Salesforce is an application for managing customer relationships that links companies and clients. As the most popular CRM system in use today, Salesforce gives a variety of businesses quick and easy web access to web-based software.
Businesses in the increasingly competitive marketplace must use a platform to help them use their consumer data more efficiently in light of the increased data generation.
A CRM platform like this is Salesforce. In fact, Startups to Fortune 500 companies use Salesforce in their workflow.
It is one of the main providers of customer relationship management (CRM) services, and furthermore provides an artificial intelligence (AI) platform for marketing automation, finance, human resource management, and similar uses.
Salesforce, being a popular CRM system, offers wider integration options. It enables you to connect CRM with other useful applications in your business. This process lets you save time and even increase productivity that can be hindered otherwise.
With so many great integration options, you can simplify your workflow like never before. In fact, Integrately makes it even easier to integrate all such applications in only one click.
Here are the top Salesforce integrations that you can include in your workflow and enhance visibility and productivity.
Having a business where you have to deal with new, old and upcoming customers is a huge task in all. It is not easy to have a smooth process going on to receive great outcomes.
We generally use forms as a tool to collect essential customer information and later use them for different purposes. But we also forget that automation has come a long way in simplifying our difficult processes.
Salesforce, being a CRM that holds and stores data, is a compatible integration with WPForms. All data collected through the WordPress Forms can be automatically sent to CRM for management of records and further actions.
This will not only make the system easy but will also save time and result in better outcomes.
It’s critical to have a Help Desk system in your business/organization so that you can serve your customers better. These systems enable you to receive queries and support customers with solutions in terms of tickets.
Customers can create a ticket to raise their issues and your support team can assist them within a specific time. ZohoDesk is also a Help Desk tool that you can use in your business.
In fact, Salesforce + ZohoDesk is an essential integration. You can automatically perform tasks and sync data between these two tools. Some of the top use cases are –
Razorpay is a payment gateway that enables businesses to collect and process payments for their products and services. It accepts both national and international payments, but international payments require some procedure for verification.
You can use this payment gateway in your system and also connect it with Salesforce for related outcomes. This combination can help you in automatic email marketing, data storage, contact and subscription creation, etc.
You can explore all possible use cases over here.
Elementor Forms are again a tool for creating forms on WordPress and collecting user data. This is a popular WordPress plugin used by many businesses and organizations. Having a tool like this can assist in managing leads and conversions.
And connecting this powerful tool to Salesforce can make your workflow even simpler. You can automatically store all collected data from Elementor Forms to Salesforce. Whether you want to deal with a lead, create a relationship with a new customer or anything of that sort, you can do it automatically by connecting both the applications.
Here are the popular use cases –
When your team is working really hard on all projects and tasks assigned by you, you also want to keep a track of them all. But this can only be done when you adapt to a smooth project management process. Otherwise, you only end up wasting time.
Slack is an amazing group chat platform. It is used by organizations and businesses to communicate with their team members effectively. So connecting Slack with Salesforce makes the workflow even easier.
If you ask how then the answer is you will always stay in a loop between the work to be done and the team. In short, you can automatically send a Slack message on a new action performed on Salesforce and vice versa.
This will save enough of your time that you can utilize for other important tasks.
Salesforce and WordPress are a go-to integration. No matter what field you are in, if you have a WordPress website then you may want to track and store user data. This can happen automatically by integrating Salesforce and WordPress together.
Every time a user visits your website or interacts with or buys a product or service, you can automatically collect their data in the CRM system. That will assist you in maintaining records and creating a healthy relationship with your customers by serving them timely.
Having to manage meetings effectively is definitely a task. Sometimes we miss important events due to workload and a poor management process.
Calendly is a great scheduling tool used by millions of users daily. If you are using it too, then why not automate it?
Salesforce and Calendly are already part of your business. If you connect them, you can manage two processes simultaneously without having to do them manually. The automation will do it all on your behalf.
Salesforce and HubSpot are both popular CRM. They help you store customer and user data in one place. When you connect these applications, you can sync data between them for backup purposes.
If ever you happen to lose the records from one system, you will always have a backend for the same.
Project management and Task management should go in handy. It keeps you and your business in the loop. In fact, allows you to collaborate with your team effectively and improve the outcomes.
For that matter, Salesforce and Asana are great integration. Connect them together to sync essential tasks and project details between the apps.
MailChimp is a well-known email marketing tool for small businesses. It allows you to stay in touch with your customers and visitors via email. This tool has assisted millions of businesses to create healthy relationships with their customers and offer them benefits beyond products and services.
Integrating MailChimp with Salesforce has its own benefits. You can automatically sync data between the apps and reduce manual tasks.
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The Sales Cloud is a CRM software that enables you to manage the sales, marketing, and customer support facets of your company. If your company conducts business-to-customer (B2C) and business-to-business (B2B) transactions, your sales force needs Sales Cloud.
The customer care and support staff at your business can use the Service Cloud as a Service Platform. It provides social networking plugins for chatting, tracking cases, and statistics.
This helps your staff deal with customer issues more swiftly while also giving your clients access to answers. Your customers can use these solutions to address problems on their own.
Connecting Salesforce to any of your apps is super simple. What you can do is get familiar with Integrately. Integrately is a recommended and popular automation tool that helps businesses and organizations save time by offering an integration platform.
To get started you can –
Later, if you want to modify or set conditions, you can do so easily using Integrately smart features.
Integrately is a popular 1-click integration tool. It has certain amazing features that make automation simpler and better. Like you may have several applications that work for your business, but manage them all manually. But, integrately you can save that time and automate the flow.
Integrately offers a wide range of solutions, expert support and video help that can assist you in connecting, automating, and managing your workflow.
Unlike other tools, it is way more simple. You don’t need technical expertise to use this tool. As you get started, you are good to go as the tool guides you on every step.