(Part 2) Best Salesforce Integrations available for Sales and Marketing Teams in CY22

As discussed in my Part article , Salesforce integration apps and solutions cut costs and time

to connect people, processes and tools across various functions to increase productivity

within the organisation.

In this article we continue discussing the best Salesforce integrations available for Marketing teams

for the following broad areas:

4) Event Management

5) Marketing Automation

4) Event Management: Event Management platforms incorporate many tools to streamline the event planning process, offering features that address multiple aspects of event management within a single platform or app. Event Management platforms integrated with Salesforce reduce time-consuming tasks and increase efficiency with registrations and email notifications. Let’s take a look at some of the best Salesforce integrations available for Event Management:

a) Zkipster - Zkipster is built by event professionals for event professionals and connects people to bring them together. Zkipster provides an easy check-in and event management platform with digital tools and insights to deliver optimised events and guest experiences. You can create safe and time-saving procedures which help reduce tedious tasks when integrated with Salesforce. 

                                              Source - zkipster.com

b) Kronologic.ai - Kronologic is an automated scheduling software that sends tailored calendar invites

and uses artificial intelligence to negotiate meeting times in order to orchestrate booking processes

at scale. Kronologic.ai integrated with Salesforce engages leads in seconds on your sales rep behalf

and schedules them in the calendar. Use Kronologic for:

1. Demo requests and chatbot leads

2. Webinar and virtual event leads

3. Cross-sell, upsell and freemium conversion leads

4. ABM leads, SalesLoft and Outreach leads.

                                                  Source - kronologic.com

c) Drift - Drift is a cloud-based live chat, messaging and email management solution designed for sales and marketing teams. Drift offers customisable live chat widgets, email follow-ups for

abandoned chats, track conversation histories, email campaign automation and AI-powered chatbots. Drift Salesforce integration enables your accounts to sync with Salesforce and refresh every 24 hours. You can push NPS surveys, announcements, targeted messages to specific accounts  through in-app messages or emails.

                                                                      Source - drift.com

5) Marketing Automation: Marketing Automation software replaces manual and repetitive tasks allowing marketers to allocate more resources to strategy, content and creative problem-solving. Marketing automation allows to link, operate and sync marketing tasks and processes with other systems. When integrated with Salesforce, Marketing automation apps allow to improve operational efficiency and ROI. Let’s take a look at best salesforce integrations available for Marketing Automation:

a)ActiveCampaign

ActiveCampaign is a category-defining customer experience automation platform (CXA)

and marketing automation software. Users have complete control over their email campaigns,

solid data and automation capabilities. When integrated with Salesforce this platform provides

precise targeting, contacts are segmented into unique groups based on behavior and other

important demographics. It's user-friendly interface allows quick onboarding and short learning

curve and provides personalisation across social, email, messaging, chat and text. 

                                                   Source - activecampaign.com

b) Marketo Engage -

Adobe Marketo Engage app provides a complete marketing automation solution with tools for

marketing automation, campaign management and lead nurturing. This aims to help sales

effectiveness to streamline marketing processes, deliver more campaigns, generate more win-ready

leads and improve sales performance. 

                                                       Source - pardot.com

c) LeadSquared - LeadSquared brings marketing automation to key time-consuming areas, so marketers and

salespeople have time to focus on substantial projects. This is accomplished through automating

engagement with leads and customers. This platform captures lead and activity data across

channels, making each engagement meaningful and targeted. LeadSquared platform uses

machine learning to forge a deeper understanding of conversion attributes and provides easy

access to critical data to find sales-ready leads to target.

                                                            Source - leadsquared.com

Best Salesforce Integrations for Sales teams:

On an average sales reps spend 64% of their time on non-revenue activities with administrative tasks accounting for 14.8% of their time. In order to eliminate administrative challenges and repetitive tasks, it is important for organizations to use correct tools and connectors to help your sales teams to coordinate data from numerous sources. 

Let’s take a look at the key areas where salesforce integrations are available to assist you to improve your Sales processes and efficiency.

1. Dashboard, Reports and Analytics

2. Email and Calendar

3. Productivity

1. Dashboard, Reports and Analytics: Dashboards and reports present visual display of key metrics and KPIs and records trends in your organisation. They present the key challenges and areas to focus to increase productivity and efficiency. Let’s take a look at best salesforce integration solutions available for enhancing Dashboards and Reports for sales teams

a) Yesware - Yesware is a Salesforce Activity Dashboard, It supports native Salesforce reporting tracking your activity and easily integrates with the tools you already use in your organisation. You can immediately identify the key trends - what is working and what is not working across sales teams. Yesware helps to build a better sales pipeline and increase conversions to closed-won.

Source - yesware.com

b) Databox - Databox is a cloud-based business analytics tool that allows users to create custom analytics dashboards incorporating data from numerous sources. This tool is designed for sales teams, marketers, analysts and CEOs and offers easy one-click integration with Salesforce and other SAAS products. Databox provides a number of pre-built widgets that you can use to turn your Reports into easy-to-read visualisations.

                                                            Source - databox.com

2. Email and Calendar - Salesforce Integrations and Apps are very useful in enhancing communications to save costs and time, allowing sales teams to focus on completing transactions for revenue generation. Let’s take a look at best salesforce integrations and apps available for sales teams to enhance Email and Calendar communications:

1. Groove - Groove is a sales productivity platform which provides two-way integration with Salesforce. It acts as a layer of engagement and automates administrative tasks to make it easy to access or update Salesforce data from anywhere. It creates repeatable playbooks, using AI to synthesise complex data into actionable insights and empowers sellers to operate at peak performance.   

Source - groove.co

2. Ebsta - Ebsta is a chrome extension customer engagement platform designed to help sales teams and customer success teams to increase productivity and engage with their customers directly from their inbox with features such as Salesforce and Gmail integration, calendar, contact synchronisation to provide you with a clear understanding of sales pipeline health. Ebsta’s customer engagement tools accurately predict deals that will successfully close providing you with better forecasts for future sales.

source:www.ebsta.com

3) Productivity: Salesforce Integration apps or platforms that increase productivity can have a significant impact on your organization’s work load and performance. Let’s take a look at some of the best apps and Salesforce integrations available for increasing sales productivity:

1. Conga Grid - Conga Grid is a productivity tool built for Salesforce and  that allows users to view, sort and manage sales data. It provides a customisable grid interface for navigating through salesforce records and visualising your data. 

Source - conga.com

2. Cloudingo - Cloudingo is a data quality and data cleansing tool that is built specifically for Salesforce. Cloudingo enables businesses to profile their data, identify duplicates in salesforce records and merge them without losing any information or relationships. This tool is simple to use and completely customisable allowing data to be updated or deleted in bulk and imported into various file formats before reaching Salesforce.

     

                                                             Source - cloudingo.com

Conclusion:

Salesforce integrations and apps bring two or more systems together which allows organizations to streamline separate processes. It is well worth exploring these apps and solutions to discover which Salesforce integration apps or solutions would meet your specific needs for your organization and business users.