Collaboration, seamless communication, contract signing & management, and project management are some of the core processes of every business. Most businesses (small or big) often face challenges when it comes to executing these tasks. Here comes Salesforce into the picture with its impeccable integration & implementation capabilities, which pave the path of growth for Salesforce consulting services providers.
We will talk about Salesforce consulting companies some other time, for now we will discuss the top business Salesforce tools that will help you garner productivity for your team and business simultaneously.
Best Salesforce Tools for Greater Productivity
The market is filled with a plethora of Salesforce tools. Choosing the right one that suits the needs of the business is not an easy task. Different tools cater to the different requirements of the business.
Let’s begin with our list of Salesforce tools the problem that they will solve for you.
Org Dictionary is a tool by FEXLE Services, a Salesforce Gold Consulting company. It is also called the Salesforce schema reference book that allows users to learn and build project-centric vocabulary.
Designed and developed under the aegis of certified Salesforce consultants, this tool works as a one-stop Salesforce schema reference book. It allows users to bolster their project-related vocabulary of metadata including objects, fields, record types, and much more.
It promotes real-time collaboration. Users can browse, view, and collaborate with Org Dictionary features.
Collaborative Document Software
Evident in its name, the collaborative document software allows business users to actively parallelly work on the same document, PowerPoint slide or on a spreadsheet.
The tool gives users a collaborative view of all the updates that are happening on a particular document in real-time. The users of the tool have control over the document version. It means that one can get back the older version of the document at any point in time. The users of the software can create, share, and update data & other information in real time.
Salesforce Lightning is a modern, intuitive user interface that helps users work more efficiently. With Lightning, users can customize their home page, create custom pages, and automate tasks. Lightning also provides users with access to the latest Salesforce features and updates.
Salesforce Quip is a cloud-based productivity suite that enables teams to work collaboratively on documents, spreadsheets, and presentations. Salesforce Quip integrates seamlessly with Salesforce, allowing users to work together in real time, streamline their workflows, and boost productivity. Here are some of the key benefits of Salesforce Quip integration:
- Collaborative Workflows
- Improved Communication
- Streamlined Workflows
- Real-time updates
- Real-time chats
- Enhanced Reporting
- Creating proposals
- Sending follow-up emails
Ebsta for Salesforce
A renowned and highly in-demand Google extension that excellently syncs Salesforce with Gmail and enables users to drive improved customer engagement.
Ebsta offers a Chrome extension that allows users to capture and update Salesforce data right from their email inboxes. This eliminates the need to manually enter data into Salesforce and reduces the risk of errors.
Ebsta automatically verifies and enriches Salesforce data using various sources, including LinkedIn, Twitter, and company databases. This ensures that Salesforce data is accurate and up-to-date.
With Ebsta, sales reps can access Salesforce data directly from their inbox, eliminating the need to switch back and forth between different applications. This streamlines workflows and saves time, allowing reps to focus on selling.
Ebsta offers a range of collaboration features that allow teams to work together more efficiently. For example, users can share Salesforce records with their colleagues, assign tasks, and set reminders, all within the Ebsta application. It also provides sales reps with valuable insights into their prospect and customer interactions, including email opens, clicks, and responses. This allows reps to identify opportunities and improve their sales strategy.
Ebsta offers a mobile app that allows users to access Salesforce data from their mobile devices, ensuring that they can stay connected and productive on the go.
Salesforce Mobile App
The Salesforce mobile app is an essential tool for sales reps who are always on the move. The app allows users to access their Salesforce data from anywhere, at any time, using their mobile devices. With the mobile app, sales reps can check their schedules, update their accounts, and manage their leads and opportunities on the go.
Icertis is a contract management platform that provides end-to-end contract lifecycle management. Integrating Icertis with Salesforce can provide several benefits. Icertis and Salesforce together will allow businesses to streamline the contract management process. This integration allows users to access and manage contracts directly from Salesforce, reducing the need to switch between systems. The integration provides better visibility into contract data by syncing contract information between Salesforce and Icertis. This allows users to view contract data in real-time, which can improve decision-making and increase operational efficiency.
The integration with Salesforce automates contract-related tasks, such as creating and approving contracts. This can save time and increase productivity by reducing manual data entry and administrative tasks. Integration with Salesforce allows for better collaboration between different teams, such as sales and legal. This can improve communication and ensure that everyone is on the same page when it comes to contracts.
Pardot is a marketing automation tool that helps businesses generate more leads and nurture them through the sales funnel. With Pardot, users can create targeted campaigns, score leads based on their behavior, and automate lead nurturing workflows. Pardot also integrates with Salesforce CRM, so sales reps can quickly identify and follow up with qualified leads.
List of Some More Result-Driven Salesforce Tools
- GetFeedBack – To obtain real-time customer feedback through high-quality surveys.
- Conga Composer – For better management of Salesforce Data.
- Sumo Scheduler – To make appointment-related tasks streamlined and convenient.
- Mailchimp – For effective email campaigns. It comes with email templates that are smart & customizable.
- Sales Funnels – It allows sales managers to track reps’ progress through visualization.
- SMS Magic – Engage potential leads via any communication channel.
- Cloudingo – It helps the sales team in data management. It allows mass data import & update and deletion of duplicate records.
There are hundreds of Salesforce tools available in the market. Choosing one as per business requirements is necessary. We hope this post will prove helpful to you. For more insightful details, you can hire Salesforce consultants or a Salesforce consulting company, and understand the best Salesforce tools for your business.