Top Salesforce Tools to Ace in 2023 for Marketing and Sales

Salesforce is a popular and widely used CRM or customer relationship management platform. There are various Salesforce tools available that helps people of different fields. With the right Salesforce training course in Jaipur, you will learn all about it.

Salesforce has become a go-to for all businesses. Marketing and sales professionals have become especially inclined towards using this software to ensure maximum output. In this blog, we are going to give you insights into the top Salesforce tools to ace in 2023 for marketing and sales.

This information will help you get a head-start in the field. You will have an edge over your competitors and get the best opportunities that require you to have good basic knowledge. Another key factor here is the institute you pick for your training course. With the right institute, you will get quality training and that will make all the difference in the world.

Before we dive into the name of the institute that is the best, let us get started with an introduction to Salesforce. Further in the blog, we will give you an insight into the top tools that you can learn for enhanced opportunities.

So, let us begin to gain more information on this super trending CRM platform.

 

An Introduction to Salesforce

Headquartered in San Fransisco, Salesforce is a cloud-based software company. While many people still believe that this software is used by sales teams alone, that is not the case anymore.

It is a CRM platform that is taking over the world, one business as a time. A CRM can simply be referred to as a central place where a business can consolidate all its data while tracking interactions. It is a shared platform that facilitates collaboration among teams and colleagues.

Salesforce has adopted a freemium model. A freemium model is where this platform offers majority of its services for free of cost. However, they also have a payment plan option that will give you additional services.

Salesforce has acquired a lot of companies in the recent past. This it has much more to offer than its core CRM products. It has significantly expanded its suite of products. It has taken over companies like Appirio, Act on Global Solutions, ExactTarget, MuleSoft Composer, Pardot, Einstein Analytics, Dynatrace, etc.

Salesforce AppExchange is a widely-preferred Salesforce product, it is used for integrations. It is the marketplace that offers hundreds of services and solutions that aid in extending Salesforce.

Salesforce Commerce Cloud is another of its product that has become quite useful for businesses. This ecommerce platform offers exquisite digital online payment services.

 

Top Salesforce Tools to Ace

There are hundreds of tools available in the market. While all of them are there to help solve a purpose, not all can be the right fit for your organization. Thus, the question remains that which are the best tools to ace for marketing and sales.

Here are some of the top tools to learn and ace to be able to kickstart your career as a Salesforce expert. With knowledge about these tools, you will become an inseparable asset to companies across the nation. Thus, your demand will rise as rapidly as the demand for Salesforce rises.

Let us discuss some of the best tools out there.

 

1. Sales Funnel by InsightSquared

Sales Funnel by InsightSquared aids managers in tracking the progress of each sales rep via visualizations of the complete sales funnel. This is a free app that helps them view conversion rates at every stage of the process.

This also facilitates the manager in deciding whether further training is needed or not. The stages are not set. Thus, they can be altered as per the need specific requirements of the organization. This also enables the app to automatically import data from Salesforce.

2. Adobe Sign

As per statistics dropped by Salesforce itself, a sales rep’s 25 percent of the time is spent carrying out administrative tasks. A lot of this time can be saved with Adobe Sign as it automates all tedious paperwork processes.

With Adobe Sign, creating, signing, sending, and filing agreements is made possible from the Salesforce platform itself. The sales cycle is cut short with the e-signature process, which is an automated one.

3. ZoomInfo

One of the key elements of using Salesforce in an optimized manner is to regularly update with contact information. However, this process becomes relatively tedious and complicated due to large databases. This is where ZoomInfo comes into the picture. It makes the entire process quicker and easier.

This tool comprises of a humongous database that consists verified contact information. It starts by scanning any discrepancies that might be there between the Salesforce database and its own database. If any discrepancy is found, the Salesforce database is automated updated by ZoomInfo.

4. Whatfix

Whatfix is one of the most widely preferred Salesforce tools for training the customer service team about effectively employing Salesforce. These employees are thoroughly guided on how to use the platform to its maximum efficiency.

This tool consists of guides regarding the art of responding to customer questions via social media or emails. The team is always kept UpToDate about the offerings of Salesforce through this too.

5. SMS-Magic

In order to drive sales up, it is crucial to engage with potential leads. However, teams are sure to find it tedious to keep updated with all the various conversations going on different platforms. The error rate is sure to increase as a person keeps switching between multiple apps.

SMS-Magic is the solution to this grave problem. It aids in engaging with the leads via the communication channel that is preferred by the customer. This can be SMS messaging, WhatsApp, Facebook Messenger, etc. This is tool is the key to handling all conversations from a single inbox. Automated conversations can also be setup via bots.

6. Cloudingo

We all know that maintaining databases comes under the tag of time-consuming tasks. However, it cannot be avoided as it is a crucial one as well. Cloudingo plays a big role in helping sales team manage their data as its removes or merges any duplicate entries. Thus, it facilitates mass update and import. A gigantic portion of the cleaning process is automated by Cloudingo.

7. Cirrus Insight

Cirrus Insights is a highly useful tool for marketing teams as it connects Office 365, Outlook, and Gmail calendars and emails to Salesforce. This paves path for easily tracking any email leads as well as responses.

Data inputs into Salesforce are also enabled and that too without the need to switch between platforms. Thus, a lot of efforts, resources, and time is saved.

8. ActiveCampaign

A highly popular Salesforce marketing tool, ActiveCampaign offers powerful automations that are easy to use. Using the integrated ActiveCampaign app renders the team with priceless Salesforce CRM data. Deep customer experience automation features are utilized for creating highly unique and customised email marketing campaigns.

Once the integration is completed, accounts, contacts, and leads are all synced automatically. Thus, offering the organization’s marketing team a single customer view that can be utilized for creating highly segmented marketing campaigns.

9. Bizible

Majority of organizations run ad campaigns or boost blog posts. There is no end to the number of marketing activities that an organization can engage in. However, most of them find it difficult to pin which campaign, blog post, or ad finally convinced their target audience to engage with them. Consequently, they are unsure where to spend their means and time.

This grave problem right here is solved by Bizible. This Salesforce tool offers a myriad of marketing automation and analytics suite. It offers granular machine learning and performance data forecasts for all the critical channels. These are powerful insights and aids marketers in maximizing their growth, hitting their targets head-on, and optimizing their campaigns.

10. SurveyMonkey

SurveyMonkey has widely been referred to as an invaluable tool to improve customer satisfaction as it is renders direct surveys possible. This one tool automated the complete survey process, while also speeding it up. Thus, marketing teams can easily gather customer feedback with SurveyMonkey and then store it in Salesforce.

It offers a hefty number of pre-made templates and also includes a mobile-friendly approach, saving a lot of time.

11. Groove

Groove is popular sales engagement platform that gives sales team the ability to execute their curated strategies in an adaptive and smart way. This one tool enables them to achieve more with less. Ultimately, they promote greater effectiveness and efficiency throughout the customer lifecycle.

 

Conclusion

Salesforce has become the go-to platform for businesses that wish to achieve big. It is not just a sales tool but has found its usage in various teams throughout the working of an organization.

If you are thinking about getting started in this field, then Grras Solutions is the institute that can help you. Enroll with this institute for your Salesforce training course and get ready to become successful. Start with the best and go on to become the best. Enroll now!