Small and Medium Businesses: Consider these 5 Salesforce Integrations
For small and medium businesses, it is quite essential to focus on enhancing business processes and operations to achieve better productivity and results. Even for a small business, it is possible to have many customers and a lot of data to be handled across multiple applications. That’s where the need is to consider Salesforce integration to integrate different applications together and streamline operations and data access.
The idea of integrating Salesforce with other applications is to bring all the apps in use together and easily view it all in the Salesforce org. But that’s not an easy task to pull through. What you need here is a reliable team that can evaluate your business challenges and needs and then conduct the needed integrations.
No wonder thousands of apps can be connected with Salesforce, but a few are most commonly adopted by small and medium businesses. So, in this blog, we’ll cover those popular Salesforce integrations known to deliver value.
Most Popular Salesforce Integrations for Small and Medium Businesses
There are a few Salesforce integrations that we noticed to be more popular than others. So, we’ll be covering some of these here that will give you an idea about the integrations that you need to consider if you are running a small or medium business.
- Salesforce integration with Mailchimp
Now, that’s the way you can work on supercharging your email marketing. Marketing teams can consider integrating Salesforce with Mailchimp, a popular email marketing platform that will enable them to create targeted emails by leveraging customer data the right way.
It will enable them to synchronize the customer information seamlessly and automate campaigns while efficiently tracking them. This will help them to run better and productive strategies and nurture more leads, leading to more conversions.
2. Salesforce integration with QuickBooks
Any financial services company would understand how complex it is to work with numbers, whether it is related to customers or employees. That’s where they can integrate QuickBooks, a successful accounting software with Salesforce, and improve processes while minimizing complexities. This will help ensure more accuracy and keep the financial records up-to-date.
The integration conducted by efficient Salesforce integration services will help to automate invoicing and enable teams to track payments, thus helping them to make informed decisions related to finances.
3. Salesforce integration with Google Workspace
There would hardly be any business that is not working with at least one application of Google Workspace. Conducting the integration with Salesforce would enable businesses to conduct seamless data sharing and collaborate efficiently between teams. This will help to improve productivity by efficiently synchronizing documents and calendars.
The integration will also help teams achieve a boost in their productivity. This would be possible with enhanced real-time collaboration and efficient communication between the team members, all possible within the Salesforce instance.
4. Salesforce integration with Zendesk
Happy customers are the key to a successful business. No business could deny the fact that their main focus is always to bring in more customers and keep them satisfied. To ensure better customer support, companies have been using Zendesk for a long time. However, the efficiency of the tool can be enhanced by integrating it with Salesforce.
The integration will enable the support team to get the needed customer data from Salesforce only, without even having to switch between applications. This would give them the ability to track customer interactions easily, prioritize tickets, and boost results with better response times.
5. Salesforce integration with Slack
Any small or medium business would have multiple departments, and to improve results for the company, it is necessary to have better collaboration among all those departments. So, we can say that to ensure proper teamwork, it is needed to ensure effective communication. That’s something possible with Salesforce and Slack integration.
The integration will enable real-time notifications for team members and will give them the ability to conduct direct messaging and share files, all possible within Salesforce only. This would help different teams stay aligned on a single source of truth, thus running operations through updated information. All in all, the integration helps improve productivity and streamline the processes of different departments of a company.
Get Salesforce Integration Consulting from Experts
These are just a few of the Salesforce integrations that help small or medium businesses transform operations and get better results for the business. But there are times when such businesses aren’t able to understand what integrations are required for them. That’s why they should prefer to consider Salesforce integration consulting with professionals who have experience in conducting integrations in the same industry.
It’s not just the experience that matters; you also need to make sure they have the desired skills and understanding of the CRM solution that can help in successful integration with safe data migration. 360 Degree Cloud is one such Salesforce partner that your business requires to conduct Salesforce integrations that you’ve been missing out on.
