Anyone who uses Salesforce as an allied platform to drive results for their medium-sized company cannot give up tool integration. After all, this allows you to improve efficiency, promote growth, save time, increase productivity and optimize decision making.
With this feature, you can also improve the customer experience with a comprehensive view of behavior, preferences and history. All this with the consistency of data accumulated in different sources, being able to synchronize and update it in all available tools.
It doesn't stop there: the integration of tools within Salesforce allows for greater alignment of sales and marketing departments, providing better lead development, conversion rates and revenue generation.
And for you to delve deeper into the subject, we brought some examples of possible and useful integrations for medium-sized companies in Salesforce. Check out!
This marketing automation integration tool is the smartest on the market. With Pardot, you empower your marketing and sales teams, allowing them to work together to find and nurture leads, close deals, and maximize your return on investment.
With Pardot, you can manage leads, integrate CRM, email marketing, lead nurturing, lead scoring, and ROI reporting.
It is also possible to track all potential customer interactions on your website, from downloads to page views, evaluating them according to defined parameters.
It is a sales application capable of helping your team understand, prioritize and interact with leads, generating even more opportunities to close deals.
By integrating Marketo with Salesforce, you can create watchlists to focus on the most interesting leads and opportunities, monitor key moments in customer interaction with your platforms, and even create flows capable of further integrating sales and marketing teams .
It is one of the best-known tools that helps your service teams deliver agile and accurate resolutions due to the unified and powerful workspace.
With Service Cloud, you provide your team with relevant data so that customer service is personalized and faster. It also allows for greater efficiency with the ability to resolve issues remotely, boosting resolution rates.
Among other features, Service Cloud also offers: accurately directing cases to the right agents, using bots to help customers more effectively, using AI-generated responses via SMS, WhatsApp and much more.
By empowering your team, Service Cloud finds the answers your customers are looking for more quickly.
This sales automation tool allows your teams to have a single view of customers, providing better conversations and more opportunities.
With Zendesk, your sales and support teams can more accurately visualize customer data, providing your teams with valuable lead activity.
Furthermore, it is also possible to personalize the customer experience, seeing all characteristics and behaviors based on precise data.
By integrating QuickBooks with Salesforce, you guarantee more visibility into your business and can implement improvements through accurate diagnoses.
This accounting tool works in conjunction with CRM, sharing data with the sales sector, such as customer information, sales orders, expenses and billing, reducing duplicate data entry, increasing productivity and generating insights for the best possible forecasts.
This is a robust solution to streamline processes and work in real time with advanced technology.
The Xero tool helps you accelerate cash flow by generating invoices within Salesforce, tracking their status between due and paid. Your billing runs more efficiently, thus reducing payment time.
It also allows you to save your team time by eliminating double data entry, improving your visibility, and offering valuable insights into your customer's overall financial health. Because the more accurate the data, the better the features offered in generated reports.
With these integrations, midsize companies make the most of the potential offered by Salesforce.
Implementing the ones that best meet your needs allows you to boost your results. What are you waiting for?
Contact us. At able.digital, we are experts in everything Salesforce can offer. We are waiting for you!
