Salesforce, the world's most versatile, 360-degree CRM platform helps businesses connect better with their customers so they can keep track of all their interactions across sales, marketing, and customer service.

Whether companies want to automate marketing, lead generation, segmentation, email communication, customer support, team collaboration, or any other aspect of their business, they can leverage Salesforce's powerful capabilities to embed innovation in their day-to-day operations. But what is most exciting about Salesforce is the ease with which businesses can integrate Salesforce with third-party tools in multiple ways to augment business productivity.

Salesforce is by far the most connected enterprise CRM with over 2000 integrations covering a range of business tools. Given that kind of choice, as a business leader, you need to know which of these Salesforce integrations are best suited for the unique needs of your business.

 

Why Should Businesses Explore Salesforce Integrations?

Salesforce integrations have been shown to significantly improve productivity and optimize operational efficiency. With these tools, businesses can improve collaboration amongst teams. When tasks and workflows are automated, the workforce can focus on other critical tasks.

Another key advantage of Salesforce integrations is that it makes data access much easier. Business users don't have to waste time manually searching for data. Furthermore, users can access customer records and profiles with faster and more in-depth reporting. Salesforce integration with other tools facilitates delightful customer experiences. Ultimately, customer satisfaction is the backbone of any successful business. Streamlining business operations and an improved CSAT score leads to greater revenue.

Also, organizations that integrate Salesforce with relevant tools can easily automate routine business tasks and unlock the real value of their data. 

So, let’s look at some of the best Salesforce tools in 2024 recommended by our Salesforce consulting practice experts. 

 

 

SalesLoft is a smart Salesforce integration tool that syncs sales workflows with your CRM data seamlessly. One of the critical aspects of an effective CRM is its ability to track and monitor sales activities. SalesLoft automatically records all communication sent through it for future reference.

 

Additionally, it eliminates the need for any manual updates; it provides a unified, comprehensive view of all activities. SalesLoft also provides a log of all syncing tasks, their outcomes, and their status in real-time so admins have better control of the flow of data in the CRM. 

 

Furthermore, with real-time data sync with Salesforce, you get a tool with sophisticated analytical capabilities that boost productivity and efficiency by ensuring that your data is accurate and up-to-date.

 

 

ZoomInfo is a market-leading lead generation tool for Salesforce. Not only does it keep the CRM and marketing automation updated, but it also gives you a 360-degree comprehensive view of leads, opportunities, and accounts.

With ZoomInfo, marketing teams can generate leads quickly and fast-track campaign results. Additionally, it helps businesses acquire actionable data and leads to facilitate greater engagement.

With ZoomInfo, businesses can achieve faster results by leveraging actionable insights and data. 

 

3. Dooly

Dooly is one of the most effective Salesforce integration tools to boost productivity. With its note-tracking feature, businesses can save hours of admin-level work. Additionally, Dooly facilitates real-time collaboration amongst teams to streamline work.

With Dooly, sales reps get access to a centralized view of all their deals and can manage them with a single click, thereby saving time. Additionally, it comes with a deal space feature that connects all deal-related data. This helps sales reps to customize deal data in a view that tells them what their pipeline looks like. 

With Dooly's playbook feature, you can scale quickly. The intuitive UI of Dooly allows you to set it up quickly, so your staff can start updating the CRM data in no time. In a nutshell, with Dooly, you can close deals faster. 

 

Juro allows business users to easily create contracts in Salesforce. It's a collaborative tool using which legal, finance and other relevant teams can manage contracts in a single workspace. It comes with a two-way data sync functionality with Salesforce, which means if changes are made to a contract, those changes will be reflected in real-time in Salesforce.

One of the compelling features of Juro is the soft-serve sales contract. Sales teams don't have to wait for legal reps to draft and send contacts any longer. With Juro’s oversight feature, teams can define and manage templates ensuring that they always have access to the updated terms and clauses. This allows teams to create watertight contracts on their own quickly and share the same with customers. Apart from improving productivity, Juro is also light on maintenance. 

5. Mulesoft

 

Interestingly,Mulesoft is actually an integration tool. It is purpose-built to facilitate seamless connectivity between different systems and apps. With Mulesoft, businesses can connect diverse technologies, systems, and apps with Salesforce, quickly, and efficiently. It streamlines data flow across systems and apps, augmenting interoperability and data exchange. Its user-friendly interface makes it easy for teams to integrate Salesforce with other systems and cloud apps, thus ensuring a 360-degree view of business data. Mulesoft adopts a unified approach to data integration and API management, empowering companies to create connected experiences and streamline work by harmonizing data and streamlining data flow and processes across multiple departments and systems.

You can integrate one of the world's most popular accounting systems - Quickbooks, with Salesforce. With Quickbooks, you can configure automated invoice reminders, which saves time in back-and-forth communication. Additionally, you can also customize payment receipts.

One of the exciting aspects of Quickbooks is that you can easily create different customer groups to classify them. Apart from this, it has a sophisticated bank feeds feature which means bank reconciliation tasks are much easier and faster than ever.

With the smart help feature in Quickbooks, you can access the right resources in the tool. It also enables you to track receipts and invoices with a single click.

7. DocuSign

In today's digital context, the importance of digital signatures cannot be overstated. Here's where DocuSign integration with Salesforce can play a key role. Being a digital signature provider, DocuSign enables you to send contracts, agreements, and other relevant legal documents that require digital signatures, to the relevant signing authorities.

DocuSign integration with Salesforce reduces paperwork, thereby boosting productivity. Additionally, you can connect DocuSign with a particular account in Salesforce, so if there’s any change in the recipient status, the account gets updated in Salesforce.

Besides generating secure documents, DocuSign enables you to utilize the capabilities of Salesforce IoT Cloud for faster data access.

8. OmniStudio

OmniStudio for Salesforce comes power-packed with a suite of advanced tools for app development, data integration, and business automation. With OmniStudio, companies get a unified platform to build custom apps, automate work processes, and integrate data seamlessly. Users can harness the capabilities of tools such as Flow Builder, DataRaptor, and Integration Builder to build and deploy powerful apps, automate complex workflows, and integrate data from multiple systems. OmniStudio empowers users with the agility and efficiency they need to do more with their systems, apps, and data.

A great tool for marketing automation, Pardot integrates seamlessly with Salesforce. You can use it for multiple tasks such as email marketing, tracking engagement, audience segmentation, lead scoring, lead qualification, social media analytics, and more.

With Pardot, marketers can automate actions based on prospect status and track engagement. 

With the engagement history feature, you can view the complete log of activities of prospects across multiple pages, lead scoring based on engagement activity, and grading how their activity profile aligns with that of your customers.  

Additionally, Pardot’s powerful marketing analytics feature gives you a comprehensive report on campaign performance.

Slack, which is now an integral part of Salesforce, allows teams to streamline collaboration. It is a purpose-built business communication tool that fosters a collaborative work culture to boost productivity.

Working remotely? Slack is your BFF. You can create multiple channels based on work functions and add people there. Share documents, meeting summaries, post-it notes, and much more easily with Slack.

The intuitive UI of Slack allows teams to set reminders and notification alerts. The tagging feature in Slack gives users real-time notifications so they can start work on the task immediately. Users can also launch voice and video calls directly from Slack. 

11. Mailchimp 

Mailchimp, a robust and powerful emailing platform, enables users to design, launch, and track email campaigns, configure tailored automated email sequences based on custom triggers, and analyze campaign performance with insights on key indicators such as open and click-through rates.

 With Mailchimp Salesforce integration, business users can  

• Manage subscriber lists and email campaigns directly from Salesforce.
• Import Salesforce contacts into Mailchimp with a single click.
• Leverage CRM data to segment subscribers in Mailchimp. 
  
  12. Stripe 

Stripe is a market leader in online payment processing. By integrating Stripe with Salesforce,  businesses can accept multiple currency payments and offer a wide range of payment options. Additionally, with Stripe, businesses can easily manage recurring payments (eg. subscriptions or renewals).

With Stripe integration with Salesforce, businesses can synchronize payment and customer data. This allows businesses to:

• Create Stripe Subscriptions automatically within Salesforce.
• View invoices and subscriptions from your CRM console.
• Get access to real-time updates for Stripe transactions.
• Get advanced reporting and analytics functionality for sales within Salesforce.
• Boost customer data management by seamlessly connecting Stripe transactions with Salesforce records.

Conclusion

Whether you want to improve productivity, automate marketing activities, or simply manage your data better, integrating any of these tools with Salesforce can go a long way in boosting your day-to-day productivity. Want to learn more about which are the right Salesforce integration tools for you? Connect with one of the fastest growing Salesforce consulting companies to get started.

 

 

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