What are the relevant Integration Tools to Boost Salesforce and SF DevOps Efficiency?

Posted September 23rd, 2020 in Misc.

Salesforce is no one of the top-line Customer Relationship Management tools that you can implement to support your business in sales, marketing, lead management, and customer support. However, not just limited to these, but Salesforce had grown a lot over the last decade now to be complete business management and DevOps tool to handle end-to-end enterprise operations. Salesforce now plays a crucial role in increasing productivity and optimizing ROI.

integration

Nowadays, businesses all industries and sizes can easily benefit from the cloud-based solutions, which help them collaborate between employees effectively, create a highly integrated customer support experience and convert leads into a successful business. No matter the size of the business and the workforce’s strength, Salesforce comes up with better solutions and increased opportunities to make your efforts more efficient and result-oriented. One best way to achieve the same is by integrating Salesforce resources with other efficient tools. But with plenty of applications that can be combined with Salesforce, the decision to choose the best among them may always be confusing to the users.

Salesforce is a top of the line Customer Relationship Management device. You can execute this CRM answer for help in engaging deals, shutting more arrangements and improving your exactness. While being an incredible speculation for client the board, Salesforce additionally assumes a fundamental part in getting more an incentive from the workforce and increment profitability.

Organizations of everything sizes can profit by the advanced cloud-based arrangement that can significantly expand group efficiency, advance coordinated effort between workers, make a positive client experience, and backing to transform leads into customers.

To get an ideal start and smooth sail, this blog is meant to list the best integration tools for Salesforce and ways to boost your team’s productivity.

What is Salesforce Integration?

Every endeavor has one of a kind necessities, and the product they use works in an unexpected way. They are planned in various dialects and have their tweaked business rationale, information stockpiling, security, and visual portrayal. This is the place Salesforce joining arrangement comes in. Salesforce combination sets up and handles consistent correspondence between Salesforce CRM and different applications, utilizing the API.

Fitting Salesforce Integration empowers satisfactory access just as examination of information. It further backings supervisors and chiefs at each phase to settle on amazing choices. Each business ought to stress the proficient joining framework as it is a benefit and incorporates the intensity of delivering greatest focal points.

The idea of Salesforce Integration

Considering the enterprise needs, we can see that the requirements of each are unique. They work with different software and also have different goals to achieve. There are various languages they work on to build a customized functional logic for data storage, security, backup, and interpretation of data. This is where the area where the integration solutions come into action. Salesforce integration tools establish seamless and volume communication between the third-party apps and Salesforce CRM through APIs.

When done appropriately, salesforce Integration will enable optimum access to data and meaningful analysis of the same. It can also support the directors, decision-makers, and line managers to make the most appropriate decisions at each stage. Any business aiming to achieve its operational goals must emphasize building the most efficient integration system as it is trying to unleash the fullest power to produce maximum advantages.

Accelerating productivity with Salesforce integration tools

We can see that any enterprise’s productivity gets hit massively when the associates spend a considerable amount of time on the non-core activities than focusing on the critical business aspects, which ensures growth. Say, for example, the ideal role of a sales executive is to bring in sales rather than all the allied data entry work. Of course, there is a need to update the data, syncing emails, and scheduling tasks during the selling process, but those are not the core activities for them to spend most of their time. At this point, ideal Salesforce integration tools will help you save a lot of time by automating such tasks and increasing productivity.

Here are some of the top-rated integration tools, which help you to execute these tasks without hassle.

Quip to improve inter-team collaboration

Quip

Quip is a tool to help improve team collaboration, a modern age productivity suite built with a mobile-first concept in mind. It has all the new-age features like instant messenger, shared spreadsheets, instant documentation, etc. all in one place. It helps to facilitate the enterprise teams to complete volume tasks with better collaboration. Salesforce integration with Quip will help create an ecosystem, which is more interactive and connected. By doing this, enterprise processes get completed with a lesser need for data entry, a lower number of emails, fewer meetings, and increased opportunities to grow by focusing on fulfilling the customer needs better.

Many Fortune 500 companies using SF DevOps likes Flosum, banks, and tech corporations have streamlined their productivity using Quip with Salesforce integration. We can see man use cases as to how Salesforce customers achieve their goals quickly by grabbing more opportunities and make better decisions with Quip integration. Adding to these, Quip can also ensure better analysis of reports to have a deeper understanding of the requirements and support needs to share real-time details in the sales calls and meetups.

Ebsta for business mails

Ebsta

You can integrate Gmail and Salesforce with Ebsta. You can ensure better productivity by integrating such digital tools and get the power of all at one place. Salesforce users can use the CRM to better manage the activity and customer data, sales workflow, data exchange, reporting, etc. with third-party systems like the marketing platforms to support the related activities. However, users may be forced to spend an increased amount of time outside with Gmail, etc.

Ebsta can help bridge this gap between Salesforce and Gmail. Users can synchronize Google Calendar, Gmail, etc. with the Salesforce templates, which can track open email rates and create automated follow-up tasks at your inbox. Connecting Google Calendar will also help ensure automatic sync of activities and events with the Salesforce calendar too. Ebsta can also aid in scheduling meetings, email delivery, capture Salesforce emails, schedule emails, and build personalized workflows along with Gmail integration with Salesforce.

Icertis to manage the contract lifecycle

Icertis

Icertis can be used to manage the contracts’ end-to-end lifecycle. It has high-end contract management to boost the contract management process of enterprises with limited contracts portfolio. In this scenario, the need is for a reliable contract lifecycle management system, which can handle sophisticated reporting, data analysis, and negotiation by integrating the same with the ERP system. You have to think beyond the in-built features of the contract management software of Salesforce.

On the other hand, if your enterprise Salesforce implementation does not have a robust contract management system, your enterprise may not be leveraging these systems’ benefits. Using Icertis integration with Salesforce, enterprise teams can view, build, and approve collaborative contracts within Salesforce, accelerate the contract flow, enhance productivity, and boost the business to move ahead further. Moreover, it can also help increase the sales and free up users from the overhead of administrative tasks. The users can easily create the contract requests using the Salesforce objects and track the status updates of the contract and its progress. The critical factor is that it can handle the contract lifecycle end-to-end by staying on the Salesforce platform itself.

All these three tools are highly useful in all given use cases we analyzed for this blog. Top Salesforce integration tools are not limited to these three, but we will discuss more in future blogs too.


About the Author

Kelly Wilson

Kelly Wilson is an experienced and skilled Business Consultant and Financial advisor in the USA. She helps clients both personal and professional in long-term wealth building plans. During her spare time, she loves to write on Business, Finance, Marketing, Social Media. She loves to share her knowledge and Experts tips with her readers.

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