Best Salesforce Tool

Customer relationship management is transformed by a versatile CRM platform, Salesforce. This integrated CRM platform helps to connect customers to your business, keeping track of your business interactions and sales.

Besides, it can automate various business processes such as marketing, lead generation, email, client support, collaboration, etc. Most importantly, you can integrate it with other business tools and resources to enhance business productivity in many ways.

Salesforce is one of the most connected CRMs, with 2000+ business tool integrations. However, you must know the best Salesforce tools and integrations to improve your business productivity.

Why Should Businesses Consider Salesforce Integrations?

Salesforce integration tools can increase productivity and optimize your operational tasks. With the tools, you can improve the communication between teams and channels. When the workflow is automated – you can focus on other vital business tasks.

Data access is easier with the integration tools, and you don’t have to search the data for a project manually. Plus, you access contacts and profiles with better reporting. Delightful customer experience is the main benefit of integrating with the tools. After all, customer satisfaction plays a vital role in business. Also, you can streamline your business operations and earn higher profits.

Plus, companies that integrate Salesforce with tools such as Dooly, SalesLoft, Pardot, etc. can harness business data seamlessly and automate different business tasks. 

So, let’s dive in to learn about some of the best Salesforce tools in the coming years.

The Best Salesforce Tools in 2024

1. Dooly

Dooly is the best Salesforce integration tool to enhance productivity. It eliminates hours of admin work with its note-tracking feature. Plus, you can streamline your work with real-time collaboration.

The tool manages your deals with a single click and centralized view, thus saving time. Beyond this, it has a dealspace feature that connects data, helping you to customize data into a deal-by-deal view so you know what’s coming in your pipeline.

With its Playbooks feature, you can ramp up new hires quickly. The best part is that you can set it up quickly, so company employees can start updating the CRM data immediately. In short, you can close more deals with Dooly.

2. SalesLoft

SalesLoft is an intelligent integration tool that seamlessly syncs with CRM and sales workflows. Tracking and monitoring sales activities is an essential part of CRM, and the communication sent through this tool is automatically recorded for future reference.

Plus, there are no manual updates as there is one all-inclusive view of all activities. Also, the tool provides a real-time log of sync activities, outcomes, and status for the admins to control the data flow in the system.

With insights from SalesLoft data and Salesforce, you can have a powerful analytical package that increases productivity and efficiency to make a positive impact on your business. Also, with real-time data sync, you can keep your data accurate and up-to-date.

3. Juro

Juro can create contracts in Salesforce. It’s a collaborative solution that enables teams to manage contracts in a unified workspace. Plus, it features two-way data sync with Salesforce, so if there are changes made to the contract, they will be instantly reflected.

The best feature is the soft-serve sales contract. Your sales team doesn’t have to wait anymore for the legal representatives to prepare and send contracts. With the true oversight feature, you can define and control templates in Juro to ensure they use the latest terms and clauses. So, now they can generate watertight contracts themselves in no time and share them with the customers. Besides being productive, the tool is low-maintenance.

4. QuickBooks

Quickbooks is a popular accounting tool you can integrate with Salesforce. With the tool, you can set automated payment reminders, which saves a lot of time. In addition, you can customize payment receipts and add P.O. numbers to customer correspondence.

The best part is that it can create different customer groups so you can classify the customers based on the list. Beyond this, it features advanced bank feeds, so you can make bank reconciliation tasks easier.

The smart help feature ensures you find the right resources in the tool. Quickbooks helps you track receipts through the receipt management feature, and it can track invoice history.

5. DocuSign

In this digital era, digital signatures can’t be overlooked. Here’s when integration with DocuSign plays a vital role. DocuSign is a digital signature provider that allows you to submit agreements and contracts to all the signees that require digital signatures. Integration of Salesforce DocuSign helps to close more deals, reduce paperwork, and increase productivity. In addition, you can establish a strong link between DocuSign and the Salesforce account so that any change to the recipient status is updated in the account. You can also retrieve the documents you sign with this tool in the CRM. Apart from generating secure agreements, it allows you to leverage the capabilities of Salesforce IoT Cloud for quick data access.

6. ZoomInfo

ZoomInfo is the best cloud-based lead generation tool for Salesforce integration. Apart from allowing companies to keep their CRM and marketing automation updated, it provides a 360-degree view of opportunities and accounts.

In addition, it allows marketers to improve productivity by integrating with data and new technology. You can generate leads and accelerate market results with the tool. Beyond this, it helps companies capture actionable data and acquire leads to drive better engagement.

With significant insights, you will be able to achieve actionable business results. If you want reliable and actionable insights and data, you can use ZoomInfo. Also, it auto-updates and contacts the database to optimize marketing efforts.

Read more: How To Set Up The Mailchimp Salesforce Integration

7. Slack

If you want to streamline your work communication, you can choose Slack. It is a communication tool through which you can send and receive messages and share other data.

Slack is the best tool for remote work as it can create different channels and add people on board. With that, you can know about the team’s availability. For instance, the green color shows the person is available.

Apart from setting new reminders, you can get notified in Slack. The tagging feature can give you an instant notification so you can work on the task. Beyond this, you can make video and voice calls through Slack. It won’t let you lose on updates from team members working on the project.

8. Pardot

Pardot is a marketing automation tool that seamlessly integrates with Salesforce. You can use the tool for email marketing, engagement history, segmentation, scoring, grading, lead qualification, social media, and marketing analytics.

With its email marketing feature, you can automate actions and triggers that correspond to eligible prospects and track post-engagement.

Also, engagement history features a log of activity prospects across different pages, scoring based on engagement behavior and grading how the data aligns with the customer profile.

Moreover, its marketing analytics feature provides a report on campaign performance. These features make Pardot the best automation solution for add-on performance.

9. Mulesoft

Mulesoft is a robust integration platform designed to facilitate seamless connectivity between various systems and applications. It serves as an integration solution that enables businesses to connect disparate technologies, databases, and applications, including Salesforce, swiftly and efficiently. Mulesoft allows for the smooth flow of data across systems, enhancing interoperability and data exchange capabilities. Its intuitive interface simplifies the process of integrating Salesforce with other enterprise systems, cloud services, and on-premises applications, offering a comprehensive view of business data. This platform provides a unified approach to data integration, API management, and connectivity, empowering organizations to build connected experiences and streamline operations by harmonizing data and processes across different platforms and departments.

10. OmniStudio

OmniStudio is an advanced suite of tools within the Salesforce ecosystem, offering a comprehensive set of functionalities for app development, data integration, and process automation. It serves as a unified platform that enables businesses to create and customize applications, automate workflows, and integrate data seamlessly. Within OmniStudio, users can leverage powerful tools like Flow Builder, DataRaptor, and Integration Builder to build sophisticated applications, automate complex business processes, and integrate data from various sources, including Salesforce and external systems. This suite empowers organizations to design and deploy custom applications, streamline data workflows, and automate repetitive tasks, fostering innovation, efficiency, and agility within their Salesforce environment.

Wrapping up

Whether increasing productivity, marketing automation, or data management, Salesforce tool integration can increase productivity and efficiency in business tasks. Which one is your favorite Salesforce integration tool from the list above?

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