Top 7 Salesforce Integration Tools to Boost Your Productivity

We are aware that salesforce is an exceptional Customer Relationship Management (CRM) tool highly rated. Its implementation can empower sales, increase accuracy, and facilitate the closing of more deals. In addition to being an excellent investment for customer management, Salesforce also plays a critical role in enhancing workforce value and productivity.

Regardless of their size, businesses can leverage this modern cloud-based solution to significantly increase team productivity, foster collaboration between employees, create a positive customer experience, and convert leads into clients.

Even if your workforce is already highly productive, there is always room for improvement. Integrating Salesforce with other efficient technologies is one of the greatest methods to achieve this. However, with over 300 possible integrations available, choosing the most suitable combination can be challenging. 

Salesforce Integration

Every enterprise has its unique needs, and the software they employ operates differently. These systems are built in various languages and have customized business logic, data storage, security measures, and visual representations. Solutions for Salesforce integration can help in this case. Salesforce integration establishes and manages seamless communication between Salesforce CRM and other applications using APIs. 

Effective Salesforce integration services ensures access and analysis of data. It also assists managers and directors at every stage in making informed decisions. An efficient integration system is an asset that every business should prioritize as it has the power to provide maximum benefits.

1. Improve Team Collaboration with Quip 

Quip is a modern productivity suite designed for mobile devices that offers a range of features such as team chats, spreadsheets, and documentation all in one place. This allows teams to work more efficiently and collaboratively. The Salesforce integration with Quip creates an interactive and connected environment, enabling processes to be completed with fewer emails, fewer meetings, and more opportunities for growth to meet the increasing demands of customers.

Many large organizations such as Fortune 100 companies, tech companies, and banks have already adopted Quip Salesforce integration as their standard productivity tool. This integration helps Salesforce customers to create more opportunities and make better decisions. Additionally, Quip enables the exchange of real-time sales information during Meetups and deeper report analysis for greater understanding.

2. Integrate Salesforce and Gmail with Ebsta

Integrating your Gmail and Salesforce tools can significantly increase your productivity if you use them for business purposes. Salesforce is a powerful CRM tool used for managing customer data, activity, workflow, reporting, and exchanging data with third-party systems like marketing platforms. However, many users find themselves spending more time outside of the CRM using Gmail, the central hub for communication activity.

Ebsta is a platform that bridges the gap between Gmail and Salesforce, giving you the power of Salesforce in your Gmail account. With Ebsta, you can synchronize your email and Google Calendar and use Salesforce email templates, track email opens, and create follow-up tasks directly in your inbox. Additionally, by connecting your Google Calendar, your events will automatically sync with your Salesforce calendar. You can also use Ebsta for scheduling meetings, delivering emails at specific times, capturing emails in Salesforce, sending emails later, and building personalized workflows.

You can download the Ebsta app from the Salesforce Store, and their services start at $30 USD per user. There is also a free trial version available, allowing you to test the platform’s features before committing to a subscription.

3. Manage End-To-End Contract Lifecycle with Icertis

For enterprises that require only basic contract management to assist with a limited contract portfolio, using some contract management capabilities in Salesforce may suffice. However, if you require robust contract lifecycle management features, such as complex data analysis and reporting, negotiation tools, and integration with an ERP system, you will need to look beyond the built-in Salesforce contract management software.

Without integration with a strong contract management platform, you are not fully utilizing the benefits of either Salesforce or the contract management software. The Icertis Salesforce Integration offers a solution that enables your team to build, view, approve, and collaborate on contracts within Salesforce. This accelerates the contract flow, improves productivity, and propels your business forward. Additionally, it increases sales by freeing sales users from administrative burdens. Users can create contract requests using Salesforce objects, track contract status updates and progress, and handle the end-to-end contract lifecycle without leaving Salesforce.

Your business activities will be accelerated, protected, and optimised with the seamless integration of Icertis Contract Management with Salesforce. This increases contract processing efficiency, maximizes revenue, reduces risks, and controls costs. 

You can download the Icertis app from the Salesforce Store, and their services start at $1,600 USD per company.

4. Auto-log your Email Activities with ToutApp

ToutApp offers an auto-log feature that tracks your email activities and integrates seamlessly with Salesforce CRM. With personalized email templates, you can easily email your leads and contacts, track their engagement, and analyze what works well. This Salesforce integration functions as a sales productivity tool, helping users generate emails quickly and follow up on promotional emails. It’s a valuable tool for lead nurturing, enabling sales reps to send the right content to the right prospects at the right time.

Users are able to call prospects or contacts directly from the Salesforce platform with ToutApp’s integrated phone and dialer technology. This email and marketing tracking tool helps you prioritize tasks, improve content, and convert leads. 

5. Get Immediate Post Chat Feedback with Getfeedback

Real-time feedback has become a critical aspect of customer service in today’s world. According to a Salesforce report, 80% of buyers expect enterprises to respond and interact with them in real time. While Salesforce Chat enables your support team to provide effective real-time chat support, it’s essential to measure customer perception and key performance metrics like customer effort and course correction when a customer is dissatisfied.

With Getfeedback’s integration with Salesforce, you can quickly get customer feedback through branded surveys that appear right in your Salesforce Chat window. This integration provides customer responses in context and pushes them into Salesforce, yielding actionable insights and improving productivity. 

You can get the Getfeedback app from the Salesforce Store for services starting at $1 USD per user, and a 14-day free trial version is available.

6. Manage and Update Salesforce Data with Conga Composer

Effective management and maintenance of Salesforce data can lead to enhanced productivity and valuable insights. By integrating Conga Composer with Salesforce CRM, you can simplify document generation, reporting, and delivery. This application streamlines the process of creating documents, presentations, and reports in PowerPoint, Word, HTML email, and Excel.

Conga Composer also works with Salesforce 1, Service Cloud, Lightning, and Sales Cloud. With this Salesforce integration app, you can perform all your tasks from a single platform, thereby reducing the time spent on updating the Salesforce API and allowing you to focus more on core activities.

You can download the Conga Composer app from the Salesforce Store. The service starts at $20 USD per user, and you can try it out for free using the trial version.

7. Edit, Sort, and Filter Data with Gridbuddy

Gridbuddy allows you to customize charts and grids to provide users with a comprehensive view of the data they need on a single dashboard. This app enables you to perform Excel-like create, update, and edit operations across multiple objects, with a spreadsheet-like workspace that makes updating data in Salesforce fast and easy. Grids can be configured for any process and personalized for any user, with inline editing, bulk actions, and mass update features that allow you to update extensive records in minutes.

By reducing page loads and clicks, the GridBuddy Salesforce integration app increases productivity. You can use editable grids, develop tabbed workspaces without writing code, or embed grids on record detail pages. 

The Salesforce Store is where you can download the GridBuddy app. You can start with a free trial version of the services, which start at $24 USD per person.

Improving productivity isn’t just about completing tasks quickly but managing your time effectively. Making small changes to your current business practices can significantly enhance your business’s productivity and workforce efficiency. By integrating these powerful apps with your Salesforce CRM, you can save time and achieve predefined goals efficiently.

Key Takeaways

If you want to streamline your productivity, data management, lead routing, or scheduling processes, the tools mentioned in this article are the best Salesforce tools you can find in the market today. They are designed to assist sales and RevOps teams in saving time, improving efficiency, and enhancing their company’s profitability.

Review the list provided above to identify the most suitable Salesforce tool or integration that can meet your specific requirements. Or you can contact us to know more on how to enhance your business productivity by utilizing our salesforce consulting services. 

Frequently Asked Questions:

Q. What are Salesforce integration tools?

Salesforce integration tools enable businesses to streamline their workflows, increase productivity, and improve data accuracy by integrating Salesforce with other essential business applications.

Q. What are some popular Salesforce integration tools?

Some popular Salesforce integration tools include Quip, Conga Composer, Getfeedback, etc. These tools offer a range of features and capabilities, including pre-built connectors, workflow automation, data mapping, and real-time data synchronization.

Q. How do Salesforce integration tools work?

Salesforce integration tools work by connecting Salesforce with other applications, systems, or tools. This connection is established through APIs (application programming interfaces) or pre-built connectors that enable data exchange and workflow automation. Users can set up integration workflows that automate data transfer and synchronization between Salesforce and other applications.

Q. Can Salesforce integration tools be customized to meet specific business needs?

Yes, Salesforce integration tools can be customized to meet specific business needs. These tools offer a range of configuration options that allow users to tailor workflows, data mappings, and synchronization rules to meet their specific requirements. Many tools also offer APIs or SDKs that enable developers to build custom integrations.

Q. How can Salesforce integration tools help businesses boost their productivity?

Salesforce integration tools can help businesses boost their productivity by automating workflows, reducing manual data entry, and providing real-time data synchronization. These tools enable businesses to work more efficiently, reduce errors, and gain better insights into their data, leading to increased productivity and improved business outcomes.