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24 Customer-Recommended Back Office Apps


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With over 3,000 apps in inventory, this AppExchange guide will help you zero in on the back office apps that are right for your business.
Happy exploring

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24 Customer-Recommended Back Office Apps

  1. 1. Welcome to our guide to back office apps. What is the back office? Simply put, it’s the backbone of a company, the departments — finance & accounting, ERP, HR, and IT — that, despite being behind the scenes, keep things running so the customer-facing departments can be successful. This guide incorporates app recommendations that solve two common pain points for each department. Here’s how to use the guide: First, check out best practices on how to find an app that fits your business challenge. Next, explore the pain points for each department. Then read customer recommendations of back office apps that worked the best for them. Along the way, check out Appy’s back office tips. With over 3,000 apps in inventory, we hope this guide helps you zero in on the back office apps that are right for your business. Happy exploring. “Want all the details about an app? Just click Find out more.” THE INTRO Appy is your guide to all things AppExchange.
  2. 2. How to find the back office apps that are right for you. MAKE YOUR DECISION • Involve your stakeholders in the process • Check price, security, and compatibility with your Salesforce edition and other apps • Read customer reviews • Test drive the app or install in your sandbox • Browse the back office categories on • Ask your peers via user groups, Success Community • Check out Demo Jams to learn about apps in 3-minute pitches • View the latest app trends on AppExchange Content Collection DISCOVER AND EVALUATE • What business challenge do you want to solve? • What’s your budget? • What’s your time frame? • What business processes will be impacted? GUIDE YOUR SEARCH 1 2 3 THE STEPS
  3. 3. noun • fi·nance The people in finance manage a company’s money, including accounting, strategic planning, auditing, and budgeting. FINANCEFINANCE THE APPS
  4. 4. How do I remove repetitive tasks from my to-do list? FINANCE CUSTOMER PAIN POINT #1
  5. 5. Automation is the key. Finance apps automate those repetitive and manual tasks — so you can focus on customer’s needs. Editor's note: Reviews were edited for clarity and length. “I just press a button and all banking activity is imported into Sage and processed through posting rules that I have total control over.” JOHN MONAHAN Sage Live Find out more “With Accounting Seed we are now able to automate tasks and billing — this makes our jobs easier and our customers happier.” TAMMY GREGERSEN Accounting Seed Find out more “FinancialForce Accounting gave us back office automation. So now we can focus on our customers and their business needs.” JOCELYN FENNEWALD FinancialForce Accounting Find out more “Use data loaders to upload complex transactions in seconds.” 4.1 4.9 4.7 APPY TIP CUSTOMER RECOMMENDATIONS
  6. 6. FINANCE CUSTOMER PAIN POINT #2 Can I reduce the steps from creating an invoice to getting final payment?
  7. 7. Here’s one way. Automate the invoicing and billing process with finance apps. You’ll turn multiple payment steps into one. “JustOn gave us an invoicing solution that adapted to our multi-language, multi-currency, and installment logic for payment deadlines.” DANNY MÜLLER JustOn Find out more “With the click of a button, Invoices for Salesforce enables us to invoice complex billing scenarios quickly and accurately.” STEF SAMPSON Invoices for Salesforce Find out more “I can’t believe we didn’t have this years ago! To be able to have all of our clients attached to each account so that we don’t have to go elsewhere is an absolutely amazing thing.” DREW SHEAHAN Steelbrick Billing (Formerly InvoiceIT) Find out more 4.9 5.0 4.7 “Stay in the know. Create smart invoices that tell you when clients open invoices.” CUSTOMER RECOMMENDATIONS invoices
  8. 8. noun • en·ter·prise re·source plan·ning ERP integrates processes, systems, and data into one source of truth. ERPERP THE APPS
  9. 9. ERP CUSTOMER PAIN POINT #1 How do I connect applications and systems so I can ship product faster?
  10. 10. Make them one. ERP apps integrate data, processes, and systems so you get any information anytime, anywhere. “We used Ascent to migrate all our processes from being managed within spreadsheets to fully managed within Salesforce.” SCOTT GARDINER AscentERP Find out more “Kenandy provided measurable efficiencies, organizational transparency, and focused us on revenue generation — not data collection.” CHARLIE MERROW Kenandy Find out more “Inventory, purchasing, MRP, and WCP were key in making our back office a success. Rootstock did it all in a well-integrated fashion.” STEPHEN SIMONS Rootstock Find out more 4.9 4.9 5.0 “Make sure your ERP solution can grow as fast as your production scales.” CUSTOMER RECOMMENDATIONS
  11. 11. ERP CUSTOMER PAIN POINT #2 Can I get access to all the processes — like order fulfillment and development?
  12. 12. Yes. Get on the cloud. ERP apps give you a better handle into order fulfillment and greater visibility into product lifecycle. “Matrix gave us a nice way to go from quote to order to fulfillment to invoice (and to inventory) all within Salesforce.” JONATHAN ROWE Matrix Velocity Find out more “Glovia OM turns Opportunities into Quotes, Quotes into Sales Orders, and Sales Orders into shipping orders and documentation.” TENO CIPRI Glovia OM Find out more “As Propel is built on Salesforce, we can be more customer- and partner-centric by connecting our product, customer, and partner data.” RICK AUSTINSON Propel PLM Find out more 4.9 5.0 4.8 “Don’t forget to lean on support teams for additional help with setup.” CUSTOMER RECOMMENDATIONS
  13. 13. noun • hu·man re·sources HR activities include recruiting and hiring of employees, orientation and training of current employees, employee benefits, and retention. HRHR THE APPS
  14. 14. HR CUSTOMER PAIN POINT #1 Can employee benefits, compensation, and compliance be connected?
  15. 15. Totally. With an HR app. Connected functions mean one sign-on, one data entry, and fast, complete reports. “The automated processes of Sage People not only enabled HR to be more efficient, but the quality of our data increased dramatically.” JESS DAVIES Sage People Find out more “Skilo’s user-friendly interface is easy for employees and managers to use, and the highly configurable reporting module is essential for HR.” KASANDRA RADZINSKA Skilo Find out more “XCD is a cost-effective HR solution that enables us to manage our HR data, files, and policies from one location.” INSPIRE SPORT XCD Find out more 4.7 4.8 4.5 “You can even track employee vacancies, overtime, lots more.” CUSTOMER RECOMMENDATIONS
  16. 16. HR CUSTOMER PAIN POINT #2 How can we offer training and development that’s engaging yet flexible?
  17. 17. Try HR apps. Empower your employees with HR apps that automate and simplify the training process. “Cornerstone is a must-have training. It’s incredibly powerful with a simple setup. I’m really impressed with its ease of use.” MELODIE SCHWARTZ Cornerstone for Salesforce Find out more “Improved Help really is a fantastic help resource for users, providing the right help and process guidance when it is need.” WAYNE AUSTIN Improved Help Find out more “Litmos helped us to train hundreds of people each month simply by the click of a button.” CHARLES BROWN Litmos Find out more 4.9 5.0 5.0 “You can even use these apps to enable customers as well as partners.” CUSTOMER RECOMMENDATIONS
  18. 18. noun • in·for·ma·tion tech·nol·o·gy IT handles everything from a company’s physical hardware to its operating systems, applications, databases, storage, and servers. ITIT THE APPS
  19. 19. IT CUSTOMER PAIN POINT #1 Is it possible to reduce time backing up and restoring data?
  20. 20. AnITappcanhelp. Save time when your company’s platforms, applications, and business groups are all connected. “We used Ascent to migrate all our processes from being managed within spreadsheets to fully managed within Salesforce.” BRIE MORGAN OwnBackup Find out more “Kenandy provided measurable efficiencies, organizational transparency, and focused us on revenue generation — not data collection.” DEB WELLER Spanning Find out more “CloudAlly removed the worry around site data back-up. Once the painless set-up was done, the app just runs and we forget about it.” ROBERT MIDDLETON Find out more 4.9 4.8 CloudAlly 5.0 “Look across your entire enterprise — including remote sites.” CUSTOMER RECOMMENDATIONS
  21. 21. IT CUSTOMER PAIN POINT #2 How do I service staff and track IT assets that are all over the world?
  22. 22. It just takes one IT app. IT back office apps can tell you — in an instant — everything about every employee or asset. “We used Ascent to migrate all our processes from being managed within spreadsheets to fully managed within Salesforce.” JOHN RILEY RemedyForce Find out more “Kenandy provided measurable efficiencies, organizational transparency, and focused us on revenue generation — not data collection.” JOHN PRILLIMAN Elton Find out more “We used INSITE to change databases and simplify incident reporting, problem management, and catalog and fulfillment requests.” RANDY ENGH Find out more 4.3 5.0 INSITE 4.3 “You’ll get real-time info into who needs what.” CUSTOMER RECOMMENDATIONS
  23. 23. “Liked reading about these customer-recommended back office apps? Want more?” View the entire collection at