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.
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 appexchange.com
• 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.
noun • fi·nance
The people in finance manage a company’s money, including
accounting, strategic planning, auditing, and budgeting.
FINANCEFINANCE
THE APPS

4.
How do I remove repetitive
tasks from my to-do list?
FINANCE CUSTOMER PAIN POINT #1

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.
FINANCE CUSTOMER PAIN POINT #2
Can I reduce the steps
from creating an invoice
to getting final payment?

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.
noun • en·ter·prise re·source plan·ning
ERP integrates processes, systems, and data into one source of truth.
ERPERP
THE APPS

9.
ERP CUSTOMER PAIN POINT #1
How do I connect
applications and systems
so I can ship product faster?

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.
ERP CUSTOMER PAIN POINT #2
Can I get access to all the
processes — like order
fulfillment and development?

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.
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.
HR CUSTOMER PAIN POINT #1
Can employee benefits,
compensation, and
compliance be connected?

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.
HR CUSTOMER PAIN POINT #2
How can we offer training
and development that’s
engaging yet flexible?

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.
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.
IT CUSTOMER PAIN POINT #1
Is it possible to reduce time
backing up and restoring data?

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.
IT CUSTOMER PAIN POINT #2
How do I service staff
and track IT assets that
are all over the world?

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.
“Liked reading
about these
customer-recommended
back office apps?
Want more?”
View the entire collection at appexchange.com/xxxxxx.