Top 10 Business Software with Salesforce Integration
Salesforce has long been regarded as one of the best-in-class CRM platforms on the market and remains a dominant force in the industry. Many Business SaaS companies have been built specifically to integrate with Salesforce CRM, which continues to be a critical tool for SaaS companies, startups, and entrepreneurs. While Salesforce leads the CRM space, strong competitors like HubSpot, Zoho CRM, Microsoft Dynamics 365, and Pipedrive have gained significant traction.The 10 tools listed below are designed to help you enhance your business performance by integrating seamlessly with Salesforce CRM. First, Cognism (previously SalesTools) is excellent for sales prospecting, while MailChimp is a reliable option for email campaigns. HubSpot remains a leading tool for managing inbound leads, and LiveChat is ideal for handling customer care. Sage Intacct can effectively manage your financial processes.
Additionally, Conga, Evernote, Clarizen, Salesforce Maps (previously MapAnything), and LevelEleven are valuable tools to consider for integration with your Salesforce CRM. These software options address a wide variety of business needs, from document generation to team collaboration and performance tracking.
The purpose of this list is to highlight some of the best sales and business software that integrate with Salesforce. However, this list is not exhaustive and could be expanded further to include other tools that meet your business requirements.
MailChimp is a must-have tool for any business looking to design, send, and track email marketing campaigns. The integration with Salesforce helps salespersons and marketers manage their MailChimp subscribers directly from Salesforce leads, contacts, and list views.
Visit WebsiteHubSpot is an inbound marketing platform that integrates various features such as blogging, social media publishing, SEO, marketing automation, and analytics into a single platform. HubSpot helps SaaS companies transform visitors into customers by leveraging inbound leads.
HubSpot is easily synchronized with Salesforce, allowing users to merge both the marketing and sales databases and enabling them to interact in perfect harmony. This integration makes every marketing interaction (such as email sends, opens, and views) accessible to the sales team, allowing them to reach customers only when they are completely ready.
LiveChat is a well-known live chat software that businesses use to deliver an amazing customer service experience. Companies of all sizes around the world use LiveChat to provide high-quality, instant customer service to improve customer satisfaction and increase online sales results.
LiveChat is integrated with Salesforce, enabling the transfer of customer information collected during chats to the CRM system. This integration is crucial as it saves all interactions with your customers, contacts, and leads in Salesforce without requiring you to leave the LiveChat interface.
Intacct is a renowned cloud-based ERP software that offers a foolproof multi-ledger accounting solution designed to eliminate manual work and simplify complex financial processes. Intacct provides comprehensive financial controls and extensive automation to streamline your business processes, reduce labor, and save costs.
Integration with Salesforce CRM allows for a full view of every customer and more productive communication between the department that handles the numbers and the department that manages them.
Evernote is a well-known document management platform that helps salespersons add context to their customer relationships. Through its integration with Salesforce, sales reps can add notes, documents, and files from Evernote directly into their Salesforce CRM.
Conga Composer makes it easy for Salesforce users to customize, streamline, and enhance their document generation, presentations, and reporting across all organizations and industries. As a leader in document creation, Conga generates proposals, account plans, invoices, quotes, contracts, and much more, all in connection with your data stored in Salesforce CRM.
Clarizen is the leader in collaborative work management software, providing a customer-friendly platform that brings together cross-company project management, customized workflow automation, and in-context collaboration. Clarizen is integrated with Salesforce CRM to streamline the flow from sales opportunities to professional services delivery.
MapAnything is a geo-analytics tool native to Salesforce.com that helps salespeople map their Salesforce data. It provides territory management, proximity-based searching, and visualization maps to help sales managers organize their sales force. MapAnything is a must-have Salesforce-integrated tool for data visualization, route planning, optimization, and territory management.
LevelEleven is an easy-to-use sales motivation software that helps sales teams stay motivated and close more deals, thanks to gamification. Integrated with Salesforce, LevelEleven helps sales teams focus and meet their KPIs, driving sales performance through real-time visibility and leaderboards.
LevelEleven capitalizes on the competitive behavior of salespeople and simplifies its implementation by being directly integrated with Salesforce.