Today, we will be looking at some of the best Salesforce deployment tools that can accelerate your team’s productivity and save time and effort.
In this blog on the top Salesforce tools, we will cover:
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Productivity might take a massive hit when a team spends a significant amount of time on non-core tasks rather than on tasks that are more critical to the business. For example, the key role of a sales rep is making sales. Other tasks, such as scheduling, email syncing, data updating, etc., will of course help in the selling process, but those are not the core tasks. Salesforce integration tools help save a substantial amount of time through the Salesforce Automation System.
Top 30 Salesforce Tools That Can Boost Productivity
Salesforce is one of the best customer relationship management (CRM) tools available in the market. Salesforce can help your organization in boosting sales, increasing conversion rates, and enhancing accuracy. While Salesforce is an important CRM tool, it also helps in making the workforce more productive.
One of the biggest hurdles to increasing productivity is the amount of time your employees spend on the not-so-important tasks such as updating data, syncing emails, scheduling, etc. Productivity is not really about taking the least amount of time to finish your job, it is about making the most of your time and being efficient.
Even if your workforce is really productive, a little more efficiency is always welcome. This is where Salesforce tools come in handy. Salesforce offers over 300 tools to help you and your organization become more efficient. When these tools are integrated with Salesforce, they can have a welcome positive impact on the productivity and efficiency of your employees.
Now the big question is, how do you choose the best tool out of all the available tools for your organization? We have prepared a list of the top 30 Salesforce tools that can help you boost productivity.
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Salesforce Integration Tools for Sales Teams
According to Salesforce, sales representatives spend nearly two-thirds of their time on non-core tasks. Automating administrative and data organization tasks through Salesforce integration can help cut down that time and leave the focus solely on sales.
1. Sales Funnel by InsightSquared
Sales Funnel by InsightSquared is a free app that helps managers track the progress of sales reps through visualization of the entire sales funnel and see conversion rates at each stage.
It can also make it easy to identify when further training may be required. The stages can be customized to the organization’s specific requirements, and the app is automatically able to import data from Salesforce.
Engagement with potential leads is crucial for sales, but it can get tedious for teams to catch up among different platforms to keep up multiple conversations. Using 30 or more applications in a day tends to have a higher error rate. SMS-Magic is a good solution for this problem.
SMS-Magic helps in engaging with leads through any communication channel preferred by the customer, be it Facebook Messenger, WhatsApp, SMS messaging, etc. With SMS-Magic, all conversations can be handled from a single inbox. Bots can also be set up for automated conversations as well as for communication-based marketing campaigns.
3. Adobe Sign
According to Salesforce, 25 percent of a sales rep’s time is spent on administrative tasks. Adobe Sign automates tedious paperwork processes. Adobe Sign makes it possible to create, sign, send, and file agreements from the Salesforce platform itself. The e-signature process is an automated one, which streamlines the entire process and cuts short the sales cycle.
The app includes a two-way integration with Salesforce and the documents are populated by using Salesforce data. The information of the client is automatically filed in Salesforce after the agreement is signed.
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Cloudingo helps sales teams with their data management by merging or removing duplicate entries and facilitating mass import and update. Maintaining databases is a time-consuming but crucial task. Cloudingo helps in automating a major portion of the cleaning process.
Keeping contact information regularly updated in Salesforce is crucial. Large databases, obviously, make the process very complicated and tedious. ZoomInfo solves this problem by making the process easy and quick.
ZoomInfo includes a huge database that contains verified contact information. It can scan for discrepancies between its database and the Salesforce database, and automatically update the Salesforce database.
It is also possible to set up alerts for companies and receive notifications about new projects, staffing changes, and funding opportunities. As per Salesforce, more than 13,000 companies use ZoomInfo to find and reach out to target sales prospects.
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Salesforce Integration Tools for Customer Service Teams
Customer satisfaction is always one of the top key performance indicators (KPIs). The following Salesforce integration tools help in reducing response time and enhancing customer experience.
6. Progress of Case Status
Waiting can be vexing, especially, when a problem is in the process of getting resolved. The faster customer concerns are addressed, the better the customer satisfaction. Salesforce Labs offers a free app that displays the time a ticket has been sitting at each stage during the support process.
It can track the change in status and provide visibility of where in the process any ticket is stuck. The team, then, aims to improve the pipeline and reduce the time-to-solution for the customers.
Whatfix is a great teacher when it comes to training the customer service team to effectively employ Salesforce. Whatfix guides employees by walking them through each aspect of the platform; thus, ensuring a better understanding of how the platform can be used to its full potential and efficacy.
Whatfix includes guides on how to respond to a customer’s questions from email or social media. It also provides alerts on new upgrades and features to keep the team up to date and well-versed on everything offered by Salesforce.
Social25 helps with customer engagement on their preferred social channels. With Social25, you are able to see and respond to customers without the hassle of switching between windows because the messages are all received within the Salesforce platform itself.
Social25 is perfect for employees to connect with customers via Twitter DM, WhatsApp, Facebook Messenger, Kik, etc. Chatbots can also help to enhance instant engagement with customers.
Five9 behaves like an omni-channel contact center that works as a great tool for customer service teams for the management of calls. Its ability to automatically prioritize and route calls directs the customers to the right agents as soon as possible. It also includes the chat function and allows agents to message customers, which further reduces the call volume.
Five9 uses Salesforce data to give agents context on the customers and make suggestions accordingly. Both the data and the call happen on the Salesforce platform, so the agents do not have to waste time searching for information.
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SurveyMonkey is an invaluable tool when it comes to improved customer satisfaction as it makes direct surveys possible. This tool automates the entire survey process and speeds it up as well. It is easy to gather customer feedback using SurveyMonkey and store the same in Salesforce. SurveyMonkey includes a mobile-friendly approach, and there are pre-made templates available that save a lot of time.
SurveyMonkey also helps in analyzing the collected data in Salesforce, which accelerates the process of following up with individual customers.
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Salesforce Tools for Email Integration
The most prominent form of communication within a department is via email. Therefore, Salesforce email integration facilitates easy scheduling, updates, and customer communication management by syncing inboxes and calendars.
11. Cirrus Insight
Cirrus Insight connects Outlook, Gmail, and Office 365 emails and calendars to Salesforce, which enables easy tracking of email leads and responses. It also enables data inputs into Salesforce without having to switch among platforms. It saves time as appointments booked via emails are added to the calendar automatically.
Groove is another great time-saving and native Salesforce application that enables the syncing of Salesforce with Gmail or Office 365. Groove is automatically able to update Salesforce entries from emails and calendars. You can view Salesforce data from within emails and calendars.
Data reporting and updates via Groove are quicker than in non-native apps. According to Salesforce AppExchange, Groove has more than 50,000 users from top companies such as Google.
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Tools for Salesforce Integration to Boost Team Productivity
Some Salesforce integration tools help to boost productivity across various teams unlike the tools focused on specific teams.
While working in the field, internet connectivity may be choppy and loading times may not be at all reliable. Youreka, a Salesforce-native application, brings an ideal solution by enabling access to surveys, forms, and checklists without internet access. It boosts the productivity of the field team.
The application also comes with several templates that make form creations quick and convenient. The forms can be linked to fields within Salesforce, and Youreka automatically updates the documents with correct information. The team can also create Salesforce reports and store the data within Salesforce after the fieldwork is complete.
14. Conga Composer
Repeated mandatory documentations take up a lot of time. Conga Composer allows for document generation, which saves time and ensures efficiency and consistency. It allows the creation of standardized documents such as contracts, quotes, work orders, proposals, invoices, etc. Conga Composer automatically populates the documents with the data from Salesforce, reducing clerical errors.
Asana allows collaboration across different departments, enhances productivity, and prevents data silos. Sales teams use this app to track the status of Salesforce projects. Help from other departments can be requested by using Asana Task. Asana’s integration allows tasks to be created, assigned, and reviewed within the Salesforce platform itself.
Data import and export can be a time-consuming process in any department, and it invites a lot of room for error. Dataloader.io allows quick import, export, and removal of big amounts of data. This Salesforce integration tool is freely available.
The Dataloader.io fields automatically map to the fields in Salesforce, which ensures accuracy and saves time. Data can be directly moved to and from sources such as Dropbox and Box. This tool also allows scheduling, which, in turn, enables automatic data updates.
Aside from the above-mentioned tools, the following are a few other useful Salesforce integration tools that are used by organizations.
When it comes to Microsoft Dynamics and Salesforce data integration, RapidiOnline is an undisputed leader. This simple and robust integration tool implements pre-configured templates that make Salesforce integration to Microsoft Dynamics ERP easy.
RapidiOnline integrates Salesforce with Microsoft Dynamics ERP as well as with various other ERPs. It offers creative and fully-custom integrations. Most organizations will find what they need with this tool for their Salesforce integration.
What is unique about RapidiOnline is its ability to store and display insightful ERP data, such as payment history, sales history, financial overview, open orders, etc., wherever needed in the Salesforce system.
RapidiOnline presents data in a format that is easy to work with the standard Salesforce-related lists. RapidiOnline increases the value of Microsoft Dynamics ERP’s data in Salesforce and is packed with ready-to-use reports and dashboards that can be easily customized to meet business requirements.
Commercient is a cloud-based app that syncs ERP systems with CRM systems such as Salesforce. Commercient can be customized according to business requirements and offers a lot of flexibility and has a core team of dedicated developers who constantly work on new integrations for the platform. Commercient is able to integrate around 65 systems with Salesforce or other CRMs.
The integration does not require ETL, coding, or mapping, thus reducing costs. The data is synced in real-time or according to schedule. Several add-ons, such as sales territory setup, customized reports, industry specifics, etc., are possible. Its product-specific resources enable users to easily adopt the best practices for optimal implementation.
19. Dell Boomi
Dell Boomi is a scalable integration platform that can integrate Salesforce with various other systems. This technical platform is typically suitable for larger organizations or those growing quickly. Its ability to integrate several systems makes it a suitable option for organizations that require integration with a variety of systems and databases.
Dell Boomi supports Amazon AWS, Google Cloud, Microsoft Dynamics, Oracle Netsuite, and many others. The platform is specifically designed to leverage all the benefits of cloud technology and can support complex architectures and systems.
Jitterbit is targeted at the high-end market and offers API integrations to various systems for organizations of different sizes. The solutions are all available on a platform called Harmony, on which users can view results using an on-premises or hybrid model cloud. Users can avail three service levels according to the support required and the number of systems that need to be connected.
Jitterbit focuses primarily on helping organizations meet their goals through problem-solving and, in turn, grow the business. Due to its limitless options and ability to easily adapt integrations, Jitterbit promotes organizational growth. Jitterbit is suitable for large and fast-growing organizations that need flexibility.
A powerful content management platform, Guru adds extra value to Salesforce users. It allows you to add content to cards and organize the sales collateral, making it simple to search for reps. It signals the existence of relevant collateral each time a lead, contact, or account page is visited in Salesforce.
The sales management software solutions by Ambition offer robust scorecards and KPI tracking, actionable coaching sessions, effective gamification, and more. For organizations that use multiple platforms for the collection of important business data, Ambition is one of the best options to curate and showcase performance analytics from Salesforce plus third-party systems in a single place.
Prezi’s business platform offers unmatched, direct integration with Salesforce. It is ideal for sales reps who want the impact of their shared presentations noted in Salesforce through tracking prospect clicks, view time, etc.
Quip is a productivity software suite for the web and mobile that allows groups of users to create and edit documents and spreadsheets collaboratively. It is typically used for business purposes.
The core of Quip offers word processing and spreadsheet functionalities, accessible via an iOS app, Android app, and the web. There is also a live-updating history of edits made and standalone chat rooms. Portions of a document can be highlighted and comments can be added, thus facilitating collaboration.
Drift packs hyper-personalized website chat UIs, lead enrichment, lead capture, forms, and direct sync with Salesforce. Using Drift can help you to track and collect data from conversations that happened in Salesforce.
The sales teams of companies that have more transactional sales processes will benefit massively from Drift. It significantly reduces the sales cycle length and helps close deals at a rapid rate.
Gong has a full-scale integration with Salesforce that is unmatched when it comes to analytics, call recording, and coaching. It can record, capture, analyze, and store conversations that are happening via existing phone systems and web conferencing platforms. It then returns recommendations and insights on how engaged the prospects were, what factors are more impactful, etc.
Gong is a must-have for sales teams that have to conduct frequent conversations with prospects through multiple platforms.
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Clearbit for Salesforce allows enriching prospect data, such as contact, social, and company information, directly inside the CRM with no effort. Simply, add an email, refresh the browser, and Clearbit will take care of the rest, right within Salesforce.
Whether you want to understand your ideal customer profile better, get a complete view of your client list, or trim your lead-form size down by a hair, Clearbit will offer all the insights you require with the least amount of manual effort. It also seamlessly integrates with Drift, Slack, and Gmail.
HelloSign is a user-friendly e-signature solution that encourages the sales team to update opportunity stages through the pipeline—thanks to its automated notifications and sleek integrations.
HelloSign is agile and affordable and is a great tool for sales teams to enhance pipeline data accuracy and streamline the process of proposal and contract creation.
Tenfold allows the viewing of caller information and insights for both incoming and outgoing calls. Its direct integration with Salesforce and click-to-call functionality have made Tenfold one of the best platforms for the fastest-growing companies today.
AppExchange is the leading cloud marketplace with over 4,000 ready-to-install solutions to extend the functionality of Salesforce across multiple industries and categories. AppExchange has multiple apps and experts who help in solving business challenges.
There are over 4,600 pre-built and customizable apps, components, flow, lighting, and bolt data solutions. Nearly 2,000 certified consultants are available to help with Salesforce implementations and integrations.
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These are some of the best Salesforce reporting tools used in the industry that boost team productivity. This blog covers an array of Salesforce integration tools, some of them work extremely well for large organizations and some of them work well for small organizations with constrained budgets.
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