You can streamline your sales, marketing, and service operations with the help of Salesforce’s hundreds of powerful features. However, there is always going to be a ceiling to how far you can go with a solution that is already prefabricated for you.
This is where the Application Program Interface (API) of Salesforce, as well as connectors and the AppExchange, come into play.
With the help of these solutions, you will have the ability to obtain access to hundreds of Salesforce integration tools that will significantly boost user productivity as well as sales and collaboration.
These third-party applications combine their data with Salesforce’s functionality to provide a unified experience for users, which in turn enables businesses to make more informed decisions.
Want to ‘upgrade’ your Salesforce solution? Continue reading then, as we have compiled a list of the best Salesforce connection programmes from which you may choose.
6 Salesforce integration tools that sales reps love
There are six integration options with Salesforce that sales representatives adore.
Connecting Salesforce to the apps that users utilise on a daily basis is one of the most effective methods to make Salesforce even better for users while requiring little to no coding.
If you integrate your business with the appropriate tools, you will be able to automate your business processes and provide a more connected experience for your customers.
The following are some of the most powerful app connections that we were able to locate:
When salespeople are pressed for time or distracted, they run the risk of entering incorrect sales information or creating a duplicate version of an existing record in Salesforce. These kind of data input errors not only throw off your projections significantly but also make it more difficult to make decisions regarding sales. Salesforce does include a few operations related to data quality, but operating them can be fairly difficult.
Integrating Salesforce with Cloudingo is one way to resolve data integrity problems like the one described here. You are able to standardise customer data, delete stale information, find duplicate entries, and merge them using Cloudingo. In addition, you are able to build up filters.
Even more, it does regular data checks to eliminate any duplicates that may have crept their way into standard or custom objects.
The cost of integration starts at $1,096 per year for each individual firm.
The old proverb “He who seizes the worm in his youth shall rule the world” is aptly applicable to the world of sales. Typically, the business that responds to leads first will end up with the customer. Within a matter of minutes, you’ll be able to quickly capture, qualify, and interact with leads thanks to the online scheduling function of ScheduleOne.
How? By giving site users the ability to immediately schedule a consultation or a product demonstration with a member of your sales staff. To begin, the integration solution will automatically pair the appropriate member of the sales team with the prospective customer. After that, it updates the user’s Salesforce calendar while simultaneously communicating the booking particulars with the prospect.
This is a significant improvement from the traditional difficulty, which consists of lengthy delays due to the sales team’s lack of visibility into the timetable or the available bandwidth.
Additionally, the link between ScheduleOne and Salesforce helps to automate the scheduling of business operations such as the onboarding of new customers and the transition to tier-two support.
Cost of integration: zero dollars
Your company’s prospecting, lead management, pipeline coverage, and account management will all see significant improvements as a result of using Tableau Tableau-Salesforce connections to transform your Salesforce records into relevant business insights. In addition to report templates, the analytics platform provides you with the ability to rapidly visualise
This integration makes it possible for every user of Salesforce to automatically notice trends, forecast outcomes, and obtain timely recommended next moves. This is made possible by the ease with which its AI models can be put up.
The cost of integration starts at $15 per Salesforce user per month.
Mailchimp is a tool that can assist you when you need to properly manage tailored email campaigns that are directed at leads and contacts in Salesforce.
When you combine the two systems, the subscriber lists and contact information stored on Mailchimp and Salesforce are synchronised immediately. This link allows for two-way communication, giving you access to campaign statistics and the activity history of subscribers within the Salesforce app, while at the same time giving you the ability to deliver tailored emails to your client base using Mailchimp.
Cost of integration: zero dollars
Did you know that eighty percent of customers anticipate receiving instant responses to any contacts they have with a company? This is made easier using Salesforce Chat. You should, on the other hand, think about connecting Salesforce with GetFeedback if you want to learn how customers feel about each interaction they have with your company.
This seamless integration gives you the ability to fire off beautifully designed branded surveys directly into the Salesforce Chat window, your brand website, or app after each and every discussion. You have a selection of feedback formats from which to pick, including the Net Promoter Score (NPS), the Customer Satisfaction Score (CSAT), and the Customer Effort Score (CES). The technology ensures that client responses are matched to the appropriate record within the Salesforce platform for each unique encounter.
Additionally, this Salesforce interface promptly allocates responsibility for follow-up actions based on customer feedback to the applicable sales representative. This is done in response to the feedback provided by the customer.
Cost of integration is one dollar per user per month.
CalendarAnything may appear to be a relatively straightforward solution; but, it has the ability to cut hours off of the administrative work used by your sales staff on tasks such as scheduling meetings and booking event venues.
This platform offers a calendar view of your Salesforce item that can be arranged, categorised, and filtered according to the factors that you select. You can zoom out to get a bird’s-eye view of the situation, or you can zoom in to see more minute information. Users are also able to create and amend essential Salesforce records right from the calendar interface thanks to this connectivity, which is a handy feature.
You’ll also have the ability to construct real-time roadmaps, project plans, and sales pipelines thanks to this interface with Salesforce.
The cost of integration begins at $13.75 per year for each individual user.