Salesforce is one of the top-notch CRM platforms, which comes with many functional tools for various enterprise management purposes. Salesforce can help you boost lead generation, ensure more sales, and close deals with enhanced accuracy. The investment you make in Salesforce can ensure the best ROI in terms of effective customer management and the generation of more sales. Salesforce will also play a crucial role in adding more value to your workforce and enhance the team members’ productivity.
Businesses of all types and sizes can benefit from the Salesforce cloud suite to ensure better collaboration between teams, increase individual productivity, and also create a positive work culture and customer experience. On Salesforce, you can convert leads into business quicker and easier.
Irrespective of how productive your current team is, there will always be a lot more opportunities to improvise and be more efficient. One of the best approaches to increased productivity is by doing Salesforce integration with other available tools. However, you may be confused to see hundreds of integrable apps out there to identify the best apps for your team.
To avoid such confusion, let us discuss some of the top tools for Salesforce integration, which can further boost your workforce’s productivity.
The process of Salesforce Integration
Every enterprise is unique, and each of them has a unique set of requirements and objectives. The legacy software and application they may use may vary and work differently based on their unique goals. These applications may have also been developed in different programming languages with varying logic. The functions in terms of data storage, visual representation, and security features may also be from app to app. This is the major challenge any integration solution may face while thinking of enterprise-wide app collaboration. Being a widely popular CRM system, Salesforce has enabled integration capabilities to handle seamless communication between the platform and other third-party apps using functional APIs.
Proper Salesforce Integration can enable appropriate access and data analysis. Doing this properly will also support the project managers and sponsors at different stages of operations to make informed decisions. Business enterprises should emphasize the need for efficient integration of systems as it can ensure maximum advantages and optimum results while working with Salesforce.
Top Salesforce integration tools
Productivity is adversely affected by working on routine non-core and repetitive activities rather than on critical and most relevant aspects. Say, for example, the sales reps’ job is to make sales and not prepare data and reports for the whole day. Data updating, syncing email, task schedules, etc., come into play while doing the sale process, but these need to be run on the background on their own while accomplishing the primary core tasks. Salesforce integration will help you save a significant amount of time and effort by automating many of these tasks. Let us explore the top tools suggested by FLOSUM.
You can largely improve the team collaboration using Quip. It is a mobile-first productivity suite, which comprises various features like spreadsheet preparation, team chats, documentation, communication all under one roof. It also facilitates the project teams to complete more tasks in lesser time with better collaboration. Salesforce integration with Quip will offer a collaborative environment for operations management, which is highly interactive and well connected. As a result of this, projects are completed with lesser time for routine things and thereby the scope of exploring more growth opportunities.
You can integrate Gmail with Salesforce using Ebsta. On using Gmail for business or as individual team member accounting and Salesforce CRM, you can use Ebsta to be more productive by bringing these mighty digital giants together. Salesforce CRM can be used to manage the data, activities, reporting, workflow, etc., with marketing platforms and support related activities. However, in relation to their communication activities, users tend to spend more time outside CRM on Gmail if that is the case.
Ebsta can effectively bridge this gap and make the users remain on Salesforce itself. You can easily synchronize Gmail features like email, Calendar, and Scheduler, etc., by using Ebsta. You can use the default Salesforce email templates and mail tracking and do follow-up tasks and schedule everything on the Salesforce platform itself. You can also automate the mailing process and schedule mail delivery, send later, and build personalized workflows. You can get the Ebsta app from Salesforce Store itself. The services of Ebsta come as cheap as just $30 per year. You can initially try out the free trial version of Ebsta to see if it works for you.
You can use Icertis to manage end-to-end contract management. Those organizations which only require base-level contract management may get assisted with Icertis to more effectively manage their contract portfolio. You need to have contract lifecycle management on your application to handle data analysis, reporting, and negotiation tools while integrating.
If your Salesforce suite is not integrated with a contract management tool, you may be missing out on a wide range of benefits both these systems can collaboratively offer. Icertis, with Salesforce Integration, can offer your options to build, approve, view, and collaborate on the contracts within Salesforce and accelerate the contract flow. It can ultimately enhance the overall productivity and will help propel your business ahead. More than these, it can also increase sales by freeing up the sales executives from administrative tasks’ additional burden. Users can easily create the contract requests by using Salesforce objects and track contract status updates and their progress to easily manage end-to-end contract lifecycle by being on the Salesforce platform itself.
Some other handy tools to integrate with Salesforce to better manage your enterprise operations are:
- ToutApp for auto-logging all your email activities and contracts by providing personalized templates.
- Getfeedback to instantly get feedback post-chat and offer real-time support.
- Conga Composer to update and manage Salesforce data.
- Gridbuddy for easily editing, filtering, and sorting Salesforce data and present it grids and charts for easy understanding.
When it comes to Salesforce-based process management, productivity is about completing tasks in the shortest period and effectively managing your time to increase efficiency. Making some small changes in your existing practice on the Salesforce platform can help boost your productivity multifold with the help of these integrable tools.
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