Salesforce is one of the most popular CRM platforms on the market. However, it can be difficult to integrate with other systems and applications. This can lead to reduced productivity and inefficiencies. Fortunately, there are a number of Salesforce integration tools that can help boost your productivity. In this blog post, we will explore the top 7 Salesforce integration tools to help you get the most out of your CRM platform.
What is Salesforce Integration?
Salesforce integration is the process of connecting Salesforce with other applications. This allows data to be transferred between the two applications, making it possible to keep track of customer information, sales data, and more in one place.
There are a number of different Salesforce integration tools available, each with its own set of features and capabilities. The right tool for your business will depend on your specific needs and requirements.
Some of the most popular Salesforce integration tools include:
-Workato: Workato is a cloud-based integration platform that offers pre-built connectors for Salesforce, as well as a drag-and-drop interface for creating custom integrations.
-Jitterbit: Jitterbit is an on-premise integration solution that offers pre-built connectors for Salesforce, along with a point-and-click interface for creating custom integrations.
-Informatica Cloud: Informatica Cloud is a cloud-based data integration platform that offers pre-built connectors for Salesforce, along with a graphical interface for creating custom integrations.
Choosing the right Salesforce integration tool for your business can make a big difference in your productivity and efficiency. Be sure to consider your specific needs and requirements when making your decision.
7 Salesforce Integration Tools that accelerate Productivity
Salesforce integration tools are designed to make it easier for businesses to connect their various sales and marketing systems. By integrating these tools, businesses can automate tasks, save time on data entry, and get more insights into their customers.
There are a number of different Salesforce integration tools available, each with its own set of features and capabilities. Here are some of the top Salesforce integration tools that can help boost your productivity:
1. Cloudwords: Cloudwords is a cloud-based translation management system that helps businesses streamline their global content production. It integrates with Salesforce to allow businesses to manage their translation projects directly from within the Salesforce interface.
2. SendGrid: SendGrid is a cloud-based email delivery service that integrates with Salesforce to provide teams with powerful email marketing capabilities. With SendGrid, businesses can automate the sending of mass emails, track email engagement, and more.
3. Conga Composer: Conga Composer is a document generation tool that allows businesses to quickly generate contracts, quotes, invoices, and other documents directly from Salesforce data. It includes templates for common documents as well as the ability to customize documents to fit your specific needs.
4. Formstack: Formstack is a cloud-based form builder that helps businesses create online forms and surveys. It integrates with Salesforce so that form submissions can be automatically stored in your CRM system.
Best Salesforce Integration Tools that accelerate Productivity
1. Improve Team Collaboration with Quip
Quip is a team collaboration tool that helps sales teams stay organized and connected. It offers features like team chat, task management, and file sharing that help sales teams work together more effectively. Quip also integrates with Salesforce, so users can access their Salesforce data from within Quip. This makes it easy for sales teams to stay up-to-date on customer information and keep track of their sales pipeline.
2. Integrate Salesforce and Gmail with Ebsta
Salesforce integration with Gmail can be a game-changer for your team’s productivity. Ebsta’s Salesforce integration tool allows you to access your Salesforce data right from your Gmail inbox. This means you can view customer information, create and update records, and more without ever having to leave your email interface.
In addition to the basic Salesforce integration, Ebsta also offers a number of features that can further boost your productivity. For example, the Email2 Lead function automatically creates a new lead in Salesforce whenever you receive an email from a new contact. And the Click2Dial feature lets you make calls directly from Salesforce without ever having to leave your inbox.
Ebsta’s Salesforce integration tool is available as a free 14-day trial, so you can try it out and see how it can help your team be more productive.
3. Manage End-To-End Contract Lifecycle with Icertis
Icertis is the leading provider of contract management software in the cloud. The Icertis Contract Management (ICM) platform is used by companies worldwide to accelerate their business by streamlining and automating the entire contract lifecycle, from request to renewal.
With Icertis, companies can increase visibility into their contractual obligations, optimize compliance and mitigate risk. Icertis also provides actionable insights that help users make better business decisions. The ICM platform is highly configurable and can be tailored to fit the specific needs of any organization.
ConnectWise Sell is a cloud-based sales automation tool that helps companies streamline their sales processes and close more deals. ConnectWise Sell integrates with Salesforce to provide users with a complete view of their customer relationships, including contact information, account history, and opportunities.
ConnectWise Sell also includes powerful features such as lead scoring, quote generation, and proposal creation that help sales teams close more deals faster. In addition, ConnectWise Sell offers a mobile app that gives sales reps the ability to access their data and collaborate with team members while on the go.
4. Auto-log your Email Activities with ToutApp
Email is one of the most important tools for sales and marketing teams, but it can be difficult to keep track of all the different email conversations taking place. ToutApp is a great tool that can help with this by automatically logging all email activity in Salesforce. This means that you’ll never have to worry about manually keeping track of emails again – ToutApp will do it all for you! Plus, ToutApp integrates with a variety of other sales and marketing tools, making it a valuable addition to any team’s toolkit.
5. Get Immediate Post Chat Feedback with Getfeedback
The Getfeedback app for Salesforce allows you to collect feedback from your customers immediately after a chat session. This is a great way to get an understanding of how your customer service team is doing and what improvements can be made. Getfeedback also offers a wide range of other features, such as the ability to track customer satisfaction over time and create custom reports.
6. Manage and Update Salesforce Data with Conga Composer
Salesforce data is the lifeblood of your company. It’s critical to have a tool that can help you manage and update this data in a timely and efficient manner. Conga Composer is one of the top Salesforce integration tools that can help you boost your productivity. This tool allows you to easily create, update, and manage Salesforce data. It also provides a user-friendly interface that makes it easy to use for even the most novice users. With Conga Composer, you can quickly create documents, reports, and other Salesforce data objects without having to code or learn complex Salesforce APIs.
7. Edit, Filter and Sort Data with Gridbuddy
Gridbuddy is a powerful Salesforce integration tool that allows you to edit, filter, and sort data with ease. With Gridbuddy, you can easily manage your Salesforce data from one central location. Gridbuddy also provides a number of features that make it easy to work with Salesforce data, including the ability to export data to Excel and CSV files.
Conclusion
There you have it — the top 7 Salesforce integration tools to help boost your productivity. No matter which tool you ultimately choose, make sure that it integrates well with Salesforce and provides the features and functionality you need to improve your workflow. With the right tool in place, you’ll be able to manage your data more efficiently and get more out of your Salesforce investment.
