This is probably not the first time you’ve heard of Salesforce. The fact that you’ve landed on this page means one thing: you want to further harness its capabilities to streamline processes and boost productivity in your business.
With its ability to automate those long and overly repetitive tasks by creating intelligent workflows, you not only saved time by automating tedious tasks, but also reduced errors and empowered your team to focus on what truly matters—closing deals, solving customer issues, and scaling your business.
So, why are you here? Ah, you’re looking for other tools that can take your Salesforce implementation even further. Tools that optimize complex workflows, enhance efficiency and boost productivity.
Great! We’ve run through several powerful tools that integrate seamlessly with Salesforce in 2024. Here are the top picks to help you streamline your business processes even further.
Ultimate Tools for Streamlined Business Processes
While Salesforce already has workflow rulers, process builder, flow, and apex to help businesses streamline processes and save time, there are additional tools that align with specific needs, freeing your team from manual tasks and letting them focus on strategic, value-added activities.
1. Differenz System
As the name suggests, Differenz System is geared towards making a difference in providing web and app development solutions to enhance productivity and profitability. Specializing in Salesforce’s Sales Cloud, Service Cloud, Experience Cloud, and Marketing Cloud (Pardot), they offer services such as:
- Salesforce Consulting. Full-fledged plan to get the business right back on track by optimizing Salesforce solutions efficiently.
- Salesforce Migration. Smooth and stress-free transition from other CRM, like Zoho, HubSpot, ActiveCampaign, and other CRM, to minimize disruption and carefully handle mitigation of data
- Salesforce Customization. Developing tailored solutions to meet the unique needs of the business.
- Salesforce Integration. Assistance in integrating Salesforce with other CRMs or ERP systems.
2. Adeptia
Salesforce CRM is a big investment—and if you want to make the most of that by gaining easy access to critical business information across all your systems, then Adeptia can really be of great help.
While Salesforce is a wonderful CRM system, if you don’t know how to harness its power, everything may go down the drain, hindering you from getting your data into your backend application to automate business processes. Instead of saving your team from mundane tasks, it may be difficult to integrate and automate process flows.
To bridge your transition and make it simple, efficient, and reliable, Adeptia simplifies complex processes and enhances automation by offering:
- Automated Integration Between Salesforce and Existing Applications. With its hybrid offering, Adeptia enables real-time or batch data flows between Salesforce and back-end systems, facilitating smarter decision-making with reports and dashboards.
- Gain Control While Automating Business Processes Involving Salesforce. Automate business processes involving Salesforce while still allowing human intervention for decision-making.
- Automatically Replicate Your Salesforce Data. Securely backs up Salesforce data behind your firewall, enhancing security and meeting regulatory requirements like SOX.
- One-Time Data Migrations to and from Salesforce. Streamlined customer data migrations with extensive application and format support.
3. DevSamurai
There’s a reason DevSamurai is recognized as a leading software development and collaboration solutions provider for Atlassian, monday.com, Microsoft and Salesforce. Their commitment to a customer-centric approach and passion for delivering top-tier solutions sets them apart.
By offering a comprehensive work management platform, DevSamurai supports businesses in task tracking, resource planning, capacity planning, time tracking, project management, and portfolio management. This comprehensive platform truly enhances team collaboration and efficiency.
One of their standout innovations is TeamBoard for Salesforce—a comprehensive work management platform for task tracking, resource planning, capacity planning, time tracking, timesheets, project management, and portfolio management.
Other highlights include:
- 100% Salesforce Native: Operates seamlessly within Salesforce, eliminating the need for external services. This ensures a smooth and efficient workflow while leveraging Salesforce’s full potential.
- Comprehensive Work and Resource Management: Features like Table View, Kanban boards, and the Resource Scheduler allow for easy visualization and allocation of resources. Advanced planning tools provide a complete overview of availability and workload balancing.
- Efficient Time Tracking and Reporting: DevSamurai’s time tracking capabilities help manage project timelines and timesheet approvals. Their detailed reporting tools enable teams to analyze performance and effectively communicate results.
4. ReturnGO
Think the customer journey ends at checkout? Think again. The post-purchase experience is what determines if shoppers will be one-time or loyal customers.
That’s where ReturnGO can help. ReturnGO is a post-purchase platform you can use to automate the post-purchase experience, offer a self-service return portal, and send real-time notifications to customers about the status of their order or return.
From shipping and tracking to returns and exchanges, ReturnGO delivers the most flexible customization abilities and helps you create a seamless shopper experience. Moreover, ReturnGO is fully integrated with Salesforce Commerce Cloud, making it easy to automate the returns and exchange process without friction.
Other features include:
- Advanced Automations: ReturnGO uses post-purchase workflow automation to reduce your costs while boosting productivity, ensuring your business operates efficiently and your support team isn’t overloaded.
- Self-Service Returns and Exchanges: Embedding a branded self-service return and exchange portal within your Salesforce store allows your customers to enjoy a seamless post-purchase experience, making returns as simple as shopping!
- Centralized Post-Purchase: ReturnGO lets you manage the entire post-purchase process on a single platform. You can also tailor your return policy to support any scenario and offer smart refund alternatives to retain revenue and drive repeat purchases.
5. DataGroomr
Data gathered is not always accurate, clean, or useful. This is where Datagroomr comes into play—by providing the latest advancements in AI to ensure data accuracy and cleanliness. By doing so, businesses can effectively target, contact, engage, and retain customers without the hassle of dealing with messy or redundant data.
With no setup or configuration required, Datagroomr offers a hassle-free experience, making it the easiest solution available for deduplication and data quality maintenance. It is highly advanced and capable of detecting, eliminating, and preventing duplicate records to keep your data in perfect shape.
Now, you might ask: doesn’t Salesforce already offer data quality tools? While Salesforce does come with built-in deduplication functions, they are quite limited. For instance, you can only merge three records at a time, there’s no support for custom objects, and handling large volumes of data becomes cumbersome. Datagroomr fills these gaps, offering more robust data quality management.
Key features that set Datagroomr apart include:
- Smarter Duplicate Handling: Utilizes AI to identify duplicates without the need for complex matching rules and creates advanced merge processes.
- Intelligent Verification: Ensures the accuracy of critical data, such as email addresses, mailing addresses, and phone numbers, through smart verification tools.
- Data Standardization: Normalizes contact and lead data using prebuilt transformation rules or allows you to create custom rules as needed.
- Automated Maintenance: Automates the scheduling of reports, merges, conversions, and imports to maintain continuous data health effortlessly.
6. Spinify
Spinify boosts productivity by blending the power of AI with gamification, creating a dynamic environment that fosters motivation, recognition, and performance excellence. By integrating seamlessly with Salesforce, Spinify turns everyday tasks into engaging challenges, fueling healthy competition and driving teams to surpass their goals.
How Spinify Enhances Salesforce:
- Boost Engagement with Gamified Metrics: Your team can stay on top of their progress without leaving Salesforce. By embedding gamified elements like leaderboards, badges, and achievement tracking, Spinify brings a competitive yet fun atmosphere that keeps your sales reps excited to log in and update their data. Every action—whether it’s closing a deal or adding a new lead—is celebrated with instant feedback and progress tracking.
- Drive Productivity with 100’s of Engaging Leaderboards: Salesforce houses all your critical sales data, but Spinify supercharges that by turning it into a real-time leaderboard. Reps can see where they stand compared to their peers, pushing everyone to exceed their targets. These leaderboards can be tailored to focus on different metrics, from calls made to deals closed, keeping the team motivated to excel in every area of their work.
- Real-Time Recognition & Rewards: One of the key drivers of motivation is recognition. With Spinify, your team receives immediate acknowledgment for their efforts. Achievements can be rewarded in real time, whether it’s for reaching sales quotas, completing tasks, or simply progressing steadily toward long-term goals. Spinify helps managers easily recognize team members, improving morale and encouraging consistent performance.
7. Astrea IT Services
To enhance your Salesforce experience with a number of appealing features, nothing can beat astreait.com. Astreait.com targets to deliver unparalleled solutions concerning business Salesforce needs specifically developed and integrated software services that Astreait offers guarantees that businesses can utilise the software as per its distinct requirements with ease. Their key features include:
- Salesforce Development: Astreait offers LWC, Lightning components, Apex, and Visualforce development services. It creates custom apps and mobile solutions on a Force.com platform. This guarantees that businesses will get exactly what they want.
- Salesforce Implementation: Deployment strategies start with full-scale end-to-end. They must incorporate third-party systems and external data sources for support from Astreait. They also offer Lightning migrations, along with custom Lightning components to ensure an easy conversion.
- AppExchange App Development: Astreait provides solutions to build, implement, and support applications hosted on the Salesforce AppExchange as well as to integrate them smoothly and have actual value.
- Data Migration: The company helps migrate external data from old systems. It ensures that data migration does not interrupt business.
- Experience Cloud: Astreait creates Salesforce communities and customer and partner portals. We use custom CSS for a unique look. This helps businesses connect with their customers and partners.
- Integration Services: Apex and third-party middleware, like Talend and Mulesoft, provide integration. It makes it easy to run Salesforce with other systems.
8. Rocketseed
Perhaps you are already aware of how critical the use of email in the contemporary society is. Rocketseed offers solutions in design company email signature and marketing banner campaigns efficiently and effectively. Its email signature manager complements the Salesforce tool to help to generate leads and improve customer relations.
Thanks to click-throughs on email signatures and banner campaigns, Rocketseed generates leads on its own in Salesforce, which may be useful in understanding the audience’s behavior.
Key features that set Rocketseed apart include:
- Centralized Email Signature Management: Consolidates the organization’s emails signatures and makes the creation of new ones easier to maintain a more unified look.
- Dynamic Marketing Banners: It lets users design and edit marketing banners for quick use in emails.
- Real-Time Analytics and Tracking: It lets executives get real-time data on click-through and interaction rates. They can access this data from the email signatures and banners they see daily.
- Automated Lead Conversion: This helps the company to enhance its sales since the contact generated through the email signatures and banners are automatically converted into leads into the Salesforce.
- Robust Security Measures: Guarantees that all the outreach email branding initiatives are conducted safely so that there is no leakage of company information.
9. ClientPoint
ClientPoint is a powerful platform that simplifies the proposal and document management process, enabling businesses to enhance their sales workflows. By integrating seamlessly with Salesforce, ClientPoint helps teams streamline their processes, reduce time spent on administrative tasks, and focus on what truly matters closing deals and driving revenue. ClientPoint users on average decrease the time it takes them to create proposals by 80% while increasing sales by 30%.
Key Features of ClientPoint Include:
- Proposal Management and Automation: Easily create, customize, and send professional multimedia proposals directly from Salesforce via a ClientPoint integration, ensuring a consistent and branded experience for clients.
- Document Generation and Automation: Automate the generation of documents and proposals using point-and-click/drag-and-drop templates, saving time and minimizing errors in document creation.
- Centralized Repository/Content Library/DAM: Store all client documents in one place, making it easy for teams to access and manage their files without switching between different systems.
- Collaboration Tools: Enhance team collaboration with features that allow for content sharing, e-sign, scheduling and hosting video conferencing, messaging including comments, and feedback on proposals, ensuring that everyone is on the same page.
- CustomerOS Relationship Sidebar: Connect and interact with prospects and clients from your website homepage and anywhere online.
- AI Pro: Virtual/AI assistant/agent that can intelligently respond and provide support to clients, schedule appointments, and perform simple manual tasks
- Analytics and Tracking: Gain insights into proposal performance with tracking features that show when clients open documents, enabling sales teams to follow up effectively.
10. Pitch Avatar
Pitch Avatar: Transforming engagement with AI-driven solutions
At the forefront of innovation, Pitch Avatar is revolutionizing how businesses communicate by harnessing the power of artificial intelligence. Pitch Avatar enables organizations to convert traditional content into dynamic, AI-enhanced presentations, significantly improving audience engagement and clarity in delivering ideas and value propositions.
Pitch Avatar’s AI-Driven Features:
- Voice-over and Voice Cloning: Pitch Avatar offers advanced voice-over capabilities, including voice cloning, allowing businesses to create personalized audio.
- Interactive Video Avatars: Users can create engaging video avatars that guide viewers through presentations and keeping engaged.
- Localization and Personalization of content: With localization features, Pitch Avatar allows businesses to adapt content for different cultural contexts and languages, ensuring that messages resonate with diverse audiences.
- Session Analytics and Interaction Insights: Pitch Avatar provides comprehensive analytics tools that track session engagement and audience interactions.
- By the way, Pitch Avatar has integration with Salesforce.
11. Xfive
Are you ready to take the next step and get the online presence you want, and need for success? Xfive focuses on website redesign, web application development, and creating the successful e-commerce solutions desired by companies. The three focus on their projects on delivering clients’ web vision through the Internet experiences that are human-friendly.
Here are the key features of Xfive:
- Website Redesign: Xfive updates web design to make sites more attractive and user-friendly. This improves usability.
- Web Application Development: One of the service offerings is creating firm-specified Web applications that enhance performance of a business firm.
- E-commerce Solutions: Xfive provides full-fledged e-commerce solutions that allow companies to conduct sales and allow for end-to-end transactions for their products and services.
- Commitment to Craft: Xfive is about quality work, guaranteeing that each of the performed projects is as carefully made as possible and corresponds to their design estimations.
- Ongoing Support and Maintenance: They offer ongoing sustenance and care solutions in order to make web applications and websites effective and timely with expected outcomes while constantly in use.
Ultimate Tools to Harness the Power of Salesforce in 2024
While Salesforce is already a powerful tool that has revolutionized how businesses operate, there’s always room for improvement—for you to gauge and suit the features better for your workflow.
By integrating even more powerful tools, you can take your company’s efficiency, productivity, and collaboration to the next level while keeping your team happy and motivated.
Real talk: who doesn’t want to work smarter, not harder, right?
With tools like:
- DifferenzSystem for custom Salesforce solutions,
- Adeptia to streamline integrations and data migration,
- DevSamurai for seamless work management,
- ReturnGO to make returns and exchanges automated and easy,
- Synebo in finding the perfect solution to enhance team performance and CRM,
- Datagroomr to clean and organize your data, and
- Spinify to gamify team performance,
- Astreait for expert consulting to refine your Salesforce strategies. Ensure your solutions align with your business goals.
- Rocketseed to improve your emails with branded signatures and tracking.
- Clientpoint streamlines proposals, contract signing, and customer relationships.
- Pitch Avatar transforms engagement with AI-driven solutions.
- Xfive to redesign websites, build web applications, and deliver e-commerce solutions
You’re not just automating processes—you’re creating a streamlined, motivated, and eco-conscious business that’s ready to soar in 2024 and the year after!
Ready to level up? These tools will give you the edge to drive growth, engage your team, and maximize efficiency. Let Salesforce do the heavy lifting while you focus on making your business thrive.
