By implementing this tool, I got rid of the standard Salesforce import method and now import CSV files directly to the Geopointe Map. It is very convenient for me to save the files so I can export the data which helps me in easy launching of campaigns and I can create leads from the map.” Alena B., Senior Software Engineer

Pricing

“Seismic is full of functionality, but its strongest use-case for me is the help of organizing & allowing me to distribute the information I need to my prospects. We’ve curated a tremendous amount of resources internally that are to be shared with our prospects or amongst groups and Seismic makes finding specific content easy. Furthermore, it allows me to share documentation quickly without being pulled out of my normal workflow.” Garrett E., SDR Manager

“Seismic is well organized. When I review a knowledge document, the side panel lets me see quick-links and contacts related to the document. This enables me to quickly find and navigate to additional related content, and to contact the document author and collaborators if I have additional questions.” Brad J., Account Executive

“My favorite part of Seismic is that it’s my best friend out in the sales field. I use it to answer every question I have about my work and the products we offer. I use it to study my craft and prepare for meetings. I use it to create marketing material for myself, find email templates and printable information for my clients. Seismic is like having a knowledgeable Sales Director in your pocket.”
Sophia P., Account Executive

Pricing

“Been using XL-Connector for a couple of years now and am thoroughly impressed. I have some reports (for executives) that auto-update, but also use it for bulk uploading, editing, deleting and it makes much more sense than dataloader (which is a VERY good tool) and NPSP data import wizard. For other similar tools you have to create your upload/edit/delete data in excel anyway, so why not just do it all from there! “The reasonable price makes this an automatic renewal for our organization every year.”
Ryan Rushton, Research and Analytics Manager

“This app is an absolute godsend for me and my admin colleagues. We manage a very complex org with 20+ subsidiaries worldwide, a highly complex territory management with tens of thousands of postal codes and just for this task alone this app has been an absolute life-saver. I can’t stress enough how superior this tool is to a regular data loader: The ability to create flows, organize different objects and relate them to each other to manipulate huge chunks of data in a breeze is just great for people like me.”
Max A., CX Management

Pricing

“We have 3 QB Company Files in our Quickbooks Desktop, none of the other vendors we are working with were able to support but the Access Quickbooks product was able to work with them and the implementation was a breeze. I highly recommend this product.”
John S., Admin

“We use Access Quickboooks with Salesforce and FinancialForce to take our project’s billings and create invoices in Quickbooks. The user interfaces are great and setup is simple and easy to use. The ability to use Access Quickboooks with custom objects in Salesforce is great for us.” Reed Morrison, Account Executive

“Access Quickbooks allowed us to sync our accounts in Quickbooks and Salesforce. The integration gives great visibility to the financials while in Salesforce and prevents clicking back and forth between the websites. This team is responsive and will work to help in anyway to get this setup right for your business. Would recommend to other business using Salesforce & Quickbooks.”
John Porter, Service Agent

Boost customer satisfaction and team productivity with Proton Text. Proton Text looks and feels like a messaging app on your phone, with timestamped talk bubbles, emojis, photos, and file attachments. Maximize productivity with Quick Response templates that personalize frequently-used messages, and Broadcast texts to a team of recipients. Customers & leads want to text from their smartphones and you need to integrate those conversations into your Salesforce workflow. Your team saves time and money, while driving up lead conversation through interaction frequency and velocity.

Other System Requirements: Enable My Domain prior to install, Content Delivery Setup must be enabled, Contact Salesforce support to enable that feature if the installation fails, Professional Ed. w/ API Enabled. Open source Automation Library at http://www.protontext.com

Pricing

“It was exactly what we needed: a simple easy texting solution, with the versatility we needed. Not only does it allow you to text all of your Leads and Contacts easily, it supports mass texting list views, and it even has an amazing integration for the Campaigns object. This was huge for us! We use Campaigns a lot for our organization, and I was having difficulty finding an app that supported Campaigns until I discovered Proton Text.” Brandon Cleary, Non-Profit Admin

“Setting up Proton Text was super easy. We were amazed with the demo, installed the free trial that day, and almost instantly had multiple departments and users already using Proton Text and Proton Blaster. We’ve been using multiple other messaging apps, all for different purposes, and we are on our way now to replace all of them with Proton.“ Nhi Do, Admin

“Cost effective solution for texting. Easy to set-up. Clean look and feel in lighting experience.” Brent Mellow, CEO & Salesforce MVP

Riva’s innovative technology and data operations help sales, marketing, and service professionals deepen customer relationships and meet strategic goals. This application works to bridge the gap between Salesforce, calendars and email with real-time, customizable data flow between mission-critical applications – securely and at scale. Riva boasts superior data security that comes installed on the application. It does not cache or store private data and they currently have an unbroken streak of 1100+ successful security reviews that consistently exceeds security and regulatory compliance standards.

Other System Requirements: Visit their knowledge base, Riva or Riva Enterprise

Pricing

“I find Riva easy to use and intuitive. I have used Xplan integration and Riva is better. The ability to drag and drop or search is really helpful. I also like that I can decide which emails are tracked.” Matthew F., Professional Standards Manager

“Two things stand out to me. The first is that once configured, Riva runs flawlessly. Emails appear in SFDC without fail. The second is that Riva support is knowledgeable and unrelenting. They stay with me until the issue (mostly my understanding of how things work) is resolved to my satisfaction.” Bill Spuck, Consultant

“As Manager of a department, the calendar sync is essential in allowing me to see up to date information on all staff in SF. This allows sensible resourcing and accurate workload planning without the need to cross reference a variety of calendars.” Lauren Jarrad, Manager

Pricing

“Our users love being able to subscribe to record updates and push data directly from Salesforce into channels and direct message threads.” Jesse Wheeler, Director of Technology

“If you are both a Slack and Salesforce user like a lot of our clients, including ourselves, this is a ‘must-have’ package. Easy to install and set up. Works great. I love it!!!” Denis Horgan, Managing Partner

“This has allowed our team to improve transparency and communication surrounding new leads and opportunities in our pipeline.” Christopher Schafer, Admin.

Pricing

“Syncing and tracking emails in Salesforce shows me who, when, and how they are opened and alerts me on my desktop. One-click allows me to sync my emails to Salesforce. Using my Gmail contacts within Salesforce is also an option. It’s fantastic to have a meeting scheduler in your email! I have entirely changed the way I schedule meetings by sending over time slots and having the other person click on time, and it automatically adds them to my calendar.” Alyssa H., Sales Development Representative

“One of the best features of this program is that it allows you to record what happens with your email attachments. Understanding how your customers interact with them lets us know what strategies are most effective during campaigns, getting immediate feedback and improving as quickly as possible, allowing us to always be on top of our customers’ needs and tastes.” Kevin A., Project Manager

“Talk about having everything that you need integrated to your email on the same app. Cirrus gives you the amazing email enterprise experience to track everything while staying organized and focused. Furthermore, the integrations with Salesforce make it worthwhile, making it easy to organize and archive the most important email threads. It also has a lot of cool integrations that help your day to day, such as: Google Calendar, Salesforce and many more.” Caleb F., Account Manager

Pricing

“Cloudingo is the only tool out there that solves that pesky Salesforce duplicate problem of removing duplicate relationships (when using multi account to contact relationships).” Penelope Gatlin, Commercial Technology Analyst

“Cloudingo has been absolutely amazing at helping us remove duplicates from our database. It is super user friendly and has so many customizable options so you can find duplicates based on whatever conditions you desire.” Ashley Lewis, Admin

“We had sort of a dream list of what a de-duplicator should be able to do before entering the market to find a solution. Cloudingo had a feature for every item on the list! It all adds up to a solution that can safely mass merge hundreds or even thousands of duplicate record sets based on user-defined criteria. Such hefty operations are normally nerve-wracking, and feel kind of like you’re jumping off a cliff and hoping to land on a soft spot. But with Cloudingo, we can truly do such things confidently. Plus it even has a scheduler so that we can regularly run jobs at specified intervals. If you’re looking to de-duplicate Salesforce data – this is the one!” Brig L., Admin

Pricing

“Very often, good apps can do one thing and one thing well. Elements.cloud takes this idea a step further by doing MANY things very well. In my opinion, what makes the app so special is that all of the features are interconnected which means your adjustments are always in sync and well documented (even as you use different features). I’d highly recommend this app to any admin, consultant, or business analyst that recognizes their org is ‘bloated/dirty’ and/or not well documented.” Ike Wagh, Top Reviewer

“I have been using Elements.cloud for more than a year now and I have to say it’s an indispensable tool for Admins who want to have a full overview of what is happening in their org in real time. It was especially useful for me when I just started with the new org because it cut down my investigative work by more than half. I didn’t have to spend weeks going through settings and trying to understand the configuration. I just ran the report and had all the information I needed in one place.” Aleksandra Radovanovic, Salesforce MVP

“I’ve been using this tool for a couple of months, and I’ve already saved dozens (if not hundreds) of hours with Elements.cloud. During that time saved, I have been able to dig deeper into our client’s business processes and focus less on the technical aspects of metadata and architecture. Shifting the focus of conversation creates a more meaningful relationship and the ability to make a positive impact for my client’s users.” Matt B., Salesforce CX Business Analyst

DemandTools

Control, standardize, verify, deduplicate, and import Salesforce data in minutes! DemandTools is utilized in over 16,000 Salesforce orgs and is recognized for its ability to fix common data problems, automate data quality routines, and work within your specific processes and customizations. This application allows users to maintain CRM data in less time, so they always have report-ready data.

Pricing

DemandTools is regarded as a “must-have” for admins due to its ability to save its users critical time in their day-to-day responsibilities. The ability to update thousands of records with a single push of a button is invaluable.

“DemandTools saves us a lot of time because of its unique features and makes our life easier when dealing with data. It helps us to identify duplicates, maintain consistency and standardization and merge duplicates.” Hari V., Admin

“DemandTools has as almost every functionality I could ask for! I have never used a tool that was so all encompassing with the mass editing/deleting/creating abilities of DemandTools. Once you learn the basics, I think it was pretty easy to use.”
Madeline K., Marketing Systems Administrator

“DemandTools is a data-quality power tool set; it de-dupes and sometimes saves me days of work. I cannot do my job without DemandTools.” Leyna Hoffer, Salesforce MVP Hall-of-Famer

Pricing

“Hands down the best backup and recovery tool for Salesforce. It’s so easy to start backing up all of your Salesforce environments. It takes just minutes to authenticate to your Salesforce org and start backing and protecting your data and configurations.”
Kristen A., IT Senior Director

“We went live with OwnBackup in August 2021. Prior to that, the backups here were entirely manual or nonexistent. OwnBackup made things so easy for implementation and onboarding. The entire team of people I worked with were fantastic! The peace of mind I have knowing our Salesforce instance is protected and backed up is so very worth it. If you’re looking for a great backup system, OwnBackup is definitely the way to go!” Kelly Griffin, Admin

“I’ve been using Ownbackup for more than 5 years spanning two different jobs. When you don’t need it, it runs silently in the background, and when you do it’s an absolute lifesaver. There’s also an underrated aspect of knowing everything you do is backed up daily – being able to say ‘worst case scenario we can pull it out of Ownbackup’ allows a development team to be more bold in choices to clean out dead weight, both in terms of old data and leftover metadata from replaced processes.”
Jim S., Sales Application Manager

Pricing

“The ability to create different tasks within the project and assign them to different people within the organization is priceless. It keeps all employees working on a project together aligned. Once you are assigned a project you can then add tasks that are personal to you and what you are doing on that project, as well as checklists to keep you on track for your goals. If you know specific tasks for others you can add those as well. Keep everyone aligned, and keep the customer happy!” Chantel G., Integration Systems Engineer

“| work for a Salesforce Partner and have recommended TaskRay to almost every client who has a need for a Salesforce-native project management solution. Out of box, there are a number of automated features that clients can immediately leverage with minimal configuration required. In the case of clients who have very specific PM requirements, TaskRay functions as a versatile and agile tool even after heavy configuration changes. The Project archive feature is fantastic as well as it automatically helps prevent accumulation of inactive projects and thus impact the board filters and general performance.” Tim Brevart, Senior Solutions Engineer

“TaskRay streamlines how you manage projects and communicate about them. And because it is native to Salesforce, you can easily customize it to fit your needs. Very versatile tool that aids in maximizing productivity!” Leyna Hoffer, Salesforce MVP Hall-of-Famer

Access Commissions is unique — just like you. It was designed to give users the ability to customize their commission plan settings to best suit their organizational goals and can be managed based on employee-, group-, or individual-specific commissions. The app itself is easy to install and offers a crisp user-interface housing all critical information under five centralized tabs.

Pricing

“Very easy to use. 100% native Salesforce application. Our HR team is not tech savvy but they were able to use & manage it easily for over 800 employees.” Ryan C., Sr. Salesforce Technical Architect

Other System Requirements: Requires the free Metazoa Player, learn more here: https://www.metazoa.com

Pricing

“We have been using Snapshot for close to 10 years now. In my opinion, this is a must-have admin tool for larger or more complex orgs. My team uses it weekly and the ROI on the product is a no-brainer. They also continue to invest in enhancing the product all
the time. The tool continues to evolve as Salesforce continues to change. Support is great when we reach out.”
John Wessman, IT Director

“We’ve been using Metazoa for most of 2020 and it has been a life saver for time spent on moving metadata across our environments. Very easy to use and | can’t stress enough how amazing the support has been from the Metazoa team.”
Jake G., Admin

“Ever gone to deploy a changeset, and wondered ‘Wait, did I remember everything?’ Snapshot can show you every piece of Metadata changed between two systems, or after a certain date, or by a certain user. With two clicks (okay, one right-click and one left-click!), it can select all profile-related permissions for all your changes…. 3 new fields, a new object and all of its fields and 2 record types, page layouts…etc. Get the profile FLS, CRUD, Record Type assignments, and page layout assignments all in one go.” Carl B., Architect