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Every business, small or big, is increasing its tech stack. Some use 10 and some use 100. It’s a fact. The time spent by these disconnected tech tools is enormous and frankly a waste of people’s time and energy. It just saps away the efficiency and productivity that can be constructively put to use in growing the business over time. Salesforce CRM tool being the superman of tech tools has one very good advantage. It is designed to be easily integrated with a range of business tools and apps that people in companies use daily. In this blog, we look at some of them that can and should be linked to your Salesforce org by your Salesforce Integration Services partner like Codleo.
These are some of the leading business tools that integrate well with Salesforce CRM with our Salesforce Integration Services:
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Slack. Salesforce as part of its strategy to acquire tech tools/companies that resonate with their philosophy acquired Slack in 2021 for a whopping 28 billion US dollars. Wow. Now that’s a purchase all right. Why Slack? Based on my personal experience as a first-hand user, it makes for collaboration and communication within a company as smooth as silk. With its many features and functions, teams with remote workers or those on the hybrid model can work, share notes, chat, or communicate via huddles. Images and videos can be shared and so on. For more information on our Salesforce Integration Services, drop us an email.
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Outlook. Since most of us work using MS Outlook this is a given. The integration between these two majorly used business tools has saved time, energy, and money for firms and their teams. People can work efficiently without the need to switch screens. So, whether you want to write or receive emails or draft a letter on MS Word, Salesforce integration reduces the seconds spent switching between screens that add up over time. For this integration, every Outlook user must have the Salesforce add-in for Microsoft Outlook. Acquisition of the add-in is provided by your Salesforce partner. After the add-in is deployed, launch it in Outlook, link the email account, and handle the add-in as users would other Microsoft add-ins.
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DocuSign. Quick closure of deals with DocuSign for Salesforce! Linking DocuSign to Salesforce is the smart way to lower the sales cycles, improve close rates, and give the trees a much-needed break. With millions of users in the DocuSign community, Salesforce clients receive electronic signatures, optimise agreements, and dumb down approval workflows, in a much-needed safe online space. Users may automatically turn on the Salesforce integration located within DocuSign. Users log in and activate with the one-click integration. How simple is that? Start today and reduce the waiting time for valuable sign-offs for anything and everything. And yes, reduce your carbon footprint. You are doing the world a big service. In Codleo - Salesforce Integration Services, we are doing it.
About the Author
Gaurav Pundir
Gaurav is a 7x Salesforce certified Developer with an experience of 3 years in the Salesforce ecosystem. He has worked on projects in the insurance and manufacturing domain.
