ecommended collaboration tools

When integrating with external parties in Salesforce, it is important to take advantage of the benefits of sharing data. There are benefits to integrating with the following tools:

CRM/SFA

CRM/SFA is a tool for improving customer relationships while streamlining sales activities. Salesforce also offers Sales Cloud telemarketing data for CRM/SFA. If you are already using another CRM/SFA system, you can support your sales and marketing by linking it with Salesforce. If you want to migrate from an existing system to Salesforce, you can link them together and transfer your data to make the switch smoothly.

MA Tools

MA tools are tools that automate marketing and enable highly accurate customer approaches. By using customer data managed in Salesforce with MA tools and feeding back the results of marketing using the MA tool to tools you can use to start your business Salesforce, overall efficiency can be improved. Salesforce also has an MA tool called Marketing Cloud Account Engagement, so if you have an existing system, it would be a good idea to link it.

Business Chat

Business Chat is a chat system that can be used for employee communication. By linking it to Salesforce, you clean email can share information smoothly. Salesforce acquired Slack, a well-known business chat system, so you can link it smoothly with Slack. It also supports linking with other business chats via API, so consider linking it to make the most of your chat communication.

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