• Zack Martin

5 Must Have Salesforce Integrations

Updated: Sep 16



Salesforce is a powerful platform that can help organizations of all sizes increase sales and grow their business all while better serving existing customers. However, to get the most out of Salesforce, it’s important to integrate it with other applications that your team is already using.

Here are 5 popular integrations that businesses should consider if they use Salesforce:

1. Social Media Integration

Social media is a great way to connect with customers and promote your brand, but managing multiple social media accounts can be time-consuming. That’s where social media integration comes in. By integrating your social media accounts with Salesforce, you can streamline your social media management process, further expanding your 360-degree-view of your customers. You can post updates, track interactions, and measure the success of your social media campaigns right from within Salesforce.

2. Email Marketing Integration

Email marketing is a great way to reach out to customers and promote your products or services. But building and managing email marketing campaigns can be time consuming. That’s where email marketing integration comes in. By integrating your email marketing account with Salesforce, you can streamline your email marketing process. You can create and send campaigns, track interactions, and measure the success of your email marketing campaigns right from within Salesforce.

3. Calendar/Contacts/Emails Integration

Integrating your email, calendar, and contacts allows you to manage key customer data in one place.

One popular integration is integrating Outlook or Gmail to Salesforce. You can view your customer's contact data, see past and upcoming appointments, and read or respond to emails right within Salesforce. Additionally, this integration allows you to create and send email campaigns, track interactions, and measure the success of your email marketing campaigns.

4. ERP Integration

ERP integration allows you to manage business operations and finances in one place. By integrating your ERP system with Salesforce, you can consolidate all business operations into one central location. This makes it easy to track sales data across all channels and manage inventory levels and accounting information in real-time. It also allows you to make more informed business decisions, which can help you improve overall efficiency and profitability.

5. Payment Processing Integration

Payment processing integration allows you to process payments quickly and easily right from within Salesforce often providing an even better buying experience for your customers. This eliminates the need to switch between applications or websites when processing payments. It also allows you to keep track of all payment transactions in one central location, which makes it easier to manage financial data and spot trends over time.

In summary, all of these integrations have various benefits that help businesses improve their operations and better serve their customers. For example, social media integration can help businesses better understand their customers' behavior on social media, email marketing integration can help businesses send more effective email campaigns, and ERP integration can help businesses manage finances and operations in one place. Overall, the integrations mentioned are beneficial to businesses of all sizes. When combined, integrations act as a force multiplier, unlocking maximum efficiencies for your business.

Excited to learn more? Reach out to The Lodestone Group today for a free consultation about how to approach integration in your business!

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