Salesforce integration offers compatibility with a wide array of business tools, and this insight article from Tectonic zeroes in on the most advantageous integrations tailored for your sales teams. Salesforce Integrations for Sales Users encompass various areas from contract management tools to lead enrichment and marketing automation platforms, the focus is on enhancing the efficiency of your sales operations.

Understanding Salesforce Integrations

A Salesforce integration is a mechanism linking the CRM with one or more business tools, facilitating seamless data transfer and automation of repetitive administrative tasks. With over 2,500 integrations, Salesforce is one of the most connected and flexible CRMs on the market. Let’s dive into the top Salesforce integrations for sales teams in 2024.

Best Salesforce Integrations for Sales Teams

1. Slack – Streamlined Internal Communication

Owned by Salesforce, Slack integration ensures smooth communication by facilitating easy sharing and querying of records between the two platforms. This integration promotes real-time updates, fostering improved collaboration, quicker decision-making, and enhanced productivity.  Slack and Salesforce integrations are easy to set up and Tectonic can help.

User Reviews:

• “Slack allows us to integrate with Salesforce to query contact records and assign tasks directly from a Slack channel.” – Verified Slack user, G2 review.

2. Salesloft – Elevating Sales Engagement

Salesloft complements Salesforce by focusing on customer engagement. This integration allows the import of contacts from Salesforce into Salesloft, enabling seamless communication with prospects. Recorded communication details are then synchronized back into Salesforce, offering visibility into deal progression and prospect engagement.

User Reviews:

• “The integration between Salesloft and our CMS, Salesforce, is easy to set up and integrates smoothly.” – Verified Salesloft user, G2 review.

3. Chili Piper – Simplified Scheduling

Chili Piper’s integration with Salesforce streamlines appointment scheduling by enabling one-click meeting scheduling within Salesforce. Every booked meeting is automatically logged and tracked as an event in Salesforce, contributing to improved data accuracy and efficient scheduling.  All interactions with leads are added to engagement activity in their Salesforce record.

User Reviews:

• “I absolutely love that Chili Piper integrates seamlessly with Salesforce. It makes it much more convenient to schedule appointments for clients.” – Verified Chili Piper user, G2 review.

4. Juro – Accelerating Contract Management

Juro’s all-in-one contract management platform integrates seamlessly with Salesforce, enabling sales reps to generate sales agreements effortlessly. The integration facilitates real-time syncing of data between the two platforms, allowing for swift contract drafting, negotiation, and management.

Key Benefit:

• The Juro Salesforce integration empowers sales reps to self-serve on contracts, expediting deal closures and providing safeguards for legal teams without impeding sales cycles.

5.  LinkedIn Sales Solutions – Incorporate LinkedIn profiles to Salesforce records

LinkedIn Sales Solutions embeds LinkedIn profiles with the CRM providing timely insights on buyers and companies.  Data Validation flags out-of-date contacts.

Key Benefit:

• The LinkedIn Salesforce integration provides sales professionals with Embedded Profiles to search for and view key insights on buyers, find warm introductions via TeamLink, see recommended leads, and sendInMails directly to contacts.

6.  Lead Capture in Sales Cloud – Collect leads from Facebook and Google directly into Sales Cloud

This application enables marketers to collect lead data from two primary external platform ad forms and share them with sales teams.

Key Benefit:

• Map prospects to Salesforce lead objects in order to quickly assist sales teams with high quality, accurate and actionable information.

Salesforce Integrations for Sales Users

These Salesforce integrations are tailored to augment the capabilities of sales teams, ranging from internal communication to contract management, ultimately fostering efficiency and productivity.

If you are looking at tools to integrate with Salesforce for your teams, contact Tectonic for Salesforce implementation assistance.