8 Extremely Useful Salesforce Integrations

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7 Extremely Useful Salesforce Integrations

Salesforce is a very powerful, robust and the most widely known CRM. It has gained the trust of millions of users worldwide due to the numerous advantages and extensive resources it offers to its users. Salesforce not only gives you a 360-degree view of your customers, but its customizability ensures it caters to the exact business it is being adopted for. Many companies are taking full advantage of Salesforce’s customization feature by integrating apps available in the Salesforce AppExchange. Here we have compiled a list of eight Salesforce integrations that will enable your teams to be more prolific.

1. Salesforce Integration with QuickBooks

QuickBooks is an accounting software package developed and marketed by Intuit. QuickBooks products are geared mainly toward small and medium-sized businesses and offer on-premises accounting applications as well as cloud based versions that accept business payments, manage and pay bills, and payroll functions.

Some of the top benefits of Salesforce and Quickbooks Integration include:

Sales and Accounting Synchronized

With Quickbooks and Salesforce integration, you can leverage your accounting data and use it to devise better sales management strategies. In this way, you can make your sales data talk to your accounting platforms and see the real-time impact of different sales strategies on your revenues and profits. 

Reduce Data Duplication

Switching between multiple software is not only cumbersome but also puts you at risk of data duplication. With all your sales, customer management, and accounting data in a unified platform, you can ensure that there is no data duplication. 

Enhanced Productivity

Salesforce and Quickbooks integration will boost the productivity of your team as they will have quick access to all the information and cut repetitive tasks such as manual entry of data. 

2. Salesforce Integration with FedEx

Get up-to-date tracking details without having to log in. Find out when shipments are delivered, in-transit, and even when there are exceptions. You can even nickname your critical shipments. This handy app from FedEx seamlessly integrates with Salesforce to increase productivity.

Book and Track Shipments in Salesforce

With Salesforce and FedEx integration, you can streamline bookings and track shipments of each customer by leveraging the customer database in your CRM. Moreover, you can also get complete access to the customer’s history of orders and bookings to deliver exceptional customer service. 

Quick Response to Customer Queries

If you want to streamline communication with your customers and provide a quick response to all their queries, there is no better option than integrating FedEx with Salesforce. It will help to resolve customer queries and have a happy customer base.  

3. Salesforce Integration with Skype

Skype is an application that provides video chat and voice call services. Users may exchange such digital documents as images, text, video and any others, and may transmit both text and video messages. Skype allows the creation of video conference calls.

Seamless Communication 

Skype for business and Salesforce integration can streamline your communication across all teams and with customers. Simply call and chat with people through Salesforce without going through the hassle of changing apps.

With Skype for Salesforce, there won’t be any bottlenecks in communication. Due to its amazing usability, many companies are already leveraging Skype for Salesforce Lightning to enjoy a seamless experience with Salesforce and ensure that there aren’t any lags in their work. 

 4. Salesforce Integration with DocuSign

DocuSign is the fastest, most secure way to transform every decision, approval or agreement process into a simple and easy electronic Signature action on any device, from anywhere.

Close Deals Faster

Salesforce Integration with DocuSign will help you to close deals faster and work better by cutting the delays in getting official documents signed. As a result, you can send your documents and get them signed from any device or browser without making your documents go through DocuSign separately. 

Salesforce Customization and Configuration Services

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5. Salesforce Integration with LiveChat

LiveChat is an online customer service software with live support, help desk software and web analytics capabilities. The LiveChat Salesforce integrations allow agents to move customer information collected during chats to Salesforce with just one click.

Save Chat Scripts in Salesforce

Salesforce and LiveChat integration with make your workflows seamless. It allows you to save the chat scripts in the objects of your Salesforce and keep track of them to determine which information is important. 

Capture Leads Effortlessly

By integrating Salesforce with LiveChat, you can easily capture leads and grow a strong relationship with the customers by engaging them better through your CRM software.

6. Salesforce Integration with Box

Box is an online file sharing and content management service for businesses. It provides cloud storage and file hosting for personal accounts and businesses.

Consistent Collaboration Among Teams

Box for Salesforce allows users to work faster by ensuring a consistent experience across different business applications that they use. As Box and Salesforce seamlessly integrate, they streamline your business processes and boost productivity by making content easily accessible.

Close More Deals 

Box and Salesforce integration allow you to easily access and update content right from your Salesforce. Seamlessly manage your pipeline and have all the information at the right time to answer customer queries and provide a solution to their problems. This will help to streamline the sales cycle, improve customer engagement and close more deals. 

7. Salesforce Integration with MailChimp

MailChimp is a simple email marketing software (EMS) which gives you a number of easy options for designing, sending and saving templates of your emails.

Tracking Email Actions

MailChimp and Salesforce Integration can help a business in delivering personalized email campaigns and keeping track of the crucial email factors such as email opens, email clicks, subscribers and unsubscribers. 

Consolidate and Solidify Your Mailing List

Rather than manually updating your mailing list, connecting MailChimp to Salesforce allows you to automatically update your mailing list as you add new leads and contacts to your CRM software. 

Personalized Email Campaigns

Salesforce and MailChimp integration allow you to deliver personalized email campaigns by leveraging customer data and interaction history to come up with customized offers such as discounts, free service and bundle offers.  

8. Salesforce Integration with Jira

Jira is arguably the most popular and widely used project management tool there is and with a Salesforce integration with Jira, you can manage all of your processes right down to each detail from within Salesforce!

Complete Transparency of Customer Issues

With Salesforce and Jira integration, you can get a 360-degree view of all activities taking place in your company. From project management to sales pipeline and customer interactions, everything will be in one place. Hence, if any customer issue arises you can quickly resolve it due to complete transparency. 

High Customer Satisfaction

If you want to ensure complete customer satisfaction by efficiently managing your tasks and streamlining the business processes, then you must leverage the benefits of Salesforce and Jira integration. 

Are You Ready to Leverage Salesforce Integration?

Salesforce provides endless possibilities for integration. These were just some of the integrations that can revolutionize your business.  Moreover, you can also get to know more about Salesforce with this Salesforce Lingo guide. To ensure that you leverage the best third-party software integration with your CRM platform, we have got you covered. So, are you ready to skyrocket your business growth with the best Salesforce integrations? 

Rolustech is an Official Salesforce Partner. Get in touch for a FREE Business Analysis if you are looking for consultancy regarding any app integration with Salesforce. We would be delighted to assist and guide you.