Every small business thrives in the market to become big one day. But, because of a restricted price range and confined resources, it’s far hard to find the right solution that caters to all their desires and necessities.
This is in which Salesforce outshines by way of presenting a customizable and centralized platform to fulfill all of the desires and requirements of a small commercial enterprise It offers a monthly starter plan of $24 per user, per month, including sales, service, and email outreach tools.
Although Salesforce provides impressive functionality, it may not meet all of your unique requirements. To cope with these specific wishes, Salesforce permits you to combine 1/3-birthday celebration packages and answers.
In this weblog, you will examine a few crucial integrations that could benefit your small commercial enterprise to a notable volume. Let’s get began!
Top Salesforce Integrations to make your business prosper
1. Salesforce Outlook Integration
With the seamless connection between Salesforce and Microsoft Outlook, users can now view customer information and email communication in a single platform. They can easily track and log emails within Salesforce, which eliminates the need to switch between platforms, resulting in saving time. Additionally, users can easily track leads directly from Outlook and maintain their records in Salesforce.
Moving further, the integration improves data accuracy, as it ensures the customer data is correct, up-to-date, and free from errors. It facilitates collaboration among sales representatives and managers, resulting in efficient teamwork.
2. HubSpot Salesforce integration
The connection between your Salesforce platform and Hubspot, a marketing software, helps you streamline inbound marketing, sales, and customer services. Users get a comprehensive view of customer information, pipelines and progress, which eliminates the need to switch between platforms. Any change made in one system is automatically updated in the other that prevents duplication of records and confusion.
Furthermore, integrating Hubspot with Salesforce simplifies monitoring marketing campaign performance, allowing users to generate informative reports and analytical data in Salesforce. These reports can be analyzed to make informed decisions. Additionally, users can identify areas that require improvement and take necessary actions accordingly.
3. MailChimp Salesforce integration
It involves connecting your Salesforce platform and MailChimp, a marketing and automation platform.
Businesses can enhance their marketing strategies through email campaigns, enabling them to measure return on investment. They can monitor the lead milestones, such as the point of lead loss or deal closure, which helps in identifying areas of improvement.
Furthermore, personalized messages play a crucial role in engaging customers, and making them feel valued. This fosters customer loyalty and trust.
4. MuleSoft Salesforce integration
Businesses use MuleSoft to integrate third-party apps with their cloud or on-premises systems. Through Salesforce Mulesoft integration, they get a comprehensive view of customer data, easing the access for all and reducing time delay while interacting with customers. It also ensures that the data is accurate and consistently flows throughout the system.
Moving on, the automation feature eliminates the need for manual efforts and reduces errors, allowing users to focus on important tasks. It is a cost-effective and scalable solution that helps you to generate valuable insights, facilitating quick decision-making and strategy development.
5. Salesforce Gmail integration
Your Salesforce platform and Gmail can connect seamlessly, making email management more effortless. It is a quick approach allowing users to access their emails and communication directly from Gmail in Salesforce. This unified view of email logging will enable them to stay up-to-date with their customers. There is no need to switch between different applications, which reduces time consumption.
Furthermore, the automation feature allows mail assignment to relevant customers without requiring manual data entry effort by the business teams. It eliminates errors, facilitates ease of access and response to customer emails. These responses can be tailored according to customer preferences, improving customer engagement to make them feel valued.
6. Salesforce Slack integration
Salesforce and Slack integration can be very fruitful for your small business, allowing seamless communication, quick access to resources and notifying for updates. Users do not need to switch to different platforms, when creating tasks in Salesforce.
It is a great integration solution for customer support executives. They can collaborate on support cases directly from Slack while integrating it with Salesforce Service Cloud. Support executives can respond through the same platform without sending loads of emails which reduces email clustering and improves responsiveness. There is no need for multiple communication applications when using Slack.
7. Zendesk Salesforce integration
Zendesk is a scalable customer support and communication solution, in which automated ticket is created for every query that the customer raises, sidelined with their data. It allows support executives along with sales and marketing people to have a glance over their concerns and resolve them with personalized approach.
It is possible that the same customer concern is handled by multiple representatives. Therefore the history of conversation is available for the representatives to gain an understanding of the case and customers do not have to explain it repeatedly.
8. Jira and Salesforce integration
JIRA is a project management and issue-tracking tool that, when integrated with Salesforce, can facilitate effective collaboration between business and development teams.
Users get a unified view of customer interactions and development activities. Business teams can note down their issues and concerts, making it available to the development team. Based on those concerns and requirements, they design a solution satisfying customers’ needs. This allows for real-time visibility into addressing customer concerns and resolving bugs, ultimately enhancing customer satisfaction.
9. Salesforce QuickBooks integration
The collaboration between your Salesforce platform and Quickbooks, an accounting software, is a cost-effective solution to help you streamline your financial data processes. It provides users with a comprehensive view of customer and financial data, by which selling strategies could be enhanced. Customized reports can be generated to gain deeper insights into business performance and identification of areas of improvements.
Moving on, the automated invoice creation and streamlined quote-to-cash process eliminate manual data entry and errors. This ensures accurate billing and facilitates faster payments, starting from the initial quote in Salesforce to the final invoice in QuickBooks.
10. Asana Salesforce integration
It involves connecting your Salesforce platform and Asana, a web and mobile work management platform.
The sales, marketing, and project teams can collaborate by communicating their requirements and driving solutions. Real-time synchronization and automation features, reduces manual data entry and updations, resulting in up-to-date flow of information and eliminating confusion.
Business teams can prioritize their tasks which allows smooth allocation of resources. Following this approach, businesses can work on jobs of greater importance and avoid delays.
Conclusion
Here you have it all! Salesforce integration is a powerful tool for small businesses to start their walk in the market and grow, that too on a budget. You do not have to worry about increasing headcounts or expanding your resources beyond your limit.
Work smarter where you can. With the latest technology and updates coming in the market, gain the best out of it for your business.
Now that you have explored various Salesforce integrations, you might wonder which application is best for integrating with your Salesforce CRM.
Don’t worry; you can have a conversation with a Salesforce integration consultant to help you choose the right integrations based on your business needs and requirements. They have a team of experts well-versed in catering to integration issues. Their proficient team can help you seamlessly integrate applications with your Salesforce CRM.