7 Salesforce Integration Tools That Will Increase Your Production Efficiency

Salesforce is an excellent customer relationship management tool. This CRM tool can help you empower your sales team, close more deals, and increase accuracy. Salesforce CRM Integration API is a great investment for managing customers, but it's also crucial to maximise the efficiency of your staff.

The contemporary cloud-based solution can be advantageous for businesses of all sizes because it can increase team efficiency, promote staff cooperation, deliver a great customer experience, and assist in converting leads into customers.

What is Salesforce Integration, and how does it work?

Salesforce integration is the process of combining Salesforce's data and features with those of another programme to give users a unified experience. It enables you to offer the perfect balance of functionality from both platforms to your workforce.

Access to and analysis of the data are made possible through proper Salesforce integration. It also supports decision-making at all levels for managers and directors. Every business should view its effective integration system as an asset that may produce the greatest amount of benefits.

With the use of Salesforce integration solutions, you may exchange the useful data you've gathered with other platforms. As a result, everyone in your business, including non-Salesforce users, may access the client information they require whenever they choose. As a result, they are better able to respond to inquiries quickly, foresee client demands, and make data-driven decisions. Integration is crucial for the development and success of your company.

7 Tools for Salesforce Integration that Increase Productivity

Employee productivity suffers substantially when non-core tasks take up more time than those that are crucial to the organization. For instance, closing sales is the main duty of a sales representative. Data updates, email synchronization, and calendar activities undoubtedly help him in his sales, but they are not his primary tasks. You may save a lot of time by automating some of these operations with Salesforce integration solutions. The following seven are:

1.???Quip: Boost Team Collaboration

Quip is a cutting-edge productivity suite designed with mobile devices in mind that combines all important functions including team chats, spreadsheets, and documentation in one location. As a result, your team will operate more effectively and efficiently to complete projects. Processes are finished as a result with fewer emails, fewer meetings, and more room for expansion to satisfy escalating client demands.

Large banks, Fortune 100 firms, and tech companies have already standardised their efficiency thanks to the Quip Salesforce CRM interface. As a result, Salesforce users can generate more opportunities and make wiser choices. Additionally, Quip makes it easier to share amazing real-time information at sales meetups and offers superior report analysis for a clearer understanding.

2.???Ebsta: ?Integrate Salesforce and Gmail

Combining these two digital technologies can increase your productivity if you use Gmail for business and Salesforce for CRM. Users of Salesforce may handle customer data, activities, workflow, reporting, and data sharing with external marketing platforms to support related operations. Users are compelled to spend more time outside of the CRM due to Gmail, which serves as the centre of communication activities.

In order to bring the power of Salesforce to your email, Ebsta integrates Gmail and Salesforce.

With Ebsta, you can synchronise your email with your Google Calendar, use email templates from Salesforce, keep track of email opens, and create follow-up tasks directly from your inbox. Additionally, by linking your Google Calendar to Salesforce, you can make sure that events are synced up instantly. The Salesforce and Ebsta Gmail integration offers a number of features, including meeting schedules, scheduled email delivery, email capture in Salesforce, delayed email delivery, and the creation of customised workflows.

3.???Icertis: ?Manage End-To-End Contract Lifecycle

For firms that only want a basic degree of contract management to handle a small contract portfolio, Salesforce Web Integration contract management features may be beneficial. If, however, you need strong contract lifecycle management features like complex data analysis and reporting, negotiating tools, and ERP system connectivity, then this is what you need. The built-in contract management tools in Salesforce won't suffice in that instance, so you'll need to search elsewhere.

If your Salesforce deployment isn't connected to a reliable contract management platform, you're not getting the most out of either system. Using the Icertis Salesforce Integration, your team can create, view, approve, and collaborate on contracts within Salesforce System Integrators to streamline the contract cycle, boost productivity, and advance your company. Additionally, it increases sales by freeing up salespeople from unnecessary administrative duties. Without ever leaving the platform, users can leverage Salesforce objects to create contract requests, monitor contract status updates and progress, and manage the whole contract lifecycle.

You may speed up, safeguard, and improve business operations with the aid of Icertis Contract Management's seamless interface with Salesforce. You can improve the effectiveness of contract processing while maximising revenue, lowering risks, and managing costs.

4.???Tout App: ?Auto-log your Email Activities?

You can automatically monitor your email activity with the aid of ToutApp. Send customised emails to your leads and contacts within Salesforce CRM, monitor their response rates, and determine what works best. Users of ToutApp's Salesforce System Integrators may track promotional emails and send emails more quickly, increasing sales productivity. This technology helps sales representatives nurture leads by enabling them to send the appropriate content to the appropriate prospects at the appropriate time.

Users can make a phone call to a prospect or contact right from the Salesforce platform thanks to its built-in phone and dialer technology. With the aid of this email and marketing tracking tool, you can organise your duties more effectively, enhance your content, and help convert leads.

5.???Getfeedback: Get Immediate Post Chat Feedback

Today's consumers need both real-time service and real-time feedback. 80 percent of customers expect businesses to reply to them and engage with them in real-time, according to a recent Salesforce survey. Salesforce Chat, of course, enables your support staff to deliver efficient real-time chat help. To track important performance metrics like customer effort and course change when a customer is unsatisfied, they need also learn how customers view this encounter.

?Branded surveys may be used in your Salesforce Chat window to collect real-time customer feedback thanks to the Getfeedback Salesforce integration. It contextualises client feedback and feeds it into Salesforce, producing useful insights and boosting output.

?6.???Conga Composer: Manage and update Salesforce Data

Increased productivity and insightful information are the results of effective Salesforce data upkeep and updates. The Salesforce CRM connection with Conga composer speeds up document creation, reporting, and delivery. Using this programme makes it easier to create papers, reports, and presentations in Excel, Word, HTML email, and PowerPoint.

?The Conga app also integrates with Lightning, Salesforce 1, Service Cloud, and Sales Cloud. With the help of our Salesforce connection tool, you can do all of your work from a single platform, freeing you more time for your primary tasks and less time for updating the Salesforce API.

7.???GridBuddy: Edit, Filter and Sort Data

Users may manage all of their data in a single dashboard by using GridBuddy, which enables you to setup charts and grids to provide users a single view. With the help of this programme, you may create, modify, and edit several objects in a manner similar to Excel. The workspace, which resembles a spreadsheet, makes updating data in Salesforce simple. Grids allow for user customization and configuration from any process. It is simple to update numerous records quickly using inline editing, bulk actions, and mass update.

By minimising page loads and clicks, the Salesforce integration app from GridBuddy increases productivity. You can use editable grids, make tabbed workspaces without writing any code, and embed grids on record detail pages using this software. Effective time management is more important than finishing a task as quickly as possible. The productivity and personnel efficiency of your organisation can be greatly improved with minor adjustments to current business procedures. To effectively accomplish predefined objectives, integrate these time-saving tools with your Salesforce CRM.

Understanding your company goals, building an implementation plan, and then educating you and your team so that your Salesforce integrations are instantly impactful are all part of our Salesforce integration process. As your Salesforce integration partner, we make sure that you are ready to go once the integration process is completed.

Our?Salesforce integration consulting have helped multiple start-ups, SMEs, and large-scale businesses with several types of integrations, all while leveraging the potential of Salesforce CRM.

?Reference: https://www.awsquality.com/7-salesforce-integration-tools-that-will-increase-your-production-efficiency/