If you happen to’re utilizing Salesforce, then you definitely’re already accustomed to its advantages as a cloud-based buyer relationship administration (CRM) answer. In isolation, Salesforce’s capabilities associated to gross sales and advertising are spectacular; it automates gross sales processes, makes it straightforward to handle a number of advertising campaigns, gives funnel insights to gross sales leaders, and a lot extra.
However, like all SaaS answer used within the enterprise world, the influence of Salesforce grows exponentially when it’s paired with strategic enterprise options that allow tailor-made performance for a wide range of enterprise capabilities. Known as “Salesforce integrations,” these system pairings will assist up-level your group in plenty of methods when used appropriately.
Whether or not you’re on the lookout for a extra streamlined method to advertising marketing campaign administration, a bit of additional assist on the subject of the accounting cycle, or a method to preserve your entire workers on the identical web page internally, there are Salesforce integrations you’ll be able to faucet into.
Advantages of Salesforce Integration
Discovering the fitting programs to combine with Salesforce and determining easy methods to really execute these integrations may really feel intimidating, nevertheless it’s really 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 collection of advantages begin to take form:
Cross-Practical 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 so much tougher for these useful groups to collaborate with each other. Not solely does every system include a studying curve, but when the programs don’t talk seamlessly, finance may even see one information level whereas the gross sales group sees a conflicting information level. With Salesforce integrations, even when every operate depends on a distinct instrument, it turns into MUCH simpler to drive alignment throughout the capabilities, permitting them to work collectively in new methods.
Knowledge Synchronization Throughout Programs
With out integrations, when a sale is recorded in Salesforce, it could then have to be recorded in each completely different platform to be mirrored correctly. That’s loads of guide raise on your workers. By tapping into Salesforce integrations, a sale could be recorded in a single place and stream by means of to built-in programs 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 information units are linked, creating detailed and correct analytical dashboards or enterprise stories could be executed in seconds. If you wish to assess income information, gross sales information, and expense information into one report, your analysts now not must get information downloads from a number of programs and compile them right into a guide file with Microsoft Excel. They’ll merely create the report, inform it what information to tug from the place, and refresh it routinely.
Automation Alternatives
Automating guide duties and data-heavy processing can save loads of money and time for companies, however with out the fitting instruments in place, it may be laborious to realize. Key Salesforce integrations may also help with useful automation equivalent to accounts payable automation, advertising automation, and outreach automation. While you’re weighing the prices and advantages of investing in new software program options, you should definitely issue within the automation-related time financial savings that open up.
Find out how to Combine with Salesforce
On the subject of forging salesforce integrations, there are just a few 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 big.
- AppExchange/Third Occasion: Exterior purposes which have the power to attach with Salesforce are listed on the Salesforce AppExchange, and the mixing itself often solely takes just a few clicks.
- Customized-Constructed: In case your group has a proprietary software program answer or makes use of an utility that isn’t listed on the Salesforce AppExchange, it’s doable to create a customized integration channel utilizing API expertise.
- Connector Purposes: If you happen to’ve heard of platforms like Workato, Zapier, MuleSoft, or something similar, you’re already accustomed to the instruments that have been constructed to facilitate Salesforce integrations.
Salesforce Integration Highlights: Prime 10
With 1000’s of Salesforce integrations obtainable, the chances are actually limitless. As increasingly more firms begin to make the most of these instruments, the checklist of obtainable integrations and their related capabilities will proceed to develop. Among the prime Salesforce integrations of 2024 – damaged up by operate – 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 technology to routinely ship an invoice to the client, course of the cost, and document the client historical past in each programs. Whether or not it’s gross sales orders, invoice processing, or consumer relationships that you just wish to enhance, the Nanonets Salesforce integration is revolutionary.
Salesforce QuickBooks Integration
As a long-standing software program answer meant to streamline the accounting cycle, QuickBooks works nicely with Salesforce to supply the information wanted for income forecasts and gross sales goal planning. This integration additionally streamlines the method of receiving payments and processing customer invoices. Due to the synchronized buyer information mirrored in each programs, the Salesforce QuickBooks integration reduces guide information errors, too.
FreshBooks Salesforce Integration
FreshBooks EasyConnect is a Salesforce native utility which permits a two-way information stream between Salesforce and this accounting SaaS answer focused towards self-employed professionals. This integration permits customers to synch consumer info between Salesforce and FreshBooks and makes it straightforward to sales-related expense management.
Advertising
HubSpot Salesforce Integration
The HubSpot Salesforce integration permits customers to make use of information in Salesforce when sending outreach emails by means of HubSpot, making a extra customized buyer expertise. It’s additionally easy to attach income numbers to particular marketing campaign outcomes, giving decision-makers a quicker turnaround time when adjusting marketing campaign methods.
Mailchimp Integration with Salesforce
Mailchimp contacts could be sourced straight from Salesforce leads and contacts, and on the flip aspect, marketing campaign exercise stories from Mailchimp emails could be considered in Salesforce. The Mailchimp integration with Salesforce results in focused advertising efforts, heightened engagement, and higher gross sales outcomes.
ActiveCampaign Salesforce Integration
If you happen to’re seeking to automate electronic mail follow-up to Salesforce contacts and goal leads based mostly on sure traits like the scale of the corporate, the ActiveCampaign Salesforce integration is strictly what you want. It’s straightforward to trace how leads reply to your messages and notify the right group member when it’s time to succeed in out.
Demandbase Integration
Demandbase gives 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 develop 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 will do all of it inside Slack. The Salesforce Slack integration retains inner communication as a prime precedence whereas guaranteeing all the data your workers must succeed could be discovered at a look.
Google Workspace Salesforce Integration
As a result of it’s straightforward 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 so much to spice up the productiveness and effectiveness of your hard-working workers, and the Google Workspace Salesforce integration is a step in the fitting path.
Microsoft Outlook Integration with Salesforce
Buyer interactions that occur by means of the Outlook interface will routinely 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 information entry errors and supply a relentless look into key insights associated to buyer interactions.
Which Integration Catches Your Eye?
The checklist of Salesforce integrations above simply scratches the floor. With tens of 1000’s of integration choices, you’ll be able to remodel many alternative enterprise capabilities. 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 info, however in case you’re on the lookout for one thing completely different, all you want is entry to the web and a while wanting by means of the Salesforce AppExchange to search out the right match.
