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If you're like most Salesforce users, you rely on the platform to manage your customers and sales pipeline. It's a great CRM tool for sales and marketing teams.
But did you know that there are a ton of great tools that integrate with it?
In this blog post, we'll share our top 10 favorite tools that work seamlessly with Salesforce.
Check them out! ⬇️
Salesforce: a quick recap
Salesforce is one of the most popular CRMs on the market, and for a good reason. It’s versatile, user-friendly, and has tons of integrations with other software programs.
It’s the 360° solution that provides all the features needed to give the best customer experience to your customers. No matter whether you’re a salesman, a small business owner, or want to streamline your team collaboration – this tool covers it all.
But, as you're here, reading this blog post, you probably already have Salesforce in your toolbox. That’s why it probably doesn't need much more explanation.
But which Salesforce integrations are the best to empower this solution even more?
Survicate
Sending surveys to exactly the right customers based on Salesforce lists and segments is now possible. Survicate is survey software designed for anyone who wants to get to know the customers’ voices closer.
This is a flexible solution that offers a wide range of survey templates and customization options. And with Survicate's recent improvements, its surveys are now much easier to customize and respond to.
With no boundaries, you are able to design the survey in the way you wish – whether you choose one of the professionally designed templates or design your own. Choose from many question types, including Contact Form, NPS, CSAT, and CES – each designed to encourage your customers to fill out the survey.
Setting up a Salesforce integration is a piece of cake – without coding skills or developer’s assistance, you can connect the tools together in a matter of one click.
💜 Loved for
- Identification of Salesforce contacts without requesting the contact info
- Bank of expert-designed survey templates
- The user-friendly and intuitive survey creator
- Flexible and highly customizable options
- Skip logic and custom thank-you page
- Lots of options for question formatting and analytics
- Visually appealing representation of the customer survey data
- Google Analytics data-driven targeting and triggering of surveys
🍄The flaws
Actually, people are very satisfied with how this solution works. At first, all the data on the interface might be quite overwhelming (if you want to conduct more complex research). But it's just being picky – Survicate has facilities that allow you to manage all the results fairly quickly.
💰Pricing
Join Survicate for free and embark on a 10-day journey to discover meaningful customer feedback insights. Access essential features. And don't miss our pricing. Paid plans start at $117/mo.
Mailtrap
Cover all your email-related needs and reach your recipients in time with Mailtrap! The Email Delivery Platform offers solutions to test, send, and control your email infrastructure in one place. With Mailtrap, you also get an email infrastructure with high deliverability rates and effortless maintenance.
Use the Salesforce-Mailtrap integration to inspect and debug Salesforce emails on staging before sending them to production. Get use of email preview, HTML/CSS check, spam score check, blacklist reports, and more, built into Mailtrap Email Testing
Once your emails are ready to go, use Mailtrap Email Sending’s SMTP service to send them to customers, and monitor their performance with helicopter-view dashboards and in-depth analytics.
💜 Loved for
- End-to-end sending solution
- No risks of spamming users with testing emails
- Highly responsive customer support
- Smooth and secure setup
- Separate stats for each email category and mailbox provider
🍄The flaws
The platform has room for growth in terms of adding new features, such as email marketing. But according to the Mailtrap team, Emails Sending for marketing emails is in development.
💰Pricing
Mailtrap Email Testing starts at $14.99 per month, while the lowest Mailtrap Email Sending plan starts at $10 per month.
The free plan (for individual projects) is provided ✅
Drift
Drift is a conversational marketing platform that helps you engage with your site visitors and provide them with assistance based on their needs.
It helps to give your customers that warm, personalized feeling and add value in the moments that matter most. Then, once they are online, convert them successfully into leads.
💜 Loved for
- Creating and updating Leads in Salesforce which originate in Drift
- Sending chat metrics into Salesforce
- Sync Drift meetings with Salesforce
- Mapping the Drift conversation to a specific Salesforce Activity Type
🍄The flaws
Definitely the price – it's not an affordable option for most small businesses. The solution is also complicated, making it difficult to learn and comprehend. Furthermore, many people complain that reports offer limited metrics and that they cannot customize which metrics they see among the available reports.
💰Pricing
The Salesforce integration is included in the Premium and higher Drift plans (at no extra charge). However, it comes at a high price. The annual subscription starts at $4,800.
The free plan is not provided ⛔️
Optimizely
Optimizely is a central hub for managing all of your website content. The company is mainly focused on providing a full suite of digital experience optimization technologies, such as AI-powered personalization or A/B testing.
Its integration with Salesforce lets for connecting two dots: test variations and down-funnel customer impact together. Also, Optimizely allows you to target audiences based on Salesforce customer records.
💜 Loved for
- Using the point-and-click editor to edit variations for testing
- Flexibility and useful analysis
- Easy for even non-technical users
- Ability to add custom CSS and Javascript to tailor testing to your needs
🍄The flaws
Pricing that is not transparent is definitely one of the biggest drawbacks that can turn away a lot of customers. Additionally, compared to other simple experimentation tools, the learning curve can be slightly challenging (at least for those who have never had to deal with this kind of solution).
💰Pricing
You can't get a free trial, and there are no publicly available pricing details. In order to get any further information about this product, you must contact the sales reps.
A free plan is not provided ⛔️
Campaign Monitor
Using Campaign Monitor, an email marketing and automation solution, you can easily create, send, and track your email marketing campaigns. It makes it easy to create eye-catching emails with customizable themes that people will enjoy reading.
Campaign Monitor is the #1 Salesforce app for email marketing. No wonder. You'll no longer need your tech team to pull lists or collect data before creating a highly targeted email campaign.
💜 Loved for
- Email templates available
- Engagement-based segmentation
- Drag-and-drop builder
- Data synchronization between integrated tools at all times
- 24/7 support to ensure your email marketing success
🍄The flaws
The user interface of this software is somewhat confusing and may cause some problems during daily use. It takes patience to get used to the dashboard and learn how to use it to its full potential.
💰Pricing
Pricing for CampaignMonitor is fairly straightforward. Its cost depends on the number of contacts you have in your email base. The plans start at $9/mo, and go up to $149/mo.
The free plan is not provided ⛔️
ActiveCampaign
ActiveCampaign ensures that you reach every point along the customer journey with your marketing. With ActiveCampaign, you can follow up on leads using the information in Salesforce Essentials.
You can manage all your sales contact automatically – find the right rep for each prospect and convert them into customers. It's literally child's play to qualify your leads with this solution.
💜 Loved for
- Feature-rich automation
- Automatic, targeted follow-ups to your Salesforce leads and contacts
- Custom forms and fields for collecting lead information
- Advanced marketing and sales reporting
- Syncing leads and contacts between both solutions
🍄The flaws
From time to time, you may feel overwhelmed by the number of features available, especially if you want to create a simple email campaign quickly.
💰Pricing
Salesforce integration is available from the most popular Professional plan. Depending on the number of contacts and personalization options, prices vary. Annual subscriptions start at $149 per month. There is a free trial available.
The free plan is not provided ⛔️
Spekit
Walk your staff through new Salesforce tools and processes with no-code Spekit tutorials that provide them with crucial knowledge. Even without coding skills, you can create workflows and knowledge bases that will help your employees become more productive.
The best part is that it’s super easy to use and implement, and with its intuitive interface, it helps bridge the knowledge gap for on-the-job situations.
💜 Loved for
- Automate onboarding with step-by-step guidance
- Integration with Outreach, Slack, LinkedIn, or most other web-based applications
- Flexible and robust solution
🍄The flaws
A couple of downsides to the Spekit include the limited design and the difficulty in organizing the topics. Further, a Salesforce connection also raises the cost.
💰Pricing
The Spekit pricing is quite clear – you pay $20 per user per month. There are no further pricing plans available. There are, however, some paid add-ons, such as professional services and premium onboarding. Salesforce integration is also an additional fee.
The free plan is not provided ⛔️
Reply
The Reply sales engagement platform helps you generate new opportunities at scale while maintaining a personal touch throughout. From finding emails on LinkedIn to booking calls directly from the Reply dashboard.
This solution is a full-cycle sales engagement platform that integrates an email finder, deliverability suite, AI assistant, CRM integrations, and analytics to manage overall business actions.
💜 Loved for
- Full-cycle sales engagement solution
- User-friendly sequencing system
- Smart team setup and features that streamline collaboration
- Extremely good customer support
- Sync leads and contacts when needed
🍄The flaws
There are times when the Salesforce integration doesn't work smoothly. The software sometimes has some bugs that slow down the interface performance. But, if they do, they are usually resolved fairly quickly.
💰Pricing
Salesforce integration is available as part of the Professional plan and above. The costs vary between $60-$90 per month. Depending on your individual needs, there is a customizable plan available.
The free plan is not provided ⛔️
Cloudingo
The Salesforce data cleaning and management pain is over with Cloudingo – an easy-to-use platform that lets you manage your data without any hassle. The tool was designed specifically for Salesforce, so integration is seamless.
It doesn't matter if you have thousands or millions of records, you can manage them with flexible and customizable filters – you create them and you decide how they should work.
💜 Loved for
- Streamlining data management
- Identifying duplicate accounts with filters
- Merging contacts and leads
🍄The flaws
Usability could be improved, as the interface is quite outdated. Additionally, it sometimes gets slow when there is a lot of data being transferred. The tool's price is also quite high when you consider its range of capabilities.
💰Pricing
It costs $2,500 a year to join Cloudingo, and costs as much as $10,000 a year. If you aren't sure about the solution, you can try it out before committing.
The free plan is not provided ⛔️
Salesforce Pardot
Salesforce Account Engagement (formerly Pardot) is a self-service marketing automation platform that automates email campaigns, and lets for easier leads management and B2B sales.
It combines five different modules: Sales Cloud, Service Cloud, Marketing Cloud, Salesforce Platform, and Ecommerce Cloud to give your customers the best experience possible.
💜 Loved for
- Creating a marketing funnel
- Tracking the performance of the marketing campaigns
- Being one complete solution for marketing automation
- Forecasting and reporting
🍄The flaws
The interface is quite complicated, so it may take some time before you're able to utilize it fully. As for pricing, they are more expensive than other marketing automation vendors.
💰Pricing
There are four pricing levels – from $1,250 to $15,000 per month. If you need a demo, it is provided upon request.
The free plan is not provided ⛔️
Zapier
If you want to connect more than one solution together – maybe Zapier is the most reasonable choice here. The platform connects over 5,000 solutions, including Salesforce.
With Zapier, you've got a powerful toolbox for running your business – eliminating manual work and focusing on the important stuff.
💜 Loved for
- Connecting HubSpot to over 1,000 apps with one tool
- Setting up automated workflows
- Building your own app integrations
- Using webhooks to receive data from any service
🍄The flaws
When you want to connect a lot of tools, it can get quite expensive. The loading speed of the site is also a concern for many users.
💰Pricing
Zapier offers Salesforce as one of its Premium integrations. That’s why it’s available from the Starter plan which costs $29.99 month-to-month. Monthly prices vary greatly based on the plan – and reach up to $1,198.50.
The free plan is provided ✅
Which’s your pick?
It's not easy to choose one tool among so many useful ones. There are so many factors to consider and decide which of them will be the best fit for your company.
But trying out some of the ones on our list is definitely a safe choice.
If you’re still not sure which tool to go for, Survicate + Salesforce is a good place to start. It's easy to integrate, so you won't feel overwhelmed by connecting these two tools together.
Don't miss out on the opportunity to get to know your customers better. Sign up today 🚀
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