Salesforce is a proven path-breaking technology investment for those businesses focused on providing superior customer experiences, business performance enhancement, and improving operational efficiencies.
After all, Salesforce and its suite of products beginning with its top-rated CRM (Customer Relationship Management) applications help businesses improve in a variety of areas. With such Salesforce tools, businesses are better positioned to meet sales goals, achieve targets, add value to the workforce, and see exponential gains in revenue.
Organizations can leverage Salesforce’s cloud-based solutions for better relations. Potential benefits are an increase in collaborative efforts, more productivity of teams, and impact customer experiences (to accelerate lead generation through data integration).
The Salesforce AppExchange is filled with thousands of apps. From this Salesforce tools list, third-party applications share data with Salesforce platforms.
Valuable performance insights are harvested when businesses merge software applications with Salesforce integration tools. With these experiences, one can avoid mistakes such as missing key metrics, using old or inaccurate data, or delays in post-event follow-ups.
Research gate presents a paper on how “Salesforce automation systems are fast becoming a marketplace reality.”
Understanding The Need For Integrating Salesforce With The Right Tools
It’s well known that each business has unique requirements and software programs perform accordingly.
Among these, one finds various languages, customized business logic, storage parameters, security requirements, and visual representation. It is here that the Salesforce integration solutions come into play.
The Salesforce integrations process establishes and manages seamless communication between Salesforce CRM and other apps using APIs. Integrating Salesforce with other crucial applications requires the assistance of effective tools. These modern Salesforce integration tools share valuable data collected in Salesforce with other systems.
Since the Salesforce interface is a CRM system, Salesforce data integration tools often connect Salesforce with complementary systems such as an ERP (Enterprise Resource Planning) system that enables data sharing on customer accounts, inventory management, and other business processes.
But this only scratches the surface of how beneficial Salesforce integration can be. Marketing automation, productivity trackers, quick resolution of customer queries all create a system of track-able operational impact.
Salesforce Integrations That Accelerate Productivity
We’ll begin with Team Collaboration with “QUIP.” Quip is a document collaboration tool with built-in office suite functionalities such as spreadsheets, documentation, team chats, etc. Quip is compatible with Android, IOS, and other operating platforms. Quip documents contain highly crucial information or data related to projects, commitments, deadlines, and a lot more.
In the post-integration phase, Salesforce data is displayed alongside it to help businesses increase accountability through team collaboration, meeting quick task completion goals, capitalizing on growth opportunities, and enhancing customer satisfaction.
1. Integrate Gmail And Salesforce With “Ebsta”
EBSTA is a Google extension that syncs Salesforce with Gmail to help organizations drive enhanced customer engagement using a suite of customer intelligence and sales enabling tools. It automatically searches Salesforce to match and fetch data records of customers based on the email while viewing an email. With this integration, one can view, edit, manage tasks, chat, and update records from the inbox and across the web.
2. Managing Contract Lifecycle With “Icertis”
Icertis is a cloud-based enterprise contract management platform that provides a seamless lead conversion process. Sales and marketing teams create, view, collaborate, and approve contracts within the Salesforce sales system.
The integration of Icertis with Salesforce helps businesses impose downstream compliances, improve contract quality, decrease repetitive tasks, and provide better sales insights.
3. Instant Access To Chat Feedback With “Getfeedback”
GetFeedback is a highly flexible, easily configurable, and mobile-friendly platform that creates interactive and mobile-friendly surveys. This tool works seamlessly with business customizations, so integrating it with Salesforce helps one obtain real-time customer feedback through high-quality surveys.
These surveys pop up in the Salesforce chat window. With this integration, one can easily collate and connect collected feedback data with Salesforce for a 360-degree view of customer experience.
4. “Conga Composer” To Better Manage Salesforce Data
Conga Document Generation is a cloud-based document management solution that helps users deliver communication by creating documents and sourcing relevant data.
Teams use this tool to create easy and flawless digital documents, reports, and presentations from Salesforce. One can extract more from Salesforce by easy and quick document generation using the Conga composer. This includes reporting through merging content from standard or custom objects into richly-formatted templates.
These predefined formatted document templates upload data from standard and custom Salesforce objects. Composer solutions built by Salesforce admins are placed on page layouts from where end-users can run them. This helps organizations leverage the benefit of working from a single platform. This way, they spend less time updating the Salesforce APIs. This tool also delivers customized documents that elevate brand value and customer experience.
5. Appointments Made Easy With Sumo Scheduler
This tool is designed to make appointments easy. It’s intended for companies that have a complex sales cycle. Most sales professionals spend a substantial amount of time managing emails and calls. This tool makes the process more efficient for sales teams as one does not have to manually examine an excel sheet to call the client. Post-integration, the seamless interaction between this application and Salesforce enables users to quickly send appointment invites and hassle-free access to appointment times.
6. MuleSoft For Enterprises
MuleSoft is a middleware and iPaaS solution, combined with a Java-based framework. It makes the unique “Anypoint” platform solution (owned by Salesforce) extremely flexible but also scalable (one of the main reasons it has rapidly grown in popularity).
MuleSoft comes with a flexible integration designed to connect Salesforce with other apps. It’s best for large scale businesses and enterprises that have the advanced internal technical resources and expertise needed to use this tool. Learn more about this important integration process here.
7. Mailchimp For Effective Email Campaigns
Mailchimp is a popular Salesforce integration tool used by millions of marketers. This free email marketing tool easily integrates with Salesforce and is ideal for small-sized businesses.
Mailchimp’s email templates are smart and customized. The templates come with advanced marketing features such as service and app integrations, A/B testing, contact segmentation, autoresponders, and time-zone based email campaigns.
With the Mailchimp and Salesforce integration, one can easily get started in creating email campaigns from the leads and contacts already in the Salesforce CRM. With the integration, it’s fairly easy to create segmented email lists in Mailchimp with synchronized Salesforce lead and contact records.
Reap The Benefits Of Integrating Salesforce With Right Tools
The productivity of resources in business is greatly influenced by a collaborative environment with a smooth exchange of updated information. An integrated CRM environment ensures hassle-free collaboration among teams without much disruption in the current workflow system.
Choosing the right integrations in Salesforce is the first step to facilitating an efficient integrated environment for businesses to get the maximum benefit. Using one or more of the powerful tools with Salesforce with the right service provider allows businesses to seamlessly manage customers, increase lead conversions, improve the customer experience, and achieve business goals.
AppShark is Your Trusted Salesforce Gold Consulting Partner
AppShark is both a Gold Consulting Partner and a Product Development Partner based in Dallas, Texas. Our implementation process (which includes customization, set up, and configuration) has been perfected through many years of experience in the Salesforce industry.
We also provide software integration services including strategy, development, and management to enable a continual flow of information from the cloud, premise to premise, or from cloud to premise platforms. Contact us to know more about our Salesforce expertise and service offerings.