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Why using Salesforce is not enough?

Updated: Oct 13, 2023

Does your company heavily relies on Salesforce for its daily sales operations. If Yes then this article is for you.





In today's fast-paced business environment, organisations are adopting a range of software applications to manage their business processes, and B2B SaaS software is no exception. These applications are designed to manage various aspects of a business, such as accounting, customer relationship management (CRM), sales, marketing, and more


"Problem arises when most of the time which should have been spent on sales and generating more revenue is spent on managing and switching from one software to other"

Problem with Salesforce and other CRM's.


Salesforce is one the widely used CRM across sectors. It is not just the flag bearer of CRM but for the whole SaaS industry. 150,000 companies around the globe use Salesforce for streamlining their internal sales process. But is this enough? Are companies that are using it, able to derive full value of the product? Answer is NO.

It's because companies hardly rely on one single software for their sales stack. With varied demands and tastes of users it is hard for one product to satisfy the needs.


So users of such products generally juggle with multiple products that keep them in sync with their sales stack. Problem arises when most of the time which should have been spent on sales and generating more revenue is spent on managing and switching from one software to another. The solution of the problem itself becomes a problem to be solved. While these applications are useful, businesses often face challenges in integrating them and making them work seamlessly together. This is where Salesforce integration tools come into play.


What are Salesforce integration tools?


One of the most significant benefits of Salesforce integration tools is its ability to enable businesses to use multiple sales B2B SaaS software along with Salesforce. B2B SaaS sales software is essential for managing sales processes, such as lead generation, sales forecasting, sales automation, and more. However, each sales software may have its own data structure, making it challenging to share data across different systems.


Salesforce integration tools allows businesses to integrate multiple SaaS software with Salesforce such as email, calendar, lead tracking enabling them to work together seamlessly. It allows businesses to create a single source of truth for all sales data, which can then be used to inform sales strategies, sales forecasting, and other critical business decisions.


Moreover, these software provides businesses with a range of integration options. For example, businesses can choose to integrate their SaaS software using APIs, webhooks or custom integrations. This flexibility ensures that businesses can choose the integration method that best suits their needs, making it easier to manage their applications from a central location.


Another benefit of using this is to manage multiple sales SaaS software with Salesforce is that it can reduce the risk of errors and data inconsistencies. When data is shared between different systems manually, there is a high risk of errors and data inconsistencies. These software automates the data sharing process, reducing the risk of errors and ensuring that data is consistent across all systems.


They also provide businesses with real-time data integration, enabling them to make informed decisions quickly. Real-time data integration allows businesses to access up-to-date sales data, enabling them to respond quickly to changes in the market, identify new opportunities, and adjust their sales strategies accordingly.



Examples



Mavlon is an outlook add-in that integrates with Salesforce. It automates Salesforce data sync and makes your process more efficient. Mavlon’s Outlook add- in just sits between your Salesforce and Outlook and does all the heavy lifting.



Rattle develops Salesforce integration technology allowing systems and people to interact with each other natively. It integrates messaging platforms like Slack with CRM like Salesforce thus allowing reps to access Salesforce without leaving Slack.




Scratchpad super charges the Chrome new tab to give you access to your sales workflow. All the most relevant sales tools reps care about, Notes, Pipeline, Tasks, Search, and more, are just one click away and always connected to Salesforce.



Groove is Salesforce native sales enablement platform that offers suits of integrations and workflows . It eliminates friction from the sales process, so revenue teams can sell more, predictably and consistently. It is designed to support the scalability, security and customisation needs of enterprises using Salesforce and Salesforce industry cloud.




How these tools can help you?



Increased efficiency


Integration tools can help businesses increase their efficiency by automating tasks that would otherwise be done manually. For example, when a new lead is entered into one sales software tool, integration tools can automatically transfer that lead's information to other tools that the sales team uses. This eliminates the need for the sales team to manually enter the same information into multiple systems, which can be time-consuming and error-prone.


They can also help automate other tasks, such as lead scoring, lead nurturing, and follow-up communications. By automating these tasks, sales teams can focus on more high-value activities, such as building relationships with prospects and closing deals.



Better Visibility


One of the biggest challenges of using multiple sales software tools is getting a clear picture of what's happening across all platforms. integration tools can help solve this problem by providing a unified view of data across all systems. This enables businesses to get a better understanding of their sales pipeline, identify bottlenecks, and make more informed decisions.


For example, integration tools can help businesses track the progress of leads as they move through different stages of the sales process. By providing a single view of this data, businesses can identify which stages of the process are taking the longest, and take action to streamline those stages.


integration tools can also help businesses get better visibility into their sales team's activities. By integrating with tools such as calendars and email, integration tools can provide insights into how much time sales reps are spending on different tasks, and help identify areas where they can be more productive.



Improved Collaboration


Sales teams often work in teams, and using multiple sales software tools can make collaboration difficult. integration tools can help improve collaboration by providing a single source of truth for data across all systems.


For example, integration tools can help ensure that everyone on the team has access to the same lead data, regardless of which tool they're using. This can help eliminate confusion and ensure that everyone is working from the same playbook.


These integration tools can also help improve collaboration between sales and other teams, such as marketing and customer service. By integrating with other systems such as marketing automation and customer support tools, they can help ensure that everyone has access to the same data, and can work together more effectively to drive sales and improve the customer experience.



Reduced Errors


Using multiple sales software tools can increase the risk of errors, such as duplicate data entry, data inconsistencies, and other mistakes. integration tools can help reduce these errors by ensuring that data is consistent across all systems.


For example, integration tools can help ensure that when a lead's status is updated in one system, that status is reflected in all other systems. This can help prevent sales reps from reaching out to the same lead multiple times, or from missing important updates about a lead's status.


They can also help reduce errors by automating tasks that would otherwise be done manually. By reducing the amount of manual work required, integration tools can help eliminate the risk of errors caused by human error.




In conclusion, integration tools plays a key role in enabling businesses to use multiple sales B2B SaaS software. It provides businesses with a range of integration options, reduces the risk of errors and data inconsistencies, and enables real-time data integration.


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