Salesforce AppExchange products

Salesforce AppExchange products

1. Document Creation and Automation: DrawLoop vs. Conga Merge--DrawLoop (willing to do custom work for free and had a more friendly administrative UI).

2. e-Signature: DocuSign vs. EchoSign--DocuSign (supported and was willing to help us with our non-SF API contracts and configuration; best contract app for any real estate industries; supports the red-line process). EchoSign was very arrogant and unhelpful when it came to special requests. They also tried to make you feel stupid for selecting another vendor. Plus, functionality (API integrations and red-line process was not supported).

3. Marketing Automation: Genius vs. Marketo--Genius (more friendly UI; all data stays in SFDC--one database; better price point; better customer support; supposed to release an open API in July/August of 2011). Marketo was a tad more complex to configure and the data was pushed and pulled from 2 databases.

4. Lead Generation: Jigsaw vs. NetProspex vs. InsideView vs. Hoovers--Jigsaw (no brainer! Jigsaw was bought by SF and they reconcile the Jigsaw contact database against all of the SFDC customers that buy it and opt for the shared licensing methodology--well, now it has been rolled into data.com). We ran accuracy tests against the other vendors, and they all had a 27% or less accuracy rate.

5. Cleansing/de-duping/normalizing data: CRM Fusion/DemandTools 2.0 vs. RingLead--CRM Fusion no contest! This is by far my favorite and most leveraged installed app. This makes mass updates, exports, new record inserts, mass record deletions, data querying a breeze. They don't use a push/pull/import/export model; the application pulls the data straight out of SFDC. There is an awesome feature that is in beta testing right now--instead of exporting the grid data, manipulating it in Excel, and uploading the new file into Mass Effect to upsert/update the data, they are putting all the functionality of an Excel spreadsheet into the application; so, you can manipulate the data (copy/paste, change values) inside the DemandTools application and click update and it pushes all of the changes straight into SFDC. I'm super stoked for this release!

6. Dialer: PowerDialer vs. Interactive Intelligence vs. Refractive Dialer--PowerDialer by InsideVieew (not a predictive dialer so there is no dead air, reps can generate their own call lists, context/content for the list (doesn't have to be sales based), record multiple VM's and select which VM they want to leave, real-time call dispositioning and activity logging, and perform actions when the call connects with the customer--send emails, content, etc.).