For decades, Salesforce has been the most extensively utilized CRM in the corporate sector.
Salesforce allows companies to manage all parts of their client interaction and trace the whole customer experience with their product. Even better, companies can add integrations to the underlying Salesforce platform and can receive help with Salesforce CRM consulting.
Integrations link different systems together by consolidating data from several apps to provide a unified view of a company’s clients. However, it might be difficult to choose the best Salesforce integrations for your company with so many options available. But, you can always utilize Salesforce CRM consulting for guidance.
The Top 5 Integrations for Salesforce
Before going to any business consulting services just yet, check out the following top integrations for Salesforce.
Pardot is a marketing automation application for Salesforce that allows companies to collaborate with sales teams.
Pardot assists businesses in establishing emailing scenarios and allows them to automatically distribute generated leads to their salespeople based on predefined rules. Salespeople may then find these leads in their Salesforce interface, along with a summary of activities and emails received to aid in completing a sale.
DocuSign allows businesses to send, sign, track, and keep contracts directly from Salesforce.
Moreover, DocuSign allows recipients to sign documents electronically from any device. Additionally, businesses can collect payments when signing and save payment data in Salesforce.
When it comes to filing storage, safety comes first. Dropbox is a file hosting service that allows users to collaborate on documents by storing and syncing them. Dropbox keeps all of your files safe while allowing you to access them from any device.
HubSpot is a cloud-based CRM that can help teams organize sales and marketing efforts, increase sales, improve ROI, and optimize marketing strategy. Although, this solution is one of the more expensive options on the list, with plans ranging from $45 to $3,200 per organization.
When Hubspot’s power gets coupled with Salesforce’s power, it can be a game-changer.
Slack is a digital communication tool created with corporate collaboration in mind.
Slack is popular among businesses because it is simple to use and set up. It has a terrific mobile app for communication and collaboration on the go: You may send incoming and outgoing messages with ease.
Adding excellent integrations to your Salesforce platform that introduce new capabilities and automate old ones is the greatest way to get the most out of your Salesforce experience. A great Salesforce CRM Consulting will have these covered!
In this regard, CloudMyBiz is a Salesforce CRM Consulting leader in cloud-based technology solutions for businesses. In addition to dealing with Third Party Applications and Custom App Development, CloudMyBiz specializes in Salesforce implementation, migration, integration, and development. They also offer business consulting services to help you achieve your goals.
Moreover, CloudMyBiz provides solutions to the Alternative Lending and Merchant Cash Advance industries with Fundingo, a loan management solution that automates the entire process of originating, underwriting, and servicing loans.
Take your business to the cloud with CloudMyBiz! Contact CloudMyBiz today for a demo.
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.