In case you’re utilizing Salesforce, you then’re already conversant in its advantages as a cloud-based buyer relationship administration (CRM) resolution. In isolation, Salesforce’s capabilities associated to gross sales and advertising and marketing are spectacular; it automates gross sales processes, makes it simple to handle a number of advertising and marketing campaigns, offers funnel insights to gross sales leaders, and a lot extra.
However, like several SaaS resolution used within the enterprise world, the affect 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 a variety of methods when used appropriately.
Whether or not you’re on the lookout for a extra streamlined strategy to advertising and marketing marketing campaign administration, a bit of additional assist on the subject of the accounting cycle, or a option to hold your whole workers on the identical web page internally, there are Salesforce integrations you possibly can faucet into.
Advantages of Salesforce Integration
Discovering the correct techniques to combine with Salesforce and determining methods to really execute these integrations may really feel intimidating, but it surely’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-Useful Collaboration
In case your gross sales crew is utilizing one system, your advertising and marketing crew is utilizing one other, and your finance crew is utilizing a 3rd system, it’s lots tougher for these useful groups to collaborate with each other. Not solely does every system include a studying curve, but when the techniques don’t talk seamlessly, finance may even see one information level whereas the gross sales crew sees a conflicting information level. With Salesforce integrations, even when every perform depends on a special instrument, it turns into MUCH simpler to drive alignment throughout the capabilities, permitting them to work collectively in new methods.
Information Synchronization Throughout Techniques
With out integrations, when a sale is recorded in Salesforce, it might then have to be recorded in each completely different platform to be mirrored correctly. That’s plenty of guide raise in your workers. By tapping into Salesforce integrations, a sale may be recorded in a single place and move by means of to built-in techniques 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 related, creating detailed and correct analytical dashboards or enterprise experiences may be accomplished in seconds. If you wish to assess income information, gross sales information, and expense information into one report, your analysts now not have to get information downloads from a number of techniques and compile them right into a guide file with Microsoft Excel. They’ll merely create the report, inform it what information to drag from the place, and refresh it mechanically.
Automation Alternatives
Automating guide duties and data-heavy processing can save plenty of money and time for companies, however with out the correct instruments in place, it may be exhausting to attain. Key Salesforce integrations may also help with useful automation equivalent to accounts payable automation, advertising and marketing automation, and outreach automation. While you’re weighing the prices and advantages of investing in new software program options, make sure to issue within the automation-related time financial savings that open up.
How one can Combine with Salesforce
On the subject 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 often solely takes a number of clicks.
- Customized-Constructed: In case your group has a proprietary software program resolution or makes use of an software that isn’t listed on the Salesforce AppExchange, it’s potential to create a customized integration channel utilizing API expertise.
- Connector Purposes: In case you’ve heard of platforms like Workato, Zapier, MuleSoft, or one thing comparable, you’re already conversant in the instruments that have been constructed to facilitate Salesforce integrations.
Salesforce Integration Highlights: Prime 10
With 1000’s of Salesforce integrations out there, the probabilities are actually limitless. As an increasing number of firms begin to benefit from these instruments, the record of accessible integrations and their related capabilities will proceed to develop. Among 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 mechanically ship an bill to the client, course of the fee, and report the client historical past in each techniques. 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 effectively 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 information mirrored in each techniques, the Salesforce QuickBooks integration reduces guide information errors, too.
FreshBooks Salesforce Integration
FreshBooks EasyConnect is a Salesforce native software which permits a two-way information move 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 and marketing
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 personalised 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 may be sourced immediately from Salesforce leads and contacts, and on the flip facet, marketing campaign exercise experiences from Mailchimp emails may be seen in Salesforce. The Mailchimp integration with Salesforce results in focused advertising and marketing efforts, heightened engagement, and higher gross sales outcomes.
ActiveCampaign Salesforce Integration
In case you’re trying 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 simple to trace how leads reply to your messages and notify the right crew member when it’s time to achieve out.
Demandbase Integration
Demandbase offers deep insights into goal accounts, enabling extremely personalised advertising and marketing and gross sales efforts that resonate with key decision-makers. When built-in with Salesforce, these insights change into actionable throughout the CRM, permitting for better-targeted campaigns, improved alignment between gross sales and advertising and marketing, and finally, 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 may 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 lots to spice up the productiveness and effectiveness of your hard-working workers, and the Google Workspace Salesforce integration is a step in the correct path.
Microsoft Outlook Integration with Salesforce
Buyer interactions that occur by means of the Outlook interface will mechanically be recorded in Salesforce, lowering 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 cut back information 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 remodel many various 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 data, however in the event 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.