Any sales or marketing professional would know that companies tend to handle mountains of customer information, which have to be securely managed and should be easily accessible. This is where the role of different Salesforce integrations comes in.
According to the Connectivity Benchmark Report 2023 by Mulesoft, an organization uses 900 applications on average. The numbers might keep increasing as every company has different departments, and every department uses multiple applications to manage its activities. Using apps could be a way to manage work, but looking into multiple apps could be daunting when you have to find relevant data.
Sales and marketing teams need to continuously access and work with customer data, such as email campaigns, purchase histories, or engagement details. Integrating all these applications with Salesforce is the solution here to access applications within the CRM and make data-based decisions without switching to another screen.
In this blog, we’ll learn more about Salesforce integration while uncovering the top 8 integrations you shouldn’t miss if you want your sales and marketing efficiency to improve.
How Salesforce Integrations Work?
Considering Salesforce integration is a way you can decrease the workload of your team by connecting applications that are highly used within your organization. It enables teams to access all data from different apps in your CRM, making workflow easier.
Let’s understand the main types of integrations you can work with:
Native integration: Integration using the CRM solution
Third-party integration: Integration built using an external solution for data integration, for example, Zapier.
But you don’t have to stress how you’ll pick the right integration type. Experienced Salesforce integration services will do it all for you.
Salesforce Integrations to Boost Your Sales and Marketing Teams’ Productivity
Salesforce integration, done right, can bring a real difference in the performance of your sales and marketing agents. Specifically, some integrations are highly likely to simplify workflow and boost team productivity. Here are these top 8 Salesforce integrations that you should consider:
1. Linkedin
Integrating your Linkedin profile with Salesforce can help the teams identify their potential leads and can prioritize them. Salesforce Linkedin integration would help in decreasing manual lead searching and entry effort.
The integration can be achieved by synchronizing Salesforce records with Linkedin Sales Navigator. The integration would enable you to manage your LinkedIn contacts and send InMails from Salesforce.
2. HubSpot
If your sales and marketing teams are actively using HubSpot marketing, integrating the platform with Salesforce would be a game-changer. HubSpot and Salesforce integration would enable both teams to work in parallel. Bidirectional synchronization would enable both teams to update and access information in real time.
3. DocuSign
This integration allows you to run your electronic signatures and generate documents from Salesforce which can easily be shared with your accounts. These documents can easily be saved into your records. Also, you’ll be able to access real-time reporting from DocuSign within your Salesforce.
4. Mailchimp
Emails are definitely the most trusted means of customer engagement for sales and marketing teams. That’s why email marketing is always a priority for companies using Mailchimp.
Integrating Salesforce and Mailchimp would allow teams to synchronize the solutions, enabling them to manage email lists and contact details on a single view. The integration allows the creation of email campaigns from the Salesforce org. Also, Mailchimp Salesforce integration allows teams to work on list segmentation within Mailchimp that will be synchronized with the lead and contact records in Salesforce.
5. Calendly
It’s the simplicity of Calendly that has made it so popular call-scheduling solution for almost every sales and marketing team. But its efficiency gets even more enhanced when you integrate it with Salesforce.
The integration allows you to create new call scheduling and book meetings while using Salesforce only. It will allow you to track your Calendly schedule from within Salesforce. This will thus give the sales and marketing teams the ease to book and manage calls within Salesforce without having to switch systems.
6. Quickbooks
Running sales and marketing campaigns also comes with efficient bookkeeping to manage expenses. That’s where Salesforce Quickbooks integration can be of great help. It will provide teams with complete transparency on business operations, financial details, and needed improvements.
Connecting Salesforce with Quickbooks will help to cut down any possibilities of accidental duplicate entries and will also reduce manual intervention, thus making accounting easier. All of this will help teams to manage operations better and get more tasks completed.
7. Slack
If your teams have been using Slack for internal communication, integrating it with Salesforce is a great idea. Conducting the native Salesforce Slack integration would not require any coding knowledge. This enables you to access notifications, work on approvals, and track screen flow directly in Slack.
You can even go for an API integration if you need to do more, like messages between Slack or Chatter.
8. Dropbox
Achieving Dropbox integration with Salesforce would enable you to access the information from your Dropbox directly within Salesforce. It allows you to conduct real-time editing of documents, syncing the changes across all the respective users.
The integration would thus boost the team’s efficiency, enhancing the ability to edit and approve through a centralized platform without having to switch their systems.
Go Ahead with Salesforce Integration for Better Results
Although there are numerous other Salesforce integrations possible, these 8 integrations have caught most of our attention due to their high popularity. There’s no denying the fact that integrating your external applications with Salesforce will cut down a lot of your manual labor to save you time that you could devote to getting more done.
Now if you are still using Salesforce and your external applications separately, it’s your cue to get started with our reliable Salesforce integration services. You can contact us to discuss your integration requirements and take our hand to achieve enhanced productivity.