Salesforce Top Tools Overview

DocuSign is the world’s number 1 eSignature solution. It’s been used quite a lot nowadays due to increase in electronic device usage across the globe. There are multiple great features provided by DocuSign. You may create and send agreements for signature directly from Salesforce. Then, customers can sign the agreement and make the payment from their devices. You may keep the track of the agreement status and store every data directly into Salesforce. It has variety of templates for different agreements, different legal requirements and different countries. One can customize and add desired fields into the agreement templates.

Real life examples shows its power in action and proves it to be worthy.

• More than 80% of the agreement is dealt with in a single day.
• Per sales rep the average saving to close a deal is 2 days.
• Approximately 20% reduction in agreement errors are seen.

• Sending reminders, messages or sending authentication options - all that are available with DocuSign.
• Sign on any device, DocuSign is compatible with almost every electronic device out there for the customer’s convenient.
• Companies can collect payments as well with DocuSign’s payment platform.
• Archive information and also set action post eSign.

Conga Composer is one of the top rated tools which is very much compatible with Salesforce. Conga Composer is a very efficient tool for digital documents, forms and labels generation. The generation is error free and quick, every time. Template documents can be created as raw forms and these forms are auto filled by the field values for any object - standard or custom. If you want it will automatically be attached to the master record in the related list or it can be sent via mail to someone. The documents can be generated in different formats like pdf, word, txt etc. Creating master templates from Salesforce very easy and fast with few clicks of the button. Batch generation and scheduling are huge plus point. With help of Conga Trigger, all the document generation can be automated and hands free. That means, it can be action or event driven altogether. No need to manually generate a document.

It is available in AppExchange and costs starting from $20 per user per month.

Documents are the key to almost every business transaction, whether external or internal. Setting up document templates to create consistent, accurate, on brand documents secures your teams’ time, saves your organization money, and creates greater efficiency across the board. Various organizations use Composer to generate all kinds of generic business documents. These range from quotes to proposals, contracts and invoices. Reports are another common useful case.

All the financial services firms create account documents and reviews; healthcare organizations generate patient forms and provider agreements; non-profit organizations generate donor letters and board reports. When it is super integrated with salesforce you have your choice of document format, data source and delivery method, plus you’ll have your documents automatically stored in Salesforce so you can refer to them later, when you need to.

Gamification: It is a tool to set short and long term goals for the Sales teams that helps the company to close more deals and increase Sales revenue. It has a gamification platform model, which is quite different and very interesting environment for the Sales teams, it works differently than contests to score which only promises short-term wins. Ambition’s gamification platform helps in driving powerful, measurable performance changes for the team.

Coaching: Brilliant Sales coaching programs can help the team win more then 28% of deals. Sales managers often do not have tools to drive these meaningful changes in the team which can help team for a long term. With Ambition’s coaching, managers will know when and how to coach the team and will have the ability to measure the impact.

Insights: To properly improve the Sales reps’ performance, it is very necessary to rely on the required information and data. In this case, Ambition becomes the source of truth for the team. The sync between the CRM and Ambition will help leadership to visualize data about each and every sales rep.

Ambition offers scalable, flexible and transparent pricing plans for mid-market and enterprise businesses. Ambition gives the leadership the desired visibility into the leading indicators and lets the leadership put incentives and pushes in-place to influence outcomes that the company is looking for. With help of insights, it can also help increase daily call volume.

Cirrus Insight is a customer relationship management (CRM) application. It basically integrates Salesforce with 3rd party services including Google’s GMAIL and Microsoft’s Office 365. It brings professional emailing to the inbox which helps in communication and increases productivity. It’s pricing starts from 27 USD per user per month. For GMAIL, the features include the ability to track Gmail emails and attachments in Salesforce, view Salesforce information in Gmail and other Google Apps, synchronize the Salesforce and Google calendars, and add the user's Google Contacts to Salesforce.

There are multiple benefits of having a good mail exchanging system within the sales platform, so that, the sales reps need not login to different places, one to track sales and other to communicate. In a single login to Salesforce, sales reps can manage their sales and communication both. Below are the major highlights for which companies choose Cirrus Insight for maintaining the sync between Salesforce and their mailing providers.

• Smooth sync of Gmail and Outlook O365 emails and events to Salesforce
• Visualization of real-time customer intelligence directly from Salesforce
• Liberty of unlimited attachments, mail tracking, and mail merge templates
• Create Leads, Accounts, Contacts, Opportunities based on mail contacts
• Additionally, it supports Custom Fields and Objects which become very helpful for any customizations

Sales focused companies mainly want more customer signups, increase the quality of sales leads and most importantly to increase the conversion rate. Clearbit is a marketing data engine for customer interactions, which help businesses develop by providing tools that help them understand their customers, identify future prospects and deeply personalize almost every single sales and marketing interaction.

Data and information is the backbone for any sales organization. Today’s top companies understand the value of better sales data and smarter scoring which helps in targeted prospecting, and winning more revenue. And as Clearbit handles data entry automatically, the sales reps have more time to focus on prospects. Clearbit can help in instantly turning an email address into full prospect and company profile. Below are the highlights of its benefit to the company.

Communication with buyers or customers are now a days very essential to understand their thinking to make things better for them, and that is why you would want to store it or analyse it to perform business intelligence operations. There is ton of context in the conversation you had with your buyers that you will want to pass to Salesforce. Drift is a communication tool which integrates with Salesforce to help in organizing conversations in Salesforce. This helps the sales team to properly follow up with leads, report on lead activity and measure what impact conversations are having on the sales funnel. Additionally, it also synchronizes with Salesforce Live Chat which is great.

• It gives you a full picture of the conversations for all teams; support and sales are able to understand where their customers are coming from and where they are going.

• Creating Leads or Contacts in Salesforce that might have originated from Drift conversations. New leads which are identified on chat conversations can be automatically sent to Salesforce so your CRM remains the source of truth for all the contacts.

• After a conversation is finished, Drift will be able to automatically create a new lead or a new contact if that person does not exist in the Salesforce already.

• Drift Intel will help in finding quality leads. Targeting conversation with these VIP leads is also an option in Drift.

• Notifying sales reps for meeting with leads, creating events on Salesforce live chat and passing chat transcript to Salesforce from chat conversations are some of the added benefits

Engagio is a Marketing Technology tool built to help deliver aggregated "account-based" insights to Marketing and Sales teams. The tool aggregates together accounts, people and activity from Salesforce, Marketing Systems and your Website to display the full picture of what's happening for everyone. The backbone of the platform is a bi-directional sync with Salesforce, where the tool can get ingest on new data, and then push the aggregated insights to the relevant accounts, leads and contacts as required.

• Access account insights anywhere on the web.

• Makes Account Based Marketing smooth, easy and scalable by orchestration of account-based programs across multiple players, departments and channels.

• Helps to track conversion, score and to prioritize accounts, to measure the impact of your Account Based Marketing programs.

• B2B marketers can be benefitted by Engagio’s Account Based Platform that enables them to successfully execute and determine account-centric programs. Revenue teams can track which accounts are engaging, know where to focus time and resources, and have a shared understanding of program impact.

Pardot is one of the leading marketing automation solutions that is helping many companies to create meaningful connections with their leads and customers, to generate more pipeline be it sales or marketing, and to empower sales to close more deals. Pardot helps businesses with lead qualification (scoring and grading), nurturing (with emails and journeys), segmentation (slicing and dicing) and using dynamic content. It also helps them in Reporting and Email marketing where it supports up to 10,000 email addresses.

• Businesses find reduction in manual job which helps their team to focus on more necessary actions.

• Marketing strategy like sending personalized messages to customers with dynamic content.

• Intelligent algorithm based lead pattern predictions is a powerful and much needed feature of Pardot.

• Contacting prospects when they are hot can be achieved as you are aware when a prospect is hot.

• Branded of landing pages and out of the box templates are available.

• Superior email marketing in place for lead’s actions.

• Campaign management and paid searches are additional features.

• Attraction with the customer through different webinars.

• Analyse and compare campaign success across different channels.

• Data driven analytics and insights for continuous improvement.

GONG is a call recording and logging assistance tool which helps companies to get real-time insights into their sales conversations and adapt their business strategy for success. It provides complete visibility into the market, the deals in hand and into different teams, it basically tells you what is doing well and what is going wrong so that proper action can be taken in real time. It relies in real time data which makes it work even better. It does not depend on options rather it sees through what the customer’s response is for the changing market so the deals can be planned in a better way. Some interesting features include below.

• Search Option – Easily find sales conversations that include any topic or word.

• Call Capture – GONG logs each and every word of the conversations made in the sales cycle.

• Single Screen - Visualization of all the deals along with other details on a single screen works well for the sales reps as they do not have to switch screens.

• Keep an Eye - Keep track of the team and your star sales reps. Track their progress and identify the area where they need a push.

Jira is designed as a bug and issue tracker. Now it has evolved into a very powerful work management tool for almost all kinds of use cases, from requirements logging and managing test cases to software development with agile method. An increase in number of teams now a days are developing more iteratively and Jira cloud is the hub for the release stages, collaboration, and coding. For managing test, Jira integrates with a range of adds so the quality assurance’s testing goes seamlessly into the software development cycle. Teams can test very effectively and iteratively. Many QA teams use customized screens, Jira issues, fields, and workflows to manage their manual and automated tests.

Some time it is very crucial for some organizations to create Jira tickets from Salesforce. This connector provides great functionalities which enables companies to link the custom objects in Salesforce to the tickets in their Jira Cloud site. This has also helped many organizations to sync Jira Issues to Cases, with much flexibility. The configuration is quite simple and it works well for most Salesforce fields. There is also the ability to use Apex Triggers to sync Cases that is great for workflow automation.

• Jira for agile teams – For the development or QA teams who practice agile methodologies, Jira Software provides scrum and Kanban boards out of the box.
• Jira for project management teams - Jira Software Cloud can be configured to adjust with any type of project. Teams may start with project templates or create the custom workflows by themselves. Jira issues which is also known as tasks, can track each piece of work that needs to pass through the workflow steps to completion.
• Jira for software development teams - Jira Software Cloud offers planning and roadmap tools so that the teams can manage budgets, stakeholders, and featured requirements. Jira integrates with majority of CI/CD tools to facilitate transparency through software development life cycle.
• Jira for product management teams - In Jira Software Cloud’s next generation template, teams can build a roadmap which is associated with each project. The roadmap facilitates teams to draw the longer term view of their work as well as to keep track and share progress for the roadmaps.
• Jira for task management – It helps in creating tasks for yourself and members of your team to work on, complete with its details, due dates, and reminders.
• Jira for bug tracking – Jira Software’s very powerful workflow engine ensures that bugs are automatically assigned and prioritized once they are captured. Teams can then track a bug to completion.

Managers and leadership of any company would want their teams to work efficiently and to sell or produce effectively. The last thing you want is for your teams to question the validity of the data they rely on. Duplicate data would affect admins and teams. That’s because duplicate records cause various teams to lose trust in their CRM system. Salesforce helps companies handle the duplicate records from any device. And Salesforce provides you options to discourage or prevent the team members from creating more duplicate records with Duplicate Management. It’s available to and free of charge for Professional, Enterprise, and Unlimited editions.

Manually identifying and removing duplicate records is one tedious task. It’s very important that your sales teams feel confident that you are handling Salesforce and delivering features with your teams’ trust and success in mind. When the CRM system is free of duplicate data, the teams trust that the data is clean and worthwhile.