AppExchange Applications
Over 2,000 applications on the AppExchange can enhance your Salesforce experience. SalesPath continually reviews these applications and recommends those that usually offer significant value for our customers. SalesPath provides services for selected AppExchange applications.
Applets for Salesforce
SalesPath is developing a series of "applets" that fill specific needs for our customers. These applets are available for our Enterprise Edition customers for a small, one-time fee. These applications are not available on the AppExchange currently, and most must be installed by SalesPath.
Primary Contact
Identify a single Primary Contact for the Account.
Task Quick Comment
Inserts a Date/Time and User Name line into the Task Comments with a single click.
Services for Selected AppExchange Applications
We find the tools described below to be of high value and affordable for many of our Salesforce.com customers. SalesPath uses each of the tools ourselves and offers services for these.
Call us at 425-889-9900 if you have any questions about how any of these tools might fit your needs.
Boomi AtomSphere
Boomi AtomSphere is a Software-as-a-Service integration tool that connects your Salesforce system to any combination of Software-as-a-Service (SaaS), Platform-as-a-Service (PaaS), cloud, and on-premise applications without the burden of installing and maintaining software packages or appliances. AtomSphere can connect Salesforce CRM to accounting systems such as Microsoft Dynamics, Sage MAS, Intaact, and Peachtree, JD Edwards and others. It also can connect to SQL databases such Microsoft SQL Server, Oracle, MySQL, and DB2. AtomSphere can connect with non-SQL databases such as Microsoft Access and FileMakerPro. It can import data from text (csv) files stored both within your own network on those accessed via secure FTP sites. SalesPath selected this tool for integrations because most integrations can be done without expensive programming that often requires on-going maintenance costs. SalesPath has over four years of experience using Boomi for Salesforce integrations.
Conga Composer
With as few as two clicks, Conga Composer produces sophisticated documents such as account and opportunity profiles, proposals, quotes or call sheets with information gathered from multiple Salesforce objects. Mass-merge letters and labels can be produced in less than a minute with the Conga Composer mass-merge wizard interface. For spreadsheets, Conga Composer saves hours of re-keying with a merge-to-Excel option that allows precise positioning of Salesforce field values in specific worksheet cells, instantly populating Excel-based proposals, quotes and reporting solutions. Conga Composer also works for Apple Mac users and Word 2010 whereas the Salesforce.com Mail Merge does not. Conga Composer also integrates with the DocuSign e-signature system for a complete quote-to-agreement process. Each SalesPath consultant is experienced in using Conga Composer.
ClickTools
ClickTools reduce the time, effort and cost associated with deployment of custom surveys, forms and landing pages. Easily send Customer Satisfaction and Closed Case surveys to customers with a single click, and then have the completed survey information be automatically posted back to a Salesforce.com record for reporting and workflow triggered follow-up. SalesPath can create surveys/forms for you and integrate the responses to your Salesforce CRM.