Top Salesforce Tools To Boost Your Productivity
Today, we will be looking at some of the best deployment tools in Salesforce that can accelerate a team’s productivity and save time and effort. We will cover:
- What is Salesforce Integration?
- Differences Between Salesforce Data Integration Tool
- How to Choose The Right Salesforce Integration Tool
- Top 30 Salesforce Tools That Can Boost Productivity
Productivity might take a massive hit when a team spends a significant amount of time on non-core tasks rather than on the ones that are more critical to the business. For example, the key role of a Sales Rep is making a sale.
Other tasks like scheduling tasks, email syncing, data updating, etc. will of course help in the selling process, but those are not considered the core tasks. The Salesforce integration tools help save a substantial amount of time through the automation of tasks.
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What is Salesforce Integration?
Every business has its own set of requirements and the software they employ functions differently according to that requirement. They are set in different languages, have their own customized data storage, security, business logic, visual representation, etc. This is where, using the API, Salesforce integration maintains seamless communication between Salesforce CRM and other apps.
Using the right Salesforce Integration allows for adequate access as well as data analysis. It further aids people in the position of Managers and Directors to make powerful and sound decisions at each stage. Every enterprise should focus on the most suitable and efficient integration system as it is an asset and includes the power of producing maximum advantages.
Differences Between Salesforce Data Integration Tools
All Salesforce tools differ in the programming languages that are used by them and in the way the data is stored. From the user perspective, some tools are designed in a way that they can be used by anyone, while others are targeted for use by technical teams who can do their own programming when needed.
Some of the tools are so simple that almost anyone can use them and have up-and-running in no time. These tools usually have pre-set templates. These help speed processes and are ideal for businesses that require standard integration of Salesforce with an Enterprise Resource Planning (ERP) or other common connection.
Other Salesforce tools offer limitless flexibility with more complexity that may require technical understanding to some extent.
How to Choose The Right Salesforce Integration Tool
Salesforce tools are suitable for almost all kinds of businesses, but not all of them are a good fit for everyone. Some are better for larger companies that can work with big budgets and have their in-house technical teams. They can meet complex requirements and have an array of multiple options. Smaller and medium-sized enterprises, however, work better with more specialized tools than one that meets a wide range of varied requirements.
It’s important to understand whether you require plenty of functionality, the ability to link to a wide range of programs, or integrate Salesforce with an ERP system. Straightforward Salesforce-ERP integrations do not need a complex and expensive platform.
But most importantly, one should always find a tool that offers the following, irrespective of what the business requirements may be:
- Support at any level as per requirements, considering the team’s internal capability and requirements.
- Employ a tool that can be set up quickly if you’ve got a new project that relies on data integration so that you can set it up in the timeframe required.
- Experience in integrating Salesforce with the ERP or another system(s) that is used
- Scalability even if the business is not growing, currently
- Functionality despite new versions or system upgrades, i.e., future-proof solutions
Top 30 Salesforce Tools That Can Boost Productivity
Salesforce Integrations for Sales Teams
According to Salesforce, sales representatives spend nearly two-thirds of their time on non-core tasks other than selling. Automating administrative and data organization tasks through Salesforce integrations can help cut down that time and focus solely on the 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 company’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 between different platforms to keep up multiple conversations. Using 30 or more applications in a day tends to have a higher error rate. SMS-Magic comes as a good solution for this problem.
SMS-Magic helps with engaging with leads in any communication channel the customer prefers, be it Facebook Messenger, WhatsApp, SMS messaging, etc. All conversations can be handled from a single inbox. Bots can also be set up for automated conversations, as well as work communication-based marketing campaigns.
3. Adobe Sign
According to Salesforce, 25% 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 alone. The e-signature process is an automated one, which streamlines the entire process and cuts the sales cycle short.
The app includes a two-way integration with Salesforce and the documents are populated using the Salesforce data. The information of the client is automatically filed in Salesforce after the agreement is signed.
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 automate 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.
It is also possible to set up alerts for companies and receive notifications about new projects, staffing changes, and funding opportunities. More than 13,000 companies use it, according to Salesforce, to find and reach out to target sales prospects.
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Salesforce Integrations for Customer Service Teams
Customer satisfaction is always one of the top key performance indicators (KPI). The following Salesforce integrations 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 customers.
Whatfix is a great teacher when it comes to training the customer service team to effectively employ Salesforce. It 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 effectively.
It 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 Salesforce has to offer.
Social25 is another Salesforce platform tools that helps with customer engagement on theirpreferred social channels. With Social25, one is 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 help enhance instant engagement with customers.
Five9 behaves like an omnichannel contact center that works as a great tool for the customer service teams for the management of calls. Its ability to automatically prioritize and route calls directs the customers to the right agent as soon as possible. It also includes the chat function and allows agents to message customers. This also reduces the call volumes.
Five9 uses Salesforce data to give employees context on the customer and make suggestions accordingly. Both the data and the call happen on the Salesforce platform, so the agent doesn’t waste time searching for information.
SurveyMonkey is an invaluable tool when it comes to improved customer satisfaction as it makes direct surveys possible. This tool automates the whole survey process and speeds it up. It is easy to gather all the customer feedback using SurveyMonkey and store the same in Salesforce. It includes a mobile-friendly approach, and there are premade templates available that save a lot of time.
SurveyMonkey also helps analyze the collected data in Salesforce, which accelerates the process of following up with individual customers.
Salesforce Email Integrations
The most prominent form of communication within a department is via email. Therefore, Salesforce email integrations will facilitate easy scheduling, updates, and customer communication management by syncing inboxes and calendars with Salesforce.
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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 between 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 syncing of Salesforce with Gmail or Office 365. It is automatically able to update Salesforce entries from emails and calendars. One 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 like Google.
Salesforce Integrations that Boost Productivity of Any Team
Some Salesforce integrations help boost productivity across various teams unlike the ones 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 through convenience.
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 the correct information. The team can also create reports and store the data within Salesforce after their fieldwork is complete.
14. Conga Composer
Repeated mandatory documentations take up a lot of time. Conga Composer allows document generation automatically, which saves time and ensures efficiency and consistency. It allows the creation of standardized documents like 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 like Dropbox and Box. This tool also allows scheduling which in turn enables automatic data updates.
Aside from the above, the following are a few other useful Salesforce tools that businesses use.
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 all Microsoft Dynamics ERP as well as with various other ERPs. It offers creative integrations as well as fully custom ones. Most businesses 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 (e.g. 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. It increases the value of the data of the Microsoft Dynamics ERP in Salesforce and is packed with ready-to-use reports and dashboards that can be easily customized to meet business requirements.
Commercient syncs ERP systems with CRM systems (Salesforce) and is a cloud-based app. It can be customized according to business requirements. Commercient 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 are possible like sales territory set-up, customized reports, industry specifics, etc. 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 businesses or those growing quickly. Its ability to integrate several systems makes it a suitable option for enterprises that requires integration with a variety of systems and databases.
Dell Boomi supports Amazon AWS, Google Cloud, Microsoft Dynamics, Oracle Netsuite, and many more. 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 businesses of different sizes. The solutions are all available on a platform called Harmony, on which users can view results using an on-premise 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 enterprises meet their goals through problem-solving and, in turn, grow the business. Due to its limitless options and ability to easily adapt integrations, it promotes the growth of a business. Jitterbit is suitable for large and fast-growing businesses that need flexibility.
These are some of the best Salesforce reporting tools used in the industry that boost team productivity. All the Salesforce integration tools featured in this blog work extremely well for businesses of all kinds. For businesses that are large and have the ability to provide their own technical support, some of these Salesforce tools work great. Other small and medium-sized businesses can rely on tools like Rapidi for excellent solutions that fit their budgets as well as business goals.
Make sure to visit the Salesforce Community at Intellipaat for more information.