Managing sales processes and customer relationships has always been tedious. Fortunately, for many of us, Salesforce and its automation tools have come as a savior. These solutions streamline and automate sales tasks and help focus on building meaningful relationships with customers.
However, with the rapidly evolving landscape of sales and technology, finding the right Salesforce automation tools that align with your business needs can take time and effort. To make it easier for you, we have compiled a list of the seven most promising Salesforce automation tools you need to consider in 2023.
What’s your goal? Enhance lead generation? Optimize sales pipelines? Improve customer interactions? We’ve got you covered with a curated list of cutting-edge solutions that are sure to drive your sales success.
So, let’s dive in and discover the tools that will empower your team to thrive and achieve your sales goals.
7 Best Salesforce Automation Tools
Here are the seven best Salesforce automation solutions you should consider for your business:
Nektar is a leading Salesforce automation tool with advanced contact automation capabilities. It helps sales teams unlock a whole new level of efficiency and sales productivity. Nektar can generate 8 times more buyer contacts through automated contact management. It ensures no potential lead slips through the cracks—no more missed opportunities. Get a steady stream of qualified prospects that are worth your attention.
If you are looking to ramp up your Account-Based Marketing (ABM) campaigns, Nektar has got you covered. The tool enables you to supercharge your ABM efforts by automating personalized outreach. It ensures your message reaches the right decision-makers at the right time.
Nektar doesn’t just automate tasks but provides invaluable relationship intelligence. Tracking and analyzing buyer interactions allows you to gain insights into customer behavior. The newfound intelligence empowers you to tailor your sales strategies and build stronger, more meaningful relationships with your prospects.
Multithreading every opportunity also becomes a breeze with Nektar. It facilitates seamless collaboration and communication across your sales team and ensures every critical touchpoint gets noticed. Stay on top of every interaction and nurture every opportunity with precision and agility.
- Gain detailed contact lists for every Account in your CRM
- Segment Account contacts and Opportunity Contact Roles (OCR) based on their affinity and involvement
- Automatically create the buying committee map for advanced intelligence
- Get auto-updated contact details with job titles and phone numbers
Veloxy is another leading Salesforce automation tool that seamlessly extends the power of Salesforce to your favorite inbox and mobile devices. The platform revolutionizes the way you capture leads and update records through intuitive features and seamless integration.
Veloxy effortlessly integrates with your preferred inbox or your smartphone. The integration ensures automatic lead capturing and updating of records in Salesforce. It saves valuable time and eliminates the hassle of data entry.
Furthermore, understanding customer engagement is essential for effective lead prioritization. Veloxy takes care of this by automatically tracking your customers’ email engagement. Insights into open rates for emails and click-through rates help you prioritize leads based on their level of engagement.
- Automatic analysis and prioritization based on buyer intent for leads and contacts
- Optimized field sales routes for more stop-ins and meetings
- Automated capturing and updates of contact information from your inbox
ZoomInfo creates a single source of truth for your organization. With its seamless integration and comprehensive data-driven solutions, ZoomInfo enhances the Salesforce experience for your sales teams.
ZoomInfo works seamlessly with Salesforce. It ensures a flawless integration that makes life easier for your teams. Native applications and ongoing lead enrichment allow ZoomInfo to empower your organization to maintain a reliable Salesforce ecosystem.
From lead enrichment to ongoing data updates, ZoomInfo equips your Salesforce ecosystem with the latest and most relevant information. ZoomInfo streamlines Salesforce and provides comprehensive data-driven solutions. With accurate and up-to-date information readily available, your teams can focus their energy on productive sales activities.
- Build and save targeted contact lists and account details
- 200+ data point filters, including employee, company, and geographic location
- Continuously enrich Salesforce data by getting rid of discrepancies
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Qualtrics, a Salesforce automation tool, seamlessly brings advanced customer feedback analytics into the Salesforce platform. It allows you to unlock invaluable customer insights and take decisive action to close more deals. With Qualtrics, you can elevate your customer experience game and drive success, all within a single, integrated platform.
Qualtrics can embed advanced customer feedback analytics directly in Salesforce. The integration enables you to surface deep customer insights without switching between platforms. The power of Qualtrics’ analytics capabilities within Salesforce helps you comprehensively understand your customers and their preferences.
Furthermore, Qualtrics empowers you to automate feedback requests within Salesforce. It lets you capture customer sentiment at crucial milestones throughout the sales cycle. Automating feedback requests based on account milestones helps you gain insights into customer behavior and satisfaction levels at every stage.
- Get new leads in Salesforce from your Qualtrics surveys
- Set up email triggers with surveys to send when a specified object’s Flow conditions are met
- Map information from your Qualtrics survey into Salesforce records
LevelEleven is an advanced Salesforce automation tool that specializes in sales performance management. With its focus on gamification and coaching, LevelEleven helps organizations reinforce successful behaviors to drive motivation and achieve sales excellence. With personalized scorecards and intelligent goal management, LevelEleven directly brings a comprehensive sales performance solution into Salesforce.
Incorporating game-like elements into the sales process allows LevelEleven to create an engaging and motivating environment for sales teams. Personalized scorecards enable individuals to track their progress, see their performance metrics, and compete against their goals or other team members.
With intelligent goal management tools, LevelEleven enables organizations to set and track sales targets. It ensures alignment with business objectives. Real-time visibility into goal progress allows sales teams to stay focused and make data-driven decisions. The streamlined goal management process drives accountability and fosters a results-oriented sales culture.
- Real-time leaderboards for fostering healthy competition
- Performance scorecards for sales managers and reps
- 1-on-1 sales coaching backed by data and insights
TaskRay is a Salesforce automation tool that seamlessly organizes and manages your teams and processes. As a 100% Salesforce-native solution, TaskRay springs into action as soon as you mark a deal as Closed Won. It ensures a smooth transition from the sales phase to customer success. Whether onboarding, implementation, or installation, TaskRay empowers you to create happier customers right from day one.
As a Salesforce-native tool, TaskRay integrates seamlessly with your existing Salesforce environment. It offers a single platform for managing your work. TaskRay allows you to efficiently organize and track the tasks, milestones, and activities necessary to meet customer expectations.
TaskRay provides a structured framework and customizable templates to ensure the customer journey remains well-defined and executed precisely. From assigning tasks to team members to setting deadlines and monitoring progress, TaskRay helps you easily navigate complex projects.
- Eliminate manual work with automation and templates to enhance efficiency
- Get a holistic approach to post-sales activities for enhanced visibility
- Get consistent internal and external-facing processes to enable your team to focus on high-value activities
LeanData is a Salesforce automation tool that makes lead capture, matching, and routing appear effortless. With LeanData, you can build, track, and manage intricate workflows. Everything happens through a customizable code-free automation platform to meet your specific growth needs.
Lead capture, matching, and routing are critical processes for any organization. However, they can quickly become overwhelming and time-consuming. That’s where LeanData steps in. With its user-friendly interface and code-free automation capabilities, LeanData allows you to streamline these processes efficiently.
The intuitive interface LeanData, allows you to adapt your processes in real time. It ensures your automation aligns with your ever-changing growth needs—no coding required. With LeanData, you can customize your workflows to match your unique business requirements.
- Code-free automation to build and manage complex workflows seamlessly
- Automated sales follow-up for quick identification and troubleshooting of routing errors
- Real-time lead-to-account connections for Salesforce data
As the landscape of Salesforce automation tools continues to evolve, plenty of options exist to streamline your processes and boost productivity. The top seven tools highlighted in this article bring unique strengths and capabilities, catering to different aspects of Salesforce automation.
So get ready to embrace the power of automation and take your Salesforce operations to new heights. The right automation tool can be a game-changer. It will enable success, boost team performance, and exceed customer expectations. Stay ahead of the curve, explore the possibilities, and leverage the potential of these top Salesforce automation tools to achieve your goals quicker.
- What is Salesforce automation software?
Salesforce automation software automates processes and tasks within the Salesforce platform. Automating repetitive and manual tasks helps streamline and optimize sales, marketing, and customer service activities. It results in improved efficiency and enhanced productivity.
- Which tool is the best for automation in Salesforce?
The best tool for automation in Salesforce depends on your specific requirements. Some popular options include Nektar, Veloxy, and ZoomInfo. Each tool offers unique features and functionalities to automate aspects like contact automation, lead capture, routing, etc.
- What can you automate with Salesforce?
Salesforce offers various automation capabilities that streamline processes and tasks. You can automate lead capture, contact automation, opportunity management, email communication, and more. Automation in Salesforce helps eliminate manual effort and enables your teams to focus on more value-added activities.
- How do I automate in Salesforce?
You can utilize built-in tools and features available within the platform to automate processes in Salesforce. Furthermore, you can also use third-party apps and platforms for automation capabilities tailored to specific needs.
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