What is Salesforce Integration?
Every business has its own needs. In addition, the application they employ functions differently. They are built in various languages and come with their custom business logic, security, data storage, and visual presentation. Salesforce integration is implemented for seamless communications among Salesforce CRM, as well as the other CRM applications, by using the API.
The right Salesforce Integration enables adequate access and analysis of data. It also assists directors and managers at every stage in making effective decisions.
7 Salesforce Integration tools that can help increase productivity
The efficiency of your employees suffers a huge when employees spend a significant amount of time engaged in humdrum activities that are not important as much. Of course, data updates, email syncing, and scheduling tasks assist them in making sales, but they have other commitments to perform. It is possible to use Salesforce software integrations that will help you save significant amounts of time by automating a few of these tasks. Here are seven of them.
1. Improve the Team’s Collaboration using Quip
Quip is a mobile-friendly and modern software suite for productivity that includes all of the necessary features, such as spreadsheets, chats with colleagues, and documentation, and all is under single roof. It enables your team to do more work while collaborating in better way. Quip Salesforce integration offers a working environment that is both interconnected and collaboration-oriented. The result is that processes are carried out with fewer meetings, fewer emails, and more opportunities to grow and meet the increasing expectations of clients.
Big banks, Fortune 100 companies, and tech companies have standardized their efficiency using Quip Salesforce Integration. It helps Salesforce customers can create greater opportunities and make better choices.
2. Integrate Ebsta and Gmail using Ebsta
If you’re using Gmail for business and Salesforce for CRM, integrating these tools will make you more efficient. Salesforce CRM users use it to manage customer information activities, workflows, sharing data, and reporting through third-party systems such as marketing platforms to aid with similar activities. However, Salesforce users are forced to spend more time away from the CRM using Gmail as the central point of all communication activities.
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Ebsta connects Gmail combining with Salesforce brings the capabilities of Salesforce into your Gmail. You can sync Email with Google Calendar using Ebsta. It uses Salesforce templates for email, and add follow-up tasks at your inbox.
3. Manage the entire lifecycle of contact using Icertis
Integrating some of the contract management features within Salesforce can benefit businesses that require only a basic amount of managing contracts that can help with a small number of contracts. However, you require extensive features for managing contracts’ lifecycle, including complex data and reports analysis, negotiation tools, and integration with ERP systems. In that case, you’ll need to look beyond the built-in Salesforce contracts management tools Ahead.
4. Automately log your Email Activity by using ToutApp
Send your leads and contacts using a custom template, track their response, and discover the best practices with Salesforce CRM. ToutApp Salesforce integration is an efficient sales tool to help users create emails quicker and send follow-up promotional emails. This tool assists in nurturing leads and permits sales representatives to send relevant content in appropriate prospects at right moment.
5. Receive instant feedback. feedback
In recent way, customers are not just looking for immediate support but also believe in past feedback. An earlier Salesforce report reveals that 80% of customers expect companies to respond and engage with them in real time. Of course, Salesforce Chat allows your support staff to provide an efficient live chat service. However, the support team must also discover how customers see this interaction to gauge important performance indicators like the effort of the customer and the course that is modified if a client is not satisfied. Getfeedback’s Salesforce integration can allow customers to get real-time feedback using surveys with a branded design that appears directly within your chat window in Salesforce. It allows customer feedback to be taken into context, then pushes them directly into Salesforce, providing valuable insights and improving productivity.
6. Conga Composer; It lets you manage and update Salesforce data using it
Effective Salesforce maintenance and updates improve productivity and provide valuable insight. Integration of Conga composer to Salesforce CRM makes it easier to manage the process of creating documents, reporting, and distribution.
This Salesforce integration application allows you to do everything on one platform, spending less time working on Salesforce API and spending more time focusing on the things you do best.
7. Gridbuddy: Edit, filter, and other essential information using it
Gridbuddy allows you to set up grids and charts to give users a single view to access all information needed in one dashboard. The app allows Excel-like create updates, edits, and create operations across various objects. The spreadsheet-like workspace enables you to edit data in Salesforce quickly and easily. Grids can be set up in any way and make them personal to suit the needs of any user.
GridBuddy Salesforce integration app increases efficiency by reducing page load and clicks. With this application, you can edit grids, build tabbed workspaces without programming code, or even embed grids into page detail pages for records.
Every tool is best at their own way, but for further help you can connect with Salesforce development company, they will guide you about Salesforce productivity tool according to your kind of requirement.