Click Here
6 Essential Salesforce Tools for a Profitable Quarter

6 Essential Salesforce Tools for a Profitable Quarter

Digital Transformation

monsterid
By WalkMe Team

 

At the end of the quarter, an employee’s relationship with Salesforce becomes intense. Any friction in using a CRM is friction in getting to closed won.

 

As much as the salesperson relies on their CRM, it should be made equally easy and efficient to use. Fortunately, there are a lot of apps that improve your salesforce experience.

 

We’ve compiled a list of the top six tools you can get to make your Salesforce use more efficient.

 

Leverage WalkMe’s real-time guidance to make Salesforce easier than ever.

 

Salesforce Hacks:

 

1. SuperTools by WalkMe

 

SuperTools currently offers two invaluable features: SuperEdit and SuperSearch. Here is why we love them: SuperEdit gives you the ability to do inline report editing, cutting the time you spend on bulk editing by 80%. SuperSearch gives you lightning fast search results with autocomplete directly in the search bar — no more sifting through Salesforce search results! Oh, and it’s completely free, no strings attached.

 

2. ZynBit for Outlook and Gmail

 

The next Salesforce tool you’ll want to consider is ZynBit. ZynBit syncs your calendar and inbox with Salesforce, ensuring that you never miss an email or an appointment. ZynBit also allows you to add, edit, and interact with your leads, accounts, contacts, opportunities, and cases. This allows you to take care of all your basic communication in one window, considerably simplifying your workflow.

 

3. Salesforce Chatter

 

If you have a distributed sales team, the chatter functionality within Salesforce can prove extremely valuable. We use chatter to communicate short messages, updates, or requests throughout the sales team. You wouldn’t believe the amount of important information that has come through chatter.
For example, imagine a lead pops up from your former employer. On Chatter you can offer your current team members an inside scoop, they will all be able to easily review and access this information at any time. You can also upload things like new use cases that other team members can then use to cross-sell or upsell to their clients.

 

4. Salesforce Mobile Apps

 

SalesforceA has two different mobile apps available: Salesforce1 and Salesforce. Salesforce1 allows you to access valuable information from the CRM while on your phone or tablet, eliminating the need to lug your laptop to every meeting meeting. SalesforceA gives Salesforce Admins the same access on their phone or tablet that they have on their desktop computer. They can alter user permissions, change passwords, or perform any other admin related task laptop free.

 

5. Data.com

 

Entering company information into Salesforce can be a long and tedious task. However, using the data.com integration, you can search for companies, fill out relevant company information, and update customer details. Dun and Bradstreet provide the company information so you can sleep easy knowing that the data is always up to date and accurate.

 

6. Salesforce AppExchange

 

Apple coined the moniker “there’s an app for that!” The same slogan holds true for Salesforce. If you are experiencing any sort of inefficiency in Salesforce, chances are someone else has had a similar pain and built a solution for it. Many of the options are paid, but there are some hidden free gems in there that you cannot afford to miss!

 

Instantly boost your Salesforce use today with WalkMe’s step-by-step guidance. Try it out.

 

Share

monsterid
WalkMe Team
WalkMe pioneered the Digital Adoption Platform (DAP) for organizations to utilize the full potential of their digital assets. Using artificial intelligence, machine learning and contextual guidance, WalkMe adds a dynamic user interface layer to raise the digital literacy of all users.