7 Best Salesforce Integration Tools to Boost Business Productivity

Salesforce is a strong platform that has built-in capabilities to assist with nearly every aspect of the customer journey. However, its basic functionalities aren't necessarily compatible with the other tools that your team uses. Salesforce integrations are available for every department, allowing you to link your email, social media, and other resources to Salesforce.

Salesforce is a customer relationship management cloud computing service as a software (SaaS) firm (CRM). Salesforce enables organizations to better communicate with customers, associates, and potential clients by utilizing cloud technology. The software has risen to the top of the customer success rankings, allowing firms to track customer behavior, promote to clients, and do a variety of other tasks.

Customer Relationship Management (CRM) is defined as "a tool for managing all of your company's customer and potential client relationships and interactions." The objective is straightforward: to improve commercial relationships.

It's difficult to know which salesforce integrations are appropriate for your specific needs when there are hundreds to select from. That's why we compiled a list of 16 of the best Salesforce connections, organized by category. We'll help you identify apps that save time and make your workflow easier, no matter which departments in your company utilize Salesforce. There are many salesforce development company that implements these integrations.

Here's are some best salesforce integrations tools and applications we'll be discussing in this article.

• SMS-Magic
• Adobe Sign
• Cloudingo
• Zoominfo
• Youreka
• Conga Composer
• Asana for Salesforce

SMS-Magic

Leads are a vital part of the sales process, travelling back and forth between platforms to keep track of numerous discussions takes time.

SMS-Magic salesforce integration tools allow you to communicate with leads via their preferred methods of contact, such as WhatsApp, Facebook Messenger, or SMS texting. All conversations may be handled from a single mailbox, eliminating the need to switch platforms.

Teams can also use the app to create bots for automated chats, as well as to plan, execute, and analyze communication-based marketing initiatives.

Adobe Sign

Salesforce connectors like Adobe Sign streamline time-consuming paperwork processes, allowing your salespeople to focus on closing deals. Without leaving Salesforce, you can create, send, sign, and submit agreements with clients using Adobe Sign.

Sales reps don't have to manually mail documents back and forth to acquire signatures because the e-signature process is automated. This streamlines the entire process and cuts the sales cycle in half.

Cloudingo

Cloudingo is another Salesforce connector that saves time. It aids sales teams in data management by deleting or combining duplicate information and allowing for bulk import and update. Maintaining clean and up-to-date databases is an essential but time-consuming task.

Cloudingo automates much of the cleaning process, leaving your reps with one less administrative chore to worry about.

ZoomInfo

Keeping your Salesforce contact information up to date is crucial. However, with such a large database, it's very impossible to check every bit of contact data and information for seeing if it's still valid. This is an easy and almost instantaneous operation.

ZoomInfo maintains a large collection of accurate contact information. The program can automatically update Salesforce if there are any differences between its information and your Salesforce database. You can even set up specific company alerts. You'll be notified of any new projects, funding opportunities, or personnel changes.

Youreka

Youreka increases productivity by letting field workers to access forms, surveys, and checklists even when they don't have access to the internet. Multiple templates are available in the application to make creating forms quick and simple.

You may link the forms to Salesforce fields, and Youreka will populate the documents with the appropriate information. Employees can create reports and store data in Salesforce after the fieldwork is completed. Because this is a Salesforce-native app, it responds rapidly and has minimal to no lag time.

Conga Composer

Documentation is a crucial aspect of every department's job, but it takes a long time to create and fill out documents on a regular basis. Automatic document generating is possible with Conga Composer, saving time and maintaining consistency.

Quotes, proposals, contracts, work orders, and invoices can all be created in a standardized format. The program automatically populates documents with Salesforce data, decreasing the risk of clerical mistakes.

Salesforce Asana

Asana encourages cross-departmental cooperation to boost productivity and eliminate data silos. Salesforce projects can be tracked using Asana by sales teams. They can also use Tasks to solicit assistance from other departments. Because Asana and Salesforce are integrated, tasks may be created, assigned, and reviewed without ever leaving Salesforce.

Conclusion

Salesforce integrations increase efficiency even further by allowing teams to execute a variety of tasks without leaving the platform. These integrations automate time-consuming operations like document production and data cleansing. Salesforce connectors are accessible for every department, as you can see from our list.

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