10 Apps to Help Small and Medium Businesses Grow and Thrive (2020)

Holly Rushton
AppExchange and the Salesforce Ecosystem
3 min readNov 18, 2020

If you’re a small or medium business, you know the importance of innovation and agility. It’s what keeps you on top of the competition and navigate change (and we know how important that is, especially in 2020). To help you identify the right solutions on AppExchange, we create the Small and Medium Business Solutions App Guide. This app guide is designed to help you organize your search, locate the right apps, and make the best decision possible for your business.

We’re highlighting 10 of the solutions featured in the guide, but make sure to check out the full guide to see how apps can help save time on manual processes, become more data-driven, enable employee collaboration, and more.

Get the Small and Medium Business Solutions App Guide now.

DocuSign eSignature

DocuSign eSignature allows you to create agreements with Salesforce data, customize agreements, and send them to be signed on any device.

Find it on AppExchange >>

JabberJaw

This free Salesforce Labs app allows quick and easy collaboration, enabling users to chat directly within the Salesforce platform. Equipped with both 1:1 and group messaging, you can also upload images and files for a fully optimized experience.

Find it on AppExchange >>

FinancialForce Professional Services Automation (PSA)

Manage your professional services team, customers, projects, and financials all in one integrated app. Gain visibility into sales pipeline, manage projects to deliver on customer promises, plus more.

Find it on AppExchange >>

Trail Tracker by Trailhead

Install this free app to guide employees through their Salesforce learning adventure on Trailhead. Assign, track, and report on badges earned by your team via pre-built reports and dashboards to take your Salesforce game to the next level.

Find it on AppExchange >>

Gainsight

Gainsight helps companies prevent churn by identifying at-risk customers, creating systematic processes to mitigate concerns, and efficiently ramping up engagement efforts.

Find it on AppExchange >>

Box for Salesforce

Box for Salesforce empowers teams to collaborate more effectively on sales content without ever leaving Salesforce. As the hub for your content, Box centralizes documents across your organization to streamline processes and accelerate sales cycles.

Find it on AppExchange >>

Conga Sign

Conga Sign effortlessly integrates with your current Conga solution or Salesforce CPQ to deliver structured, templated communication to any eSignature signer — inside or outside of Salesforce.

Find it on AppExchange >>

Salesforce CRM Dashboards

With this free Salesforce Labs app, your sales and service teams can stay on top of every deal or case, and close more business on time. The dashboards and reports in this package are intended to provide you with a starting point to make reporting easier in your organization.

Find it on AppExchange >>

Zapier

Zapier connects Salesforce to all the web apps you use, automating your entire workflow by copying and moving data for you. Integrations with over 600 apps are supported, like Wufoo, Gravity Forms, MailChimp, Google Sheets, Unbounce, Stripe, and more.

Find it on AppExchange >>

Campaign Monitor for Salesforce

By combining the power of Campaign Monitor with your customer data from Salesforce, you can send personalized and targeted email marketing campaigns.

Find it on AppExchange >>

The fact that there are over 4,000 solutions on the AppExchange means there is unlimited potential for you to identify the best solution for your organization. The new Small and Medium Business Solutions App Guide can make that process as easy as possible.

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Holly Rushton
AppExchange and the Salesforce Ecosystem

Content Marketer at @salesforce @appexchange. Big fan of reading, Star Trek, craft beer, board games, and golf.