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11 Salesforce Integration Apps to Improve Investment Sales Productivity

By: Amy Sariego

Nov 18, 2021

If you're in investment sales, you already know how critical it is to keep your CRM updated. We know that for many of us, it's the lifeblood of the company, keeping you and your team on track and accountable. 

However, we also know that it can be difficult to ensure that your CRM is your "single source of truth" when you're working with other, outside applications that also require your time and attention. 

In this article, we’re highlighting the 11 best Salesforce integrations that will save your sales team valuable time and energy. 

We’re also including our own app, Dakota Paradise, on this list, but don’t worry, we aren’t here to tell you that it’s the magic bullet solution to your Salesforce woes. Instead, we’re including it among ten other apps that we think make great additions to your Salesforce environment. 

By the end of this article, you’ll have a clear idea how and where you can fill any gaps within your sales team's Salesforce productivity.

Cloudingo

How it works 

Cloudingo is an app that helps manage your data so you and your team are left with clean, reliable data. In addition to removing duplicates, you can merge duplicates and convert records, automate these checks on a schedule, mass import data, update records in bulk, control your access through collaboration, and connect systems through API.

How it helps 

This app is great if you have lots of duplicate data, and automates it so you don’t have to manually go through and do so. 

With Cloudingo, you’ll still have flexibility and control to decide your further actions. You’re able to build unlimited numbers of filters with several matching styles, merge duplicates manually, add in bulk or automatically, validate mailing addresses and add geocodes, and so much more.

Price 

The price starts at $1,096 per company per year, with discounts available for nonprofits. 

360 SMS

How it works 

With 360 SMS, you can send and receive SMS, MMS, Facebook Messenger, WhatsApp, iText, and Chatbot messages from within Salesforce.

There’s an option to set up campaigns and automatically update customer responses in Salesforce. 360 SMS claims that right from the start, you'll be able to see improvements including a stronger method of triggering messages, and processing of incoming replies and surveys. 360 SMS will also automatically update responses in Salesforce, and provides surveys and follow-ups to increase customer engagement.

How it helps 

From 360 SMS’s website, there’s a 98% Read Rate and 90 seconds Response Time. This app has much stronger methods of triggering messages and processing incoming replies and surveys, making the sales process more simplified for you and your team.

Price 

This app starts at $7 per user per month. Discounts are offered for nonprofits. 

Salesforce Adoption Dashboard

How it works 

We know how hard it can be to ensure that your team is adopting a CRM properly, and Salesforce Adoption Dashboard gives you the ability to track your team’s progress towards adoption.

With this integration, you'll be able to supervise relevant user login history and key feature adoption. It comes with 42 reports, 6 custom fields, 3 Dashboards, 1 Dashboard Folder, and 1 Report Folder that identifies whether users are regularly logging in and using key features in Salesforce.

The app can also be customized to track specific metrics important to your organization. Salesforce Adoption Dashboard claims through the use of their app, your firm will adopt critical sales and marketing productivity enhancers to help take your business to the next level.

How it helps 

This app is simple to use and provides the information you need at a glance. It will help you take full advantage of your company’s CRM system, making your time one of high-performance. 

Price 

This app is free. You’ll need to already have Salesforce Edition Professional, Enterprise, Unlimited, Developer, or Performance.

Slack

How it works 

Slack is one of the most popular communication and team collaboration platforms.

In addition to communicate through messaging and calling. It allows you to share and edit documents, integrate tools and services your team may already use, and search through your knowledge base archive. Your team can receive updates to key information in Salesforce from customized notifications in Slack in addition to searching and previewing Salesforce records using slash commands. 

How it helps 

Slack integration with Salesforce will help your team stay up to date on their records within Slack. They’ll be able to act faster on new opportunities and collaborate with ease. If your team works from home, works from the office, or both, Slack still permits easy, fast, and reliable communication.

Price 

Slack integration with Salesforce is free.

Conga Grid

How it works 

Conga Grid allows you to manage your Salesforce data faster through editing your records and visualizing them as an Excel-like grid, jumping from line to line, instead of clicking through Salesforce records to access and update.

In Conga Grid’s own words, the app permits superior data management as you’ll reduce clicks and switching through multiple tabs because you’ll be able to view everything you need through customizable views. Immense time will be added back to your day with inline editing, batch actions, and mass updates.

How it helps 

With this app, you’ll have much faster data editing and management. You’ll save a lot of time through easier navigation and management of records, which in turn leads to better documents, higher productivity, and more insights. 

Price 

The starting price for this app is $18 per user per month. Discounts are available for nonprofits. 

Covideo

How it works 

Covideo’s Salesforce integration will sync the data from your Covideo account to your Salesforce account. You can record and send a video email to prospects and customers. Then within Salesforce you can track emails sent, emails opened, CTA clicks, and video views. 

How it helps 

With this integration setup, you’ll be able to track how your video email marketing efforts add up within your CRM.

Price 

The price starts at $49 per month per user, with custom pricing offered for different teams. Salesforce integration is included in every Covideo plan.

ConnectLeader

How it works 

With ConnectLeader, you’ll be able to participate in back-to-back calls. This permits your sales team to carry out more organized sales call sessions. ConnectLeader’s Salesforce dialer also allows sales teams to make up to 150 calls per hour, allowing for more converted sales rather than performing non-productive calls.

Plus, you won’t have to stress about manually logging your calls and follow-ups.

How it helps 

The app will offer call sequences based on previous calls, with the possibility of displaying a local number for each lead. As a result, your leads’ answer rate will increase and they’ll be more comfortable picking up a number from an area code they recognize. According to ConnectLeader, you and your team will improve sales productivity up to 800% compared to manual dialing.

Price 

Pricing information was not available. 

ClosePlan

How it works 

The ClosePlan app is directly integrated with Salesforce. It is intended for sales teams with a complex sales process. You’ll be able to format your action plan through the drag and drop feature. ClosePlan states that they combines your sales strategy, sales process, and sales methodology into one within Salesforce. Through relationship maps your team will be able to see similarities across firms. The deal scorecard allows your team to easily see where opportunities lie based on your sales qualification methodology. Lastly, the sales playbook is a space you can create repeatable best practices for other businesses.

How it helps 

With this app, you’ll have the ability to present different business strategies to your team depending on the lead. In addition, this app will help you and your team optimize your opportunity-to-close process, create relationship maps, a deal scorecard, and a sales playbook.

Price 

Pricing information was not available. 

Yesware

How it works 

Yesware is an activity dashboard for Salesforce that allows reporting within Salesforce. This allows you to quickly see what’s working across your sales team and what isn’t. With this app you’ll naturally boost productivity by skipping administrative work - no more manual data entry. Yesware automatically syncs email activity, calendar activity, campaign activity, and engagement data. In Yesware’s words, by having Salesforce in your inbox you can create and update Salesforce leads, contacts, accounts, opportunities, and tasks without having to switch tabs.

How it helps 

With this app there’s no manual data entry. You and your team will save hours from your day through syncing email sends, email replies, calls, meetings, and engagement. Yesware tracks opens, clicks, attachment views, and bounces. This information can be used towards creating new campaigns.

Price 

This app is free 14 day trial.

Calendar Anything 

How it works 

With the Calendar Anything app, you’ll be able to create customizable calendars in Salesforce. This lets you schedule and manage marketing campaigns, plan projects, and forecast opportunities. According the Calendar Anything, clients use this app for anything from marketing campaign management, resource allocation and project management, and event management. Your team will be able to create, edit, and move records in Salesforce right from the calendar.

How it helps 

With this app you’ll have powerful calendar management features. It provides a calendar view for the past, current, and future marketing campaigns. The color coding and the drag and drop features help to organize and enhance management within your company.

Price 

The price for this app is $12.5 per user per month. Discounts are available for nonprofits. 

Dakota Paradise App

How it works 

Dakota Paradise is an app that allows investment sales teams to enter scheduled meetings and meeting notes into their Salesforce instance directly from their phone. Just fill out one form (Company Name, Invitees, Date, Time, Location, Meeting Type, Zoom/Conference Call/Face to Face) the meeting automatically appears both in your Outlook/Gmail and in your Salesforce instance as an activity on the salesforce calendar.

How it helps 

Dakota Paradise makes follow-up super easy and super efficient. Otherwise, you are betting on the salesperson effectively using excel or a yellow legal pad to record all of their meetings to schedule follow-up.

It also saves your sales team valuable time and effort, so that they can focus on following up on meetings instead of entering information. 

Price 

Dakota Paradise is not yet available but is a yearly subscription, at $2,500 for 10 users or $1,250 for 5 users.

Which is right for you? 

While this depends on the individual needs of your team, we can make some recommendations to help you find out which of the apps above is right for you. 

If you... 

  • Are looking for a way to stay better connected, Slack or Covideo could be a great fit for your team, as they are both designed to help increase communication efficiency. 
  • Are trying to make more calls, faster, ConnectLeader is a great option, since it gives you the availability to make up to 150 calls per hour. 
  • Want to enhance the way you track activity, ClosePlan and YesWare are both great options that help you streamline the way you use reporting. 
  • Need to keep track of meetings and increase follow-up, Dakota Paradise would be a great fit, as it reduces time spent entering meetings so that you can focus on what matters most. 

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