Salesforce customer relationship management is an invaluable tool for keeping track of your customers on a more personal level. You already know Salesforce programs help translate raw data into actionable information that can empower you and your team to constantly deliver expert quality services to your clients.
However, what you might not have known about are all the great products available on the Salesforce AppExchange that allow for the integration of some of your favourite services with Salesforce. Here are three of the handiest apps that can integrate directly with Salesforce to help optimise your team:
This tool allows you to send, eSign and track documents live from any device. This lets you digitise your legal documents, human resources forms, sales agreements and much more. DocuSign enables digital workflows that save money and increase efficiency. Using eSignatures to complete approvals and agreements vastly reduce turn around time while cutting down on waste and creating a much more searchable filing system compared to hard copies.
DocuSign gives you the ability to create and upload your own documents, alert those whose signatures are required and keep track of the document’s completion progress. These documents are securely saved for quick access to view or print at any time, so you can always keep track of agreements. DocuSign is quickly becoming a standard in most industries, and now it can integrate directly with your Salesforce CRM, so you can keep all your documents and information in one easily accessible location.
GetFeedback is the number one rated survey solution for Salesforce and allows you to build beautiful surveys with fully customisable branding with ease. The templates are easy to use and incredibly mobile-friendly which drastically increases response rates. Surveys can be a powerful tool for understanding your customers, but it can be a real struggle getting responses to them. GetFeedback allows you to send out surveys directly through Salesforce and view results and reports there as well.
You can collaborate across your team with sharing permissions which enables surveys to be created efficiently. GetFeedback allows for the modification of survey journeys with skip logic, so your customers aren’t bogged down with unnecessary queries. You can even trigger surveys based on customer activity or create your own personalised dashboard to track key metrics and monitor responses. All of these features and more are available with Salesforce CRM integration.
Slack is a great tool for creating an open avenue of communication within your team. You can message or call anyone within the team, allowing everyone to constantly stay in touch. Documents can be shared and edited within Slack as well to allow for enhanced collaboration. All your team’s past conversations and files are indexed for easy searchability, so you can find the information you need at a moment’s notice.
You can also search Salesforce through Slack and share the search results alongside the conversations within team channels. Slack is a full-service communication tool that integrates directly with Salesforce CRM to allow for constant contact that easily includes relevant documents and data. Slack channels are also fully searchable and allow for new and old users to tap into company knowledge and find the information they need when they need it.
These are just a few of the many tools available on the Salesforce AppExchange that integrate seamlessly with your existing Salesforce CRM. Many of the applications are available on either a trial basis or completely free of charge. These tools can help increase productivity and maximise efficiency for your team to help empower your organisation to deliver the utmost in quality customer service. You should ask yourself whether or not you’re making the most out of your Salesforce investment and take some time to look at all the tools available to you and your team.