Salesforce is no longer solely utilized by Sales People. It’s a powerful tool that helps Marketers to track the efficacy of their Campaigns and Design personalized Customer Journeys to convert more Leads into Paying Customers. Salesforce, as popular as it is, can’t do everything right out of the box. Salesforce provides over 2,500 Connections and Apps, allowing you to customize and expand on existing capabilities while also uncovering critical data to improve your performance. While having so many options is excellent, picking the correct Apps and Integrations for your company may quickly become daunting.
In this article, you will learn about some of the best Salesforce Integrations available for fulfilling your Marketing and Sales tasks efficiently.
Table of Contents
Introduction to Salesforce
Salesforce is a Cloud-based Customer Relationship Management platform with simple business apps that help you build a fantastic customer experience. Salesforce is a software platform that allows you to stay in touch with Customers, Prospects, Partners, Sales, and Marketing services from all over the world. Sales, Services, Finance, Marketing, Company Development, Supply Chain Management, and other business verticals that require external and internal relationships use Salesforce Cloud CRM software and applications.
It helps the user to store information on current and potential clients on a single platform. Furthermore, it allows the user to track Sales and Marketing Campaigns by utilizing the valuable data. It’s a one-stop shop for businesses looking to manage consumer data across several platforms like email, chat, and social media.
Key Features of Salesforce
Since its inception, Salesforce has managed to evolve and provide clients a wide range of unique features. The following are some of Salesforce’s most important features:
- Collaboration Tools: Salesforce Collaboration Tools allow employees from several teams to communicate in real-time. Each team stays up to date on the progress of its connected teams thanks to constant communication. Chatter and Sales Cloud are two examples of Salesforce Collaboration Tools.
- Task Management: Salesforce can help you organize your tasks, allocate assignments to team members, and keep track of work events and goals.
- Reports and Dashboards: Salesforce Dashboards give you a visual representation of your business’s performance in real-time. It allows businesses to create and view thorough informative reports that are accessible to all team members.
- Workflow and Approvals: Companies can swiftly build and automate all business processes with Salesforce Visual Workflow’s drag-and-drop feature.
For further information on Salesforce, check out the official website here.
Key Benefits of Salesforce Integrations
Top organizations utilize an average of 37 Distinct Tools or software platforms to conduct their day-to-day operations, according to Siftery. As a result, an increasing number of firms are combining Salesforce CRM with other systems in order to increase productivity and decrease tedious labor.
Here are some of the most important benefits of leveraging Salesforce Integrations with the Apps you use on a daily basis.
- Reports: Having all of your data in one place allows you to make faster and better decisions in order to improve Business Performance and boost ROI.
- Efficiency: Transferring data from one platform to another takes time and becomes more challenging if you’re in charge of a huge volume of data. Not only does passing information automatically help you to better manage your time, but it reduces the chances of errors and also minimizes the possibility of data being uploaded improperly.
- Improves Internal Communication: Your teams may work together on Commercial Operations, such as defining a Quality Lead and how Marketing, in particular, influences the Conversion and Sales Cycle.
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Let’s look at some of the salient features of Hevo:
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- Fully Managed: It requires no management and maintenance as Hevo is a fully automated platform.
- Data Transformation: It provides a simple interface to perfect, modify, and enrich the data you want to transfer.
- Real-Time: Hevo offers real-time data migration. So, your data is always ready for analysis.
- Schema Management: Hevo can automatically detect the schema of the incoming data and map it to the destination schema.
- Scalable Infrastructure: Hevo has in-built integrations for 100’s of sources that can help you scale your data infrastructure as required.
- Live Monitoring: Advanced monitoring gives you a one-stop view to watch all the activities that occur within Data Pipelines.
- Live Support: Hevo team is available round the clock to extend exceptional support to its customers through chat, email, and support calls.
5 Top Salesforce Integrations for Marketing
In today’s world, if you want to cut expenses and grow faster, you need to align your Sales and Marketing departments. Your Marketing staff gets vital data on your Visitors and Campaign Performance every day, whilst Sales spend their time talking with potential Customers and learning about their problems.
Sales and Marketing must exchange and collaborate on their insights in order to have a good working partnership. Salesforce Integrations with both Sales and Marketing Apps help you centralize the data. Both teams will have access to critical data that will help them acquire and keep more Leads and Customers.
Let’s get started with the list by looking at some of the greatest Salesforce Integration Apps and Connections for Marketing Teams.
1) Attribution and Analytics
To gain a deeper knowledge of your customer experience, connect your Salesforce CRM with Attribution and Analytics solutions. To get you started, here’s a selection of some of the best Attribution and Analytics Salesforce Integrations.
Ruler Analytics is a Marketing Attribution Tool that can track your Visitor’s Touchpoints and Page Journeys to precisely evaluate and attribute value across the full Sales Cycle by aligning revenue from your Salesforce CRM with Marketing Data. Ruler Analytics works on the concept of Closed-Loop Marketing.
Organizations may use Brainshark to get the Training, Coaching, and Material they need to prepare Sales People for when, where, and how they operate. As a result, Brainshark Analytics gives reps easy access to a complete Training, Coaching, and Content Solution right from their Salesforce Dashboard.
Tableau is a powerful Analytics Software. It allows you to analyze and visualize your data in order to gain Analytical Insight throughout your company. Tableau may be integrated with Salesforce to provide you more visibility and a better understanding of your clients.
2) Campaign Management
Campaign Management Software with Salesforce Integrations can help organizations save time and money by automating Time-Consuming Operations and providing mission-critical data. Take a look at the suggestions below.
Campaign Status by AAkonsult
AAkonsult specializes in Salesforce Integrations and provides consulting and development services. Akkonsult’s Campaign Status allows you to build custom default statuses for your company and assign those defaults to Recurring Campaigns.
Terminus is an Account-Based Marketing platform that enables you to target Companies, interact with key Decision-Makers, and increase the velocity of your Sales Pipeline. Customers can use the Salesforce Integration with Terminus to Import Account, Contact, and Campaign Information into their Terminus account.
Allocadia assists Marketers by providing a Planning and Budgeting platform. It also provides performance data to help companies maximize Marketing Investments and produce Revenue. To assign Marketing Activity or Budget to your active Salesforce Campaigns, use Allocadia.
3) Lead Generation
You can efficiently convert more Leads into Customer Sales with the appropriate Lead Generation Software and with Salesforce Integrations. To get you started, here’s a selection of Lead Generation Applications for CRMs and possible Salesforce Integrations.
Based on your existing Customer Data in Salesforce, Clearbit enables you to connect with other Decision-Makers. It adds precise contact information to your CRM, allowing you to focus on identifying the proper prospects.
Cognism provides high-quality B2B contact data to Sales and Marketing Teams. Connect Cognism with Salesforce to find new opportunities and generate contacts based on your ideal customer persona.
ScheduleOnce allows you to schedule appointments online at any time during the Sales process. Visitors to your website can schedule a Consultation or a Product Demonstration directly from your website. When you get a booking, your Calendar and Salesforce are automatically updated.
4) Event Management
Apps and Salesforce Integrations for Event Management can help you increase registrations while reducing Time-Consuming duties. Take a look at some of the best Event Planning Apps and possible Salesforce Integrations.
Blackthorn Events is a Salesforce-native Event Registration and Management platform. It comes with configurable forms and automated Email Communications to make the registration process easier for your participants.
Bookingkare is an all-in-one solution for professional services, Event Management, and Appointment Scheduling. It offers an easy-to-use, intuitive UI, as well as integrated Chat and Calendars, giving you complete control over all aspects of Salesforce Scheduling and Booking.
Zkipster is a Check-In and Event Management platform used by event planners all around the world. You can create safe and Time-Saving procedures between your CRM and Event platforms using Salesforce Integration with Zkipster.
5) Marketing Automation
You can link, operate, and sync Marketing Tasks and processes with other systems using Marketing Automation. Find Salesforce Marketing Automation Apps and Salesforce Integrations so you can concentrate on improving operational efficiencies and ROI.
Pardot by Salesforce
Salesforce’s Pardot is a native Marketing Automation and Lead-Generating application. For B2B Sales and Marketing teams, it allows you to design customized Email Campaigns and provides Lead Management functionalities.
ActiveCampaign is a Customer Experience Automation platform that allows you to generate tailored Email Marketing Campaigns using data from your Salesforce CRM. You can channel Leads to your Marketing Email Automation funnels and monitor how Sales reps interact with your Leads.
PFL Tactile Marketing Automation
With Automated Direct Mail Campaigns, PFL Tactile Marketing Automation helps you generate more qualified Leads. With the Salesforce link, you can personalize and trigger high-impact haptic messaging directly from your CRM.
3 Top Salesforce Integrations for Sales
The Average Sales representative spends 64% of their time on non-revenue activities, with administrative work accounting for 14.8% of that time. Having the correct Tools and Connectors in place can help your Sales staff coordinate data from numerous sources and eliminate certain administrative headaches for good.
Let’s look at some of the top Tools and Salesforce Integrations to assist you to improve your Sales processes and efficiency.
1) Dashboards & Reports
You can simply analyze data and focus on the KPIs that matter most to your company with Enhanced Dashboards in your Salesforce CRM. Below you’ll see our Dashboard and Report Recommendations.
Yesware is a Salesforce Activity Dashboard. It supports native Salesforce Reporting so you can immediately see what’s working and what isn’t, across your Sales Team. Yesware offers a variety of Activity and Campaign Dashboards to pick from.
Klipfolio is a real-time business Dashboard that lets you connect to hundreds of Data Sources, including Salesforce, and integrate them. Klipfolio provides a number of pre-built widgets that you can use to turn your Reports into easy-to-read visualizations.
GSP Sales Dashboard
For corporate enterprises, the GSP Sales Dashboard delivers vital Sales Pipeline and Performance visibility. It’s completely customizable, allowing you to customize it to your specific Sales and Finance procedures.
2) Email and Calendar
Apps and Salesforce Integrations for Email and Calendars enhance Communication and Save Time, allowing your Sales staff to focus on completing Transactions and increasing Revenue.
CalendarAnything is a Tool that lets you view any Salesforce asset on a Calendar. Right from the Calendar Interface, you may create and amend your records.
Gmail and Google Calendar Integration by Ebsta
Ebsta connects Gmail, Google Calendar, and your Salesforce CRM in a smooth manner. It includes a number of productivity features for Gmail, such as Email Tracking, Meeting Scheduling, and Custom Cadences.
Groove is a specific Salesforce Integration platform. Its features act as a layer of engagement on top of your existing CRM system. You may examine and change opportunities and cases, as well as add new Leads, Contacts, and Accounts, using the Groove sidebar.
Apps and Integrations that increase productivity can have a significant influence on your workload and bottom line. Check out the best picks below.
Cloudingo is a Data Cleansing and Management App that lets you create filters and find duplicate entries in your Salesforce records. It’s simple to use and completely customizable.
Conga Grid makes it simple to examine and change your Sales data. It provides a customizable grid interface for navigating and visualizing your data.
Salesforce Adoption Dashboards
You may utilize Salesforce Adoption Dashboards to see how people interact with your CRM. You may use utilization data to figure out what you’re doing well and where you need to improve.
This detailed guide provided insights into Salesforce Integrations. It also talks about the key benefits and top Salesforce Integrations for Sales and Marketing Teams. In case you want to export data from Salesforce into your desired Database/destination, then Hevo Data is the right choice for you!
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Hevo Data provides its users with a simpler platform for integrating data from 100+ sources such as Salesforce for Analysis. It is a No-code Data Pipeline that can help you combine data from multiple sources. You can use it to transfer data from multiple data sources into your Data Warehouse, Database, or a destination of your choice. It helps transfer data from Salesforce to a destination of your choice for free. It provides you with a consistent and reliable solution to managing data in real-time, ensuring that you always have Analysis-ready data in your desired destination.
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