One of the best things about Salesforce is that there are literally thousands of different sales tools you can integrate with.
Yet without careful planning and organization, your sales team will literally drown in too many tools, as the most recent Salesforce State of Sales Report laid out.
That's why over the past few months I've carefully researched and tested some of the best tools on the Salesforce AppExchange, curating this list of the 7 best Salesforce integrations for your sales team here. I've broken them down into specific categories so you can find the best ones to add to your sales tech stack.
Read on to find out what they are!
Price: $58/month Business, $95/month Enterprise (Free 7-day trial)
Capterra Rating: 4.7
Field sales reps spend a lot of time in their cars. So much time spent on the road means route planning is often a crucial aspect of their job. If you're not careful, you will end up spending more time in your car than with your customers.
Badger Maps is the best route-planning app as it allows sales reps to automatically plan, route, and maximize their time in the field, cutting down driving time by 20%.
You can take your long customer list and turn it into a drivable, optimized route using Badger Maps. By optimizing your routes, which you can’t do with Google Maps, you will save money on gas and meet with more customers.
Sales-specific features like lead generation, follow-ups, and advanced reporting allow you to find new leads and be proactive about keeping closely connected with your most important accounts.
You can add a date for your next follow-up appointment, and set an appointment reminder. All notes recorded in the field will automatically sync to your Salesforce CRM.
Sales teams have reported that they sell 22% more and drive 20% less when using Badger Maps, in fact, the average team of 10 reps sells $936k more the year they start using the app.
"After getting Badger Maps, weekly meetings per rep jumped from 12 to 20. This led to a 22% increase in annual revenue."
Brad Moxley
Business Development Manager, Cutter & Buck
With Badger Maps, salespeople can mobilize their Salesforce CRM, with a two-way, real-time native integration providing instant access to important customer information directly from the field. You can sync and leverage data in your CRM, all from your mobile device.
Additionally, field sales teams increase their CRM usage by 50% when using Badger Maps.
If you're looking for the best Salesforce integration, look no further than Badger Maps.
Badger Maps reduces sales reps’ average drive time by 20% and frees up an average of 8 hours a week.
Sign up for a free trial today or schedule a demo to see how you can start integrating this route-planning app with Salesforce!
Price: Contact for pricing info
Capterra Rating: 4.6
Cognism is one of the leading sales prospecting tools available on the market today. It can supply you with the phone numbers and verified B2B emails you are looking for, enabling you to connect directly with the decision-makers and stakeholders you want to do business with.
With modern and state-of-the-art technology, full GDPR compliance, and a seamless Salesforce CRM integration, Cognism is a great choice for salespeople looking to grow their customer base.
Their Diamond Data® feature is the gold standard for mobile number databases, boasting an impressive 98% accuracy rate. They manually call the phone numbers they collect meaning you can be rest assured the number you are calling belongs to the right person.
With accurate and reliable information on hand, you can avoid calling dead-end numbers and increase overall sales efficiency when looking for new prospects. by avoiding dialing the wrong numbers.
Start improving your sales processes now with these 8 effective sales strategies to boost sales efficiency!
Price: Free, Pro - $7.25/mo, Business+ - $12.50, Enterprise Grid - contact sales
Capterra Rating: 4.7
Slack is an instant messaging platform that has revolutionized the way sales teams communicate on a day-to-day basis. This is a communication tool that is widely used by organizations both small and large looking to improve both internal and external communication.
Their Channel feature is a great space for team members to communicate internally. Sales teams can create channels for day-to-day conversations between the team, a thread for focusing on particular projects, or even serving as an outlet for a bit of fun time during work hours!
The Connect feature can help you to connect with organizations outside of your workplace. Mastering sales communication is vital for sales teams looking to create authentic relationships with their customers, and this feature helps you have the same fluid conversations that you would have with your team with your customers.
The Huddle feature is another great way for you to stay connected with other team members as you work together on different projects. You can quickly jump in a huddle over audio or video, helping sales teams work more effectively on projects together.
According to a Salesforce survey, teams using Huddle have reported a 37% increase in productivity!
Price: Contact for pricing info
Capterra Rating: 4.3
Available on: iOS
Salesloft is a sales engagement platform and Salesforce integration that allows sales teams to automate and optimize how they communicate with their customers. Their AI-powered revenue workflow platform can be used to build your sales pipeline, deliver revenue, retain loyal customers, and accurately forecast for the future.
The Cadence Builder feature allows you to easily create personalized outreach flows that guide each step of the sales journey, from initial contact to closing a deal. This outreach can incorporate emails, calls, social touches, and even SMS messages, giving you flexibility in how you engage with prospects.
Their Generative AI capabilities can turn your lengthy sales conversations into bite-sized chunks, leaving you and your prospects with the most important takeaways to give everyone a clear idea of what’s going on. Transcriptions are available in 6 different languages.
You can easily track key metrics like email open rates, response rates, call outcomes, and engagement on an intuitive dashboard, allowing you to unearth information that will help you gauge deal health and buyer engagement.
Listen to this Outside Sales Talk with Resquared co-founder Tyler Carlson to learn how you can generate more leads with AI-powered email campaigns!
Price: Unlimited - $7/user/mo, Business - $12/user/mo, Enterprise - Contact sales
Capterra Rating: 4.6
ClickUp is an all-in-one productivity platform where you can work with other members of your sales team to streamline processes and collaborate on different tasks.
It can help you plan, track, and manage your work in the most efficient way possible, whether it's managing agile projects, creating content, or tracking customer feedback. You can visualize tasks however you wish which can provide you with robust control over how they are organized and managed.
The time management feature allows you to set estimated project times, ensuring everyone involved in a project knows exactly how long they should be working on any given task. Time can be tracked to the second by stopping and starting a timer while working on tasks, giving an accurate estimation of how long is spent on any given project which will help in driving efficiency across your sales team.
With ClickUp´s AI-powered capabilities, sales teams can automate tedious work processes in new and exciting ways. The AI assistant can write promotional emails, summarize important meeting notes, and create presentation outlines, all at the touch of a button.
Check out this useful guide that offers 14 effective ways to increase sales productivity and boost sales!
Price: Contact for pricing info
Capterra Rating: 4.8
Gong's platform captures customer interactions across various channels including phone calls, web conferencing, and email. It analyzes the content of these interactions and provides insights aimed at helping sales teams secure more deals.
By offering a comprehensive view of ongoing deals, the platform equips sales representatives with valuable information to swiftly discern healthy opportunities from those at risk of stalling. Gong facilitates the evaluation of pipeline health and provides clarity on the status of each account, thereby identifying potential cross-selling and up-selling opportunities.
Additionally, Gong streamlines sales workflows by automating note-taking, summarizing follow-up tasks post-meeting, and ensuring CRM records remain updated, ultimately enabling salespeople to save time and focus on core activities.
Read our blog that gives you the lowdown on everything sales metrics, showing you why you need to track, what you need to track, and how to do it!
Price: Essentials - $19/seat/mo, Business - $49/seat/mo, Enterprise - contact sales
Capterra Rating: 4.5
PandaDoc is an all-in-one tool that integrates with Salesforce and allows sales teams to create, manage, track, and sign all of their e-signing documents. For seamless integration with your Salesforce CRM, consider partnering with a Salesforce consulting company.
Their drag-and-drop editing capabilities help you create and customize documents in minutes with over 750 ready-to-use, free templates. There are great analytics features where you can view how long the receiver spent viewing a document, how many times they viewed it, and if they clicked on any of the provided links. This can show you what’s engaging, and what’s not, about your documents.
You can send and manage online documents, with an e-signature functionality that is secure and legally compliant.
Listen to this Outside Sales Talk podcast episode with the founder and CEO of Best Practice International James Muir to learn how to close more sales with the perfect close!
Choosing the best Salesforce integration for your sales team can have a transformative impact on your operations.
So choose wisely, figure out where the gaps are in your processes and avail of a tool that can help you optimize them. Talk to the sales teams of different tools, many offer free trials or team pilot programs that can help get you started. Remember that you may not need all seven of these tools. One or two may do.
Learn how you can maximize your sales routes & sell more with Badger Maps
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