3 Must-Have Salesforce Integrations

Businesses strive to have great customer relationships and Salesforce can carry out that need. Salesforce gives businesses the tools to increase sales and grow customer loyalty with its dynamic tools. In this post, we’ll highlight three must-have Salesforce integrations to keep your business ahead of the game.

1. Salesforce and SurveyMonkey Integration

Building relationships with your customers is how you get results for your business. SurveyMonkey is a great resource that can provide data based on responses from customers. This can be used to evaluate your processes and areas that need improvement.

 Here are four ways you can use Salesforce and SurveyMonkey integration to track customer sentiment, monitor interactions, and make a positive impact on your business:

1. Use automated triggers to send out surveys after a transaction or event in salesforce

2. Reveal deeper trends by mapping surveys to a Salesforce object and building reports for the data.

3. Get a grip on what’s working and what isn’t by automating win/loss surveys as part of the sales process.

4. Use a survey to gauge customer satisfaction with a service request. Pull from those analytics to identify areas of improvement.

This integration allows you to create reports from surveys to analyze the data and results. This can help to better understand, measure, and respond to feedback from your customers.

2. Salesforce and Facebook Integration

Facebook currently has 2.6 million active users and is considered to be one of the largest social media business platforms. Currently, 150,000companies are using Facebook to grow their platform by networking and online interactions. Facebook is an easy platform to use for tracking social media data and helping businesses grow.

Here are three ways you can use Facebook and Salesforce integration:

To target specific audiences effectively

‘Facebook Custom Audiences’ is a way for companies to target relevant ads to people who are already familiar with their business. These users can be current or past customers, and email subscribers who are already opting into receive information about your brand. It is important to continue to focus on these people because they have already expressed an interest in your company. Pull from your Salesforce data to match it with Facebook users and create ads that are more likely to convert.

target specific audiences

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Make it Easier for Leads to Engage with Your Ads

Use your Facebook and Salesforce integration to engage Facebook Lead Ads. The tool collects data from people’s profiles to pre-fill out forms and make it quicker and easier for those leads to express their interests. Doing this provides a streamlines way to collect data on such a huge network.

Online to Offline Sync for Facebook Ads with Salesforce

Facebook’s ‘Online to Offline’ sync feature is a great way to target and measure ads from offline channels like a physical store or phone orders after someone has seen or engaged with your Facebook ad. If your audience has a Facebook account, Facebook will find them and match the data with your Salesforce data to track the purchase after it’s made. This is a great way to connect the dots on your advertising efforts to realistically understand your buyer’s journey and the ROI of your marketing efforts.

3. Salesforce and Microsoft Outlook Integration

Sales reps use email solutions like Outlook every day to quickly engage with prospects. This makes it easier for them to track those interactions by having email access all in one place. Integrating Outlook with Salesforce allows you to:

  • Eliminate the time wasted switching between applications
  • Create Salesforce records from within Outlook
  • Pull related emails and events from Outlook into the record in Salesforce
  • Add emails from Outlook into Salesforce to keep the entire sales team informed on the status

 In addition to the benefits above, integrating Salesforce and Outlook simplies scheduling appointments. Reps’ calendars can be shared to make planning calls and meetings easier for everyone.

Concluding Thoughts

Salesforce is a world-class CRM solution with some very powerful features. Sharing its rich insights with other applications is a must for businesses to make proactive and informed decisions about sales, marketing, and services.  For help connecting Salesforce with SurveyMonkey, Outlook, Facebook, or any other business app, reach out to our knowledgeable team at sales@starfishetl.com.

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