Welcome, welcome, welcome! We’re so glad you’re here! Today, we’re diving into Salesforce and all the apps a salesperson needs to get their job done. We don’t know about you, but anything that makes our lives easier, we’re all for. Time is the worst enemy when you’re trying to accomplish tasks, isn’t it? Well, hopefully, this post will help save you time if you take a moment to relax, read, and absorb the information presented below. Grab a cup of coffee, and put your feet up before you scroll. We’ll still be here when you get to the end.
Salesforce is a powerful tool for managing customer relationships and boosting sales efficiency. However, its true strength shines when combined with the right apps. For sales managers looking to streamline operations, boost productivity, save precious time, and gain deeper insights into their team’s performance, knowing which Salesforce apps to integrate is essential.
Here’s our roundup of the top 10 Salesforce apps every sales manager should know:
1. DocuSign
This nifty little app seamlessly integrates with Salesforce to simplify the signing process. Contracts and documents can be sent, signed, and returned quickly, accelerating your sales cycles. Most sales managers love DocuSign because it saves time and provides real-time tracking of document statuses.
2. LinkedIn Sales Navigator
LinkedIn has come a long way, and their Sales Navigator integrates with Salesforce, allowing you to leverage LinkedIn’s expansive professional network directly within your CRM. Sales managers can use this integration to enhance lead generation, identify key decision-makers, and ensure their team targets the right prospects so time isn’t wasted running down dead-end leads.
3. Pardot
Pardot is Salesforce’s premium marketing automation tool, ideal for nurturing leads. Pardot helps sales teams identify qualified leads through detailed tracking of customer engagement, ensuring your team spends time on prospects most likely to convert. In this way, it works a lot like LinkedIn, but this one goes deeper on the Salesforce level.
4. Conga Composer
Conga Composer automates the creation of documents directly from Salesforce data, enabling rapid generation of proposals, quotes, and contracts. This app is a must-have for sales managers trying to reduce manual paperwork and improve accuracy. We thought manual paperwork was in the past anyway… If you’re still using pen and paper, please up your game.
5. Cirrus Insight
Cirrus Insight integrates your Salesforce data with Gmail and Outlook. This app makes email tracking easy, automatically logging correspondence and scheduling follow-ups. Sales managers will appreciate the visibility and accountability it provides, enhancing team productivity, and we’re sure you all know about running a team, even if you’re not in sales. Anything to help collaboration is a blessing.
6. Salesforce CPQ (Configure, Price, Quote)
This one is seriously helpful. Salesforce CPQ simplifies complex quoting processes, streamlines approvals, and ensures accurate pricing, which we’ve all messed up at one point or another. For sales managers, CPQ drastically reduces errors and accelerates deal closure, providing an advantage in efficiency and revenue management.
7. InsideView
InsideView enriches your Salesforce data with up-to-date insights about customers and prospects. This app helps sales teams understand their leads better, providing valuable context to facilitate personalized, impactful selling. When you know what matters to a customer, you can position your services in a more meaningful way.
8. Groove
Not only is the name awesome, but Groove is a sales productivity tool that helps managers streamline workflows, automate administrative tasks, and track sales activities directly within Salesforce. Groove is especially popular for its ease of use and ability to significantly boost rep productivity and manager visibility. After all, you gotta know what other people are doing.
9. Tableau CRM (formerly Einstein Analytics)
Tableau CRM is Salesforce’s advanced analytics tool. It provides actionable insights through gorgeous visual analytics, forecasting, and predictive analytics capabilities. Sales managers use Tableau CRM to make data-driven decisions and pinpoint opportunities to drive growth, and if your company isn’t growing, it’s dying.
10. SalesLoft
SalesLoft helps sales teams manage their pipeline in Salesforce more effectively. It enhances outreach through cadences, email tracking, and detailed analytics, giving sales managers clear visibility into team activities and improving overall sales effectiveness. If you can see where others are taking missteps, you can help them improve.
Why These Apps Matter
Integrating these time-saving Salesforce apps can transform your sales team’s efficiency and effectiveness. They automate routine tasks, enhance accuracy, and provide insights that help managers lead their teams more strategically. Whether you’re aiming to speed up contract signing, enrich your prospect data, or better track sales activities, there’s an app designed to meet your needs.
Choosing the right combination of apps will empower your sales teams to achieve higher productivity levels, improve customer relationships, and drive stronger results. Salesforce becomes exponentially more valuable with the right tools at your disposal, making these ten apps indispensable for any sales manager focused on success.
You all know what we mean.
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