Oct 06, 2022
Salesforce ProfessionalsIf you're a Salesforce professional, you've probably heard of some of the top tools available to help you manage your customer data. These tools will help you manage your customers and make the most of your Salesforce account. They can help you build integrations, manage your accounts, and create reports. If you're in the market for a new CRM solution, you should consider Tibco Scribe. This cloud-based system offers connectivity to many platforms and is ideal for building integrations between Salesforce and ERP. It's also self-documenting and has a management console.
Cloudingo
Cloudingo is a powerful tool that helps Salesforce users find and eliminate dupe records. With user-defined filters, it can identify dupes across both standard and custom objects. It can also merge records manually or in bulk. Cloudingo also offers priority support and troubleshooting. A free trial is available.
Cloudingo can fix data integrity problems in Salesforce by identifying duplicate records and merging them. It also allows synchronization between Salesforce and Google Workspace to improve team productivity and reduce the need for switching between applications. It also helps automate email campaigns, marketing communications, and sales pipelines.
Fivetran
Fivetran offers more than 150 connectors to cloud platforms and popular applications. The company's pipeline transforms data from disparate sources into a standard schema. The resulting data warehouses provide a rich set of business intelligence data. The company has a variety of connectors for different data types, including Salesforce.
Salesforce users must have permission to access the platform in order to use Fivetran. They must be signed in to an account with a Business Critical plan. Depending on their needs, they may need to grant Fivetran access to additional accounts or apps. For example, if they need access to Salesforce data stored on other cloud services, they may need to grant Fivetran access to those accounts.
Jitterbit
Jitterbit is a powerful content management platform that integrates with Salesforce. It supports all Salesforce editions and connects to all types of databases, including SAP, Oracle, NetSuite, and more. This solution also supports large third-party integration APIs. Its comprehensive features make data loading from multiple databases quick and easy.
Jitterbit is a cloud-based integration platform that offers high-performance parallel processing methods. This means that users can connect Salesforce with external databases, reducing the time it takes to complete integration projects. This helps Salesforce users save time and money by reducing the hours spent on data migration projects.
HelloSign
HelloSign is an eSignature software that integrates with Salesforce. It allows customers to create standard document templates and merge Salesforce data into those templates when they send them for signature. It also allows users to send legally binding contracts directly from Salesforce without leaving the application. Users can also track the status of documents and see when they have been read and signed.
HelloSign offers a free tier for up to three documents a month. There are also paid options available, ranging from $15 to $25 per user. It also offers enterprise pricing. Users who do not need much functionality can opt for the free tier. It also has a support team, but it may take a few days to respond to your query.
Conga Composer
Conga Composer is a document-generating program that is widely used among Salesforce professionals. It can generate all documents and integrate data from standard Salesforce objects into them. It saves a lot of time and allows you to generate complex documents in minutes rather than hours. The program can also save documents in multiple formats and automate the entire document generation process.
Conga Composer enables Salesforce users to create and customize digital documents, including invoices, contracts, and work orders. The software can also be used to email documents and automate workflows. With this tool, users can also plot the location of customers, contacts, and leads on Google maps. They can also send these maps to customers and provide travel guides.
ZoomInfo
Integrating ZoomInfo with Salesforce can improve data quality and help sales professionals reach the right prospects. Its bi-directional sync with Salesforce eliminates bottlenecks, and its advanced filtering capabilities enable users to create highly targeted lists. Sales professionals can also use Salesforce objects as filter criteria to create more efficient marketing campaigns.
Salesforce users can also integrate third-party data sources to enrich their records. Clearbit, for instance, provides real-time lookups of fresh data, and ZoomInfo is a B2B data enrichment tool that provides 360-degree intelligence on companies and businesspeople. A recent study named the latter one of the best marketing intelligence tools.
