High 10 Salesforce Integrations of 2024
For those who’re utilizing Salesforce, you then’re already acquainted with its advantages as a cloud-based buyer relationship administration (CRM) resolution. In isolation, Salesforce’s capabilities associated to gross sales and advertising are spectacular; it automates gross sales processes, makes it simple to handle a number of advertising campaigns, supplies funnel insights to gross sales leaders, and a lot extra.
However, like every SaaS resolution used within the enterprise world, the impression of Salesforce grows exponentially when it’s paired with strategic enterprise options that allow tailor-made performance for quite a lot of enterprise features. Known as “Salesforce integrations,” these system pairings will assist up-level your group in quite a few methods when used accurately.
Whether or not you’re on the lookout for a extra streamlined strategy to advertising marketing campaign administration, a bit of additional assist in terms of the accounting cycle, or a approach to preserve your entire workers on the identical web page internally, there are Salesforce integrations you possibly can faucet into.
Advantages of Salesforce Integration
Discovering the appropriate methods to combine with Salesforce and determining the right way to truly execute these integrations may really feel intimidating, nevertheless it’s truly fairly easy. Salesforce has been round for a few years, and its integration capabilities are refined, making them dependable and accessible for any enterprise. With Salesforce integrations, you’ll see a sequence of advantages begin to take form:
Cross-Useful Collaboration
In case your gross sales group is utilizing one system, your advertising group is utilizing one other, and your finance group is utilizing a 3rd system, it’s quite a bit more durable for these useful groups to collaborate with each other. Not solely does every system include a studying curve, but when the methods don’t talk seamlessly, finance may even see one knowledge level whereas the gross sales group sees a conflicting knowledge level. With Salesforce integrations, even when every perform depends on a unique software, it turns into MUCH simpler to drive alignment throughout the features, permitting them to work collectively in new methods.
Knowledge Synchronization Throughout Programs
With out integrations, when a sale is recorded in Salesforce, it might then have to be recorded in each totally different platform to be mirrored correctly. That’s plenty of guide raise to your workers. By tapping into Salesforce integrations, a sale might be recorded in a single place and circulation by to built-in methods with out human intervention. This additionally results in higher collaboration inside your group as a result of everybody has entry to real-time KPIs and metrics.
Enhanced Insights and Reporting
As a result of every system’s knowledge units are related, creating detailed and correct analytical dashboards or enterprise experiences might be finished in seconds. If you wish to assess income knowledge, gross sales knowledge, and expense knowledge into one report, your analysts not have to get knowledge downloads from a number of methods and compile them right into a guide file with Microsoft Excel. They’ll merely create the report, inform it what knowledge to drag from the place, and refresh it robotically.
Automation Alternatives
Automating guide duties and data-heavy processing can save plenty of money and time for companies, however with out the appropriate instruments in place, it may be exhausting to realize. Key Salesforce integrations may also help with useful automation akin to accounts payable automation, advertising automation, and outreach automation. Whenever you’re weighing the prices and advantages of investing in new software program options, remember to issue within the automation-related time financial savings that open up.
Tips on how to Combine with Salesforce
In the case of forging salesforce integrations, there are a number of methods to go about it:
- Native Integrations: Some purposes have built-in integration capabilities geared towards Salesforce. Issues like Google Cloud, MailChimp, and Slack are all designed to combine seamlessly with the CRM large.
- AppExchange/Third Get together: Exterior purposes which have the flexibility to attach with Salesforce are listed on the Salesforce AppExchange, and the mixing itself normally solely takes a number of clicks.
- Customized-Constructed: In case your group has a proprietary software program resolution or makes use of an utility that isn’t listed on the Salesforce AppExchange, it’s attainable to create a customized integration channel utilizing API expertise.
- Connector Functions: For those who’ve heard of platforms like Workato, Zapier, MuleSoft, or one thing related, you’re already acquainted with the instruments that have been constructed to facilitate Salesforce integrations.
Salesforce Integration Highlights: High 10
With 1000’s of Salesforce integrations out there, the probabilities are really limitless. As increasingly corporations begin to reap the benefits of these instruments, the record of obtainable integrations and their related capabilities will proceed to develop. A number of the high Salesforce integrations of 2024 – damaged up by perform – are:
Accounting
Nanonets Salesforce Integration
Nanonets and Salesforce have two key issues in widespread: they each course of and automate customer-facing transactions. When a sale is accomplished and recorded in Salesforce, Nanonets makes use of OCR expertise to robotically ship an bill to the client, course of the cost, and file the client historical past in each methods. Whether or not it’s gross sales orders, bill processing, or shopper relationships that you just need to enhance, the Nanonets Salesforce integration is revolutionary.
Salesforce QuickBooks Integration
As a long-standing software program resolution meant to streamline the accounting cycle, QuickBooks works nicely with Salesforce to offer the info wanted for income forecasts and gross sales goal planning. This integration additionally streamlines the method of receiving funds and processing buyer invoices. Due to the synchronized buyer knowledge mirrored in each methods, the Salesforce QuickBooks integration reduces guide knowledge errors, too.
FreshBooks Salesforce Integration
FreshBooks EasyConnect is a Salesforce native utility which permits a two-way knowledge circulation between Salesforce and this accounting SaaS resolution focused towards self-employed professionals. This integration permits customers to synch shopper data between Salesforce and FreshBooks and makes it simple to sales-related expense administration.
Advertising
HubSpot Salesforce Integration
The HubSpot Salesforce integration permits customers to make use of knowledge in Salesforce when sending outreach emails by HubSpot, making a extra customized buyer expertise. It’s additionally easy to attach income numbers to particular marketing campaign outcomes, giving decision-makers a sooner turnaround time when adjusting marketing campaign methods.
Mailchimp Integration with Salesforce
Mailchimp contacts might be sourced straight from Salesforce leads and contacts, and on the flip aspect, marketing campaign exercise experiences from Mailchimp emails might be seen in Salesforce. The Mailchimp integration with Salesforce results in focused advertising efforts, heightened engagement, and higher gross sales outcomes.
ActiveCampaign Salesforce Integration
For those who’re seeking to automate electronic mail follow-up to Salesforce contacts and goal leads primarily based on sure traits like the scale of the corporate, the ActiveCampaign Salesforce integration is precisely what you want. It’s simple to trace how leads reply to your messages and notify the right group member when it’s time to achieve out.
Demandbase Integration
Demandbase supplies deep insights into goal accounts, enabling extremely customized advertising and gross sales efforts that resonate with key decision-makers. When built-in with Salesforce, these insights turn into actionable throughout the CRM, permitting for better-targeted campaigns, improved alignment between gross sales and advertising, and in the end, accelerated gross sales cycles and better shut charges.
Communication and Collaboration
Salesforce Slack Integration
In case your gross sales and repair groups want to have the ability to entry real-time buyer updates, share key buyer data, and work collectively to advance offers, they’ll do all of it inside Slack. The Salesforce Slack integration retains inner communication as a high precedence whereas guaranteeing all the data your workers have to succeed might be discovered at a look.
Google Workspace Salesforce Integration
As a result of it’s simple to synch emails, calendars, and paperwork between Google Workspace and Salesforce, your groups won’t ever miss a beat when collaborating with each other. It doesn’t take quite a bit to spice up the productiveness and effectiveness of your hard-working workers, and the Google Workspace Salesforce integration is a step in the appropriate course.
Microsoft Outlook Integration with Salesforce
Buyer interactions that occur by the Outlook interface will robotically be recorded in Salesforce, decreasing the time it takes to trace buyer transactions and get an in depth view of buyer communication makes an attempt. The Microsoft Outlook integration with Salesforce will assist scale back knowledge entry errors and supply a continuing look into key insights associated to buyer interactions.
Which Integration Catches Your Eye?
The record of Salesforce integrations above simply scratches the floor. With tens of 1000’s of integration choices, you possibly can rework many various enterprise features. We all know that you just’ll love the wins from AP automation, electronic mail marketing campaign administration, and straightforward income alignment with gross sales data, however for those who’re on the lookout for one thing totally different, all you want is entry to the web and a while trying by the Salesforce AppExchange to search out the right match.
