5 Free or Cheap Tools to Integrate with Salesforce

Here is the list of a few low cost or freely available Salesforce compatible tools, which can be beneficial for any organization. If you have integrated Salesforce for your business operations, then these tools may be quite helpful for you. These tools can be downloaded easily and used with Salesforce:

• Yesware for Google Tool Integration:

Google apps like Google docs, spreadsheet, gmail or log activity data can now be integrated and accessed from within the Salesforce. The tool is freely available on AppExchange, which can connect the user with any of the Google app, Outlook and the user need not any technical knowledge in order to use the tool. User can perform following operations, using Yesware:

1. Track the emails, view and update Salesforce records, can make the calls and check the email.
2. The custom email templates can be used to draft or send the emails. A built-in dialer is present in the inbox of seller, through which they can plan their sales strategy and view their customer records.
3. Even if the seller is not on the work, then he can set the reminders for important messages and follow-up and schedule the emails to be sent on a later date.
4. Can send bulk mails up to 200 senders at a time.
5. Better dashboard with which Sales reps can get better customer insights and offer better opportunities to their customers.
6. User can call directly from inbox and save and take the notes.

• Olark Chatting Tool:

The click to chat tools can help the user or sales reps in generating many qualified leads. There are a number of tools available for click to chat feature implementation. Olark is a great tool which has a number of features and can be bought just by paying a minimal monthly amount. The chats automatically will be loaded into Olark when you install it. Following are the features of Olark:

1. The cases or leads can be created through Olark and for this there is a command available in Olark and it will automatically associate the email address available in Salesforce with Olark.
2. The Pre-Chat Survey can be used to collect the visitor’s information, when they use the chatting feature of the application.
3. The Visitor’s information can also be integrated with Olark through its easy to use API.
4. There are three editions available, Enterprise, Developer and Unlimited of the app, so you can use the one, suitable for your requirement.
5. You can easily download the Olark app and using the Salesforce credentials can use it properly.
6. The cases or leads can be sent directly to the visitors.

• Project Management Integration Tools

Project Management is an unavoidable and integrated part of the organization, the third party integration tool like BaseCamp or Zapier and do.com are available, which can be easily downloaded and used with Salesforce for managing the project related steps. For the project management there are ready to use templates available in zapier like app, where you can also integrate WooCommerce orders with Salesforce. Without writing a single line of code or any technical knowledge, you can use the tool. Following features are available in zapier:

1. a) User can create and use the zapier triggers, using App and the appropriate actions can be taken on any particular event.
2. Several usable options for the user, available in Zapier are create project, upload file, create case, create event calendar event, project template creation, object creation, opportunity creation and many others are available.
3. You can use it with both Basecamp and Basecamp Classic.

• Data Integration Tools:

 To keep the data relevant and useful for he users, several free tools are available for the organizations. User can perform mass delete, update or insert operations on he data and can track the changes and as well. Before using any data integration operation, you must keep a copy as well of the entire information. Following are a few featured data integration tools available for the user:

1. CRM Fusion DemandTools
2. io
3. Salesforce Data Loader
4. Eclipse
5. Jitterbit Cloud Dataloader
6. Workbench

• Customer Service and Support

Salesforce is basically designed for the sales team, but to provide better customer assistance, you may need an additional app, compatible with Salesforce. The complaints can be resolved so quickly and excellently, if a proper app is used with the app. A most popular app for salesforce support services management is zendesk, which is neither costly and can support the staff in providing better service to the customers.