According to Salesforce, 71% of their users actively use apps from the Salesforce AppExchange. This accounts for over a hundred thousand users that rely on Salesforce integrations to grow their businesses and keep up with increasing customer demand. Will your business join their ranks? Read on to decide.
Salesforce is one of the most popular CRM systems for a reason, but have you ever wanted to make it even better? One of the ways you can do so is by integrating Salesforce with other applications.
While the Salesforce platform offers a variety of business applications, every organization is different – particularly high-growth startups who are on a trajectory to build something outside of the status quo. As a part of this, Salesforce has curated an entire marketplace of applications that are designed just for your needs known as the Salesforce AppExchange.
Through application integrations, you are able to customize your Salesforce system further and unique to your very specific situation. However, it is critical to crawl before you run. In these kinds of tech stacks that can be used cross-functionally, one minor misalignment could have implications that impact operations as a whole.
With cybersecurity and maintaining the status quo a priority in today’s digital world, businesses must be extra careful when shopping for the right applications for their needs. One minor mistake could put at risk the company’s security and operations. As such, the variety of apps out there can be overwhelming, but Delegate can help.
Here are four specific integrations that we most often recommend to our customers.
We like Dooly because we find that it helps a salesperson manage all of their leads in a much more effective manner than Salesforce on its own. The goal of Dooly is to save time. With Dooly, your salespeople can take notes in all of their meetings, update multiple leads at the same time, and spend more time selling and less time on data entry.
Dooly also helps make sure that salespeople actually complete their updates. This saves time for supervisors who might otherwise have to chase them down and ask, or who might not know everything that’s going on. Notes taken in Dooly are synced to Salesforce and can be shared with the entire team, making handoffs a lot easier. The software also offers something called playbooks, which are designed to help salespeople keep track of their talking points and content, without looking like they’re working from notes.
Dooly is ideal for sales teams who have a lot of things they need to organize as well as for those obsessive note takers. It helps make sure that all interactions between salespeople and customers are documented both for analytics purposes and to make your people seem more organized to prospective customers. Your customers have certain expectations and they don’t want to be having to remind you of what happened in the last meeting.
Content is important, and ClearSlide is designed to help you use it better. You can use ClearSlide to send sales and marketing materials to your leads, and to then analyze and measure their reading time.
This lets you easily eliminate potential leads who have only skimmed over the material and thus clearly are less interested. You could also use it to analyze whether the content you’re sending out is actually doing the job, by assessing the number of people who read a specific piece of content rather than setting it aside. And of course, ClearSlide helps salespeople have all the content they use right at their fingertips. Marketing can send new material to sales more easily, and content can be updated and personalized quickly. That means no more sending out stuff that still has [Name] in it.
For the most part, ClearSlide is about analytics. It sets up rules that recommend what content should be sent to whom. You can also use its recording ability to improve your onboarding and training, ensuring that you keep track of your people and where they might need to improve.
Speaking of education, LevelJump is specifically designed to coach your salespeople. It can be a real challenge to provide them with the continuing education they both need to succeed and, honestly, deserve. For many organizations, even successfully onboarding can be a challenge.
LevelJump is designed to help you properly connect outcomes to coaching and training. It’s already built into Salesforce, so integrating it is particularly easy. Basically, it helps you track sales performance over time and then attribute that to specific programs. This is particularly handy if you are having issues convincing the accountants to pay for your training. Instead of being vague, you can literally show how your training and onboarding programs increase revenue.
And, of course, you can use it to drop poorly performing programs, compare your top performers to others, and then use that data to help the rest catch up. You can even deliver training from a content library right when it will do the best good.
This is another native application, and it’s built to help you keep better track of your strategy and methodology. ClosePlan is excellent for creating playbooks (which can then be used with Dooly), scoring deals, and otherwise helping your people be consistent and follow the methodology instead of improvising. While a certain amount of improvisation is part of the skill of a good seller, ClosePlan ensures that the playbook is followed and helps avoid nasty surprises at the end of the quarter. You can use it to gently but firmly enforce your methodology, whatever it might be.
Used correctly, ClosePlan grows revenue and can improve the accuracy of your sales forecasts. It also has functionality for building relationship maps and org charts so you can keep track of your customers and prospects and network better. You can even track how your customers might be influencing each other.
It’s highly customizable, so you can build playbooks based off of your own best practices, even if they differ across your various business lines.
Choosing The Right Integrations
Aside from these four, there are many other integrations you can utilize in Salesforce. There are integrated apps that can help you track where your customers are, manage your content, and automate marketing. There are apps that let you integrate Salesforce with WordPress, Oracle, Dropbox, MailChimp, LinkedIn and other key enterprise software packages and platforms you might already be using.
Knowing which apps to use can be a real challenge, and this is where Delegate can help. We are Salesforce experts and we are familiar with the various apps and integrations you can use for your company. Contact us and we will help you optimize your use of Salesforce by integrating it with apps you are already using and by helping you find ones which will help your sales team shine.
About The Author: Patrick Hudgins
Patrick is the co-founder and CEO of Delegate.
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