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10 Best Salesforce Integrations to Extend the Value of Your CRM

It is five times more expensive to acquire new customers compared to retaining existing ones. No matter how many you have, every single contact counts.

10 Best Salesforce Integrations to Extend the Value of Your CRM

Salesforce is an immensely popular CRM that captures contact information. But Salesforce doesn’t have everything you need to maximize the impact of the data you collect.

Don’t lose out on the potential value of your contacts. Integrate Salesforce with other solutions to extend its value. Here are the top 10 integrations.

How Salesforce Integrations Extend the Value of Your CRM

If Salesforce outpaces employee-only customer management, extending Salesforce with integrations outstrips the lot. Get your money’s worth for each contact.

  1. Get more sales-qualified leads
    Not every contact will be a sales-qualified lead, nor are all marketing-qualified leads. Too often (especially in B2B companies), marketing sends leads to sales too early. This negatively impacts the percentage of sales that department can close and wastes their time. With Salesforce and its integrations, catalog every action for a contact with a “score.” Lead-scoring avoids sending leads to sales prematurely, increasing the quality of the true leads sales receives and can close.
  2. Shorten sales cycles
    B2B markets in particular have very long sales cycles of sometimes close to one year. That’s a long time to nurture a lead that may take their business elsewhere. A shorter sales cycle shortens the time a lead could lose interest. Salesforce and its integrations facilitate more effective lead nurturing by sending the right message to the right leads at the right time and capturing more consistent, relevant data on leads—all through automation.
  3. Streamline process workflows
    Traditional lead nurturing takes time, and there are only so many working hours in a day. At scale, routine contact-management tasks could become a dedicated department. Salesforce automation reduces time-wasting tasks. The software performs rote tasks and some decision-making, leaving your employees to focus on those tasks only a human can do.
  4. Provide a better customer experience
    Customers have more choices than ever for most products and services. In fact, 2020 Gartner research showed customers are more than 50% likely to regularly seek alternatives to current subscriptions, even ones that satisfy them! Using a CRM like Salesforce, and extending it with integrations, helps you meet customer expectations for an experience that feels tailored to their specific needs. Strengthen your brand, draw new leads in, and delight existing customers.
  5. Better data-driven insights
    All modern business decisions should be data-driven. Most 21st-century tools are adopting machine-learning to aid faster, more accurate decision-making using myriad data points. Extending Salesforce CRM with integrated tools helps you collect more, better-quality data on customer actions. This helps you qualify them more efficiently and effectively, increasing the chances of a sale. Furthermore, it helps you change course when the data show areas for improvement.

10 Best Salesforce Integrations to Extend the Value of Your CRM

DealHub CPQ offers advanced guided selling playbooks that ask reps a series of questions about their deals, and then automatically generates 100% accurate quotes in eight minutes. It also streamlines quote approval workflows with automatic stakeholder notifications and auto-approved discounting rules. Sales leadership can also use it to standardize subscription management quoting and auto-renewals.

Its DealRoom deal acceleration platform offers sales proposal generation with integrated e-signature, contract management redlining and workflow approvals, and engagement tracking that informs sales reps when prospects engage with proposals.

DealHub requires zero coding to onboard, and can be fully integrated in just three weeks.

To learn more about it’s SalesForce integration, click here.

As the name suggests, DocuSign is a digital document signing software.

DocuSign removes friction at a crucial end-stage of the sales cycle. Not only can you send documents for customer signatures, but also the DocuSign integration lets you track the status of each document. You also retain a digital copy of all DocuSign-signed documents in CRM.

This integration gives you the benefits of DocuSign without having to leave the Salesforce user interface. And as an added benefit, DocuSign reduces environmental impact by digitizing traditionally printed documents.

DocuSign offers a free plugin for Salesforce as well as numerous paid options for additional functionality.

Mailchimp is an email marketing and marketing automation service.

Integrating Mailchimp with Salesforce allows you to sync data between the services, facilitating faster, higher-quality contact opportunities with leads and customers. And if you’re using Mailchimp for all marketing automation, integrating with Salesforce reduces barriers between Marketing and Sales, allowing for better, faster collaboration.

The Mailchimp integration allows Mailchimp to create leads in Salesforce for contacts not yet in Salesforce. This automatic process frees staff from low-effort, time-consuming tasks like transferring contacts between two services.

A Trailblazer.me account is required to integrate these software services.

The Amazon Connect CTI Adapter “provides a WebRTC browser-based Contact Control Panel (CCP) within Salesforce.”

This integration allows for incoming and outgoing calls to be routed directly through Salesforce. This creates a digital record of traditionally offline customer contact, centralizing customer data in your CRM. The integration also pops up caller ID for incoming calls and facilitates easy conference calling for outgoing calls.

Formstack is a workplace productivity platform, using automation to decrease wasted time.

The Formstack integration simplifies work through forms and facilitates error-free document sending and signing. Form drop-off analytics from Formstack, for example, gives insight into which Salesforce contacts require additional nurturing. Formstack’s Salesforce integration also automates the movement of data between forms, cutting wasted time and increasing document quality. An added benefit of Formstack is reduced environmental waste by digitizing traditionally printed content.

A Stripe partner, Blackthorn Payments is a Salesforce-native payment platform.

All Blackthorn apps are written directly for Salesforce and are built to function inside it. Blackthorn allows Salesforce users to manage Stripe payments directly in Salesforce.

Costing no more than a Stripe account, Blackthorn contributes real-time financial reports to Salesforce—more data, better decisions. Blackthorn works with over 120 payment gateways and is PCI-compliant, making it both versatile and secure.

Genesys Cloud is a cloud-based customer contact software.

Integrating Genesys Cloud with Salesforce allows for customer contact across channels while centralizing all contact data. The integration embeds call controls and other call functionality directly into Salesforce so employees don’t need to leave Salesforce for traditionally offline customer contact.

This integration prioritizes convenience for both customers and companies: Customers can choose their preferred contact method (calling, chatting, etc.), which will all route through Salesforce and store data there.

Skuid is a set of app-development tools specifically for administrators and developers in Salesforce.

Skuid simplifies the app-building process for Salesforce, allowing multiple objects per page and drag-and-drop UI components. Salesforce users do not need to know how to code to create “coded” elements using Skuid. The integration is, however, extensible, so developers may add to Skuid’s offerings as needed.

Skuid furthermore facilitates real-time data for analysis and data modeling, as well as allowing additional data to pull to Salesforce. Increased data paint a better picture of customers and leads in Salesforce, letting you deliver the right nurturing to each lead at the right time.

D&B Optimizer is, as the name suggests, a cloud-based data optimization platform to help you catalog and enhance the data you have for leads and customers.

D&B Optimizer uses the “Dun & Bradstreet D-U-N-S Number” to segment contacts using detailed data automatically gathered 5 million times per day from over 330 million business records. As a cloud solution, D&B Optimizer uses automation for external data analysis. Records update in real-time, further expediting employee workflows.

Spanning Backup is a Software as a Service (SaaS) data protection service.

Spanning Backup protects your company from data loss and makes disaster recovery easy by automatically backing up your Salesforce data. As a native Salesforce integration, it works seamlessly with your CRM.

Back-ups occur on a daily basis or on-demand. On-demand back-ups can be made directly from Salesforce, though status is monitored from Spanning Backup itself. This integration offers five different data restoration methods for increased security and flexibility.



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