065. Launching, Marketing & Growing a Salesforce AgentExchange Business

In this episode, Bradley sits down with Dave Moudy, creator of Portwood, a completely free, natively built Salesforce document generation app that is now ranked number 12 on the Agent Exchange globally. Dave walks us through the full origin story, from a lead generation idea at a consulting firm to a growing business with over 1,200 installs and 10 to 20 new leads coming in daily.

If you have ever thought about building your own app, or if you just need a free, powerful document generation tool in your Salesforce org, this one is for you.

Timestamps:

0:45 - Introduction and What Portwood Does

4:10 - The Origin Story: Where the Idea Came From

8:26 - From Passion Project to Business: The Consultancy Chapter

19:02 - Intellectual Property and Leaving the Consultancy

24:22 - Getting Approved on the Agent Exchange

35:08 - Pricing a Free App and the Business Model Behind It

45:00 - AppExchange Amplified and Community-Led Marketing

57:55 - Scaling the Business: Hiring, Mindset, and Thick Skin

Links and Resources: